JPMORGAN CHASE & CO
Q4 2023 Form 13-F

NEW YORK, NEW YORK
CIK 0000019617 · Publicly traded company
Publicly traded · JPM · View company profile
Holdings reported by CARY STREET PARTNERS INVESTMENT ADVISORY LLC since Q4 2024 , ENDEAVOR PRIVATE WEALTH INC since Q1 2026 , Davis Wealth Advisors LLC since Q4 2024
Consolidated report · includes 17 managers since Q2 2013
$1.0T Reported Value Total
Reported value
$1.0T
Quarter over quarter
+10.8%
Holdings
6,116
Top-10 concentration
19.7%

Reports holdings for

  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC · File #028-03128 · Q1 2024 – Q1 2026 · declared by one filing
  • GuideStone Capital Management LLC · File #028-10998 · Q1 2024 – Q1 2026 · declared by one filing
  • Harrison Street Private Wealth LLC · File #028-19134 · Q1 2024 – Q1 2026 · declared by one filing
  • Charles Schwab Trust Bank · File #028-19518 · Q1 2025 – Q1 2026 · declared by one filing
  • PURSUIT WEALTH STRATEGIES LLC · File #028-26826 · Q4 2025 – Q1 2026 · declared by one filing
  • Desjardins Global Asset Management Inc · File #028-21533 · Q2 2024 – Q2 2025 · declared by one filing
  • VOYA INVESTMENTS LLC · File #028-04547 · Q1 2024 – Q1 2025 · declared by one filing
  • JACKSON NATIONAL ASSET MANAGEMENT LLC · File #028-06761 · Q2 2024 – Q1 2025 · declared by one filing
  • Lincoln Investment Advisors Corp · File #028-15854 · Q1 2024 – Q1 2025 · declared by one filing
  • Equitable Investment Management Group LLC · File #028-14633 · Q1 2024 – Q1 2025 · declared by one filing
  • Verizon Investment Management Corp. (not a 13F filer in our records) · File #028-24864 · Q4 2024 – Q1 2025 · declared by one filing
  • FIRST REPUBLIC INVESTMENT MANAGEMENT INC · File #028-12624 · Q4 2023 – Q3 2024
  • J.P. MORGAN MANSART MANAGEMENT LIMITED (not a 13F filer in our records) · Q4 2023 – Q3 2024 · declared by one filing
  • HighTower Advisors LLC · File #028-13510 · Q1 2024 – Q2 2024 · declared by one filing
  • J P Morgan GT Corp · File #028-17027 · Q3 2015 – Q3 2023 · declared by one filing
  • J.P.Morgan SE (not a 13F filer in our records) · Q4 2022 – Q3 2023 · declared by one filing
  • JPMorgan Asset Management (Singapore) Ltd (not a 13F filer in our records) · File #028-17030 · Q3 2015 – Q3 2022
  • JPMorgan Funds (Asia) Ltd (not a 13F filer in our records) · File #028-17032 · Q3 2015 – Q3 2022
  • J.P. Morgan Whitefriars LLC (not a 13F filer in our records) · File #028-12007 · Q2 2013 – Q2 2021
  • J.P. Morgan International Bank Ltd (not a 13F filer in our records) · File #028-17034 · Q3 2015 – Q2 2021
  • MLP Investment Holdings, Inc. (not a 13F filer in our records) · File #028-17033 · Q3 2015 – Q4 2020
  • Isolieren Holding Corp (not a 13F filer in our records) · File #028-17024 · Q3 2015 – Q2 2018
  • LaPann John (not a 13F filer in our records) · File #028-12456 · Q2 2013 – Q4 2015 · declared by one filing
  • JPMP CAPITAL CORP. (not a 13F filer in our records) · File #028-11933 · Q2 2013 – Q2 2015
  • Bear Stearns Companies LLC (not a 13F filer in our records) · File #028-13153 · Q2 2013 – Q2 2015
  • JPMorgan Chase Funding Inc. (not a 13F filer in our records) · File #028-11949 · Q2 2013 – Q3 2013

Holdings reported by

Key People

Directors & officers from Form 4 filings
Dimon James
Chairman & CEO
Leopold Robin
Head of Human Resources
Friedman Stacey
General Counsel
Petno Douglas B
Co-President; CEO CIB
Lake Marianne
CEO CCB
Erdoes Mary E.
CEO Asset & Wealth Management

JPMorgan Chase & Co., incorporated in Delaware in 1968, is a prominent financial services firm headquartered in the United States with global operations. As of December 31, 2023, the company reported $3.9 trillion in assets and $327.9 billion in stockholders' equity. The firm's extensive operations are organized into four main business segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management. Additionally, a Corporate segment manages the company's global activities.

The company operates in highly competitive sectors including banking, securities, insurance, and financial technology. JPMorgan Chase emphasizes the importance of attracting and retaining a diverse and inclusive workforce to drive its long-term growth and success. Globally, the company employs 309,926 individuals, with 60% based in the United States. The workforce includes a wide array of racial, ethnic, gender, and disability representation.

