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 | |
|---|---|---|---|---|---|---|
|
BRY
4301
DELISTED
Berry Corp
BRY
| $800K | ﹤0.01% |
249,188
-265,530
| -52% | -$1.09M |
|
4302
ATN International
ATNI
$488M
| $799K | ﹤0.01% |
39,351
-8,713
| -18% | -$156K |
|
4303
Vestis
VSTS
$1.76B
| $797K | ﹤0.01% |
80,494
-19,113
| -19% | -$254K |
|
4304
Arteris
AIP
$1.39B
| $795K | ﹤0.01% |
115,095
-8,360
| -7% | -$79.9K |
|
4305
Tyra Biosciences
TYRA
$1.51B
| $795K | ﹤0.01% |
85,490
-5,625
| -6% | -$72.8K |
|
4306
PUT
Beam Therapeutics
BEAM
$2.76B
| $795K | ﹤0.01% |
+40,700
| New | +$1.07M |
|
4307
Redwire
RDW
$3.39B
| $794K | ﹤0.01% |
95,719
+84,865
| +782% | +$1.41M |
|
4308
VanEck Pharmaceutical ETF
PPH
$985M
| $790K | ﹤0.01% |
8,666
-2,650
| -23% | -$239K |
|
|
LAND
4309
Gladstone Land Corp
LAND
$358M
| $790K | ﹤0.01% |
75,067
-97,516
| -57% | -$1.07M |
|
4310
Voyager Therapeutics
VYGR
$201M
| $790K | ﹤0.01% |
233,593
-8,041
| -3% | -$37.6K |
|
4311
Revolve Group
RVLV
$1.68B
| $789K | ﹤0.01% |
36,720
+3,733
| +11% | +$104K |
|
4312
Root
ROOT
$797M
| $788K | ﹤0.01% |
5,908
-72,414
| -92% | -$8.3M |
|
4313
Haverty Furniture Companies
HVT
$449M
| $786K | ﹤0.01% |
39,844
+1,188
| +3% | +$26K |
|
4314
Kimbell Royalty Partners
KRP
$1.52B
| $785K | ﹤0.01% |
56,091
+24,992
| +80% | +$377K |
|
|
GPMT
4315
Granite Point Mortgage Trust
GPMT
$57.4M
| $785K | ﹤0.01% |
301,734
-89,660
| -23% | -$255K |
|
|
CTLP
4316
DELISTED
Cantaloupe
CTLP
| $780K | ﹤0.01% |
99,141
-257,832
| -72% | -$2.29M |
|
4317
McEwen Inc
MUX
$1.15B
| $780K | ﹤0.01% |
103,283
+60,905
| +144% | +$475K |
|
4318
PUT
Aflac
AFL
$60.9B
| $778K | ﹤0.01% |
7,000
-22,800
| -77% | -$2.42M |
|
4319
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.39B
| $777K | ﹤0.01% |
5,546
-14,345
| -72% | -$2.13M |
|
4320
2x Long VIX Futures ETF
UVIX
$200M
| $776K | ﹤0.01% |
+1,042
| New | +$683K |
|
|
STKL
4321
DELISTED
SunOpta
STKL
| $776K | ﹤0.01% |
159,656
-304,616
| -66% | -$2.03M |
|
4322
PUT
Alcoa
AA
$13.2B
| $775K | ﹤0.01% |
25,400
-119,200
| -82% | -$4.17M |
|
|
NXDR
4323
Nextdoor Holdings
NXDR
$998M
| $770K | ﹤0.01% |
503,330
-749,241
| -60% | -$1.67M |
|
4324
iShares Dow Jones US ETF
IYY
$3.09B
| $769K | ﹤0.01% |
5,648
-1,321
| -19% | -$190K |
|
4325
Liberty Latin America Class A
LILA
$1.69B
| $767K | ﹤0.01% |
178,169
-61,333
| -26% | -$280K |
|
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.