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 | |
|---|---|---|---|---|---|---|
751
Ryanair
RYAAY
$30.8B
| $161M | 0.01% |
2,800,393
+539,256
| +24% | +$27.4M |
|
752
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $161M | 0.01% |
562,887
-4,381
| -0.8% | -$1.15M |
|
753
Coherent
COHR
$64.3B
| $161M | 0.01% |
1,802,744
+269,266
| +18% | +$19.4M |
|
754
GitLab
GTLB
$7.11B
| $160M | 0.01% |
3,551,770
-3,531,292
| -50% | -$161M |
|
755
WEX
WEX
$6.44B
| $159M | 0.01% |
1,085,795
+17,691
| +2% | +$2.38M |
|
756
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $159M | 0.01% |
1,543,492
+392,850
| +34% | +$40.3M |
|
757
PUT
VanEck Gold Miners ETF
GDX
$27.5B
| $159M | 0.01% |
1,963,700
-803,100
| -29% | -$39.9M |
|
|
EXE
758
Expand Energy Corp
EXE
$22.7B
| $158M | 0.01% |
1,349,244
+266,380
| +25% | +$29.7M |
|
759
Equifax
EFX
$21.4B
| $157M | 0.01% |
604,116
-849,502
| -58% | -$216M |
|
760
Edison International
EIX
$26.9B
| $156M | 0.01% |
3,032,391
-2,631,036
| -46% | -$144M |
|
761
Kinross Gold
KGC
$32.3B
| $156M | 0.01% |
9,980,980
-168,867
| -2% | -$2.46M |
|
762
Columbia Banking Systems
COLB
$8.97B
| $154M | 0.01% |
6,606,146
+658,196
| +11% | +$15.3M |
|
763
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
| $154M | 0.01% |
4,898,315
+3,237,154
| +195% | +$108M |
|
764
iShares MSCI Intl Value Factor ETF
IVLU
$4.53B
| $154M | 0.01% |
4,678,576
+736,159
| +19% | +$23.2M |
|
765
Broadridge
BR
$19.5B
| $152M | 0.01% |
625,899
+8,184
| +1% | +$1.94M |
|
766
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $152M | 0.01% |
2,879,750
+68,059
| +2% | +$3.56M |
|
767
National Grid
NGG
$80.7B
| $152M | 0.01% |
2,070,911
+338,702
| +20% | +$23.3M |
|
768
Global X US Infrastructure Development ETF
PAVE
$14.4B
| $152M | 0.01% |
3,485,063
+2,563,976
| +278% | +$103M |
|
769
EastGroup Properties
EGP
$10.8B
| $152M | 0.01% |
907,638
-35,385
| -4% | -$5.88M |
|
770
Watsco Inc
WSO
$13.2B
| $152M | 0.01% |
343,390
-153,038
| -31% | -$71M |
|
771
iShares MSCI ACWI ETF
ACWI
$33.3B
| $152M | 0.01% |
1,178,286
+110,585
| +10% | +$13.3M |
|
772
Verra Mobility
VRRM
$726M
| $151M | 0.01% |
5,942,111
-127,788
| -2% | -$2.98M |
|
773
HP
HPQ
$26.6B
| $150M | 0.01% |
6,132,312
-781,022
| -11% | -$19.9M |
|
774
Estee Lauder
EL
$31.8B
| $150M | 0.01% |
1,855,515
-6,481,126
| -78% | -$417M |
|
775
Huntington Bancshares
HBAN
$35.9B
| $150M | 0.01% |
8,923,598
+669,171
| +8% | +$10.1M |
|
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.