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 | |
|---|---|---|---|---|---|---|
|
JWN
2426
DELISTED
Nordstrom
JWN
| $10.7M | ﹤0.01% |
439,531
+167,576
| +62% | +$4.07M |
|
2427
Signet Jewelers
SIG
$3.52B
| $10.7M | ﹤0.01% |
185,005
-75,113
| -29% | -$4.3M |
|
2428
IHS Holding
IHS
$2.82B
| $10.7M | ﹤0.01% |
2,056,771
+537,050
| +35% | +$2.06M |
|
2429
Forward Air
FWRD
$640M
| $10.7M | ﹤0.01% |
534,374
+440,496
| +469% | +$12.2M |
|
|
AFSC
2430
abrdn Focused U.S. Small Cap Active ETF
AFSC
$10.5M
| $10.7M | ﹤0.01% |
+400,000
| New | +$10.8M |
|
|
LCDS
2431
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$16.8M
| $10.7M | ﹤0.01% |
200,000
| – | – |
|
2432
Ichor Holdings
ICHR
$2.66B
| $10.7M | ﹤0.01% |
473,773
-116,857
| -20% | -$3.45M |
|
2433
CALL
Zoetis
ZTS
$30.5B
| $10.7M | ﹤0.01% |
65,000
-400
| -0.6% | -$66.5K |
|
2434
United Natural Foods
UNFI
$2.93B
| $10.7M | ﹤0.01% |
389,194
-49,915
| -11% | -$1.45M |
|
2435
Boot Barn
BOOT
$4.95B
| $10.7M | ﹤0.01% |
99,217
+4,836
| +5% | +$647K |
|
2436
CALL
XPO
XPO
$24.7B
| $10.6M | ﹤0.01% |
98,800
+49,500
| +100% | +$6.29M |
|
2437
Kemper
KMPR
$1.62B
| $10.6M | ﹤0.01% |
158,877
+43,927
| +38% | +$2.91M |
|
2438
Astronics
ATRO
$4.61B
| $10.6M | ﹤0.01% |
527,144
+243,457
| +86% | +$4.09M |
|
2439
Sylvamo
SLVM
$1.53B
| $10.6M | ﹤0.01% |
158,118
+16,594
| +12% | +$1.21M |
|
2440
CALL
ASML
ASML
$708B
| $10.6M | ﹤0.01% |
16,000
+900
| +6% | +$655K |
|
2441
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.88B
| $10.6M | ﹤0.01% |
198,748
-4,718
| -2% | -$260K |
|
2442
iShares Morningstar US Equity ETF
ILCB
$1.32B
| $10.6M | ﹤0.01% |
137,093
-5,732
| -4% | -$467K |
|
|
JBGS
2443
JBG SMITH
JBGS
$672M
| $10.6M | ﹤0.01% |
656,605
-84,466
| -11% | -$1.28M |
|
2444
Walker & Dunlop
WD
$1.46B
| $10.6M | ﹤0.01% |
123,874
-29,665
| -19% | -$2.66M |
|
2445
iShares Government/Credit Bond ETF
GBF
$128M
| $10.6M | ﹤0.01% |
101,429
+355
| +0.4% | +$36.6K |
|
|
SWI
2446
DELISTED
SolarWinds Corporation Common Stock
SWI
| $10.5M | ﹤0.01% |
572,298
+213,032
| +59% | +$3.57M |
|
|
BRSP
2447
BrightSpire Capital
BRSP
$633M
| $10.5M | ﹤0.01% |
1,896,944
+792,980
| +72% | +$4.63M |
|
2448
Tower Semiconductor
TSEM
$30B
| $10.5M | ﹤0.01% |
295,515
+176,815
| +149% | +$7.99M |
|
2449
Lindsay Corp
LNN
$1.17B
| $10.5M | ﹤0.01% |
83,120
+41,480
| +100% | +$5.41M |
|
2450
Minerals Technologies
MTX
$2.27B
| $10.5M | ﹤0.01% |
164,981
-42,052
| -20% | -$3M |
|
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.