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 | |
|---|---|---|---|---|---|---|
201
Cognizant
CTSH
$26.4B
| $1.34B | 0.1% |
17,568,728
-728,705
| -4% | -$59.3M |
|
202
Keurig Dr Pepper
KDP
$39.7B
| $1.33B | 0.1% |
38,882,672
+20,196,835
| +108% | +$656M |
|
203
T-Mobile US
TMUS
$192B
| $1.33B | 0.1% |
4,973,374
+1,210,788
| +32% | +$298M |
|
204
SBA Communications
SBAC
$19.4B
| $1.31B | 0.1% |
5,973,657
+1,715,541
| +40% | +$359M |
|
205
iShares Core MSCI EAFE ETF
IEFA
$196B
| $1.31B | 0.1% |
17,268,863
-897,511
| -5% | -$67.1M |
|
206
Equinix
EQIX
$103B
| $1.3B | 0.09% |
1,590,568
+282,753
| +22% | +$254M |
|
207
Entergy
ETR
$49.6B
| $1.26B | 0.09% |
14,681,970
+7,318,751
| +99% | +$603M |
|
208
Parker-Hannifin
PH
$135B
| $1.25B | 0.09% |
2,060,700
+173,569
| +9% | +$114M |
|
209
Yum China
YUMC
$16.2B
| $1.25B | 0.09% |
23,985,966
+5,436,835
| +29% | +$261M |
|
210
HCA Healthcare
HCA
$90.4B
| $1.24B | 0.09% |
3,599,692
+678,628
| +23% | +$218M |
|
211
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
| $1.24B | 0.09% |
9,475,853
+553,030
| +6% | +$74.7M |
|
212
Gilead Sciences
GILD
$168B
| $1.24B | 0.09% |
11,080,206
+5,470,737
| +98% | +$564M |
|
213
Ares Management
ARES
$32.3B
| $1.22B | 0.09% |
8,308,330
+30,451
| +0.4% | +$5.26M |
|
214
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
| $1.22B | 0.09% |
4,424,403
+771,936
| +21% | +$224M |
|
215
iShares Russell 2000 ETF
IWM
$81.9B
| $1.21B | 0.09% |
6,044,142
+2,262,696
| +60% | +$491M |
|
216
Caterpillar
CAT
$394B
| $1.2B | 0.09% |
3,648,925
+629,838
| +21% | +$224M |
|
|
FITB
217
Fifth Third Bancorp
FITB
$52B
| $1.19B | 0.09% |
30,435,611
-285,401
| -0.9% | -$12M |
|
218
Amgen
AMGN
$227B
| $1.19B | 0.09% |
3,821,633
+1,294,292
| +51% | +$382M |
|
219
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
| $1.19B | 0.09% |
6,961,450
+380,904
| +6% | +$68.2M |
|
220
Welltower
WELL
$164B
| $1.19B | 0.09% |
7,748,667
-2,392,071
| -24% | -$341M |
|
221
Amphenol
APH
$210B
| $1.17B | 0.09% |
17,788,223
-57,378
| -0.3% | -$3.91M |
|
222
Intel
INTC
$487B
| $1.17B | 0.09% |
51,358,819
+28,963,610
| +129% | +$634M |
|
|
223
PUT
Meta Platforms (Facebook)
META
$1.53T
| $1.16B | 0.08% |
2,013,100
-1,605,200
| -44% | -$1.04B |
|
224
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
| $1.15B | 0.08% |
22,135,873
+1,879,853
| +9% | +$105M |
|
225
Public Service Enterprise Group
PEG
$37.3B
| $1.14B | 0.08% |
13,886,671
-560,943
| -4% | -$46.8M |
|
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.