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 | |
|---|---|---|---|---|---|---|
551
Reddit
RDDT
$30.5B
| $309M | 0.02% |
2,051,175
+143,680
| +8% | +$16.3M |
|
552
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
| $308M | 0.02% |
3,030,918
+645,045
| +27% | +$64.7M |
|
553
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $308M | 0.02% |
3,056,864
+884,640
| +41% | +$88.9M |
|
554
NVR
NVR
$17.1B
| $307M | 0.02% |
41,600
-10,804
| -21% | -$77.4M |
|
555
Okta
OKTA
$26.2B
| $305M | 0.02% |
3,047,697
+1,326,608
| +77% | +$142M |
|
556
Grab
GRAB
$15.3B
| $304M | 0.02% |
60,455,589
+10,428,014
| +21% | +$48.6M |
|
|
TEM
557
Tempus AI
TEM
$9.88B
| $303M | 0.02% |
4,768,077
+2,283,694
| +92% | +$131M |
|
558
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
| $303M | 0.02% |
7,008,860
+1,741,531
| +33% | +$72.3M |
|
559
Mine Safety
MSA
$7.49B
| $303M | 0.02% |
1,808,072
-219,399
| -11% | -$34.3M |
|
560
Kimberly-Clark
KMB
$35.9B
| $301M | 0.02% |
2,335,880
+204,942
| +10% | +$27.8M |
|
561
Mid-America Apartment Communities
MAA
$15.3B
| $299M | 0.02% |
2,023,375
-736,758
| -27% | -$115M |
|
562
Genuine Parts
GPC
$18.7B
| $298M | 0.02% |
2,455,155
-297,690
| -11% | -$35.8M |
|
|
CFLT
563
DELISTED
Confluent
CFLT
| $298M | 0.02% |
11,942,017
-6,755,829
| -36% | -$152M |
|
564
Pultegroup
PHM
$25.2B
| $295M | 0.02% |
2,799,862
-686,468
| -20% | -$69.2M |
|
565
Post Holdings
POST
$3.59B
| $295M | 0.02% |
2,704,633
+98,211
| +4% | +$11M |
|
566
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
| $293M | 0.02% |
3,856,982
+626,665
| +19% | +$45.3M |
|
567
Idexx Laboratories
IDXX
$46.6B
| $292M | 0.02% |
543,582
+100,517
| +23% | +$48.1M |
|
568
Equity Lifestyle Properties
ELS
$12.5B
| $291M | 0.02% |
4,724,515
+515,063
| +12% | +$32.8M |
|
569
Suncor Energy
SU
$74.1B
| $291M | 0.02% |
7,768,243
+803,749
| +12% | +$29.1M |
|
570
Trip.com Group
TCOM
$29.1B
| $290M | 0.02% |
4,945,746
-353,462
| -7% | -$21.2M |
|
571
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $289M | 0.02% |
12,425,217
+157,994
| +1% | +$3.63M |
|
572
Comfort Systems
FIX
$59.8B
| $288M | 0.02% |
536,906
+17,469
| +3% | +$7.61M |
|
573
Xtrackers S&P 500 ESG ETF
SNPE
$2.76B
| $287M | 0.02% |
5,191,440
-450,145
| -8% | -$23M |
|
574
JPMorgan Realty Income ETF
JPRE
$469M
| $285M | 0.02% |
5,984,864
+383,988
| +7% | +$18.1M |
|
575
Kite Realty
KRG
$5.26B
| $281M | 0.02% |
12,416,302
+1,250,549
| +11% | +$27.5M |
|
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.