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 | |
|---|---|---|---|---|---|---|
301
GE Aerospace
GE
$382B
| $751M | 0.05% |
3,751,147
+1,494,353
| +66% | +$294M |
|
302
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
| $750M | 0.05% |
15,011,721
+756,536
| +5% | +$37.8M |
|
303
Veeva Systems
VEEV
$38.4B
| $748M | 0.05% |
3,230,758
+225,125
| +7% | +$51.4M |
|
304
Marvell Technology
MRVL
$191B
| $747M | 0.05% |
12,125,150
-9,804,728
| -45% | -$951M |
|
305
Motorola Solutions
MSI
$77.3B
| $746M | 0.05% |
1,703,056
+84,312
| +5% | +$37.6M |
|
306
Apollo Global Management
APO
$80.8B
| $745M | 0.05% |
5,442,407
+752,151
| +16% | +$116M |
|
307
First Citizens BancShares
FCNCA
$25.4B
| $744M | 0.05% |
401,167
+9,070
| +2% | +$18.5M |
|
308
Royal Bank of Canada
RY
$292B
| $728M | 0.05% |
6,458,212
+271,531
| +4% | +$32M |
|
309
iShares MSCI EAFE Value ETF
EFV
$30B
| $725M | 0.05% |
12,295,835
-2,030,606
| -14% | -$115M |
|
310
Arch Capital
ACGL
$33.5B
| $719M | 0.05% |
7,470,591
+1,743,945
| +30% | +$161M |
|
|
311
PUT
Apple
AAPL
$4.45T
| $718M | 0.05% |
3,232,800
-1,471,400
| -31% | -$341M |
|
312
JB Hunt Transport Services
JBHT
$24.9B
| $718M | 0.05% |
4,853,092
+616,986
| +15% | +$102M |
|
313
Altria Group
MO
$109B
| $718M | 0.05% |
11,961,220
+3,415,237
| +40% | +$186M |
|
314
Vanguard High Dividend Yield ETF
VYM
$83.8B
| $705M | 0.05% |
5,469,486
+11,857
| +0.2% | +$1.55M |
|
315
Infosys
INFY
$51B
| $704M | 0.05% |
38,558,928
-13,657,998
| -26% | -$283M |
|
316
Republic Services
RSG
$65.9B
| $696M | 0.05% |
2,872,235
+119,158
| +4% | +$26.7M |
|
317
ITT
ITT
$19.4B
| $693M | 0.05% |
5,362,071
-278,243
| -5% | -$39.6M |
|
318
United Rentals
URI
$71.2B
| $685M | 0.05% |
1,093,805
+541,579
| +98% | +$372M |
|
319
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| $684M | 0.05% |
8,379,058
+901,075
| +12% | +$71.9M |
|
320
Automatic Data Processing
ADP
$108B
| $682M | 0.05% |
2,230,637
+275,447
| +14% | +$83.1M |
|
321
Robinhood
HOOD
$84.9B
| $674M | 0.05% |
16,189,448
-8,269,560
| -34% | -$393M |
|
322
FedEx
FDX
$76.3B
| $669M | 0.05% |
2,745,917
-484,189
| -15% | -$126M |
|
323
Vanguard Morningstar Growth ETF
VUG
$228B
| $666M | 0.05% |
10,774,998
+143,412
| +1% | +$9.67M |
|
324
O'Reilly Automotive
ORLY
$74.9B
| $661M | 0.05% |
6,918,165
-1,308,900
| -16% | -$114M |
|
325
MongoDB
MDB
$35.3B
| $660M | 0.05% |
3,763,173
+301,150
| +9% | +$73.4M |
|
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.