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 | |
|---|---|---|---|---|---|---|
3701
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
| $2.02M | ﹤0.01% |
+97,190
| New | +$1.99M |
|
3702
iShares Global Comm Services ETF
IXP
$572M
| $2.02M | ﹤0.01% |
20,786
+8,666
| +72% | +$876K |
|
3703
CALL
Unity
U
$20.4B
| $2.02M | ﹤0.01% |
102,900
+2,900
| +3% | +$65.5K |
|
|
DHC
3704
Diversified Healthcare Trust
DHC
$2.03B
| $2.01M | ﹤0.01% |
839,391
-394,399
| -32% | -$973K |
|
3705
Edgewise Therapeutics
EWTX
$4.8B
| $2.01M | ﹤0.01% |
91,368
-33,067
| -27% | -$867K |
|
3706
American Vanguard Corp
AVD
$62.5M
| $2.01M | ﹤0.01% |
456,595
+79,969
| +21% | +$408K |
|
3707
iShares US Healthcare Providers ETF
IHF
$1.27B
| $2M | ﹤0.01% |
37,909
-15,127
| -29% | -$777K |
|
3708
CALL
Logitech
LOGI
$14.8B
| $2M | ﹤0.01% |
23,700
+19,500
| +464% | +$1.83M |
|
3709
Northeast Bank
NBN
$1.15B
| $2M | ﹤0.01% |
21,803
-37,419
| -63% | -$3.66M |
|
3710
VSE Corp
VSEC
$6.79B
| $1.99M | ﹤0.01% |
16,587
-53,970
| -76% | -$5.79M |
|
3711
PUT
Riot Platforms
RIOT
$7.14B
| $1.99M | ﹤0.01% |
279,100
+278,000
| +25,273% | +$2.88M |
|
3712
iShares US Consumer Staples ETF
IYK
$1.44B
| $1.99M | ﹤0.01% |
27,742
-4,194
| -13% | -$285K |
|
3713
HealthStream
HSTM
$846M
| $1.98M | ﹤0.01% |
61,674
-42,794
| -41% | -$1.39M |
|
3714
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $1.98M | ﹤0.01% |
39,645
-2,787
| -7% | -$137K |
|
3715
Claros Mortgage Trust
CMTG
$257M
| $1.98M | ﹤0.01% |
531,268
-118,406
| -18% | -$406K |
|
3716
PUT
Palo Alto Networks
PANW
$313B
| $1.98M | ﹤0.01% |
11,600
-196,600
| -94% | -$36.4M |
|
3717
Hyster-Yale Materials Handling
HY
$618M
| $1.98M | ﹤0.01% |
47,588
-15,643
| -25% | -$778K |
|
3718
PAR Technology
PAR
$788M
| $1.97M | ﹤0.01% |
32,143
-162,621
| -83% | -$10.9M |
|
|
QHY
3719
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$243M
| $1.97M | ﹤0.01% |
43,673
-3,450
| -7% | -$157K |
|
3720
Nokia
NOK
$60.1B
| $1.96M | ﹤0.01% |
371,709
-418,420
| -53% | -$2.05M |
|
|
SLNO
3721
DELISTED
Soleno Therapeutics
SLNO
| $1.96M | ﹤0.01% |
27,386
+3,662
| +15% | +$178K |
|
|
NYAX
3722
Nayax
NYAX
$1.89B
| $1.96M | ﹤0.01% |
57,782
+3,557
| +7% | +$129K |
|
3723
Clarivate
CLVT
$1.23B
| $1.96M | ﹤0.01% |
497,567
+83,678
| +20% | +$396K |
|
3724
ReNew
RNW
$2.48B
| $1.95M | ﹤0.01% |
331,100
+316,723
| +2,203% | +$2.04M |
|
3725
Porch Group
PRCH
$1.97B
| $1.95M | ﹤0.01% |
267,485
-462,855
| -63% | -$2.51M |
|
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.