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 | |
|---|---|---|---|---|---|---|
176
Danaher
DHR
$147B
| $1.6B | 0.12% |
7,790,580
+3,131,219
| +67% | +$684M |
|
177
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $1.59B | 0.12% |
20,349,524
-6,554,040
| -24% | -$509M |
|
178
Edwards Lifesciences
EW
$53B
| $1.59B | 0.12% |
21,961,966
+7,110,139
| +48% | +$509M |
|
179
CVS Health
CVS
$122B
| $1.59B | 0.12% |
23,436,358
+9,541,880
| +69% | +$571M |
|
180
United Parcel Service
UPS
$89.1B
| $1.59B | 0.12% |
14,434,548
-8,100,865
| -36% | -$969M |
|
181
Ingersoll Rand
IR
$33.6B
| $1.58B | 0.12% |
19,745,039
+866,759
| +5% | +$75.5M |
|
182
PUT
iShares Silver Trust
SLV
$32B
| $1.52B | 0.11% |
49,023,100
+8,256,400
| +20% | +$240M |
|
183
Sea Limited
SE
$70.3B
| $1.52B | 0.11% |
11,630,768
+1,928,981
| +20% | +$239M |
|
184
Williams Companies
WMB
$87.9B
| $1.5B | 0.11% |
25,169,355
+5,170,191
| +26% | +$296M |
|
185
General Dynamics
GD
$107B
| $1.5B | 0.11% |
5,502,305
+256,687
| +5% | +$66.7M |
|
186
Truist Financial
TFC
$63.4B
| $1.49B | 0.11% |
36,158,636
-12,168,837
| -25% | -$542M |
|
187
Northrop Grumman
NOC
$82.1B
| $1.48B | 0.11% |
2,887,829
-865,682
| -23% | -$413M |
|
188
ASML
ASML
$666B
| $1.47B | 0.11% |
2,223,680
-364,920
| -14% | -$265M |
|
189
Xcel Energy
XEL
$48B
| $1.47B | 0.11% |
20,811,241
+1,520,092
| +8% | +$103M |
|
190
Snowflake
SNOW
$116B
| $1.47B | 0.11% |
10,076,532
+5,316,112
| +112% | +$902M |
|
191
CrowdStrike
CRWD
$229B
| $1.45B | 0.11% |
16,485,144
+5,552,448
| +51% | +$529M |
|
192
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $1.43B | 0.1% |
12,118,309
+1,652,996
| +16% | +$192M |
|
193
US Bancorp
USB
$100B
| $1.43B | 0.1% |
33,797,758
-7,115,920
| -17% | -$328M |
|
194
PNC Financial Services
PNC
$100B
| $1.42B | 0.1% |
8,095,986
-1,178,541
| -13% | -$222M |
|
195
Martin Marietta Materials
MLM
$33B
| $1.41B | 0.1% |
2,944,694
+268,928
| +10% | +$137M |
|
196
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
| $1.39B | 0.1% |
11,362,022
-541,997
| -5% | -$69.8M |
|
197
Nu Holdings
NU
$67B
| $1.38B | 0.1% |
134,659,132
+23,046,628
| +21% | +$272M |
|
198
Advanced Micro Devices
AMD
$767B
| $1.37B | 0.1% |
13,308,982
+1,677,346
| +14% | +$187M |
|
199
Synopsys
SNPS
$78.8B
| $1.36B | 0.1% |
3,175,247
+481,719
| +18% | +$234M |
|
200
Intercontinental Exchange
ICE
$84.5B
| $1.34B | 0.1% |
7,796,638
+2,915,937
| +60% | +$478M |
|
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.