How many stocks does JPMORGAN CHASE & CO own?

As of Q1 2025, JPMORGAN CHASE & CO holds 7,296 positions in their 13F portfolio.

What is JPMORGAN CHASE & CO's largest holding?

MSFT at 3.9% of portfolio, worth $53.3B.

What is JPMORGAN CHASE & CO's total portfolio value?

$1.4T as of Q1 2025, tracked across 7,296 holdings.

Is JPMORGAN CHASE & CO a hedge fund?

JPMORGAN CHASE & CO is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does JPMORGAN CHASE & CO report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has JPMORGAN CHASE & CO's portfolio changed in Q1 2025?

View JPMORGAN CHASE & CO's latest portfolio changes, new positions, and exits for Q1 2025 on HoldingsIntel.

What is JPMORGAN CHASE & CO's investment strategy?

JPMORGAN CHASE & CO is classified as a Diversified Scout fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

JPMORGAN CHASE & CO

Institutional investor · Portfolio as of Q1 2025

SEC EDGAR SourceSEC Filings

$1.4T

AUM

7,296

Positions

Q1 2025

Filing

Rating · 4.0

Quarterly Portfolio Change

Not enough history yet

Activity profile

$ moved · Q1'25

New1%Increased65%Decreased34%Exited1%

Composition

Equity vs derivatives

Equity96%Puts2%Calls2%

Holding period

Avg 1.0 quarters

<1Q8%1-4Q90%1-2Y0%2Y+1%

Q1 2025 Summary

Active quarter - 469 new positions, 382 exits, 2547 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $1.4T across 7296 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.89%

NVDA3.33%

AAPL3.22%

AMZN2.78%

META2.45%

SPY2.37%

MA1.24%

GOOG1.17%

AVGO1.12%

VOO1.10%

Other1.01%

Sector Breakdown

Portfolio allocation by GICS sector

Technology21.67%

Unknown20.61%

Financial Services10.93%

Consumer Cyclical10.26%

Healthcare9.39%

Communication Services7.16%

Industrials6.86%

Consumer Defensive3.88%

Energy3.24%

Real Estate2.24%

Other3.75%

Fund DNA

Behavioral investing profile

Diversified Scout92%- primarily Technology, Unknown, Financial Services

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Strong(4.0 / 5.0)

Track Record52

Conviction39

Concentration0

Upgrade to see all dimensions

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

YI2Q held

111 INC

Avg $0.65 · $588 est. P&L

Est. P&L

+1292.31%

XLO2Q held

XILIO THERAPEUTICS INC

Avg $0.97 · $504 est. P&L

Est. P&L

+838.14%

NXPL2Q held

NEXTPLAT CORP

Avg $1.09 · $125 est. P&L

Est. P&L

+544.95%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings7,296 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	142M	$53.3B	3.9%	—	$419.48	-10.18%	2 qtrssince 2024-Q4	Increased 62
NVDA NVIDIA CORPORATION	421.1M	$45.6B	3.3%	—	$136.97	-19.95%	2 qtrssince 2024-Q4	Increased 59
AAPL APPLE INC	198.7M	$44.1B	3.2%	—	$248.15	-12.57%	2 qtrssince 2024-Q4	Increased 64
AMZN AMAZON COM INC	200.2M	$38.1B	2.8%	—	$218.82	-11.93%	2 qtrssince 2024-Q4	Increased 60
META META PLATFORMS INC	58.2M	$33.5B	2.4%	—	$587.82	-2.11%	2 qtrssince 2024-Q4	Increased 62
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	58M	$32.4B	2.4%	—	$578.87	-4.84%	2 qtrssince 2024-Q4	Increased 60
MA MASTERCARD INCORPORATED	31M	$17B	1.2%	—	$522.15	+2.94%	2 qtrssince 2024-Q4	Increased 52
GOOG ALPHABET INC	102.2M	$16B	1.2%	—	$188.66	-17.51%	2 qtrssince 2024-Q4	Increased 55
AVGO BROADCOM INC	91.4M	$15.3B	1.1%	—	$224.84	-25.23%	2 qtrssince 2024-Q4	Increased 58
VOO ETF VANGUARD INDEX FDS	29.2M	$15B	1.1%	—	$528.99	-4.28%	2 qtrssince 2024-Q4	Increased 61
UNH UNITEDHEALTH GROUP INC	26.3M	$13.8B	1.0%	—	$496.32	+1.91%	2 qtrssince 2024-Q4	Increased 54
IVV ETF iShares Trust CORE S&P500 ETF	23.9M	$13.4B	1.0%	—	$576.14	-4.06%	2 qtrssince 2024-Q4	Increased 57
MCD MCDONALDS CORP	37.5M	$11.7B	0.9%	—	$285.40	+5.75%	2 qtrssince 2024-Q4	Increased 51
ABBV ABBVIE INC	54.8M	$11.5B	0.8%	—	$170.52	+16.49%	2 qtrssince 2024-Q4	Increased 48
XOM EXXON MOBIL CORP	95.4M	$11.3B	0.8%	—	$101.96	+11.63%	2 qtrssince 2024-Q4	Increased 47
BNDX ETF VANGUARD CHARLOTTE FDS	230.5M	$11.3B	0.8%	—	$46.88	-0.11%	2 qtrssince 2024-Q4	Decreased 0
LLY ELI LILLY & CO	13.5M	$11.1B	0.8%	—	$766.83	+6.47%	2 qtrssince 2024-Q4	Decreased 0
WFC WELLS FARGO & CO	142.6M	$10.2B	0.7%	—	$68.58	+0.89%	2 qtrssince 2024-Q4	Increased 45
TSLA TESLA INC	39.4M	$10.2B	0.7%	—	$404.04	-34.77%	2 qtrssince 2024-Q4	Increased 49
GOOGL ALPHABET INC	64.4M	$10B	0.7%	—	$185.28	-16.94%	2 qtrssince 2024-Q4	Increased 52
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