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 | |
|---|---|---|---|---|---|---|
3551
UFP Technologies
UFPT
$2.49B
| $2.51M | ﹤0.01% |
12,446
+873
| +8% | +$211K |
|
|
NHICU
3552
NewHold Investment Corp III Units
NHICU
$217M
| $2.51M | ﹤0.01% |
+248,700
| New | +$2.5M |
|
3553
Joby Aviation
JOBY
$7.83B
| $2.51M | ﹤0.01% |
416,738
-362,357
| -47% | -$2.71M |
|
3554
Goosehead Insurance
GSHD
$2.35B
| $2.51M | ﹤0.01% |
21,249
+2,159
| +11% | +$242K |
|
3555
Ironwood Pharmaceuticals
IRWD
$712M
| $2.5M | ﹤0.01% |
1,702,633
+628,127
| +58% | +$1.5M |
|
3556
Credit Acceptance
CACC
$6.1B
| $2.5M | ﹤0.01% |
4,845
+471
| +11% | +$233K |
|
3557
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.77B
| $2.5M | ﹤0.01% |
14,702
-835
| -5% | -$145K |
|
|
GRRR
3558
Gorilla Technology Group
GRRR
$454M
| $2.5M | ﹤0.01% |
84,302
+83,062
| +6,699% | +$1.88M |
|
3559
BrightView Holdings
BV
$1.09B
| $2.49M | ﹤0.01% |
194,192
+33,136
| +21% | +$474K |
|
|
TGB
3560
Trekor Metals
TGB
$3.06B
| $2.49M | ﹤0.01% |
1,111,686
+734,084
| +194% | +$1.56M |
|
3561
CALL
Thermo Fisher Scientific
TMO
$218B
| $2.49M | ﹤0.01% |
+5,000
| New | +$2.71M |
|
3562
CALL
IBM
IBM
$221B
| $2.49M | ﹤0.01% |
10,000
-90,300
| -90% | -$22.1M |
|
3563
CALL
BridgeBio Pharma
BBIO
$15.6B
| $2.48M | ﹤0.01% |
71,800
+21,200
| +42% | +$715K |
|
3564
PUT
Zscaler
ZS
$29.7B
| $2.48M | ﹤0.01% |
12,500
| – | – |
|
3565
CALL
Intuitive Surgical
ISRG
$139B
| $2.48M | ﹤0.01% |
5,000
-28,400
| -85% | -$15.7M |
|
3566
Ocular Therapeutix
OCUL
$2.2B
| $2.48M | ﹤0.01% |
337,831
+148,536
| +78% | +$1.14M |
|
3567
Ardmore Shipping
ASC
$719M
| $2.48M | ﹤0.01% |
252,832
-41,576
| -14% | -$454K |
|
3568
Applied Optoelectronics
AAOI
$12.7B
| $2.47M | ﹤0.01% |
161,163
-132,743
| -45% | -$3.34M |
|
3569
ProPetro Holding
PUMP
$1.49B
| $2.47M | ﹤0.01% |
336,467
+258,099
| +329% | +$2.24M |
|
3570
Nature's Sunshine
NATR
$266M
| $2.47M | ﹤0.01% |
197,002
+136,725
| +227% | +$1.92M |
|
3571
CALL
ArcelorMittal
MT
$55.7B
| $2.47M | ﹤0.01% |
85,600
+34,800
| +69% | +$960K |
|
3572
PUT
Truist Financial
TFC
$64.9B
| $2.47M | ﹤0.01% |
60,000
-220,000
| -79% | -$9.8M |
|
3573
CALL
AB InBev
BUD
$157B
| $2.46M | ﹤0.01% |
40,000
| – | – |
|
3574
NWPX Infrastructure Inc
NWPX
$1.12B
| $2.46M | ﹤0.01% |
59,622
-12,439
| -17% | -$578K |
|
3575
Arcturus Therapeutics
ARCT
$234M
| $2.46M | ﹤0.01% |
232,512
-3,856
| -2% | -$61.2K |
|
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.