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 | |
|---|---|---|---|---|---|---|
4951
Insteel Industries
IIIN
$631M
| $241K | ﹤0.01% |
9,177
-23,364
| -72% | -$649K |
|
|
BWAY
4952
Brainsway
BWAY
$655M
| $240K | ﹤0.01% |
50,748
+2,912
| +6% | +$14.8K |
|
4953
CALL
Vail Resorts
MTN
$5.28B
| $240K | ﹤0.01% |
+1,500
| New | +$249K |
|
4954
Frontier Group Holdings
ULCC
$1.54B
| $240K | ﹤0.01% |
55,290
+4,388
| +9% | +$32.7K |
|
4955
DMC Global
BOOM
$155M
| $240K | ﹤0.01% |
28,467
-103,955
| -79% | -$848K |
|
4956
BiomX
PHGE
$1.59M
| $239K | ﹤0.01% |
22,632
+1
| +0% | +$14 |
|
4957
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$636M
| $239K | ﹤0.01% |
8,348
-4,053
| -33% | -$130K |
|
|
ARTY
4958
iShares Future AI & Tech ETF
ARTY
$4.04B
| $238K | ﹤0.01% |
7,578
+6,921
| +1,053% | +$257K |
|
4959
CALL
Cloudflare
NET
$112B
| $237K | ﹤0.01% |
2,100
-52,200
| -96% | -$6.92M |
|
4960
Evolv Technologies
EVLV
$1.05B
| $237K | ﹤0.01% |
75,848
-1,452,131
| -95% | -$5.1M |
|
4961
Tejon Ranch
TRC
$442M
| $236K | ﹤0.01% |
14,905
-12,761
| -46% | -$203K |
|
4962
PUT
Mettler-Toledo International
MTD
$28.4B
| $236K | ﹤0.01% |
+200
| New | +$255K |
|
4963
ClearBridge Large Cap Growth Select ETF
LRGE
$386M
| $235K | ﹤0.01% |
3,370
+232
| +7% | +$17.4K |
|
4964
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
| $235K | ﹤0.01% |
13,131
-212,765
| -94% | -$3.77M |
|
|
CUK
4965
DELISTED
Carnival PLC
CUK
| $233K | ﹤0.01% |
13,314
-2,416
| -15% | -$52K |
|
|
GOLD
4966
Gold.com Inc
GOLD
$1.28B
| $233K | ﹤0.01% |
9,174
-5,984
| -39% | -$166K |
|
4967
Pure Cycle
PCYO
$271M
| $232K | ﹤0.01% |
22,127
-28,464
| -56% | -$323K |
|
4968
Clean Energy Fuels
CLNE
$403M
| $231K | ﹤0.01% |
149,273
-880,209
| -86% | -$2.24M |
|
|
JANM
4969
FT U.S. Equity Max Buffer ETF - January
JANM
$36.8M
| $231K | ﹤0.01% |
+7,509
| New | +$233K |
|
|
SUNS
4970
Sunrise Realty Trust
SUNS
$105M
| $231K | ﹤0.01% |
20,861
-419
| -2% | -$5.03K |
|
|
DFSU
4971
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
| $231K | ﹤0.01% |
6,440
+74
| +1% | +$2.81K |
|
4972
Groupon
GRPN
$875M
| $230K | ﹤0.01% |
12,234
+1,675
| +16% | +$21.2K |
|
4973
NI Holdings
NODK
$312M
| $230K | ﹤0.01% |
16,097
-15,814
| -50% | -$230K |
|
4974
Investar Holding Corp
ISTR
$426M
| $229K | ﹤0.01% |
13,001
-10,829
| -45% | -$203K |
|
4975
VTEX
VTEX
$618M
| $229K | ﹤0.01% |
45,118
-253,364
| -85% | -$1.44M |
|
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 551 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 551 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.