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 | |
|---|---|---|---|---|---|---|
4851
PUT
Remitly
RELY
$5.54B
| $306K | ﹤0.01% |
14,700
-94,500
| -87% | -$2.17M |
|
4852
First Community Corp
FCCO
$323M
| $305K | ﹤0.01% |
13,540
+12,165
| +885% | +$296K |
|
4853
Schwab 1000 Index ETF
SCHK
$5.96B
| $305K | ﹤0.01% |
11,344
+93
| +0.8% | +$2.64K |
|
|
BSCP
4854
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $305K | ﹤0.01% |
14,762
-30,214
| -67% | -$625K |
|
4855
Tactile Systems Technology
TCMD
$548M
| $304K | ﹤0.01% |
23,012
-18,949
| -45% | -$298K |
|
4856
PLAYSTUDIOS Inc
MYPS
$63.1M
| $303K | ﹤0.01% |
238,955
-150,523
| -39% | -$245K |
|
4857
ArriVent BioPharma
AVBP
$1.37B
| $302K | ﹤0.01% |
16,329
+644
| +4% | +$15.8K |
|
4858
First Western Financial
MYFW
$310M
| $300K | ﹤0.01% |
15,285
-14,467
| -49% | -$284K |
|
4859
PUT
Amkor Technology
AMKR
$14.7B
| $300K | ﹤0.01% |
+16,600
| New | +$375K |
|
4860
Brown-Forman Class A
BF.A
$13.3B
| $298K | ﹤0.01% |
8,910
+2,310
| +35% | +$77.5K |
|
4861
Vanguard US Quality Factor ETF
VFQY
$506M
| $297K | ﹤0.01% |
2,224
-10
| -0.4% | -$1.42K |
|
4862
PUT
Hilton Worldwide
HLT
$73.6B
| $296K | ﹤0.01% |
+1,300
| New | +$324K |
|
4863
Virco
VIRC
$95.2M
| $295K | ﹤0.01% |
31,188
-7,640
| -20% | -$79.6K |
|
4864
Omeros
OMER
$1.24B
| $294K | ﹤0.01% |
35,776
+3,642
| +11% | +$32.1K |
|
4865
Seer Inc
SEER
$115M
| $294K | ﹤0.01% |
173,753
-569
| -0.3% | -$1.24K |
|
4866
ProShares Ultra Bloomberg Crude Oil
UCO
$430M
| $293K | ﹤0.01% |
10,814
+1,959
| +22% | +$53.4K |
|
4867
CALL
Groupon
GRPN
$875M
| $291K | ﹤0.01% |
+15,500
| New | +$196K |
|
4868
Information Services Group
III
$250M
| $288K | ﹤0.01% |
73,729
-57,374
| -44% | -$188K |
|
4869
ClearPoint Neuro
CLPT
$468M
| $288K | ﹤0.01% |
24,209
+23,661
| +4,318% | +$368K |
|
4870
PUT
Quest Diagnostics
DGX
$25.9B
| $288K | ﹤0.01% |
+1,700
| New | +$279K |
|
4871
Absolute Select Value ETF
ABEQ
$145M
| $285K | ﹤0.01% |
+8,357
| New | +$275K |
|
|
BCAX
4872
Bicara Therapeutics
BCAX
$1.61B
| $284K | ﹤0.01% |
21,794
-42,946
| -66% | -$570K |
|
|
LAZR
4873
PUT
DELISTED
Luminar Technologies
LAZR
| $284K | ﹤0.01% |
52,644
| – | – |
|
4874
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.33B
| $284K | ﹤0.01% |
5,841
-35,200
| -86% | -$1.7M |
|
4875
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
| $281K | ﹤0.01% |
10,014
+4,489
| +81% | +$126K |
|
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.