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 | |
|---|---|---|---|---|---|---|
1276
Cytokinetics
CYTK
$10.2B
| $53.3M | ﹤0.01% |
1,325,408
-292,994
| -18% | -$13.5M |
|
|
CHX
1277
DELISTED
ChampionX
CHX
| $53.2M | ﹤0.01% |
1,786,473
-330,659
| -16% | -$9.65M |
|
1278
Snap
SNAP
$8.96B
| $53.2M | ﹤0.01% |
6,104,870
-3,554,171
| -37% | -$37.1M |
|
1279
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
| $53.1M | ﹤0.01% |
665,145
-69,701
| -9% | -$5.71M |
|
1280
PUT
GE Aerospace
GE
$374B
| $53M | ﹤0.01% |
265,050
-299,575
| -53% | -$58.9M |
|
1281
Choice Hotels
CHH
$4.71B
| $53M | ﹤0.01% |
399,295
+39,689
| +11% | +$5.66M |
|
1282
Q2 Holdings
QTWO
$4.13B
| $52.9M | ﹤0.01% |
661,769
-238,488
| -26% | -$21M |
|
1283
KraneShares CSI China Internet ETF
KWEB
$5.31B
| $52.8M | ﹤0.01% |
1,513,102
-2,150,071
| -59% | -$71.2M |
|
1284
Range Resources
RRC
$9.33B
| $52.7M | ﹤0.01% |
1,319,975
-122,873
| -9% | -$4.73M |
|
1285
Group 1 Automotive
GPI
$3.14B
| $52.7M | ﹤0.01% |
137,894
-9,337
| -6% | -$4.09M |
|
1286
Molson Coors Class B
TAP
$7.85B
| $52.4M | ﹤0.01% |
860,523
+210,608
| +32% | +$12.1M |
|
1287
Unifirst Corp
UNF
$5.21B
| $52.2M | ﹤0.01% |
300,170
-87,156
| -23% | -$18.2M |
|
1288
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
| $52.2M | ﹤0.01% |
547,801
-653,067
| -54% | -$62.8M |
|
1289
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
| $52.2M | ﹤0.01% |
473,474
-3,059,674
| -87% | -$336M |
|
1290
Bio-Techne
TECH
$11.2B
| $52.1M | ﹤0.01% |
888,484
+363,384
| +69% | +$24.6M |
|
1291
MasTec
MTZ
$23B
| $52.1M | ﹤0.01% |
446,115
+12,860
| +3% | +$1.74M |
|
1292
H&R Block
HRB
$6.76B
| $51.8M | ﹤0.01% |
943,406
+298,989
| +46% | +$16M |
|
1293
Bloom Energy
BE
$69.6B
| $51.5M | ﹤0.01% |
2,621,092
-593,389
| -18% | -$14.2M |
|
1294
PUT
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
| $51.4M | ﹤0.01% |
+750,000
| New | +$40.4M |
|
1295
KeyCorp
KEY
$24.6B
| $51.4M | ﹤0.01% |
3,215,127
-541,671
| -14% | -$9.19M |
|
1296
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
| $51.4M | ﹤0.01% |
429,104
+3,921
| +0.9% | +$491K |
|
1297
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
| $51.3M | ﹤0.01% |
209,728
-428
| -0.2% | -$111K |
|
|
WAY
1298
Waystar Holding Corp
WAY
$4.81B
| $51.3M | ﹤0.01% |
1,372,367
+127,072
| +10% | +$5.03M |
|
1299
Annaly Capital Management
NLY
$17.6B
| $51.2M | ﹤0.01% |
2,523,169
+206,393
| +9% | +$4.25M |
|
1300
Commercial Metals
CMC
$7.98B
| $51.2M | ﹤0.01% |
1,112,814
-463,502
| -29% | -$22.5M |
|
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.