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 | |
|---|---|---|---|---|---|---|
4476
CEMIG Preferred Shares
CIG
$5.52B
| $588K | ﹤0.01% |
334,332
-39,258
| -11% | -$73K |
|
4477
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.08B
| $587K | ﹤0.01% |
7,722
-8
| -0.1% | -$629 |
|
4478
Coastal Financial
CCB
$802M
| $587K | ﹤0.01% |
6,495
-114,974
| -95% | -$10M |
|
|
DOCT
4479
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
| $584K | ﹤0.01% |
+15,232
| New | +$601K |
|
4480
State Street SPDR S&P International Dividend ETF
DWX
$529M
| $583K | ﹤0.01% |
15,200
-2,153
| -12% | -$78.6K |
|
4481
Kingstone Companies
KINS
$285M
| $582K | ﹤0.01% |
34,932
+23,890
| +216% | +$381K |
|
4482
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
| $580K | ﹤0.01% |
23,107
+19,656
| +570% | +$494K |
|
|
FVR
4483
FrontView REIT
FVR
$483M
| $579K | ﹤0.01% |
45,235
+4,624
| +11% | +$75.5K |
|
4484
Lands' End
LE
$384M
| $573K | ﹤0.01% |
56,259
-201,751
| -78% | -$2.4M |
|
|
AKYA
4485
DELISTED
Akoya BioSciences
AKYA
| $572K | ﹤0.01% |
411,611
+363,298
| +752% | +$795K |
|
4486
Calvert Ultra-Short Investment Grade ETF
CVSB
$238M
| $571K | ﹤0.01% |
+11,275
| New | +$572K |
|
4487
CALL
CleanSpark
CLSK
$3.1B
| $571K | ﹤0.01% |
+84,900
| New | +$804K |
|
4488
First Trust US Equity Opportunities ETF
FPX
$1.57B
| $569K | ﹤0.01% |
5,096
+3,335
| +189% | +$415K |
|
|
SKX
4489
PUT
DELISTED
Skechers
SKX
| $568K | ﹤0.01% |
10,000
| – | – |
|
|
OLO
4490
DELISTED
Olo Inc
OLO
| $567K | ﹤0.01% |
93,803
-602,861
| -87% | -$4.21M |
|
4491
First Internet Bancorp
INBK
$254M
| $566K | ﹤0.01% |
21,151
-14,803
| -41% | -$460K |
|
4492
CION Investment
CION
$370M
| $566K | ﹤0.01% |
54,713
+48,251
| +747% | +$560K |
|
4493
FIGS
FIGS
$2.44B
| $566K | ﹤0.01% |
123,215
-398,611
| -76% | -$2.12M |
|
4494
West Bancorporation
WTBA
$508M
| $565K | ﹤0.01% |
28,346
-29,093
| -51% | -$621K |
|
4495
Full House Resorts
FLL
$81.7M
| $565K | ﹤0.01% |
135,084
+21,367
| +19% | +$101K |
|
4496
NextNav
NN
$3.36B
| $562K | ﹤0.01% |
46,207
+5,982
| +15% | +$72.2K |
|
4497
PUT
Range Resources
RRC
$9.42B
| $559K | ﹤0.01% |
+14,000
| New | +$539K |
|
4498
Anika Therapeutics
ANIK
$288M
| $558K | ﹤0.01% |
37,145
-45,346
| -55% | -$754K |
|
4499
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.52B
| $557K | ﹤0.01% |
28,647
-67,897
| -70% | -$1.43M |
|
4500
First Bank
FRBA
$471M
| $556K | ﹤0.01% |
37,555
-39,037
| -51% | -$574K |
|
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.