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 | |
|---|---|---|---|---|---|---|
|
LAZR
5176
PUT
DELISTED
Luminar Technologies
LAZR
| $151K | ﹤0.01% |
52,644
| – | – |
|
5177
Eastern Company
EML
$154M
| $151K | ﹤0.01% |
6,612
-3,920
| -37% | -$88.2K |
|
5178
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$94.9M
| $151K | ﹤0.01% |
3,258
-4,018
| -55% | -$184K |
|
|
KG
5179
Kestrel Group
KG
$66.3M
| $151K | ﹤0.01% |
5,689
-3,449
| -38% | -$79.8K |
|
5180
Cricut
CRCT
$1.24B
| $151K | ﹤0.01% |
22,274
-2,661
| -11% | -$15.2K |
|
5181
BCB Bancorp
BCBP
$161M
| $151K | ﹤0.01% |
17,899
-36,805
| -67% | -$312K |
|
5182
Solid Power
SLDP
$545M
| $150K | ﹤0.01% |
68,508
-6,174
| -8% | -$8.67K |
|
5183
Universal Electronics
UEIC
$66.6M
| $149K | ﹤0.01% |
22,538
-362
| -2% | -$2.21K |
|
5184
Virginia National Bankshares
VABK
$254M
| $149K | ﹤0.01% |
4,029
-3,202
| -44% | -$117K |
|
|
SMC
5185
Summit Midstream
SMC
$477M
| $149K | ﹤0.01% |
6,077
-3,046
| -33% | -$83.7K |
|
5186
FT Vest US Equity Deep Buffer ETF January
DJAN
$483M
| $149K | ﹤0.01% |
3,693
-2,697
| -42% | -$104K |
|
5187
FVCBankcorp
FVCB
$339M
| $149K | ﹤0.01% |
12,616
-13,577
| -52% | -$152K |
|
|
TTAM
5188
Titan America SA
TTAM
$2.96B
| $149K | ﹤0.01% |
+11,924
| New | +$158K |
|
|
PBPB
5189
DELISTED
Potbelly
PBPB
| $149K | ﹤0.01% |
12,139
-2,325
| -16% | -$22.9K |
|
5190
First United
FUNC
$294M
| $148K | ﹤0.01% |
+4,777
| New | +$141K |
|
|
QLTI
5191
GMO International Quality ETF
QLTI
$299M
| $148K | ﹤0.01% |
+5,759
| New | +$142K |
|
5192
Pacer Trendpilot US Large Cap ETF
PTLC
$3.39B
| $148K | ﹤0.01% |
2,910
-143,371
| -98% | -$7.01M |
|
5193
CALL
Symbotic
SYM
$5.43B
| $148K | ﹤0.01% |
+3,800
| New | +$99.5K |
|
5194
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$12.5M
| $147K | ﹤0.01% |
+3,400
| New | +$223K |
|
5195
BlackRock Science and Technology Trust
BST
$1.75B
| $147K | ﹤0.01% |
3,859
+1,033
| +37% | +$36.1K |
|
5196
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$260M
| $147K | ﹤0.01% |
3,834
-10,728
| -74% | -$408K |
|
5197
ProShares UltraPro Dow 30
UDOW
$930M
| $147K | ﹤0.01% |
3,114
-2,796
| -47% | -$113K |
|
5198
Frontier Group Holdings
ULCC
$1.57B
| $147K | ﹤0.01% |
40,393
-14,897
| -27% | -$54.6K |
|
5199
Gilat Satellite Networks
GILT
$886M
| $147K | ﹤0.01% |
20,664
-5,790
| -22% | -$36K |
|
5200
Humacyte
HUMA
$148M
| $146K | ﹤0.01% |
70,067
+16,702
| +31% | +$32.1K |
|
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.