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 | |
|---|---|---|---|---|---|---|---|
176
Danaher
DHR
$153B
| $1.6B | 0.12% |
7,790,580
+3,131,219
| +67% | +$684M |
2013 Q2
47 quarters
|
|
177
Vanguard Short-Term Bond ETF
BSV
$46B
| $1.59B | 0.12% |
20,349,524
-6,554,040
| -24% | -$509M |
2013 Q2
47 quarters
|
|
178
Edwards Lifesciences
EW
$48.6B
| $1.59B | 0.12% |
21,961,966
+7,110,139
| +48% | +$509M |
2013 Q2
47 quarters
|
|
179
CVS Health
CVS
$112B
| $1.59B | 0.12% |
23,436,358
+9,541,880
| +69% | +$571M |
2013 Q2
47 quarters
|
|
180
United Parcel Service
UPS
$80.1B
| $1.59B | 0.12% |
14,434,548
-8,100,865
| -36% | -$969M |
2013 Q2
47 quarters
|
|
181
Ingersoll Rand
IR
$30.3B
| $1.58B | 0.12% |
19,745,039
+866,759
| +5% | +$75.5M |
2017 Q2
31 quarters
|
|
182
PUT
iShares Silver Trust
SLV
$28.8B
| $1.52B | 0.11% |
49,023,100
+8,256,400
| +20% | +$240M |
2019 Q2
23 quarters
|
|
183
Sea Limited
SE
$56.9B
| $1.52B | 0.11% |
11,630,768
+1,928,981
| +20% | +$239M |
2019 Q3
22 quarters
|
|
184
Williams Companies
WMB
$88.5B
| $1.5B | 0.11% |
25,169,355
+5,170,191
| +26% | +$296M |
2013 Q2
47 quarters
|
|
185
General Dynamics
GD
$89.3B
| $1.5B | 0.11% |
5,502,305
+256,687
| +5% | +$66.7M |
2013 Q2
47 quarters
|
|
186
Truist Financial
TFC
$56.4B
| $1.49B | 0.11% |
36,158,636
-12,168,837
| -25% | -$542M |
2013 Q2
47 quarters
|
|
187
Northrop Grumman
NOC
$68.8B
| $1.48B | 0.11% |
2,887,829
-865,682
| -23% | -$413M |
2013 Q2
47 quarters
|
|
188
ASML
ASML
$680B
| $1.47B | 0.11% |
2,223,680
-364,920
| -14% | -$265M |
2013 Q2
47 quarters
|
|
189
Xcel Energy
XEL
$45.8B
| $1.47B | 0.11% |
20,811,241
+1,520,092
| +8% | +$103M |
2013 Q2
47 quarters
|
|
190
Snowflake
SNOW
$121B
| $1.47B | 0.11% |
10,076,532
+5,316,112
| +112% | +$902M |
2020 Q3
18 quarters
|
|
191
CrowdStrike
CRWD
$269B
| $1.45B | 0.11% |
16,485,144
+5,552,448
| +51% | +$529M |
2019 Q2
23 quarters
|
|
192
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $1.43B | 0.1% |
12,118,309
+1,652,996
| +16% | +$192M |
2013 Q2
47 quarters
|
|
193
US Bancorp
USB
$88.9B
| $1.43B | 0.1% |
33,797,758
-7,115,920
| -17% | -$328M |
2013 Q2
47 quarters
|
|
194
PNC Financial Services
PNC
$87.6B
| $1.42B | 0.1% |
8,095,986
-1,178,541
| -13% | -$222M |
2013 Q2
47 quarters
|
|
195
Martin Marietta Materials
MLM
$34.2B
| $1.41B | 0.1% |
2,944,694
+268,928
| +10% | +$137M |
2013 Q2
47 quarters
|
|
196
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
| $1.39B | 0.1% |
11,362,022
-541,997
| -5% | -$69.8M |
2018 Q4
25 quarters
|
|
197
Nu Holdings
NU
$74.3B
| $1.38B | 0.1% |
134,659,132
+23,046,628
| +21% | +$272M |
2021 Q4
13 quarters
|
|
198
Advanced Micro Devices
AMD
$1.01T
| $1.37B | 0.1% |
13,308,982
+1,677,346
| +14% | +$187M |
2013 Q2
47 quarters
|
|
199
Synopsys
SNPS
$95.4B
| $1.36B | 0.1% |
3,175,247
+481,719
| +18% | +$234M |
2013 Q2
47 quarters
|
|
200
Intercontinental Exchange
ICE
$87.2B
| $1.34B | 0.1% |
7,796,638
+2,915,937
| +60% | +$478M |
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.