13F filer · CIK 19617 ↗
Jpmorgan Chase & Co
You are looking at Q4 2017. See the latest, Q2 2026 →
Reported value
$474.64B
+4.7% on the quarter before
Positions
5,474
868 new · 404 sold out
Top 10
17.8%
of the value
Est. gain
+$23.29B
on stocks held all quarter
Est. return
+6.1%
on those stocks since Q3 2017
Positions as of Dec 31, 2017, from Jpmorgan Chase & Co's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 27% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2017. Striped tiles are options.
Largest buys
Since Q3 2017, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Johnson & Johnson~$763.0MAdded · 0.5% → 0.7%+5,460,967 shares
- Ishares Tr~$738.4MAdded · 0.0% → 0.2%+6,073,984 shares
- Ishares TrPUT~$579.8MAdded · 0.6% → 0.8%+4,065,300 underlying
- Zimmer Biomet Hldgs Inc~$562.0MAdded · 0.1% → 0.2%+4,657,372 shares
- Amazon~$466.9MAdded · 0.8% → 1.0%+399,223 shares
- Nike Inc~$454.5MAdded · 0.1% → 0.2%+7,265,414 shares
- Ishares Tr~$444.3MAdded · 0.7% → 0.8%+6,722,677 shares
- Ribbon Communications Inc~$391.0MNew · 0.0% → 0.1%+50,579,553 shares
- Microsoft~$390.7MAdded · 1.4% → 1.7%+4,566,871 shares
- General Mtrs CoCALL~$375.3MAdded · 0.0% → 0.1%+9,156,900 underlying
Largest sells
Since Q3 2017, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- SPDR S&P 500 ETF Tr~$4.11BCut · 7.0% → 6.3%−15,405,677 shares
- SPDR S&P 500 ETF TrPUT~$1.63BCut · 0.8% → 0.4%−6,097,011 underlying
- Powershares Qqq TrustPUT~$1.54BCut · 0.4% → 0.1%−9,880,907 underlying
- Vanguard Index Fds~$1.13BCut · 0.6% → 0.3%−4,625,817 shares
- Tjx Cos Inc New~$718.9MCut · 0.2% → 0.1%−9,402,284 shares
- Altaba Inc~$701.2MCut · 0.2% → 0.1%−10,039,278 shares
- Ishares Tr~$653.9MCut · 0.2% → 0.0%−5,154,603 shares
- Ishares TrCALL~$625.6MCut · 0.2% → 0.1%−4,492,400 underlying
- Broadcom Ltd~$575.3MCut · 0.6% → 0.5%−2,239,246 shares
- Adobe~$480.9MCut · 0.4% → 0.3%−2,744,379 shares
Holdings
As of Dec 31, 2017. Changes are in shares against Sep 30, 2017, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TrFUND · shares −12% · price +6.6% | 6.3% | $29.90B | +$1.85B | ||||||||
| Ishares TrFUND · shares −0.3% · price +3.3% | 2.1% | $10.19B | +$323.3M | ||||||||
| AppleCOMMON · shares −2.2% · price +10.4% | 1.8% | $8.74B | +$823.4M | ||||||||
| MicrosoftCOMMON · shares +5.2% · price +15.8% | 1.7% | $7.97B | +$1.03B | ||||||||
| Bank Amer CorpCOMMON · shares −1.2% · price +16.0% | 1.1% | $5.31B | +$732.6M | ||||||||
| Unitedhealth Group IncCOMMON · shares −4.0% · price +12.4% | 1.0% | $4.85B | +$536.3M | ||||||||
| AlphabetCOMMON · shares −0.06% · price +10.2% | 0.99% | $4.72B | +$437.3M | ||||||||
| AmazonCOMMON · shares +11% · price +22.3% | 0.99% | $4.70B | +$772.0M | ||||||||
| Pfizer IncCOMMON · shares +1.3% · price +1.7% | 0.88% | $4.19B | +$70.7M | ||||||||
| MetaCOMMON · shares −1.2% · price +4.6% | 0.83% | $3.95B | +$173.1M | ||||||||
| Ishares TrFUND · shares +13% · price +3.6% | 0.83% | $3.92B | +$119.3M | ||||||||
| Home Depot IncCOMMON · shares −2.0% · price +16.7% | 0.81% | $3.85B | +$551.5M | ||||||||
| Wells Fargo Co NewCOMMON · shares −4.5% · price +11.8% | 0.79% | $3.75B | +$397.3M | ||||||||
| Ishares TrPUTOPTION · shares +18% | 0.79% | $3.74B | — | ||||||||
| Citigroup IncCOMMON · shares −0.4% · price +2.4% | 0.77% | $3.65B | +$86.3M | ||||||||
| AlphabetCOMMON · shares +11% · price +9.2% | 0.71% | $3.36B | +$255.4M | ||||||||
| Johnson & JohnsonCOMMON · shares +30% · price +7.9% | 0.70% | $3.31B | +$186.6M | ||||||||
| Texas InstrumentsCOMMON · shares −3.1% · price +16.5% | 0.63% | $2.98B | +$422.6M | ||||||||
| Visa Inc.COMMON · shares +4.2% · price +9.0% | 0.61% | $2.87B | +$228.4M | ||||||||
| Occidental Pete Corp DelCOMMON · shares +0.8% · price +13.4% | 0.59% | $2.78B | +$325.1M | ||||||||
| Ishares TrFUND · shares −8.0% · price +6.7% | 0.58% | $2.73B | +$171.3M | ||||||||
| AlibabaADR · shares +0.8% · price +1.3% | 0.55% | $2.61B | +$32.9M | ||||||||
| Morgan StanleyCOMMON · shares +0.08% · price +9.0% | 0.54% | $2.57B | +$211.7M | ||||||||
| Pepsico IncCOMMON · shares +4.9% · price +7.4% | 0.52% | $2.48B | +$163.0M | ||||||||
| Broadcom LtdCOMMON · shares −19% · price +5.7% | 0.51% | $2.44B | +$132.6M | ||||||||
| Total · 5,474 positions | 100% | $474.64B | +$23.29B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q3 2017 to Q4 2017: 3,841 stocks held throughout, up $23.29B (+6.1%).
