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 | |
|---|---|---|---|---|---|---|---|
101
Yum! Brands
YUM
$39B
| $3.17B | 0.23% |
20,151,409
-2,841,359
| -12% | -$409M |
2013 Q2
47 quarters
|
|
102
RTX Corp
RTX
$248B
| $3.08B | 0.23% |
23,274,461
+7,683,352
| +49% | +$974M |
2013 Q2
47 quarters
|
|
103
Mercado Libre
MELI
$94.1B
| $3.05B | 0.22% |
1,562,214
-101,787
| -6% | -$202M |
2014 Q3
42 quarters
|
|
104
McKesson
MCK
$108B
| $3.02B | 0.22% |
4,486,154
+135,931
| +3% | +$84M |
2013 Q2
47 quarters
|
|
105
Blackstone
BX
$84.6B
| $3.02B | 0.22% |
21,570,804
-2,368,912
| -10% | -$385M |
2013 Q2
47 quarters
|
|
106
Alibaba
BABA
$263B
| $3.01B | 0.22% |
22,782,955
+9,788,732
| +75% | +$1.13B |
2014 Q3
42 quarters
|
|
107
Uber
UBER
$143B
| $2.87B | 0.21% |
39,451,237
-5,241,764
| -12% | -$378M |
2019 Q2
23 quarters
|
|
108
Prologis
PLD
$123B
| $2.85B | 0.21% |
25,532,594
-1,035,939
| -4% | -$120M |
2013 Q2
47 quarters
|
|
109
Ameriprise Financial
AMP
$44.1B
| $2.82B | 0.21% |
5,824,915
+1,023,002
| +21% | +$537M |
2013 Q2
47 quarters
|
|
110
Chipotle Mexican Grill
CMG
$41.4B
| $2.81B | 0.21% |
55,991,908
+11,441,382
| +26% | +$622M |
2013 Q2
47 quarters
|
|
111
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $2.78B | 0.2% |
27,665,468
+3,803,808
| +16% | +$382M |
2013 Q2
47 quarters
|
|
112
Fidelity National Information Services
FIS
$17.7B
| $2.75B | 0.2% |
36,877,646
+4,601,165
| +14% | +$346M |
2013 Q2
47 quarters
|
|
113
TransDigm Group
TDG
$60.2B
| $2.75B | 0.2% |
1,989,659
-214,990
| -10% | -$287M |
2013 Q2
47 quarters
|
|
114
Shopify
SHOP
$212B
| $2.68B | 0.2% |
28,110,871
+4,597,678
| +20% | +$501M |
2015 Q2
39 quarters
|
|
115
iShares 7-10 Year Treasury Bond ETF
IEF
$41.6B
| $2.68B | 0.2% |
28,076,649
+1,333,142
| +5% | +$125M |
2013 Q2
47 quarters
|
|
116
Palo Alto Networks
PANW
$326B
| $2.65B | 0.19% |
15,544,277
+679,172
| +5% | +$126M |
2013 Q2
47 quarters
|
|
117
TJX Companies
TJX
$153B
| $2.64B | 0.19% |
21,664,789
-93,008
| -0.4% | -$11.3M |
2013 Q2
47 quarters
|
|
118
PUT
Invesco QQQ Trust
QQQ
$504B
| $2.64B | 0.19% |
5,622,400
-1,317,400
| -19% | -$669M |
2014 Q2
43 quarters
|
|
119
JPMorgan BetaBuilders Europe ETF
BBEU
$8.76B
| $2.6B | 0.19% |
42,081,126
-1,861,569
| -4% | -$113M |
2018 Q2
27 quarters
|
|
120
Lam Research
LRCX
$401B
| $2.58B | 0.19% |
35,522,948
+8,079,667
| +29% | +$636M |
2013 Q2
47 quarters
|
|
121
Merck
MRK
$351B
| $2.56B | 0.19% |
28,508,222
+1,398,367
| +5% | +$131M |
2013 Q2
47 quarters
|
|
122
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
| $2.55B | 0.19% |
43,506,691
+5,886,364
| +16% | +$344M |
2018 Q3
26 quarters
|
|
123
Ross Stores
ROST
$71.9B
| $2.54B | 0.19% |
19,844,969
+206,712
| +1% | +$28.9M |
2013 Q2
47 quarters
|
|
124
Vanguard FTSE Europe ETF
VGK
$29B
| $2.49B | 0.18% |
35,505,505
+8,767,138
| +33% | +$604M |
2013 Q2
47 quarters
|
|
125
iShares Russell 1000 Growth ETF
IWF
$130B
| $2.46B | 0.18% |
27,220,684
-1,243,496
| -4% | -$123M |
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.