JP Morgan Chase Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$4.74B |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.2B |
| 3 |
Walmart Inc
WMT
|
+$4.11B |
| 4 |
Amazon
AMZN
|
+$3.76B |
| 5 |
Apple
AAPL
|
+$3.65B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$1.44B |
| 2 |
TSMC
TSM
|
+$1.23B |
| 3 |
Eli Lilly
LLY
|
+$1.19B |
| 4 |
PayPal
PYPL
|
+$1.08B |
| 5 |
CSX Corp
CSX
|
+$980M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.99% |
| 2 | Financials | 10.5% |
| 3 | Consumer Discretionary | 9.82% |
| 4 | Healthcare | 9.02% |
| 5 | Communication Services | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2926
Huron Consulting
HURN
$2.42B
| $5.8M | ﹤0.01% |
40,453
-60,588
| -60% | -$8.15M |
|
2927
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
| $5.8M | ﹤0.01% |
122,054
+17,896
| +17% | +$853K |
|
2928
Kinetik
KNTK
$4.3B
| $5.79M | ﹤0.01% |
111,525
-131,711
| -54% | -$7.72M |
|
2929
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
| $5.77M | ﹤0.01% |
256,910
-4,026
| -2% | -$89.5K |
|
2930
CALL
Trade Desk
TTD
$6.64B
| $5.77M | ﹤0.01% |
105,400
+34,700
| +49% | +$3.14M |
|
|
HBI
2931
DELISTED
Hanesbrands
HBI
| $5.76M | ﹤0.01% |
997,894
-463,401
| -32% | -$3.25M |
|
2932
WisdomTree US Total Dividend Fund
DTD
$1.7B
| $5.75M | ﹤0.01% |
74,765
+2,243
| +3% | +$174K |
|
2933
United Fire Group
UFCS
$1.4B
| $5.74M | ﹤0.01% |
194,699
+16,822
| +9% | +$454K |
|
2934
WisdomTree US High Dividend Fund
DHS
$1.6B
| $5.73M | ﹤0.01% |
57,789
+6,167
| +12% | +$596K |
|
2935
Clough Select Equity ETF
CBSE
$54.3M
| $5.73M | ﹤0.01% |
191,700
+8,315
| +5% | +$280K |
|
2936
PUT
Linde
LIN
$223B
| $5.73M | ﹤0.01% |
12,300
-72,100
| -85% | -$32.5M |
|
2937
Atlantic Union Bankshares
AUB
$6.12B
| $5.71M | ﹤0.01% |
183,267
-218,980
| -54% | -$7.78M |
|
2938
iShares Global Energy ETF
IXC
$2.77B
| $5.7M | ﹤0.01% |
135,540
-1,290,134
| -90% | -$51.8M |
|
2939
Alpha Metallurgical Resources
AMR
$2.11B
| $5.69M | ﹤0.01% |
45,449
-29,166
| -39% | -$4.75M |
|
2940
Worthington Enterprises
WOR
$2.87B
| $5.69M | ﹤0.01% |
113,597
-85,251
| -43% | -$3.59M |
|
2941
Canadian Solar
CSIQ
$1.03B
| $5.69M | ﹤0.01% |
657,255
+648,703
| +7,585% | +$6.83M |
|
|
ABVX
2942
Abivax
ABVX
$10.4B
| $5.67M | ﹤0.01% |
907,679
+178,760
| +25% | +$1.21M |
|
2943
CALL
Fox Class A
FOXA
$29B
| $5.66M | ﹤0.01% |
100,000
| – | – |
|
|
2944
PUT
Fox Class A
FOXA
$29B
| $5.66M | ﹤0.01% |
100,000
| – | – |
|
2945
Teekay
TK
$1.09B
| $5.66M | ﹤0.01% |
860,909
-182,570
| -17% | -$1.26M |
|
2946
Alight
ALIT
$372M
| $5.65M | ﹤0.01% |
47,610
+878
| +2% | +$115K |
|
|
FARX
2947
Frontier Asset Absolute Return ETF
FARX
$13M
| $5.64M | ﹤0.01% |
222,402
-8,850
| -4% | -$226K |
|
2948
Aurinia Pharmaceuticals
AUPH
$2.06B
| $5.64M | ﹤0.01% |
701,502
-225,796
| -24% | -$1.83M |
|
2949
CALL
Nasdaq
NDAQ
$54.2B
| $5.63M | ﹤0.01% |
74,200
+62,700
| +545% | +$4.93M |
|
2950
NETSCOUT
NTCT
$2.88B
| $5.59M | ﹤0.01% |
266,238
-122,048
| -31% | -$2.74M |
|
Similar funds
JP Morgan Chase's Q1 2025 Portfolio in Review
As of Q1 2025, JP Morgan Chase held 7,910 positions worth $1.37T, up 2% from $1.34T the previous quarter. Its ten largest holdings account for 23% of the portfolio.
JP Morgan Chase deployed $79.2B of net new capital in Q1 2025, opening 550 new positions and adding to 2,666 existing holdings. Its largest new stake was Sandisk: 2,463,833 shares worth $117M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Honeywell, an estimated $1.44B trimmed.
- JP Morgan Chase's largest Q1 2025 buy was Sandisk: 2,463,833 shares worth $117M.
- JP Morgan Chase added most to Visa in Q1 2025, an estimated $4.74B increase.
- JP Morgan Chase's biggest Q1 2025 reduction was Honeywell, cutting an estimated $1.44B.
- JP Morgan Chase fully exited Smartsheet Inc. in Q1 2025, selling an estimated $115M.
- JP Morgan Chase's ten largest holdings make up 23% of its $1.37T portfolio in Q1 2025.
- JP Morgan Chase opened 550 new positions and closed 641 in Q1 2025.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.37T.
Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.