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 | |
|---|---|---|---|---|---|---|
3751
Algoma Steel
ASTL
$452M
| $1.9M | ﹤0.01% |
351,371
+167,781
| +91% | +$1.26M |
|
|
GRSD
3752
Grandstand Ltd
GRSD
$80.4M
| $1.9M | ﹤0.01% |
150,580
+13,379
| +10% | +$188K |
|
|
LGF.A
3753
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $1.9M | ﹤0.01% |
214,345
-7,423
| -3% | -$66.8K |
|
3754
VanEck Vietnam ETF
VNM
$496M
| $1.9M | ﹤0.01% |
151,952
+64,319
| +73% | +$762K |
|
3755
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$736M
| $1.89M | ﹤0.01% |
+39,184
| New | +$1.88M |
|
3756
Vermilion Energy
VET
$1.73B
| $1.89M | ﹤0.01% |
233,541
+107,511
| +85% | +$960K |
|
3757
PUT
Etsy
ETSY
$7.33B
| $1.89M | ﹤0.01% |
40,000
+33,800
| +545% | +$1.73M |
|
3758
iShares US Industrials ETF
IYJ
$1.97B
| $1.88M | ﹤0.01% |
14,476
+5,049
| +54% | +$684K |
|
3759
E.W. Scripps
SSP
$320M
| $1.88M | ﹤0.01% |
635,075
+137,213
| +28% | +$300K |
|
3760
Arbutus Biopharma
ABUS
$924M
| $1.88M | ﹤0.01% |
538,629
-357,629
| -40% | -$1.19M |
|
3761
iShares MSCI Italy ETF
EWI
$1.08B
| $1.88M | ﹤0.01% |
44,366
-6,201
| -12% | -$249K |
|
3762
VistaGen Therapeutics
VTGN
$11.9M
| $1.88M | ﹤0.01% |
750,876
-21,368
| -3% | -$60.5K |
|
3763
Leslie's
LESL
$6.04M
| $1.88M | ﹤0.01% |
127,500
+93,329
| +273% | +$2.86M |
|
3764
Quanterix
QTRX
$122M
| $1.88M | ﹤0.01% |
288,081
+18,027
| +7% | +$150K |
|
3765
Schneider National
SNDR
$6.33B
| $1.87M | ﹤0.01% |
81,937
-76,721
| -48% | -$2.08M |
|
|
OLP
3766
One Liberty Properties
OLP
$531M
| $1.87M | ﹤0.01% |
71,195
+6,355
| +10% | +$166K |
|
3767
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.72B
| $1.87M | ﹤0.01% |
52,665
+49,455
| +1,541% | +$1.85M |
|
3768
Invesco Dividend Achievers ETF
PFM
$810M
| $1.87M | ﹤0.01% |
40,768
+5,060
| +14% | +$236K |
|
3769
Spruce Power Holding Corp
SPRU
$35.4M
| $1.86M | ﹤0.01% |
773,048
-116
| -0% | -$303 |
|
3770
Richardson Electronics
RELL
$299M
| $1.86M | ﹤0.01% |
166,777
+27,950
| +20% | +$363K |
|
3771
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$971M
| $1.86M | ﹤0.01% |
40,667
-86,337
| -68% | -$3.92M |
|
3772
Oaktree Specialty Lending
OCSL
$1.14B
| $1.86M | ﹤0.01% |
121,069
-42,318
| -26% | -$664K |
|
3773
PUT
Pinduoduo
PDD
$121B
| $1.86M | ﹤0.01% |
15,700
-316,500
| -95% | -$36.3M |
|
3774
Fidelity MSCI Materials Index ETF
FMAT
$614M
| $1.86M | ﹤0.01% |
38,406
+3,696
| +11% | +$184K |
|
|
HI
3775
DELISTED
Hillenbrand
HI
| $1.85M | ﹤0.01% |
76,668
-106,441
| -58% | -$3.24M |
|
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.