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 | Miscellaneous | 23.55% |
| 2 | Technology | 20.99% |
| 3 | Financials | 10.5% |
| 4 | Consumer Discretionary | 9.82% |
| 5 | Healthcare | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
JPMorgan Ultra-Short Income ETF
JPST
$42.1B
| $5.07B | 0.37% |
100,114,408
+2,598,084
| +3% | +$131M |
2017 Q2
31 quarters
|
|
52
Thermo Fisher Scientific
TMO
$243B
| $5.04B | 0.37% |
10,137,780
+1,219,546
| +14% | +$661M |
2013 Q2
47 quarters
|
|
53
American Express
AXP
$206B
| $4.94B | 0.36% |
18,356,343
+1,604,521
| +10% | +$474M |
2013 Q2
47 quarters
|
|
54
Texas Instruments
TXN
$262B
| $4.92B | 0.36% |
27,360,100
+3,597,511
| +15% | +$673M |
2013 Q2
47 quarters
|
|
55
PUT
iShares S&P 100 ETF
OEF
$20.8B
| $4.85B | 0.35% |
39,759,700
-164,000
| -0.4% | -$47.1M |
2013 Q2
47 quarters
|
|
56
iShares MBS ETF
MBB
$35.5B
| $4.76B | 0.35% |
50,754,674
-966,207
| -2% | -$89.4M |
2013 Q2
47 quarters
|
|
57
Booking.com
BKNG
$120B
| $4.71B | 0.34% |
25,583,975
+3,940,600
| +18% | +$754M |
2013 Q2
47 quarters
|
|
58
Analog Devices
ADI
$196B
| $4.71B | 0.34% |
23,341,085
-1,772,930
| -7% | -$383M |
2013 Q2
47 quarters
|
|
59
Stryker
SYK
$108B
| $4.7B | 0.34% |
12,617,277
+1,808,077
| +17% | +$688M |
2013 Q2
47 quarters
|
|
60
JPMorgan Global Select Equity ETF
JGLO
$6.48B
| $4.61B | 0.34% |
78,186,495
+2,709,652
| +4% | +$165M |
2023 Q3
6 quarters
|
|
61
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.8B
| $4.6B | 0.34% |
77,458,516
+11,776,165
| +18% | +$689M |
2016 Q1
36 quarters
|
|
62
Deere & Co
DE
$177B
| $4.59B | 0.34% |
9,775,682
+112,390
| +1% | +$52.6M |
2013 Q2
47 quarters
|
|
|
63
TSMC
TSM
$2.36T
| $4.57B | 0.33% |
27,540,843
-6,313,216
| -19% | -$1.23B |
2013 Q2
47 quarters
|
|
64
Procter & Gamble
PG
$352B
| $4.51B | 0.33% |
26,435,143
+2,249,683
| +9% | +$377M |
2013 Q2
47 quarters
|
|
65
Morgan Stanley
MS
$295B
| $4.5B | 0.33% |
38,579,764
-2,449,692
| -6% | -$316M |
2013 Q2
47 quarters
|
|
66
Home Depot
HD
$290B
| $4.33B | 0.32% |
11,801,572
+514,070
| +5% | +$200M |
2013 Q2
47 quarters
|
|
67
Baker Hughes
BKR
$56.2B
| $4.31B | 0.31% |
97,980,441
+14,981,627
| +18% | +$668M |
2017 Q3
30 quarters
|
|
68
Goldman Sachs
GS
$257B
| $4.28B | 0.31% |
7,832,723
-97,809
| -1% | -$58.9M |
2013 Q2
47 quarters
|
|
69
NXP Semiconductors
NXPI
$57.9B
| $4.25B | 0.31% |
22,358,422
+112,817
| +0.5% | +$24.1M |
2013 Q3
46 quarters
|
|
70
Intuitive Surgical
ISRG
$150B
| $4.25B | 0.31% |
8,572,650
-1,576,385
| -16% | -$872M |
2013 Q2
47 quarters
|
|
71
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
| $4.24B | 0.31% |
51,908,033
+1,718,299
| +3% | +$139M |
2013 Q2
47 quarters
|
|
|
SCHW
72
Charles Schwab
SCHW
$168B
| $4.24B | 0.31% |
54,160,220
+5,095,761
| +10% | +$400M |
2013 Q2
47 quarters
|
|
73
iShares S&P 500 Growth ETF
IVW
$79.6B
| $4.07B | 0.3% |
43,809,244
-1,069,243
| -2% | -$108M |
2013 Q2
47 quarters
|
|
74
Mondelez International
MDLZ
$76.7B
| $4.06B | 0.3% |
59,873,945
-1,688,145
| -3% | -$104M |
2013 Q2
47 quarters
|
|
75
3M
MMM
$83.4B
| $4.03B | 0.29% |
27,468,428
+14,509,398
| +112% | +$2.13B |
2013 Q2
47 quarters
|
|
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 $100B of net new capital in Q1 2025, opening 550 new positions and adding to 2,665 existing holdings. Its largest new stake was Sandisk: 2,463,833 shares worth $117M.
By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, down from 25% a quarter earlier, followed by Technology and Financials.
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 550 new positions and closed 640 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.