13F filer · CIK 19617 ↗
Jpmorgan Chase & Co
You are looking at Q4 2022. See the latest, Q2 2026 →
Reported value
$758.55B
+8.9% on the quarter before
Positions
6,859
834 new · 704 sold out
Top 10
16.0%
of the value
Est. gain
+$44.91B
on stocks held all quarter
Est. return
+7.4%
on those stocks since Q3 2022
Positions as of Dec 31, 2022, 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, 26% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2022. Striped tiles are options.
Largest buys
Since Q3 2022, 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.
- Vanguard Tax-Exempt Bond ETF~$2.57BAdded · 0.1% → 0.4%+51,877,698 shares
- SPDR S&P 500 ETF TrCALL~$1.51BAdded · 0.4% → 0.6%+3,959,500 underlying
- Amazon~$1.18BAdded · 1.6% → 1.3%+13,991,872 shares
- Invesco Qqq TrPUT~$1.07BAdded · 0.6% → 0.7%+4,020,500 underlying
- Vanguard S/T Corp Bond ETF~$831.8MAdded · 0.0% → 0.1%+11,062,636 shares
- PSEG~$765.2MAdded · 0.1% → 0.2%+12,488,284 shares
- Union Pac Corp~$727.6MAdded · 0.2% → 0.2%+3,513,949 shares
- Cme Group Inc~$685.9MAdded · 0.2% → 0.3%+4,078,610 shares
- Oracle~$671.7MAdded · 0.2% → 0.3%+8,217,923 shares
- Apple~$603.4MAdded · 2.5% → 2.2%+4,643,920 shares
Largest sells
Since Q3 2022, 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.
- Ishares TrPUT~$1.54BCut · 0.4% → 0.2%−11,502,800 underlying
- Ishares TrPUT~$1.44BCut · 0.3% → 0.1%−19,599,900 underlying
- Invesco Qqq Trust~$1.43BCut · 0.4% → 0.2%−5,387,607 shares
- SPDR S&P 500 ETF Trust~$1.02BCut · 2.9% → 2.7%−2,679,475 shares
- Mcdonalds Corp~$1.01BCut · 0.6% → 0.5%−3,815,016 shares
- Jpmorgan Betabuilders Europe E~$917.3MCut · 0.4% → 0.3%−18,912,964 shares
- Exelon Corporation~$775.9MCut · 0.1% → 0.0%−17,947,706 shares
- Alphabet~$622.2MCut · 1.1% → 0.8%−7,012,374 shares
- Norfolk Southern Corp~$620.3MCut · 0.4% → 0.4%−2,517,072 shares
- Vanguard Total Intl Bond ETF~$598.7MCut · 1.4% → 1.2%−12,622,452 shares
Holdings
As of Dec 31, 2022. Changes are in shares against Sep 30, 2022, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MicrosoftCOMMON · shares +0.3% · price +3.0% | 2.9% | $22.31B | +$641.8M | ||||||||
| SPDR S&P 500 ETF TrustFUND · shares −4.7% · price +7.1% | 2.7% | $20.77B | +$1.37B | ||||||||
| AppleCOMMON · shares +3.8% · price −6.0% | 2.2% | $16.67B | −$1.02B | ||||||||
| Unitedhealth Group IncCOMMON · shares +0.6% · price +5.0% | 1.6% | $11.92B | +$561.7M | ||||||||
| Abbvie IncCOMMON · shares +4.2% · price +20.4% | 1.3% | $9.84B | +$1.60B | ||||||||
| AmazonCOMMON · shares +14% · price −25.7% | 1.3% | $9.62B | −$2.91B | ||||||||
| Vanguard Total Intl Bond ETFFUND · shares −6.0% · price −0.6% | 1.2% | $9.38B | −$59.3M | ||||||||
| Bristol-Myers Squibb CoCOMMON · shares −0.8% · price +1.2% | 0.94% | $7.10B | +$84.9M | ||||||||
| ConocophillipsCOMMON · shares +9.2% · price +15.3% | 0.91% | $6.92B | +$841.6M | ||||||||
| Vanguard Total Bond MarketFUND · shares +7.9% · price +0.7% | 0.90% | $6.79B | +$44.7M | ||||||||
| AlphabetCOMMON · shares −9.0% · price −7.7% | 0.83% | $6.26B | −$523.8M | ||||||||
| MastercardCOMMON · shares +3.0% · price +22.3% | 0.79% | $5.97B | +$1.06B | ||||||||
| Exxon Mobil CorpCOMMON · shares +7.0% · price +26.3% | 0.78% | $5.88B | +$1.15B | ||||||||
| Eli LillyCOMMON · shares +8.5% · price +13.1% | 0.77% | $5.86B | +$627.1M | ||||||||
| Nextera Energy IncCOMMON · shares +9.6% · price +6.6% | 0.76% | $5.75B | +$325.5M | ||||||||
| SPDR S&P 500 ETF TrPUTOPTION · shares +2.4% | 0.75% | $5.71B | — | ||||||||
| Deere & CoCOMMON · shares +2.5% · price +28.4% | 0.75% | $5.70B | +$1.23B | ||||||||
| Johnson & JohnsonCOMMON · shares +5.1% · price +8.1% | 0.74% | $5.59B | +$400.5M | ||||||||
| AlphabetCOMMON · shares −4.5% · price −7.8% | 0.73% | $5.56B | −$467.2M | ||||||||
| Invesco Qqq TrPUTOPTION · shares +25% | 0.72% | $5.43B | — | ||||||||
| Jpmorgan Betabuilders Japan EtFUND · shares −0.9% · price +10.0% | 0.70% | $5.29B | +$479.5M | ||||||||
| Coca Cola CoCOMMON · shares +1.6% · price +13.5% | 0.67% | $5.11B | +$600.8M | ||||||||
| Bank America CorpCOMMON · shares +10% · price +9.7% | 0.62% | $4.70B | +$375.9M | ||||||||
| Jpmorgan Betabuilders CanadaFUND · shares −1.7% · price +7.2% | 0.59% | $4.48B | +$300.2M | ||||||||
| Regeneron PharmaceuticalsCOMMON · shares +7.1% · price +4.7% | 0.58% | $4.41B | +$186.1M | ||||||||
| Total · 6,859 positions | 100% | $758.55B | +$44.91B |
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 2022 to Q4 2022: 4,686 stocks held throughout, up $44.91B (+7.4%).
- Abbvie Inc+$1.60B+20%
- SPDR S&P 500 ETF Trust+$1.37B+7%
- Deere & Co+$1.23B+28%
- Exxon Mobil Corp+$1.15B+26%
- Mastercard+$1.06B+22%
- Alphabet−$467.2M−8%
- Alphabet−$523.8M−8%
- Apple−$1.02B−6%
- Amazon−$2.91B−26%
- Tesla−$3.54B−54%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 28 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 ↗ |