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 | |
|---|---|---|---|---|---|---|
376
Expedia Group
EXPE
$37.7B
| $602M | 0.04% |
3,571,301
-153,203
| -4% | -$24.9M |
|
377
SPDR Gold Trust
GLD
$143B
| $601M | 0.04% |
1,972,787
+245,783
| +14% | +$74.4M |
|
378
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $601M | 0.04% |
8,584,044
-612,692
| -7% | -$40.2M |
|
379
CALL
Alphabet (Google) Class A
GOOGL
$4.37T
| $600M | 0.04% |
3,404,800
-791,100
| -19% | -$129M |
|
|
380
PUT
Apple
AAPL
$4.5T
| $598M | 0.04% |
2,912,900
-319,900
| -10% | -$64.6M |
|
381
iShares Core MSCI Europe ETF
IEUR
$9.14B
| $593M | 0.04% |
8,954,178
+375,479
| +4% | +$23.7M |
|
382
ICICI Bank
IBN
$108B
| $592M | 0.04% |
17,590,337
-2,101,751
| -11% | -$69.6M |
|
|
SPYM
383
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
| $583M | 0.04% |
8,025,617
-618,458
| -7% | -$41.6M |
|
384
iShares MSCI Emerging Markets ETF
EEM
$29.8B
| $581M | 0.04% |
12,043,203
+1,256,608
| +12% | +$56.5M |
|
385
Moody's
MCO
$82.8B
| $577M | 0.04% |
1,149,466
-144,470
| -11% | -$66.9M |
|
386
monday.com
MNDY
$3.75B
| $576M | 0.04% |
1,833,000
+150,987
| +9% | +$42M |
|
387
Ulta Beauty
ULTA
$23.6B
| $575M | 0.04% |
1,229,955
+316,355
| +35% | +$131M |
|
388
TD Synnex
SNX
$20.3B
| $574M | 0.04% |
4,230,059
+330,085
| +8% | +$38.8M |
|
389
Elevance Health
ELV
$86.2B
| $573M | 0.04% |
1,473,707
+48,723
| +3% | +$19.6M |
|
390
Church & Dwight Co
CHD
$24.5B
| $573M | 0.04% |
5,960,370
-1,167,618
| -16% | -$115M |
|
391
BlackRock Flexible Income ETF
BINC
$16.3B
| $571M | 0.04% |
10,806,066
+97,669
| +0.9% | +$5.09M |
|
392
Lennar Class A
LEN
$20.6B
| $564M | 0.04% |
5,100,232
+206,971
| +4% | +$22.4M |
|
393
Interactive Brokers
IBKR
$41.1B
| $562M | 0.04% |
10,148,398
-2,238,466
| -18% | -$106M |
|
394
Marathon Petroleum
MPC
$90B
| $559M | 0.04% |
3,363,904
+773,892
| +30% | +$116M |
|
395
Leidos
LDOS
$17.5B
| $557M | 0.04% |
3,528,630
+111,813
| +3% | +$16.5M |
|
396
Roper Technologies
ROP
$39.9B
| $553M | 0.04% |
975,643
+207,845
| +27% | +$117M |
|
397
WEC Energy
WEC
$34.6B
| $552M | 0.04% |
5,297,386
+193,782
| +4% | +$20.6M |
|
398
iShares US Technology ETF
IYW
$25.3B
| $552M | 0.04% |
3,185,104
-159,536
| -5% | -$24.2M |
|
399
PACCAR
PCAR
$69.1B
| $551M | 0.04% |
5,798,439
+1,165,443
| +25% | +$108M |
|
400
Microchip Technology
MCHP
$44.2B
| $549M | 0.04% |
7,803,538
-3,315,221
| -30% | -$182M |
|
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.