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 | |
|---|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.88T
| $53.3B | 3.89% |
142,009,968
+7,066,307
| +5% | +$2.88B |
2013 Q2
47 quarters
|
|
2
NVIDIA
NVDA
$5.57T
| $45.6B | 3.33% |
421,100,703
+7,287,317
| +2% | +$924M |
2013 Q2
47 quarters
|
|
|
3
Apple
AAPL
$4.97T
| $44.1B | 3.22% |
198,745,598
+15,737,447
| +9% | +$3.65B |
2013 Q2
47 quarters
|
|
|
4
Amazon
AMZN
$2.74T
| $38.1B | 2.78% |
200,228,094
+17,347,225
| +9% | +$3.76B |
2013 Q2
47 quarters
|
|
|
5
Meta Platforms (Facebook)
META
$1.84T
| $33.5B | 2.45% |
58,198,195
+6,507,617
| +13% | +$4.2B |
2013 Q2
47 quarters
|
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$828B
| $32.4B | 2.37% |
57,976,595
+4,789,482
| +9% | +$2.82B |
2013 Q2
47 quarters
|
|
7
Mastercard
MA
$503B
| $17B | 1.24% |
31,014,673
+772,090
| +3% | +$420M |
2013 Q2
47 quarters
|
|
8
Alphabet (Google) Class C
GOOG
$4.22T
| $16B | 1.17% |
102,232,997
+9,243,959
| +10% | +$1.69B |
2013 Q2
47 quarters
|
|
9
Broadcom
AVGO
$1.72T
| $15.3B | 1.12% |
91,362,074
+12,066,652
| +15% | +$2.55B |
2013 Q2
47 quarters
|
|
10
Vanguard S&P 500 ETF
VOO
$1.06T
| $15B | 1.1% |
29,230,561
+5,647,924
| +24% | +$3.05B |
2013 Q2
47 quarters
|
|
11
UnitedHealth
UNH
$333B
| $13.8B | 1.01% |
26,293,837
+1,861,002
| +8% | +$951M |
2013 Q2
47 quarters
|
|
12
iShares Core S&P 500 ETF
IVV
$893B
| $13.4B | 0.98% |
23,892,610
+5,708,115
| +31% | +$3.37B |
2013 Q2
47 quarters
|
|
13
McDonald's
MCD
$168B
| $11.7B | 0.86% |
37,538,959
+4,783,479
| +15% | +$1.43B |
2013 Q2
47 quarters
|
|
14
AbbVie
ABBV
$481B
| $11.5B | 0.84% |
54,754,470
+2,991,979
| +6% | +$582M |
2013 Q2
47 quarters
|
|
15
ExxonMobil
XOM
$693B
| $11.3B | 0.83% |
95,412,727
+4,723,868
| +5% | +$522M |
2013 Q2
47 quarters
|
|
16
Vanguard Total International Bond ETF
BNDX
$82.4B
| $11.3B | 0.82% |
230,516,945
-1,864,417
| -0.8% | -$91.2M |
2015 Q1
40 quarters
|
|
|
17
Eli Lilly
LLY
$1.04T
| $11.1B | 0.81% |
13,479,918
-1,434,822
| -10% | -$1.19B |
2013 Q2
47 quarters
|
|
18
Wells Fargo
WFC
$248B
| $10.2B | 0.75% |
142,627,961
+650,126
| +0.5% | +$48.8M |
2013 Q2
47 quarters
|
|
19
Tesla
TSLA
$1.48T
| $10.2B | 0.75% |
39,415,548
+3,426,144
| +10% | +$1.14B |
2013 Q2
47 quarters
|
|
|
20
Alphabet (Google) Class A
GOOGL
$4.26T
| $9.95B | 0.73% |
64,374,502
+9,161,835
| +17% | +$1.66B |
2015 Q4
37 quarters
|
|
|
21
Visa
V
$704B
| $9.33B | 0.68% |
26,631,682
+14,002,751
| +111% | +$4.74B |
2013 Q2
47 quarters
|
|
22
Netflix
NFLX
$298B
| $9.23B | 0.67% |
98,953,760
+7,209,410
| +8% | +$686M |
2013 Q2
47 quarters
|
|
23
Johnson & Johnson
JNJ
$618B
| $8.97B | 0.65% |
54,061,842
+15,277,413
| +39% | +$2.39B |
2013 Q2
47 quarters
|
|
|
24
Walmart Inc
WMT
$877B
| $8.69B | 0.63% |
98,988,651
+43,854,558
| +80% | +$4.11B |
2013 Q2
47 quarters
|
|
25
Berkshire Hathaway Class B
BRK.B
$1.09T
| $8.63B | 0.63% |
16,203,568
+1,674,126
| +12% | +$814M |
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.