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 | |
|---|---|---|---|---|---|---|
3901
Maravai LifeSciences
MRVI
$849M
| $1.5M | ﹤0.01% |
678,187
-3,572,469
| -84% | -$14.1M |
|
3902
Franklin FTSE Taiwan ETF
FLTW
$3.21B
| $1.49M | ﹤0.01% |
+34,562
| New | +$1.62M |
|
3903
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.66B
| $1.49M | ﹤0.01% |
48,382
+18,947
| +64% | +$537K |
|
3904
Ranpak Holdings
PACK
$478M
| $1.49M | ﹤0.01% |
274,903
-171,816
| -38% | -$1.13M |
|
3905
iShares US Oil & Gas Exploration & Production ETF
IEO
$595M
| $1.49M | ﹤0.01% |
15,706
+4,090
| +35% | +$382K |
|
|
MBX
3906
MBX Biosciences
MBX
$3.3B
| $1.49M | ﹤0.01% |
201,235
+192,129
| +2,110% | +$2.03M |
|
3907
OmniAb
OABI
$491M
| $1.48M | ﹤0.01% |
618,437
-383,360
| -38% | -$1.25M |
|
3908
Sierra Bancorp
BSRR
$532M
| $1.48M | ﹤0.01% |
53,212
-36,404
| -41% | -$1.08M |
|
3909
ARK Web x.0 ETF
ARKW
$1.8B
| $1.48M | ﹤0.01% |
15,645
-4,047
| -21% | -$446K |
|
3910
CALL
Onto Innovation
ONTO
$20.3B
| $1.48M | ﹤0.01% |
+12,200
| New | +$2.05M |
|
3911
Ring Energy
REI
$357M
| $1.48M | ﹤0.01% |
1,286,159
+1,213,761
| +1,677% | +$1.58M |
|
3912
CALL
Cognizant
CTSH
$26.5B
| $1.48M | ﹤0.01% |
19,300
-14,000
| -42% | -$1.14M |
|
3913
Eton Pharmaceutcials
ETON
$1.68B
| $1.47M | ﹤0.01% |
113,113
+61,152
| +118% | +$924K |
|
3914
Petco
WOOF
$805M
| $1.47M | ﹤0.01% |
481,181
-593,064
| -55% | -$1.86M |
|
3915
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
| $1.46M | ﹤0.01% |
49,494
+1,383
| +3% | +$39.9K |
|
|
SLRN
3916
DELISTED
ACELYRIN
SLRN
| $1.46M | ﹤0.01% |
590,846
-27,281
| -4% | -$64.9K |
|
3917
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
| $1.46M | ﹤0.01% |
35,797
-1,762
| -5% | -$78.7K |
|
|
IRS
3918
IRSA Inversiones y Representaciones
IRS
$1.24B
| $1.46M | ﹤0.01% |
112,932
+16,883
| +18% | +$239K |
|
3919
PUT
Procept Biorobotics
PRCT
$1.24B
| $1.46M | ﹤0.01% |
+25,000
| New | +$1.71M |
|
3920
Acumen Pharmaceuticals
ABOS
$193M
| $1.46M | ﹤0.01% |
832,267
-105,641
| -11% | -$151K |
|
3921
iShares Global Consumer Discretionary ETF
RXI
$274M
| $1.46M | ﹤0.01% |
8,190
-234
| -3% | -$43.7K |
|
3922
CALL
GameStop
GME
$8.37B
| $1.45M | ﹤0.01% |
+65,000
| New | +$1.7M |
|
3923
CALL
Chubb
CB
$133B
| $1.45M | ﹤0.01% |
4,800
-1,400
| -23% | -$389K |
|
3924
iShares Global REIT ETF
REET
$5.09B
| $1.45M | ﹤0.01% |
59,572
+12,092
| +25% | +$294K |
|
|
VERV
3925
DELISTED
Verve Therapeutics
VERV
| $1.44M | ﹤0.01% |
316,179
-101,360
| -24% | -$679K |
|
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.