JPMORGAN CHASE & CO
CIK 19617 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- MSFT4.50%
- NVDA4.39%
- AAPL3.62%
- AMZN3.17%
- SPY2.47%
- META2.39%
- AVGO1.45%
- GOOG1.40%
- MA1.26%
- TSLA1.15%
Share classes counted separately25.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVGOWeight increased · +0.60 pp0.85% → 1.45%Shares +17.34M (+28.00%)
- TSLAWeight increased · +0.49 pp0.66% → 1.15%Shares +4.27M (+13.46%)
- AMZNWeight increased · +0.49 pp2.68% → 3.17%Shares +3.16M (+1.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCOMMON View history and evidence | $56.88B | 4.50% | 134.94M shares | 4.75% → 4.50%-0.25 pp -2.91M (-2.11%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORPCOMMON View history and evidence | $55.57B | 4.39% | 413.81M shares | 3.98% → 4.39%+0.41 pp +4.53M (+1.11%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCCOMMON View history and evidence | $45.83B | 3.62% | 183.01M shares | 3.34% → 3.62%+0.28 pp +3.70M (+2.06%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INCCOMMON View history and evidence | $40.12B | 3.17% | 182.88M shares | 2.68% → 3.17%+0.49 pp +3.16M (+1.76%) | Added | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USFUND View history and evidence | $31.17B | 2.47% | 53.19M shares | 2.60% → 2.47%-0.13 pp -3.49M (-6.16%) | Reduced | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACOMMON View history and evidence | $30.27B | 2.39% | 51.69M shares | 2.39% → 2.39%+0.00 pp -565.02K (-1.08%) | Reduced | ↗▾ |
| 07 | AVGOBROADCOM INCCOMMON View history and evidence | $18.38B | 1.45% | 79.30M shares | 0.85% → 1.45%+0.60 pp +17.34M (+28.00%) | Added | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCOMMON View history and evidence | $17.71B | 1.40% | 92.99M shares | 1.27% → 1.40%+0.13 pp -1.80M (-1.90%) | Reduced | ↗▾ |
| 09 | MAMASTERCARD INC - ACOMMON View history and evidence | $15.92B | 1.26% | 30.24M shares | 1.17% → 1.26%+0.09 pp +520.30K (+1.75%) | Added | ↗▾ |
| 10 | TSLATESLA INCCOMMON View history and evidence | $14.53B | 1.15% | 35.99M shares | 0.66% → 1.15%+0.49 pp +4.27M (+13.46%) | Added | ↗▾ |
Options overlay 1,065
$78.56B notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPY 07.02.25 P590July 25 Puts on SPY USOPTION View history and evidence | Put | 15.97M | $9.36B | +3.32M (+26.24%) | ▾ |
TSLATESLA INCOPTION View history and evidence | Put | 12.61M | $5.09B | +136.40K (+1.09%) | ▾ |
EFAISHARES MSCI EAFE ETFOPTION View history and evidence | Put | 20.19M | $3.95B | +1.30M (+6.90%) | ▾ |
3 / 1,065 options · preview only
Exited positions 634
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| G6095L109 APTIV PLC | Non-derivative | -3,130,025 | -$225.39M | SEC filing ↗ | SEC filing ↗ |
| SRCL STERICYCLE INC | Non-derivative | -3,004,425 | -$183.27M | SEC filing ↗ | SEC filing ↗ |
| ENV ENVESTNET INC | Non-derivative | -2,274,581 | -$142.43M | SEC filing ↗ | SEC filing ↗ |
3 / 634 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 19617 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1342979093801
}Research all 7,374 reported holdings.
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