- SPDR S&P 500 ETF Tr+$1.85B+7%
- Microsoft+$1.03B+16%
- Apple+$823.4M+10%
- Amazon+$772.0M+22%
- Bank Amer Corp+$732.6M+16%
- Pq Group Hldgs Inc−$221.5M−87%
- General Electric Co−$242.2M−28%
- Merck & Co Inc−$263.9M−12%
- Allergan Plc−$287.4M−20%
- Celgene Corp−$326.4M−27%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 16 splits read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | $1.81T+16% | SEC ↗ |
| Q1 2026 | May 13, 2026 (amended) | $1.56T−2% | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | $1.59T−52% | SEC ↗ |
| Q3 2025 | Nov 7, 2025 (amended) | $3.34T+118% | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | $1.53T+12% | SEC ↗ |
| Q1 2025 | May 12, 2025 | $1.37T+2% | SEC ↗ |
| Q4 2024 | Feb 12, 2025 | $1.34T−49% | SEC ↗ |
| Q3 2024 | Nov 8, 2024 (amended) | $2.63T+8% | SEC ↗ |
| Q2 2024 | Aug 12, 2024 (amended) | $2.44T+3% | SEC ↗ |
| Q1 2024 | May 10, 2024 (amended) | $2.37T+14% | SEC ↗ |
| Q4 2023 | Feb 12, 2024 (amended) | $2.08T+130% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $906.36B−2% | SEC ↗ |
| Q2 2023 | Aug 11, 2023 | $920.27B+12% | SEC ↗ |
| Q1 2023 | May 18, 2023 (amended) | $820.88B+8% | SEC ↗ |
| Q4 2022 | Feb 13, 2023 | $758.55B+9% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $696.38B−3% | SEC ↗ |
| Q2 2022 | Aug 11, 2022 | $717.86B−14% | SEC ↗ |
| Q1 2022 | May 11, 2022 | $830.28B−4% | SEC ↗ |
| Q4 2021 | Feb 11, 2022 (amended) | $865.90B+7% | SEC ↗ |
| Q3 2021 | Nov 12, 2021 | $808.68B−4% | SEC ↗ |
| Q2 2021 | Aug 12, 2021 | $838.21B+12% | SEC ↗ |
| Q1 2021 | May 12, 2021 | $749.21B+10% | SEC ↗ |
| Q4 2020 | Feb 19, 2021 (amended) | $680.63B+14% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 (amended) | $595.09B+15% | SEC ↗ |
| Q2 2020 | Aug 11, 2020 | $518.17B+22% | SEC ↗ |
| Q1 2020 | May 12, 2020 | $425.90B−21% | SEC ↗ |
| Q4 2019 | Feb 11, 2020 | $536.28B+7% | SEC ↗ |
| Q3 2019 | Nov 12, 2019 | $502.15B−2% | SEC ↗ |
| Q2 2019 | Aug 7, 2019 | $511.43B+4% | SEC ↗ |
| Q1 2019 | May 7, 2019 | $489.55B+13% | SEC ↗ |
| Q4 2018 | Feb 11, 2019 | $432.49B−17% | SEC ↗ |
| Q3 2018 | Nov 13, 2018 (amended) | $522.20B+7% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $486.35B+4% | SEC ↗ |
| Q1 2018 | May 10, 2018 | $466.55B−2% | SEC ↗ |
| Q4 2017 | Feb 13, 2018 | $474.64B+5% | SEC ↗ |
| Q3 2017 | Nov 9, 2017 | $453.26B+4% | SEC ↗ |
| Q2 2017 | Aug 9, 2017 | $437.53B−0% | SEC ↗ |
| Q1 2017 | May 10, 2017 | $437.58B+5% | SEC ↗ |
| Q4 2016 | Feb 6, 2017 | $416.17B+2% | SEC ↗ |
| Q3 2016 | Nov 4, 2016 | $406.33B+1% | SEC ↗ |
| Q2 2016 | Aug 8, 2016 | $401.04B+3% | SEC ↗ |
| Q1 2016 | May 10, 2016 | $390.67B | SEC ↗ |