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 | |
|---|---|---|---|---|---|---|
1251
IDEX
IEX
$17.6B
| $55.8M | ﹤0.01% |
308,260
+45,028
| +17% | +$8.96M |
|
1252
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
| $55.8M | ﹤0.01% |
562,767
+526,252
| +1,441% | +$52.5M |
|
1253
ACV Auctions
ACVA
$1.35B
| $55.7M | ﹤0.01% |
3,953,682
+767,552
| +24% | +$14.1M |
|
1254
Magna International
MGA
$18.7B
| $55.7M | ﹤0.01% |
1,638,368
+115,011
| +8% | +$4.42M |
|
1255
Banco Bilbao Vizcaya Argentaria
BBVA
$158B
| $55.6M | ﹤0.01% |
4,081,172
+211,433
| +5% | +$2.63M |
|
1256
Ovintiv
OVV
$17.2B
| $55.2M | ﹤0.01% |
1,288,883
-235,860
| -15% | -$10.1M |
|
1257
Futu Holdings
FUTU
$14.7B
| $55.1M | ﹤0.01% |
538,800
+305,202
| +131% | +$31.2M |
|
1258
QuidelOrtho
QDEL
$1.03B
| $55M | ﹤0.01% |
1,573,863
+167,209
| +12% | +$6.82M |
|
1259
Curtiss-Wright
CW
$25.4B
| $55M | ﹤0.01% |
173,217
+19,586
| +13% | +$6.61M |
|
1260
Global X Uranium ETF
URA
$6.31B
| $55M | ﹤0.01% |
2,397,659
-10,225,973
| -81% | -$272M |
|
1261
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
| $54.8M | ﹤0.01% |
440,450
+14,083
| +3% | +$1.88M |
|
1262
Fox Class A
FOXA
$27.5B
| $54.7M | ﹤0.01% |
965,784
+384,891
| +66% | +$20.4M |
|
|
1263
CALL
TSMC
TSM
$2.23T
| $54.5M | ﹤0.01% |
328,400
-382,900
| -54% | -$74.4M |
|
1264
PUT
UBS Group
UBS
$176B
| $54.3M | ﹤0.01% |
1,772,300
-1,757,900
| -50% | -$58.6M |
|
1265
DraftKings
DKNG
$12.6B
| $54.3M | ﹤0.01% |
1,633,758
+461,585
| +39% | +$19M |
|
1266
Uranium Energy
UEC
$5.54B
| $53.9M | ﹤0.01% |
11,283,091
-4,559,622
| -29% | -$28.6M |
|
1267
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
| $53.9M | ﹤0.01% |
1,479,245
-64,477
| -4% | -$2.33M |
|
1268
CALL
Berkshire Hathaway Class B
BRK.B
$1.09T
| $53.8M | ﹤0.01% |
101,100
-86,300
| -46% | -$42M |
|
1269
Equitable Holdings
EQH
$14.4B
| $53.6M | ﹤0.01% |
1,029,516
+332,703
| +48% | +$17.4M |
|
|
CCC
1270
CCC Intelligent Solutions
CCC
$4.19B
| $53.6M | ﹤0.01% |
5,932,954
+2,059,536
| +53% | +$21.4M |
|
|
PCH
1271
DELISTED
PotlatchDeltic
PCH
| $53.6M | ﹤0.01% |
1,187,189
+41,716
| +4% | +$1.83M |
|
1272
Illumina
ILMN
$29.1B
| $53.5M | ﹤0.01% |
674,009
-117,071
| -15% | -$12.7M |
|
1273
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $53.4M | ﹤0.01% |
1,016,757
+103,449
| +11% | +$5.37M |
|
1274
Revvity
RVTY
$13.1B
| $53.3M | ﹤0.01% |
503,697
+235,492
| +88% | +$27.2M |
|
1275
CALL
Stellantis
STLA
$20.2B
| $53.3M | ﹤0.01% |
4,752,600
+1,321,200
| +39% | +$17M |
|
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.