JPMORGAN CHASE & CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings7,296 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 142M | $53.3B | 3.9% | $413.55 | -10.28% | 2 qtrssince 2024-Q4 | Increased 62 |
NVIDIA CORP | 421.1M | $45.6B | 3.3% | $136.97 | -19.95% | 2 qtrssince 2024-Q4 | Increased 59 |
APPLE INC | 198.7M | $44.1B | 3.2% | $246.41 | -10.40% | 2 qtrssince 2024-Q4 | Increased 64 |
AMAZON.COM INC | 200.2M | $38.1B | 2.8% | $218.82 | -11.93% | 2 qtrssince 2024-Q4 | Increased 60 |
META PLATFORMS INC-CLASS A | 58.2M | $33.5B | 2.4% | $587.82 | -2.11% | 2 qtrssince 2024-Q4 | Increased 62 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 58M | $32.4B | 2.4% | $578.87 | -4.84% | 2 qtrssince 2024-Q4 | Increased 60 |
MASTERCARD INC - A | 31M | $17B | 1.2% | $522.15 | +2.94% | 2 qtrssince 2024-Q4 | Increased 52 |
ALPHABET INC-CL C | 102.2M | $16B | 1.2% | $188.66 | -17.51% | 2 qtrssince 2024-Q4 | Increased 55 |
BROADCOM INC | 91.4M | $15.3B | 1.1% | $220.59 | -24.83% | 2 qtrssince 2024-Q4 | Increased 58 |
VANGUARD S&P 500 ETF | 29.2M | $15B | 1.1% | $528.99 | -4.28% | 2 qtrssince 2024-Q4 | Increased 61 |
UNITEDHEALTH GROUP INC | 26.3M | $13.8B | 1.0% | $496.32 | +1.91% | 2 qtrssince 2024-Q4 | Increased 54 |
ISHARES CORE S&P 500 ETF | 23.9M | $13.4B | 1.0% | $576.14 | -4.06% | 2 qtrssince 2024-Q4 | Increased 57 |
MCDONALDS CORP | 37.5M | $11.7B | 0.9% | $285.40 | +5.75% | 2 qtrssince 2024-Q4 | Increased 51 |
ABBVIE INC | 54.8M | $11.5B | 0.8% | $169.47 | +17.79% | 2 qtrssince 2024-Q4 | Increased 48 |
EXXON MOBIL CORP | 95.4M | $11.3B | 0.8% | $101.96 | +11.63% | 2 qtrssince 2024-Q4 | Increased 47 |
VANGUARD TOTAL INTL BOND ETF | 230.5M | $11.3B | 0.8% | $46.34 | -0.07% | 2 qtrssince 2024-Q4 | Decreased 0 |
ELI LILLY & CO | 13.5M | $11.1B | 0.8% | $762.60 | +7.17% | 2 qtrssince 2024-Q4 | Decreased 0 |
WELLS FARGO & CO | 142.6M | $10.2B | 0.7% | $67.64 | +2.70% | 2 qtrssince 2024-Q4 | Increased 45 |
TESLA INC | 39.4M | $10.2B | 0.7% | $404.04 | -34.77% | 2 qtrssince 2024-Q4 | Increased 49 |
ALPHABET INC-CL A | 64.4M | $10B | 0.7% | $185.28 | -16.94% | 2 qtrssince 2024-Q4 | Increased 52 |
JPMORGAN CHASE & CO manages $1.4T across 7296 positions as of Q1 2025. Top holdings: MSFT (3.9%), NVDA (3.3%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 497 new positions, 407 exits, 2549 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $1.4T across 7296 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR