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 | |
|---|---|---|---|---|---|---|
1076
Super Micro Computer
SMCI
$25.3B
| $76.3M | 0.01% |
2,227,539
+1,306,881
| +142% | +$49.6M |
|
1077
Chefs' Warehouse
CHEF
$4.57B
| $76.1M | 0.01% |
1,397,380
-374,042
| -21% | -$20.9M |
|
1078
Hillman Solutions
HLMN
$1.71B
| $75.6M | 0.01% |
8,605,208
-552,805
| -6% | -$5.37M |
|
1079
Viking Therapeutics
VKTX
$3.84B
| $75.5M | 0.01% |
3,126,502
+968,959
| +45% | +$30.6M |
|
1080
Freshworks
FRSH
$3.51B
| $75.5M | 0.01% |
5,347,700
+535,690
| +11% | +$8.97M |
|
1081
Texas Pacific Land
TPL
$23.9B
| $75M | 0.01% |
169,824
+47,814
| +39% | +$21.3M |
|
1082
Chemours
CC
$2.3B
| $74.7M | 0.01% |
5,522,649
+2,051,778
| +59% | +$34.1M |
|
1083
Moelis & Co
MC
$5.21B
| $74.3M | 0.01% |
1,272,645
+119,746
| +10% | +$8.44M |
|
1084
Archer Daniels Midland
ADM
$38.6B
| $73.9M | 0.01% |
1,540,292
+56,032
| +4% | +$2.71M |
|
1085
CNX Resources
CNX
$5.23B
| $73.5M | 0.01% |
2,333,833
+578,920
| +33% | +$17.4M |
|
1086
Vanguard Total International Stock ETF
VXUS
$164B
| $73.2M | 0.01% |
1,178,605
+42,571
| +4% | +$2.63M |
|
1087
Genesis Energy
GEL
$1.92B
| $73.2M | 0.01% |
4,663,096
-2,501
| -0.1% | -$30.5K |
|
1088
PUT
Coinbase
COIN
$40.6B
| $73M | 0.01% |
424,100
-239,500
| -36% | -$58M |
|
1089
First Interstate BancSystem
FIBK
$3.7B
| $73M | 0.01% |
2,549,063
-387,805
| -13% | -$12M |
|
1090
CALL
Chevron
CVX
$388B
| $73M | 0.01% |
436,500
+32,100
| +8% | +$5.03M |
|
1091
Element Solutions
ESI
$9.51B
| $72.8M | 0.01% |
3,221,938
+300,917
| +10% | +$7.69M |
|
1092
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $72.7M | 0.01% |
872,809
+10,015
| +1% | +$902K |
|
|
GTLS
1093
DELISTED
Chart Industries
GTLS
| $72.5M | 0.01% |
502,396
+13,647
| +3% | +$2.51M |
|
1094
Bentley Systems
BSY
$11B
| $72.4M | 0.01% |
1,839,124
+257,937
| +16% | +$11.5M |
|
1095
Lithia Motors
LAD
$8.32B
| $72.3M | 0.01% |
246,273
+22,924
| +10% | +$7.81M |
|
1096
CALL
AbbVie
ABBV
$443B
| $72.3M | 0.01% |
345,000
-338,100
| -49% | -$65.7M |
|
|
CON
1097
Concentra Group Holdings
CON
$4.48B
| $72.2M | 0.01% |
3,328,845
+82,902
| +3% | +$1.82M |
|
1098
iShares Russell 2000 Value ETF
IWN
$14.7B
| $71.9M | 0.01% |
475,915
-136,398
| -22% | -$22M |
|
1099
iShares US Equity Factor ETF
LRGF
$3.74B
| $71.8M | 0.01% |
1,241,063
-273,071
| -18% | -$16.6M |
|
1100
Vaxcyte
PCVX
$8.76B
| $71.8M | 0.01% |
1,900,179
+164,516
| +9% | +$13.2M |
|
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.