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 | |
|---|---|---|---|---|---|---|
876
Fortis
FTS
$28.8B
| $114M | 0.01% |
2,508,141
+94,360
| +4% | +$4.1M |
|
877
Charles River Laboratories
CRL
$13.4B
| $114M | 0.01% |
758,392
+296,222
| +64% | +$49.7M |
|
878
Omega Healthcare
OHI
$13.9B
| $114M | 0.01% |
2,982,620
+1,289,424
| +76% | +$48M |
|
879
CALL
Advanced Micro Devices
AMD
$789B
| $112M | 0.01% |
1,092,800
-1,427,000
| -57% | -$159M |
|
880
Cushman & Wakefield Ltd
CWK
$3.37B
| $112M | 0.01% |
10,949,746
-2,750,853
| -20% | -$33.4M |
|
881
Brixmor Property Group
BRX
$9.21B
| $112M | 0.01% |
4,210,370
+1,869,505
| +80% | +$49.7M |
|
882
Freshpet
FRPT
$3.5B
| $112M | 0.01% |
1,341,779
+172,019
| +15% | +$21M |
|
883
RLI Corp
RLI
$5.87B
| $111M | 0.01% |
1,387,391
-9,367
| -0.7% | -$713K |
|
884
Trimble
TRMB
$13.4B
| $111M | 0.01% |
1,697,499
+426,096
| +34% | +$30.6M |
|
885
iShares US Real Estate ETF
IYR
$4.58B
| $111M | 0.01% |
1,163,748
+595,718
| +105% | +$56.7M |
|
886
Petrobras
PBR
$115B
| $111M | 0.01% |
7,756,107
+2,558,305
| +49% | +$35.3M |
|
887
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $110M | 0.01% |
1,012,801
+38,254
| +4% | +$4.12M |
|
888
National Grid
NGG
$81.6B
| $109M | 0.01% |
1,732,209
+265,201
| +18% | +$15.6M |
|
889
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
| $109M | 0.01% |
2,400,000
-1,225,000
| -34% | -$53.5M |
|
890
PUT
AbbVie
ABBV
$443B
| $108M | 0.01% |
514,100
-369,700
| -42% | -$71.9M |
|
891
Clorox
CLX
$12.9B
| $108M | 0.01% |
731,317
+199,914
| +38% | +$30.5M |
|
892
Hayward Holdings
HAYW
$3.24B
| $108M | 0.01% |
7,725,750
+93,680
| +1% | +$1.36M |
|
893
FirstEnergy
FE
$27.1B
| $108M | 0.01% |
2,659,613
+606,660
| +30% | +$24.2M |
|
894
Principal Financial Group
PFG
$24.6B
| $107M | 0.01% |
1,269,676
-709,882
| -36% | -$59M |
|
895
Alcoa
AA
$13.1B
| $107M | 0.01% |
3,510,075
-55,314
| -2% | -$1.94M |
|
896
PUT
Broadcom
AVGO
$1.99T
| $107M | 0.01% |
638,000
-296,600
| -32% | -$62.8M |
|
897
Sprouts Farmers Market
SFM
$7.71B
| $106M | 0.01% |
697,288
-199,537
| -22% | -$29.8M |
|
898
CALL
Pfizer
PFE
$153B
| $106M | 0.01% |
4,197,300
+937,900
| +29% | +$24.5M |
|
899
Akamai
AKAM
$18B
| $106M | 0.01% |
1,319,970
-2,655,445
| -67% | -$238M |
|
900
Deckers Outdoor
DECK
$12.7B
| $105M | 0.01% |
940,293
+165,111
| +21% | +$26.7M |
|
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.