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 | |
|---|---|---|---|---|---|---|
401
Hershey
HSY
$36.7B
| $544M | 0.04% |
3,276,326
+150,240
| +5% | +$24.8M |
|
|
JMTG
402
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.79B
| $543M | 0.04% |
+10,818,420
| New | +$543M |
|
403
Vertiv
VRT
$104B
| $538M | 0.04% |
4,191,506
-4,459,048
| -52% | -$434M |
|
404
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
| $538M | 0.04% |
5,642,681
+198,401
| +4% | +$17M |
|
405
DexCom
DXCM
$33.1B
| $537M | 0.04% |
6,154,592
+2,013,099
| +49% | +$158M |
|
406
Carlisle Companies
CSL
$15.3B
| $537M | 0.04% |
1,437,703
+358,241
| +33% | +$133M |
|
|
407
CALL
Meta Platforms (Facebook)
META
$1.52T
| $537M | 0.04% |
727,000
+78,900
| +12% | +$48.8M |
|
408
Neurocrine Biosciences
NBIX
$16.8B
| $536M | 0.04% |
4,261,747
+1,590,749
| +60% | +$182M |
|
409
W.R. Berkley
WRB
$26.3B
| $534M | 0.03% |
7,274,234
+577,873
| +9% | +$41.4M |
|
410
TechnipFMC
FTI
$29.1B
| $531M | 0.03% |
15,417,701
-865,242
| -5% | -$26.1M |
|
411
Cintas
CTAS
$81.1B
| $530M | 0.03% |
2,378,121
-206,903
| -8% | -$44.5M |
|
412
JPMorgan Inflation Managed Bond ETF
JCPI
$870M
| $525M | 0.03% |
10,885,802
+684,351
| +7% | +$32.7M |
|
413
TC Energy
TRP
$66B
| $523M | 0.03% |
10,724,325
+738,012
| +7% | +$36.2M |
|
414
Marvell Technology
MRVL
$187B
| $521M | 0.03% |
6,731,831
-5,393,319
| -44% | -$337M |
|
415
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
| $517M | 0.03% |
8,649,274
-5,151,886
| -37% | -$294M |
|
416
iShares MSCI EAFE Growth ETF
EFG
$17.2B
| $516M | 0.03% |
4,605,570
-264,749
| -5% | -$27.9M |
|
417
American Homes 4 Rent
AMH
$12.3B
| $514M | 0.03% |
14,240,959
-1,658,762
| -10% | -$61.4M |
|
418
GoDaddy
GDDY
$11.6B
| $512M | 0.03% |
2,843,056
+403,151
| +17% | +$72.3M |
|
419
Packaging Corp of America
PKG
$22.7B
| $512M | 0.03% |
2,714,623
-324,236
| -11% | -$61.3M |
|
420
MGIC Investment
MTG
$6.21B
| $510M | 0.03% |
18,331,120
+2,168,940
| +13% | +$55.8M |
|
421
Jabil
JBL
$35.3B
| $502M | 0.03% |
2,302,307
+129,212
| +6% | +$20.9M |
|
|
ABFL
422
Abacus FCF Leaders ETF
ABFL
$543M
| $499M | 0.03% |
7,052,430
+251,251
| +4% | +$16.7M |
|
423
Pinduoduo
PDD
$132B
| $497M | 0.03% |
4,750,564
-1,818,514
| -28% | -$191M |
|
424
Dell
DELL
$296B
| $496M | 0.03% |
4,047,021
+722,591
| +22% | +$73.9M |
|
425
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
| $494M | 0.03% |
20,251,104
-1,210,798
| -6% | -$29.4M |
|
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.