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 | |
|---|---|---|---|---|---|---|
5701
Zevia
ZVIA
$101M
| $50K | ﹤0.01% |
15,518
+14,912
| +2,461% | +$39.2K |
|
5702
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.29B
| – | – |
0
| – | – |
|
5703
Inseego
INSG
$77.7M
| $49.9K | ﹤0.01% |
6,057
+5,867
| +3,088% | +$45.9K |
|
|
INCE
5704
Franklin Income Equity Focus ETF
INCE
$279M
| $49.8K | ﹤0.01% |
867
+233
| +37% | +$12.8K |
|
5705
FT Vest US Equity Moderate Buffer ETF March
GMAR
$397M
| $49.7K | ﹤0.01% |
1,276
-8,378
| -87% | -$314K |
|
5706
CALL
Keurig Dr Pepper
KDP
$42.3B
| $49.6K | ﹤0.01% |
+1,500
| New | +$50.7K |
|
5707
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.11B
| $49.6K | ﹤0.01% |
1,208
+1,181
| +4,374% | +$47.3K |
|
|
CAN
5708
Canaan Creative
CAN
$159M
| $49.6K | ﹤0.01% |
80,151
-466,880
| -85% | -$328K |
|
|
AXIA
5709
DELISTED
AXIA Energia
AXIA
| $49.4K | ﹤0.01% |
8,400
+1,188
| +16% | +$6.94K |
|
5710
Finance of America Companies
FOA
$206M
| $48.9K | ﹤0.01% |
2,098
+2,050
| +4,271% | +$43.1K |
|
5711
M-tron Industries
MPTI
$365M
| $48.7K | ﹤0.01% |
+1,160
| New | +$55.9K |
|
5712
DiaMedica Therapeutics
DMAC
$364M
| $48.7K | ﹤0.01% |
+12,483
| New | +$48.7K |
|
|
FSCO
5713
FS Credit Opportunities Corp
FSCO
$1.03B
| $48.7K | ﹤0.01% |
6,702
-1,755
| -21% | -$12.2K |
|
5714
Future Fuel
FF
$249M
| $48.2K | ﹤0.01% |
12,435
-458
| -4% | -$1.84K |
|
5715
The ONE Group
STKS
$56.8M
| $48.2K | ﹤0.01% |
11,904
-30,466
| -72% | -$105K |
|
5716
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
| $47.9K | ﹤0.01% |
975
+872
| +847% | +$42.4K |
|
5717
First Trust New York Municipal High Income ETF
FMNY
$38.5M
| $47.8K | ﹤0.01% |
1,842
-550
| -23% | -$14.3K |
|
5718
Nerdy
NRDY
$92.6M
| $47.7K | ﹤0.01% |
29,264
-10,425
| -26% | -$16.6K |
|
5719
Gyre Therapeutics
GYRE
$693M
| $47.5K | ﹤0.01% |
6,461
+2,961
| +85% | +$25.8K |
|
5720
Turkcell
TKC
$4.72B
| $47.4K | ﹤0.01% |
7,829
+3,963
| +103% | +$24.1K |
|
5721
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
| $47.1K | ﹤0.01% |
819
-2,022
| -71% | -$113K |
|
5722
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
| $47K | ﹤0.01% |
2,085
-542
| -21% | -$12.1K |
|
5723
InnovAge Holding
INNV
$1.45B
| $46.8K | ﹤0.01% |
12,688
-16,530
| -57% | -$57.9K |
|
5724
Nuvectis Pharma
NVCT
$627M
| $46.8K | ﹤0.01% |
6,263
+6,084
| +3,399% | +$55.2K |
|
|
SFBC
5725
Sound Financial Bancorp
SFBC
$120M
| $46.7K | ﹤0.01% |
+1,016
| New | +$50.5K |
|
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.