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 |
Microsoft
MSFT
|
+$6.54B |
| 2 |
NVIDIA
NVDA
|
+$5.22B |
| 3 |
Apple
AAPL
|
+$3.2B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.51B |
| 5 |
Walt Disney
DIS
|
+$2.15B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.6B |
| 2 |
UnitedHealth
UNH
|
+$2.41B |
| 3 |
Meta Platforms (Facebook)
META
|
+$2.15B |
| 4 |
Linde
LIN
|
+$1.93B |
| 5 |
Union Pacific
UNP
|
+$1.87B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.6% |
| 2 | Financials | 9.92% |
| 3 | Consumer Discretionary | 9.63% |
| 4 | Communication Services | 7.24% |
| 5 | Healthcare | 7.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
FedEx
FDX
$76.9B
| $749M | 0.05% |
3,294,600
+548,683
| +20% | +$120M |
|
327
Infosys
INFY
$50.9B
| $747M | 0.05% |
40,306,650
+1,747,722
| +5% | +$31.2M |
|
328
Freeport-McMoran
FCX
$98.7B
| $743M | 0.05% |
17,143,632
+2,670,250
| +18% | +$101M |
|
329
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
| $742M | 0.05% |
18,174,156
+9,221,394
| +103% | +$367M |
|
330
Realty Income
O
$58.6B
| $741M | 0.05% |
12,853,974
-132,964
| -1% | -$7.52M |
|
331
Regency Centers
REG
$13.9B
| $739M | 0.05% |
10,368,881
-1,205,289
| -10% | -$86.1M |
|
332
Humana
HUM
$46.3B
| $737M | 0.05% |
3,013,306
+167,491
| +6% | +$41.8M |
|
333
Vanguard FTSE Developed Markets ETF
VEA
$236B
| $730M | 0.05% |
12,803,884
+569,659
| +5% | +$30.5M |
|
334
O'Reilly Automotive
ORLY
$75.3B
| $728M | 0.05% |
8,078,170
+1,160,005
| +17% | +$106M |
|
335
Ferrari
RACE
$71.5B
| $727M | 0.05% |
1,481,980
-548,280
| -27% | -$255M |
|
336
Scotiabank
BNS
$108B
| $727M | 0.05% |
13,148,255
+5,979,338
| +83% | +$304M |
|
337
Western Digital
WDC
$151B
| $724M | 0.05% |
11,308,503
-8,590,509
| -43% | -$409M |
|
338
HDFC Bank
HDB
$120B
| $720M | 0.05% |
18,791,786
-441,640
| -2% | -$16M |
|
339
Carnival Corporation Ltd
CCL
$38B
| $716M | 0.05% |
25,472,961
+2,600,195
| +11% | +$55.6M |
|
340
Vanguard Real Estate ETF
VNQ
$38.6B
| $716M | 0.05% |
8,037,129
-638,949
| -7% | -$56.4M |
|
341
PUT
Strategy Inc
MSTR
$37.4B
| $715M | 0.05% |
1,768,700
+1,147,600
| +185% | +$418M |
|
342
Canadian Imperial Bank of Commerce
CM
$109B
| $714M | 0.05% |
10,077,146
-504,768
| -5% | -$32.5M |
|
343
Arch Capital
ACGL
$33.5B
| $713M | 0.05% |
7,830,301
+359,710
| +5% | +$33.2M |
|
344
Pfizer
PFE
$154B
| $712M | 0.05% |
29,358,571
-2,906,087
| -9% | -$67.8M |
|
345
VICI Properties
VICI
$28.7B
| $711M | 0.05% |
21,811,143
+2,216,747
| +11% | +$70.5M |
|
346
ON Semiconductor
ON
$31.1B
| $700M | 0.05% |
13,359,463
+2,116,594
| +19% | +$92M |
|
347
Vanguard High Dividend Yield ETF
VYM
$83.7B
| $698M | 0.05% |
5,239,062
-230,424
| -4% | -$29.2M |
|
348
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
| $698M | 0.05% |
7,909,435
+3,632,572
| +85% | +$317M |
|
349
Copart
CPRT
$27.4B
| $693M | 0.05% |
14,129,627
-1,216,141
| -8% | -$68.1M |
|
350
Datadog
DDOG
$93.6B
| $693M | 0.05% |
5,160,800
-385,323
| -7% | -$42.7M |
|
Similar funds
JP Morgan Chase's Q2 2025 Portfolio in Review
As of Q2 2025, JP Morgan Chase held 7,888 positions worth $1.53T, up 12% from $1.37T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2025 filing shows 634 new, 2,516 increased, 3,216 reduced and 855 closed positions. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 10,818,420 shares worth $543M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $4.6B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- JP Morgan Chase's largest Q2 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 10,818,420 shares worth $543M.
- JP Morgan Chase added most to Microsoft in Q2 2025, an estimated $6.54B increase.
- JP Morgan Chase's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.6B.
- JP Morgan Chase fully exited Discover Financial Services in Q2 2025, selling an estimated $370M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.53T portfolio in Q2 2025.
- JP Morgan Chase opened 634 new positions and closed 855 in Q2 2025.
- JP Morgan Chase's portfolio value rose 12% quarter-over-quarter to $1.53T.
Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.