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 | |
|---|---|---|---|---|---|---|
5176
Sky Harbour Group
SKYH
$354M
| $145K | ﹤0.01% |
11,130
-30,538
| -73% | -$342K |
|
5177
Direxion Daily Financial Bull 3x ETF
FAS
$2.49B
| $144K | ﹤0.01% |
908
-486
| -35% | -$80.2K |
|
5178
Simplify Enhanced Income ETF
HIGH
$66.9M
| $143K | ﹤0.01% |
+6,532
| New | +$149K |
|
5179
AGF US Market Neutral Anti-Beta Fund
BTAL
$298M
| $143K | ﹤0.01% |
6,873
+2,347
| +52% | +$44.5K |
|
5180
Puma Biotechnology
PBYI
$456M
| $143K | ﹤0.01% |
48,352
-88,545
| -65% | -$277K |
|
5181
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
| $143K | ﹤0.01% |
3,274
+533
| +19% | +$23.3K |
|
5182
Bowman Consulting
BWMN
$733M
| $142K | ﹤0.01% |
6,520
+425
| +7% | +$9.91K |
|
5183
ADS-TEC Energy
ADSE
$878M
| $141K | ﹤0.01% |
9,419
+7,340
| +353% | +$109K |
|
5184
Microvision
MVIS
$53M
| $141K | ﹤0.01% |
7,594
-39,641
| -84% | -$828K |
|
|
PAMT
5185
PAMT Corp
PAMT
$267M
| $141K | ﹤0.01% |
11,632
-10,319
| -47% | -$149K |
|
5186
Universal Electronics
UEIC
$67.9M
| $140K | ﹤0.01% |
22,900
+35
| +0.2% | +$307 |
|
5187
FerroAtlántica
GSM
$820M
| $140K | ﹤0.01% |
37,701
-145,334
| -79% | -$561K |
|
|
LPRO
5188
DELISTED
Open Lending Corp
LPRO
| $140K | ﹤0.01% |
50,572
-259,373
| -84% | -$1.29M |
|
5189
Byrna Technologies
BYRN
$95.5M
| $140K | ﹤0.01% |
8,288
+179
| +2% | +$4.63K |
|
5190
State Street SPDR NYSE Technology ETF
XNTK
$2.26B
| $139K | ﹤0.01% |
724
-1,071
| -60% | -$223K |
|
5191
Amer Sports
AS
$19.1B
| $139K | ﹤0.01% |
5,200
-518,872
| -99% | -$15.3M |
|
5192
Larimar Therapeutics
LRMR
$453M
| $139K | ﹤0.01% |
64,617
+40,165
| +164% | +$127K |
|
5193
First Trust Utilities AlphaDEX Fund
FXU
$835M
| $139K | ﹤0.01% |
3,387
-3,703
| -52% | -$147K |
|
5194
Bitwise Bitcoin ETF
BITB
$2.41B
| $139K | ﹤0.01% |
3,093
+1,798
| +139% | +$91.1K |
|
5195
PUT
AST SpaceMobile
ASTS
$21.3B
| $139K | ﹤0.01% |
6,100
+700
| +13% | +$17.9K |
|
|
EH
5196
EHang Holdings
EH
$450M
| $138K | ﹤0.01% |
6,621
+1,621
| +32% | +$32.9K |
|
5197
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.69B
| $138K | ﹤0.01% |
8,330
-364
| -4% | -$5.99K |
|
5198
Dimensional Global Sustainability Fixed Income ETF
DFSB
$728M
| $138K | ﹤0.01% |
2,682
+725
| +37% | +$37.1K |
|
|
PBPB
5199
DELISTED
Potbelly
PBPB
| $138K | ﹤0.01% |
14,464
-83,660
| -85% | -$925K |
|
|
TSVT
5200
DELISTED
2seventy bio
TSVT
| $137K | ﹤0.01% |
27,765
-454,439
| -94% | -$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.