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 | |
|---|---|---|---|---|---|---|
4926
CALL
Enphase Energy
ENPH
$5.36B
| $246K | ﹤0.01% |
6,200
-18,800
| -75% | -$868K |
|
4927
MarineMax
HZO
$1.15B
| $246K | ﹤0.01% |
9,775
-3,041
| -24% | -$67.4K |
|
4928
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.28B
| $246K | ﹤0.01% |
6,535
-227
| -3% | -$8.15K |
|
|
ILPT
4929
Industrial Logistics Properties Trust
ILPT
$596M
| $245K | ﹤0.01% |
53,807
-72,299
| -57% | -$239K |
|
4930
PetMed Express
PETS
$39.5M
| $244K | ﹤0.01% |
73,403
-37,196
| -34% | -$132K |
|
|
RMNY
4931
Rockefeller New York Municipal Bond ETF
RMNY
$28.1M
| $244K | ﹤0.01% |
+10,145
| New | +$244K |
|
|
TWFG
4932
TWFG Inc
TWFG
$1.44B
| $242K | ﹤0.01% |
6,903
-20,495
| -75% | -$683K |
|
4933
CALL
PENN Entertainment
PENN
$2.52B
| $241K | ﹤0.01% |
13,500
-219,200
| -94% | -$3.44M |
|
|
FSP
4934
Franklin Street Properties
FSP
$46.2M
| $240K | ﹤0.01% |
146,479
-79,776
| -35% | -$133K |
|
4935
Citizens Financial Services
CZFS
$399M
| $240K | ﹤0.01% |
4,081
-4,050
| -50% | -$233K |
|
|
KE
4936
Kimball Electronics
KE
$624M
| $239K | ﹤0.01% |
12,435
-23,887
| -66% | -$400K |
|
4937
Corsair Gaming
CRSR
$1.42B
| $238K | ﹤0.01% |
25,289
+3,454
| +16% | +$27.9K |
|
4938
Cosan
CSAN
$2.45B
| $236K | ﹤0.01% |
46,823
+45,841
| +4,668% | +$247K |
|
4939
ACNB Corp
ACNB
$657M
| $236K | ﹤0.01% |
5,501
-3,865
| -41% | -$161K |
|
4940
Black Stone Minerals
BSM
$3.07B
| $235K | ﹤0.01% |
17,982
-98,372
| -85% | -$1.36M |
|
|
JKS
4941
JinkoSolar
JKS
$863M
| $235K | ﹤0.01% |
11,082
+10,941
| +7,760% | +$199K |
|
4942
Simplify Short Term Treasury Futures Strategy ETF
TUA
$662M
| $233K | ﹤0.01% |
10,595
+10,585
| +105,850% | +$232K |
|
4943
Southern First Bancshares
SFST
$611M
| $233K | ﹤0.01% |
6,137
-6,816
| -53% | -$239K |
|
4944
Shore Bancshares
SHBI
$802M
| $233K | ﹤0.01% |
14,840
-37,530
| -72% | -$528K |
|
4945
Sociedad Química y Minera de Chile
SQM
$21.2B
| $233K | ﹤0.01% |
6,612
-5,872
| -47% | -$201K |
|
|
VTLE
4946
DELISTED
Vital Energy
VTLE
| $233K | ﹤0.01% |
14,493
-9,852
| -40% | -$161K |
|
|
BORR
4947
Borr Drilling
BORR
$1.36B
| $233K | ﹤0.01% |
127,247
-15,382
| -11% | -$29.1K |
|
|
NNDM
4948
Nano Dimension
NNDM
$346M
| $232K | ﹤0.01% |
143,458
+142,226
| +11,544% | +$218K |
|
4949
York Water
YORW
$536M
| $232K | ﹤0.01% |
7,351
-7,708
| -51% | -$257K |
|
4950
Neuronetics
STIM
$216M
| $232K | ﹤0.01% |
66,342
+66,308
| +195,024% | +$262K |
|
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.