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 | |
|---|---|---|---|---|---|---|
1551
Agilysys
AGYS
$3.03B
| $32.3M | ﹤0.01% |
444,848
+46,340
| +12% | +$4.24M |
|
1552
CALL
VanEck Durable High Dividend ETF
DURA
$39.4M
| $32.2M | ﹤0.01% |
122,900
+59,100
| +93% | +$1.97M |
|
1553
PUT
American International
AIG
$39.8B
| $32.1M | ﹤0.01% |
369,000
-225,000
| -38% | -$17.5M |
|
1554
SS&C Technologies
SSNC
$18.8B
| $31.9M | ﹤0.01% |
382,342
+5,438
| +1% | +$450K |
|
|
VRE
1555
DELISTED
Veris Residential
VRE
| $31.9M | ﹤0.01% |
1,884,434
-240,136
| -11% | -$3.88M |
|
1556
NewMarket
NEU
$8.72B
| $31.9M | ﹤0.01% |
56,249
+867
| +2% | +$457K |
|
1557
Teleflex
TFX
$5.82B
| $31.8M | ﹤0.01% |
229,794
+83,046
| +57% | +$13.5M |
|
1558
Murphy Oil
MUR
$4.99B
| $31.7M | ﹤0.01% |
1,117,538
-362,172
| -24% | -$10.2M |
|
1559
Service Corp International
SCI
$11.5B
| $31.6M | ﹤0.01% |
394,623
+16,122
| +4% | +$1.27M |
|
1560
New Jersey Resources
NJR
$5.64B
| $31.5M | ﹤0.01% |
642,943
-40,614
| -6% | -$1.93M |
|
1561
Liberty Broadband Class C
LBRDK
$5.07B
| $31.5M | ﹤0.01% |
370,359
+23,396
| +7% | +$1.88M |
|
1562
Assurant
AIZ
$13.9B
| $31.4M | ﹤0.01% |
149,744
+27,107
| +22% | +$5.66M |
|
1563
BWX Technologies
BWXT
$15.8B
| $31.3M | ﹤0.01% |
317,361
+26,708
| +9% | +$2.9M |
|
1564
Upstart Holdings
UPST
$3.01B
| $31.3M | ﹤0.01% |
679,055
-44,251
| -6% | -$2.75M |
|
|
DAY
1565
DELISTED
Dayforce
DAY
| $31.2M | ﹤0.01% |
535,358
+304,460
| +132% | +$19.6M |
|
1566
TFI International
TFII
$12.1B
| $31.2M | ﹤0.01% |
403,110
+61,451
| +18% | +$6.8M |
|
1567
CALL
Capital One
COF
$137B
| $31.2M | ﹤0.01% |
174,100
-9,600
| -5% | -$1.81M |
|
1568
Regenxbio
RGNX
$704M
| $31.2M | ﹤0.01% |
4,364,343
+227,826
| +6% | +$1.69M |
|
1569
PUT
Shopify
SHOP
$204B
| $31.2M | ﹤0.01% |
326,300
-776,400
| -70% | -$84.6M |
|
1570
iShares US Aerospace & Defense ETF
ITA
$14.9B
| $31.1M | ﹤0.01% |
202,983
-4,188
| -2% | -$640K |
|
|
CNR
1571
Core Natural Resources Inc
CNR
$4.71B
| $31M | ﹤0.01% |
401,860
+75,985
| +23% | +$6.42M |
|
1572
News Corp Class B
NWS
$17.7B
| $31M | ﹤0.01% |
1,019,578
+655,285
| +180% | +$20.7M |
|
1573
iShares MSCI Brazil ETF
EWZ
$8.55B
| $31M | ﹤0.01% |
1,197,662
-3,961,085
| -77% | -$98.7M |
|
1574
Cirrus Logic
CRUS
$6.11B
| $30.9M | ﹤0.01% |
310,543
-49,645
| -14% | -$5.12M |
|
|
DESP
1575
DELISTED
Despegar.com
DESP
| $30.9M | ﹤0.01% |
1,646,763
+1,284,678
| +355% | +$24.7M |
|
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.