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 | |
|---|---|---|---|---|---|---|
651
On Holding
ONON
$10.3B
| $213M | 0.02% |
4,840,238
+2,222,219
| +85% | +$117M |
|
652
PUT
General Motors
GM
$78.4B
| $212M | 0.02% |
4,510,700
+3,323,100
| +280% | +$164M |
|
653
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
| $209M | 0.02% |
5,267,329
-569,370
| -10% | -$22.4M |
|
654
Globant
GLOB
$1.68B
| $208M | 0.02% |
1,770,545
-801,535
| -31% | -$144M |
|
655
Acuity Brands
AYI
$10.7B
| $208M | 0.02% |
790,017
-131,463
| -14% | -$39.8M |
|
656
Vicor
VICR
$9.72B
| $208M | 0.02% |
4,446,226
+598,896
| +16% | +$31.7M |
|
657
Genpact
G
$5.71B
| $207M | 0.02% |
4,111,340
+710,704
| +21% | +$35.2M |
|
658
Casella Waste Systems
CWST
$5.89B
| $207M | 0.02% |
1,857,459
-93,591
| -5% | -$10.2M |
|
659
Cameco
CCJ
$43B
| $207M | 0.02% |
5,024,446
+389,688
| +8% | +$18.3M |
|
660
Jazz Pharmaceuticals
JAZZ
$16.1B
| $206M | 0.02% |
1,662,042
+74,501
| +5% | +$9.72M |
|
661
BJs Wholesale Club
BJ
$12B
| $205M | 0.02% |
1,800,042
-771,954
| -30% | -$79.5M |
|
662
Ribbon Communications
RBBN
$356M
| $204M | 0.01% |
52,038,874
+1,201
| +0% | +$5.06K |
|
663
PUT
Intel
INTC
$493B
| $203M | 0.01% |
8,929,900
+2,520,500
| +39% | +$55.2M |
|
664
EQT Corp
EQT
$34B
| $203M | 0.01% |
3,793,595
-1,984,738
| -34% | -$101M |
|
665
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $202M | 0.01% |
1,831,952
+82,835
| +5% | +$9.14M |
|
666
State Street SPDR S&P Insurance ETF
KIE
$678M
| $201M | 0.01% |
3,323,544
+310,982
| +10% | +$18.1M |
|
667
Vanguard World Funds Extended Duration ETF
EDV
$3.47B
| $201M | 0.01% |
2,828,594
+175,701
| +7% | +$12.2M |
|
668
Biogen
BIIB
$30.1B
| $200M | 0.01% |
1,463,720
-632,594
| -30% | -$90.4M |
|
669
Reddit
RDDT
$30.1B
| $200M | 0.01% |
1,907,495
+868,847
| +84% | +$144M |
|
|
670
PUT
Amazon
AMZN
$2.94T
| $200M | 0.01% |
1,050,300
-1,422,900
| -58% | -$309M |
|
671
iShares Core Dividend Growth ETF
DGRO
$43.7B
| $200M | 0.01% |
3,232,703
-145,627
| -4% | -$9.13M |
|
672
Woodward
WWD
$21.1B
| $199M | 0.01% |
1,092,257
+51,873
| +5% | +$9.59M |
|
|
K
673
DELISTED
Kellanova
K
| $199M | 0.01% |
2,413,007
+962,172
| +66% | +$79M |
|
674
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
| $199M | 0.01% |
2,233,017
+362,668
| +19% | +$35.8M |
|
675
iShares Select Dividend ETF
DVY
$23.7B
| $198M | 0.01% |
1,473,601
-221,598
| -13% | -$29.7M |
|
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.