JPMorgan Chase adheres to a global code of conduct that promotes integrity, fairness, and responsibility, guided by four central tenets: exceptional client service, operational excellence, commitment to integrity, and fostering a strong team and winning culture. The company provides various employee benefits and wellness programs, including healthcare, retirement plans, life and disability insurance, and on-site wellness centers.

As a financial holding company, JPMorgan Chase is subject to extensive regulation under U.S. federal and state laws, as well as international laws in the jurisdictions where it operates. The Federal Reserve oversees the company under comprehensive consolidated supervision, including capital and liquidity requirements. JPMorgan Chase conducts annual stress tests and submits an annual capital plan as part of the Federal Reserve's Comprehensive Capital Analysis and Review framework.

JPMorgan Chase's principal subsidiary, JPMorgan Chase Bank, N.A., is subject to prudential standards and extensive regulatory reporting requirements, including enhanced liquidity and risk management standards. The company also faces regulation and oversight from international entities such as the European Central Bank, the European Securities and Markets Authority, and the UK Financial Conduct Authority.

Overall, JPMorgan Chase & Co. is a major financial institution engaged in a wide array of financial activities, subject to significant regulatory oversight to ensure its stability and compliance with stringent capital, liquidity, and risk management standards.

Company description summarized from 10-K filing.
Q3 2023
Q1 2024
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2023 13F filing summary

Period of report December 31, 2023
Filed February 12, 2024
Form 13F-HR
Reported value $1.0T
Positions 6,116
Change in reported value +15.0%
New positions 559
Exited positions 592
Position turnover 17.2%
Top-10 concentration 19.7%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 12, 2026
 6,540 $1.8T
Q1 2026 13F
Filed May 13, 2026
 6,252 $1.6T
Q4 2025 13F
Filed Feb 11, 2026
 6,066 $1.6T
Q3 2025 13F
Filed Nov 7, 2025
 6,040 $1.7T
Q2 2025 13F
Filed Aug 12, 2025
 5,849 $1.5T
Q1 2025 13F
Filed May 12, 2025
 6,091 $1.4T
Q4 2024 13F
Filed Feb 12, 2025
 6,009 $1.3T
Q3 2024 13F
Filed Nov 8, 2024
 6,009 $1.3T
Q2 2024 13F
Filed Aug 12, 2024
 5,953 $1.2T
Q1 2024 13F
Filed May 10, 2024
 6,005 $1.2T
Q4 2023 13F
Filed Feb 12, 2024
 6,116 $1.0T
Q3 2023 13F
Filed Nov 14, 2023
 6,149 $906.4B
Q2 2023 13F
Filed Aug 11, 2023
 5,631 $920.3B
Q1 2023 13F
Filed May 11, 2023
 5,460 $820.9B
Q4 2022 13F
Filed Feb 13, 2023
 5,101 $758.6B
Q3 2022 13F
Filed Nov 14, 2022
 5,031 $696.4B
Q2 2022 13F
Filed Aug 11, 2022
 5,102 $717.9B
Q1 2022 13F
Filed May 11, 2022
 5,265 $830.3B
Q4 2021 13F
Filed Feb 10, 2022
 5,268 $865.9B
Q3 2021 13F
Filed Nov 12, 2021
 5,113 $808.7B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2023

# Holding Reported value % of portfolio
1 MSFT MICROSOFT CORP $46.8B 4.49%
2 AAPL APPLE INC $26.5B 2.55%
3 AMZN AMAZON COM INC $25.0B 2.4%
4 SPY SPDR S&P 500 ETF TRUST $24.7B 2.37%
5 NVDA NVIDIA CORPORATION $18.2B 1.74%
6 META META PLATFORMS INC $17.4B 1.67%
7 UNH UNITEDHEALTH GROUP INC $12.6B 1.21%
8 BNDX VANGUARD TOTAL INTL BOND ETF $11.5B 1.11%
9 GOOG ALPHABET INC $11.4B 1.09%
10 LLY ELI LILLY & CO $11.3B 1.08%
11 MA MASTERCARD INCORPORATED $10.7B 1.03%
12 GOOGL ALPHABET INC $8.2B 0.78%
13 ABBV ABBVIE INC $8.1B 0.77%
14 BND VANGUARD TOTAL BOND MARKET $7.1B 0.68%
15 TSLA TESLA INC $7.0B 0.67%
16 SPY P SPDR S&P 500 ETF TR $6.8B 0.65%
17 BBJP JPMORGAN BETABUILDERS JAPAN ETF $6.7B 0.64%
18 AVGO BROADCOM INC $6.4B 0.61%
19 REGN REGENERON PHARMACEUTICALS $6.3B 0.61%
20 ETN EATON CORP PLC $6.2B 0.6%

Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.

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