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 | |
|---|---|---|---|---|---|---|
626
Nucor
NUE
$61.9B
| $230M | 0.02% |
1,913,778
+423,598
| +28% | +$54.6M |
|
627
Aaon
AAON
$7.07B
| $230M | 0.02% |
2,945,154
-39,024
| -1% | -$4.02M |
|
628
Factset
FDS
$10.1B
| $230M | 0.02% |
505,761
+4,693
| +0.9% | +$2.14M |
|
629
CALL
State Street Financial Select Sector SPDR ETF
XLF
$59B
| $230M | 0.02% |
4,609,600
-24,838,600
| -84% | -$1.25B |
|
630
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
| $229M | 0.02% |
429,365
+28,167
| +7% | +$16M |
|
|
CYBR
631
DELISTED
CyberArk
CYBR
| $228M | 0.02% |
675,032
+106,435
| +19% | +$38.3M |
|
632
Camden Property Trust
CPT
$10.9B
| $228M | 0.02% |
1,863,792
+273,966
| +17% | +$32.2M |
|
633
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $227M | 0.02% |
2,876,809
+2,206,165
| +329% | +$175M |
|
634
Elastic
ESTC
$7.94B
| $227M | 0.02% |
2,546,216
-507,257
| -17% | -$52.6M |
|
635
Grab
GRAB
$15.3B
| $227M | 0.02% |
50,027,575
+9,190,993
| +23% | +$42.9M |
|
636
Allegro MicroSystems
ALGM
$7.93B
| $226M | 0.02% |
8,995,806
-1,535,701
| -15% | -$38.3M |
|
637
Copa Holdings
CPA
$5.49B
| $226M | 0.02% |
2,440,914
-187,695
| -7% | -$17.4M |
|
638
Kinsale Capital Group
KNSL
$8.53B
| $224M | 0.02% |
460,651
+131,056
| +40% | +$58.8M |
|
639
Essex Property Trust
ESS
$18.2B
| $223M | 0.02% |
725,896
+286,345
| +65% | +$83.7M |
|
640
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
| $223M | 0.02% |
3,230,317
+591,570
| +22% | +$40.3M |
|
641
Tencent Music
TME
$14.3B
| $222M | 0.02% |
15,430,218
+3,656,695
| +31% | +$45.7M |
|
|
BPMC
642
DELISTED
Blueprint Medicines
BPMC
| $222M | 0.02% |
2,506,514
+1,350,880
| +117% | +$132M |
|
643
Graphic Packaging
GPK
$3.54B
| $221M | 0.02% |
8,495,167
-1,107,905
| -12% | -$29.6M |
|
644
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
| $220M | 0.02% |
2,977,000
-61,713
| -2% | -$4.56M |
|
645
Applied Industrial Technologies
AIT
$13B
| $220M | 0.02% |
976,895
-113,063
| -10% | -$27.9M |
|
646
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
| $219M | 0.02% |
3,407,394
+210,459
| +7% | +$13.5M |
|
647
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $219M | 0.02% |
2,172,224
+557,273
| +35% | +$56M |
|
648
Steel Dynamics
STLD
$37.8B
| $217M | 0.02% |
1,737,602
+811,788
| +88% | +$103M |
|
649
Procore
PCOR
$8.93B
| $215M | 0.02% |
3,259,544
+1,492,869
| +85% | +$113M |
|
|
EA
650
DELISTED
Electronic Arts
EA
| $214M | 0.02% |
1,480,383
+639,960
| +76% | +$86.4M |
|
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.