13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000019617
Total reported value
$1.8T
$1.8T
7296 檔
11.9%
As reported in its official Q1 2025 Form 13F filing, Jpmorgan Chase & Co's tracked investment portfolio stood at $1.8T with 7296 total positions.
In Q1 2025, Jpmorgan Chase & Co displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 11.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 7296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.17% | +5.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.33% | +0.10% | +1.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.22% | -0.10% | +8.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.05% | +9.49% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.30% | +12.59% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | +0.09% | +9.01% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.24% | +2.55% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.58% | +9.94% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.23% | +15.22% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.12% | +23.95% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.15% | +7.62% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.11% | +31.39% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.28% | +14.60% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.11% | +5.78% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.45% | +5.21% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.82% | -0.06% | -0.80% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.08% | -9.62% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.75% | -0.11% | +0.46% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.09% | +9.52% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.55% | +16.59% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.01% | +110.88% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.20% | +7.86% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.15% | +39.39% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.36% | +79.54% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.14% | +11.52% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.04% | +4.18% | |
| 27 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.55% | -0.03% | +2.66% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | -0.08% | +37.68% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.02% | -2.70% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.10% | -0.58% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.48% | -0.12% | +12.53% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.09% | +10.45% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.11% | +8.06% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.45% | +0.03% | +20.11% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.45% | -0.02% | +37.97% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.10% | -5.02% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.44% | -0.09% | +38.35% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | -0.05% | +22.98% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.06% | +49.05% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.09% | +13.94% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.13% | +12.36% | |
| 42 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.40% | -0.05% | +4.10% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.40% | -0.29% | +14.69% | |
| 44 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 0.40% | -0.34% | -39.24% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.39% | -0.07% | -0.52% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.12% | +14.91% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.39% | -0.10% | +9.84% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.10% | +13.48% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | -0.09% | +57.52% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.37% | -0.03% | +15.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 12 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 16 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 18 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | NFLX | Netflix Inc | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | WMT | Walmart Inc | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 27 | BBJP | Jpmorgan Betabuilders Japan | — | NEW | New buy |
| 28 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 29 | BAC | Bank Of America CORP | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 32 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 33 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 34 | CRM | Salesforce Inc | — | NEW | New buy |
| 35 | LIN | Linde plc | — | NEW | New buy |
| 36 | ORCL | Oracle CORP | — | NEW | New buy |
| 37 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 38 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 39 | PM | Philip Morris International | — | NEW | New buy |
| 40 | SO | Southern Co/the | — | NEW | New buy |
| 41 | NOW | Servicenow Inc | — | NEW | New buy |
| 42 | BBCA | Jpmorgan Betabuilders Canada | — | NEW | New buy |
| 43 | INTU | Intuit Inc | — | NEW | New buy |
| 44 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | NEW | New buy |
| 45 | COP | Conocophillips | — | NEW | New buy |
| 46 | PEP | Pepsico Inc | — | NEW | New buy |
| 47 | TT | Trane Technologies plc | — | NEW | New buy |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 50 | PGR | Progressive CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Jpmorgan Chase & Co reported a total U.S. public equity portfolio value of $1.8T across 7296 disclosed positions in Q1 2025.
During Q1 2025, Jpmorgan Chase & Co's top holdings by market value included MSFT (3.9%)、NVDA (3.3%)、AAPL (3.2%). The largest single position, MSFT, represented 3.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MSFT
市值: $53.3B
In Q1 2025, Jpmorgan Chase & Co made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.