13F filer · CIK 19617 ↗
Jpmorgan Chase & Co
You are looking at Q4 2023. See the latest, Q2 2026 →
Reported value
$2.08T
+130% on the quarter before
Positions
7,514
812 new · 749 sold out
Top 10
19.7%
of the value
Est. gain
+$91.98B
on stocks held all quarter
Est. return
+10.9%
on those stocks since Q3 2023
Positions as of Dec 31, 2023, 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, 29% of the reported value, each sized by its share, colored by what the fund did with it since Q3 2023. Striped tiles are options.
Largest buys
Since Q3 2023, 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.
- Microsoft~$49.64BAdded · 4.1% → 4.5%+132,012,510 shares
- Apple~$27.63BAdded · 2.5% → 2.5%+143,493,288 shares
- Amazon~$26.04BAdded · 2.2% → 2.4%+171,395,856 shares
- SPDR S&P 500 ETF Trust~$25.91BAdded · 2.3% → 2.4%+54,506,776 shares
- Nvidia~$19.06BAdded · 1.7% → 1.7%+38,492,132 shares
- Meta~$17.65BAdded · 1.6% → 1.7%+49,854,583 shares
- Eli Lilly~$13.33BAdded · 0.9% → 1.1%+22,874,026 shares
- Unitedhealth Group Inc~$12.91BAdded · 1.3% → 1.2%+24,519,900 shares
- Vanguard Total Intl Bond ETF~$12.29BAdded · 1.2% → 1.1%+248,909,145 shares
- Mastercard~$10.97BAdded · 1.1% → 1.0%+25,717,981 shares
Largest sells
Since Q3 2023, 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 Us Treasury Bond ETF~$1.11BCut · 0.2% → 0.0%−48,382,387 shares
- Activision Blizzard Inc~$1.06BSold out · 0.1% → 0.0%−11,275,826 shares
- Horizon Therapeutics Pub L~$583.3MSold out · 0.1% → 0.0%−5,042,293 shares
- First Solar~$499.5MCut · 0.1% → 0.0%−2,899,531 shares
- Ishares Core S&P Midcap ETF~$493.5MCut · 0.5% → 0.2%−1,780,686 shares
- Seagen Inc~$478.5MSold out · 0.1% → 0.0%−2,255,659 shares
- Vmware Inc~$378.5MSold out · 0.0% → 0.0%−2,273,745 shares
- Invitation Homes Inc~$315.5MCut · 0.1% → 0.0%−9,249,708 shares
- Invesco Qqq TrCALL~$297.9MCut · 0.3% → 0.1%−727,400 underlying
- Vanguard Short-Term Tips~$242.6MCut · 0.0% → 0.0%−5,108,751 shares
Holdings
As of Dec 31, 2023. Changes are in shares against Sep 30, 2023, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MicrosoftCOMMON · shares +113% · price +19.1% | 4.5% | $93.49B | +$7.03B | ||||||||
| AppleCOMMON · shares +109% · price +12.5% | 2.5% | $53.01B | +$2.81B | ||||||||
| AmazonCOMMON · shares +109% · price +19.5% | 2.4% | $49.92B | +$3.90B | ||||||||
| SPDR S&P 500 ETF TrustFUND · shares +111% · price +11.2% | 2.4% | $49.33B | +$2.36B | ||||||||
| NvidiaCOMMON · shares +111% · price +13.8% | 1.7% | $36.30B | +$2.10B | ||||||||
| MetaCOMMON · shares +103% · price +17.9% | 1.7% | $34.78B | +$2.60B | ||||||||
| Unitedhealth Group IncCOMMON · shares +105% · price +4.4% | 1.2% | $25.19B | +$519.9M | ||||||||
| Vanguard Total Intl Bond ETFFUND · shares +114% · price +3.2% | 1.1% | $23.09B | +$335.8M | ||||||||
| AlphabetCOMMON · shares +68% · price +6.9% | 1.1% | $22.73B | +$871.1M | ||||||||
| Eli LillyCOMMON · shares +145% · price +8.5% | 1.1% | $22.55B | +$723.6M | ||||||||
| MastercardCOMMON · shares +104% · price +7.7% | 1.0% | $21.47B | +$753.5M | ||||||||
| AlphabetCOMMON · shares +105% · price +6.7% | 0.78% | $16.26B | +$501.8M | ||||||||
| Abbvie IncCOMMON · shares +88% · price +4.0% | 0.77% | $16.09B | +$326.4M | ||||||||
| Vanguard Total Bond MarketFUND · shares +82% · price +5.4% | 0.68% | $14.17B | +$399.1M | ||||||||
| TeslaCOMMON · shares +91% · price −0.7% | 0.67% | $13.93B | −$51.2M | ||||||||
| SPDR S&P 500 ETF TrPUTOPTION · shares +192% | 0.66% | $13.65B | — | ||||||||
| Jpmorgan Betabuilders Japan ETFFUND · shares +104% · price +4.5% | 0.64% | $13.37B | +$284.0M | ||||||||
| BroadcomCOMMON · shares +165% · price +34.4% | 0.61% | $12.79B | +$1.23B | ||||||||
| Regeneron PharmaceuticalsCOMMON · shares +96% · price +6.7% | 0.61% | $12.69B | +$408.8M | ||||||||
| Eaton Corp PlcCOMMON · shares +122% · price +12.9% | 0.60% | $12.43B | +$641.1M | ||||||||
| Exxon Mobil CorpCOMMON · shares +136% · price −15.0% | 0.59% | $12.34B | −$919.0M | ||||||||
| ConocophillipsCOMMON · shares +89% · price −3.1% | 0.58% | $12.16B | −$206.5M | ||||||||
| Nxp Semiconductors N VCOMMON · shares +90% · price +14.9% | 0.58% | $12.10B | +$827.5M | ||||||||
| Ishares Core S&P 500 ETFFUND · shares +40% · price +11.2% | 0.58% | $11.98B | +$862.3M | ||||||||
| IntuitCOMMON · shares +92% · price +22.3% | 0.54% | $11.33B | +$1.07B | ||||||||
| Total · 7,514 positions | 100% | $2.08T | +$91.98B |
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 2023 to Q4 2023: 5,616 stocks held throughout, up $91.98B (+10.9%).
- Microsoft+$7.03B+19%
- Amazon+$3.90B+20%
- Apple+$2.81B+12%
- Meta+$2.60B+18%
- SPDR S&P 500 ETF Trust+$2.36B+11%
- Conocophillips−$206.5M−3%
- Yum China Hldgs Inc−$243.0M−24%
- Chevron Corp New−$428.6M−12%
- Bristol-Myers Squibb Co−$651.1M−12%
- Exxon Mobil Corp−$919.0M−15%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 81 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 ↗ |