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 | |
|---|---|---|---|---|---|---|
5151
Savara
SVRA
$1.08B
| $156K | ﹤0.01% |
68,508
-2,115,152
| -97% | -$5.75M |
|
5152
Innovator US Small Cap Power Buffer ETF January
KJAN
$329M
| $156K | ﹤0.01% |
4,165
+3,887
| +1,398% | +$140K |
|
5153
Microvision
MVIS
$48.1M
| $156K | ﹤0.01% |
9,116
+1,522
| +20% | +$26.4K |
|
5154
First Trust Utilities AlphaDEX Fund
FXU
$835M
| $155K | ﹤0.01% |
3,667
+280
| +8% | +$11.6K |
|
5155
Arteris
AIP
$1.38B
| $155K | ﹤0.01% |
16,293
-98,802
| -86% | -$728K |
|
5156
MasterCraft Boat Holdings
MCFT
$589M
| $155K | ﹤0.01% |
8,353
-371
| -4% | -$6.34K |
|
5157
HF Foods Group
HFFG
$98.6M
| $155K | ﹤0.01% |
48,796
-34,365
| -41% | -$131K |
|
5158
ZipRecruiter
ZIP
$383M
| $155K | ﹤0.01% |
30,962
-124,815
| -80% | -$682K |
|
5159
Holley
HLLY
$364M
| $155K | ﹤0.01% |
77,512
+51,247
| +195% | +$109K |
|
5160
BlackRock Intermediate Muni Income Bond ETF
INMU
$547M
| $155K | ﹤0.01% |
+6,608
| New | +$154K |
|
5161
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$57.6M
| $154K | ﹤0.01% |
3,691
-1,680
| -31% | -$65.5K |
|
5162
Ascent Industries
ACNT
$133M
| $154K | ﹤0.01% |
12,207
+12,197
| +121,970% | +$155K |
|
|
JBIO
5163
Jade Biosciences
JBIO
$1.52B
| $154K | ﹤0.01% |
15,367
+13,205
| +611% | +$449K |
|
5164
PUT
Spotify
SPOT
$105B
| $153K | ﹤0.01% |
200
-59,300
| -100% | -$38.1M |
|
5165
Richtech Robotics
RR
$398M
| $153K | ﹤0.01% |
78,489
+32,684
| +71% | +$68.7K |
|
5166
CALL
Tractor Supply
TSCO
$18.8B
| $153K | ﹤0.01% |
+2,900
| New | +$148K |
|
|
CCAQU
5167
Collective Acquisition Corp Units
CCAQU
| $153K | ﹤0.01% |
+15,000
| New | +$151K |
|
5168
iShares MSCI Kuwait ETF
KWT
$69.4M
| $153K | ﹤0.01% |
4,031
+826
| +26% | +$29.9K |
|
|
KCHVU
5169
Kochav Defense Acquisition Corp Units
KCHVU
| $153K | ﹤0.01% |
+15,000
| New | +$152K |
|
5170
loanDepot
LDI
$315M
| $152K | ﹤0.01% |
120,023
-154,303
| -56% | -$189K |
|
5171
CALL
CleanSpark
CLSK
$3B
| $152K | ﹤0.01% |
13,800
-71,100
| -84% | -$633K |
|
5172
West Bancorporation
WTBA
$508M
| $152K | ﹤0.01% |
7,749
-20,597
| -73% | -$398K |
|
|
PMBS
5173
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.39B
| $152K | ﹤0.01% |
+3,100
| New | +$150K |
|
5174
ProShares UltraShort S&P500
SDS
$364M
| $151K | ﹤0.01% |
1,817
+167
| +10% | +$16.6K |
|
|
GBFH
5175
GBank Financial Holdings
GBFH
$318M
| $151K | ﹤0.01% |
+4,269
| New | +$167K |
|
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.