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 | |
|---|---|---|---|---|---|---|
651
General Motors
GM
$78.4B
| $220M | 0.01% |
4,467,227
-2,463,194
| -36% | -$117M |
|
652
Equity Residential
EQR
$24.4B
| $219M | 0.01% |
3,243,182
-1,317,296
| -29% | -$90.5M |
|
653
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
| $219M | 0.01% |
7,489,982
+531,702
| +8% | +$14.1M |
|
654
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
| $218M | 0.01% |
495,852
+33,614
| +7% | +$13.9M |
|
655
KE Holdings
BEKE
$18.7B
| $215M | 0.01% |
12,111,704
-1,468,705
| -11% | -$28.2M |
|
656
iShares Global Tech ETF
IXN
$9.2B
| $215M | 0.01% |
2,326,749
-120,368
| -5% | -$9.76M |
|
657
Oscar Health
OSCR
$8.63B
| $213M | 0.01% |
9,923,588
-3,906,512
| -28% | -$58.1M |
|
658
Bath & Body Works
BBWI
$3.81B
| $212M | 0.01% |
7,080,106
+809,000
| +13% | +$23.7M |
|
659
Align Technology
ALGN
$12.3B
| $212M | 0.01% |
1,119,512
+294,828
| +36% | +$52.1M |
|
660
Camden Property Trust
CPT
$10.9B
| $211M | 0.01% |
1,869,638
+5,846
| +0.3% | +$675K |
|
661
Coca-Cola Europacific Partners
CCEP
$47.1B
| $210M | 0.01% |
2,266,570
-763,549
| -25% | -$68.4M |
|
662
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
| $209M | 0.01% |
4,913,800
+2,513,800
| +105% | +$107M |
|
663
iShares MSCI Europe Financials ETF
EUFN
$4.27B
| $209M | 0.01% |
6,598,096
-1,665,936
| -20% | -$50.3M |
|
664
Ribbon Communications
RBBN
$356M
| $209M | 0.01% |
52,037,577
-1,297
| -0% | -$4.67K |
|
665
Parsons
PSN
$5.15B
| $207M | 0.01% |
2,886,803
+491,463
| +21% | +$32.5M |
|
666
Steel Dynamics
STLD
$37.8B
| $207M | 0.01% |
1,618,040
-119,562
| -7% | -$15.3M |
|
667
NRG Energy
NRG
$25.2B
| $207M | 0.01% |
1,289,677
-460,043
| -26% | -$60.6M |
|
668
VanEck Gold Miners ETF
GDX
$27.5B
| $207M | 0.01% |
3,977,932
+3,008,398
| +310% | +$149M |
|
669
FirstEnergy
FE
$27.1B
| $206M | 0.01% |
5,122,708
+2,463,095
| +93% | +$102M |
|
670
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
| $206M | 0.01% |
1,523,530
+160,563
| +12% | +$20M |
|
671
Kinsale Capital Group
KNSL
$8.53B
| $205M | 0.01% |
424,616
-36,035
| -8% | -$16.8M |
|
672
UL Solutions
ULS
$15.6B
| $205M | 0.01% |
2,819,916
-1,654,074
| -37% | -$108M |
|
673
Williams-Sonoma
WSM
$29.5B
| $205M | 0.01% |
1,256,734
+389,548
| +45% | +$61.2M |
|
674
Rambus
RMBS
$10.5B
| $204M | 0.01% |
3,180,376
-467,030
| -13% | -$25M |
|
675
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
| $203M | 0.01% |
1,852,569
+839,768
| +83% | +$90.1M |
|
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.