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 | |
|---|---|---|---|---|---|---|
851
CF Industries
CF
$17.8B
| $122M | 0.01% |
1,323,879
-539,381
| -29% | -$45.9M |
|
|
PPL
852
PPL Corp
PPL
$26.5B
| $122M | 0.01% |
3,589,892
-1,189,263
| -25% | -$41.4M |
|
853
Rocket Companies
RKT
$39.5B
| $121M | 0.01% |
8,568,101
-2,211,524
| -21% | -$28.7M |
|
854
Emcor
EME
$37B
| $121M | 0.01% |
227,103
-32,612
| -13% | -$14.4M |
|
855
Gentex
GNTX
$4.94B
| $121M | 0.01% |
5,519,366
-2,154,335
| -28% | -$47.1M |
|
856
Global E Online
GLBE
$6.79B
| $121M | 0.01% |
3,617,284
+770,028
| +27% | +$26M |
|
857
Sanofi
SNY
$104B
| $120M | 0.01% |
2,481,931
+119,100
| +5% | +$6.09M |
|
858
Schwab US Dividend Equity ETF
SCHD
$107B
| $120M | 0.01% |
4,520,994
-1,045,708
| -19% | -$27.3M |
|
859
Fortis
FTS
$28.7B
| $119M | 0.01% |
2,502,238
-5,903
| -0.2% | -$281K |
|
860
Alcoa
AA
$13.5B
| $119M | 0.01% |
4,035,495
+525,420
| +15% | +$14.2M |
|
861
DuPont de Nemours
DD
$19.5B
| $119M | 0.01% |
1,383,024
-53,074
| -4% | -$4.41M |
|
862
Ultragenyx Pharmaceutical
RARE
$2.64B
| $119M | 0.01% |
3,260,868
+2,951,397
| +954% | +$106M |
|
863
Prudential Financial
PRU
$42.2B
| $118M | 0.01% |
1,100,405
-41,900
| -4% | -$4.34M |
|
864
Life Time Group Holdings
LTH
$9.85B
| $118M | 0.01% |
3,881,566
+1,525,398
| +65% | +$45.2M |
|
865
Rubrik
RBRK
$19.7B
| $118M | 0.01% |
1,313,033
-33,020
| -2% | -$2.61M |
|
866
Wintrust Financial
WTFC
$10.9B
| $117M | 0.01% |
946,194
-91,766
| -9% | -$10.5M |
|
867
Lemonade
LMND
$3.97B
| $117M | 0.01% |
2,674,149
+522,783
| +24% | +$17.4M |
|
868
Petrobras
PBR
$116B
| $117M | 0.01% |
9,333,230
+1,577,123
| +20% | +$18.9M |
|
869
Expeditors International
EXPD
$23.7B
| $117M | 0.01% |
1,020,889
-1,691
| -0.2% | -$189K |
|
|
SCHR
870
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $117M | 0.01% |
4,654,817
-34,601
| -0.7% | -$857K |
|
871
Shell
SHEL
$249B
| $116M | 0.01% |
1,650,964
-127,763
| -7% | -$8.56M |
|
872
First Solar
FSLR
$24.4B
| $116M | 0.01% |
699,022
-613,161
| -47% | -$90.5M |
|
873
Super Micro Computer
SMCI
$23.3B
| $116M | 0.01% |
2,359,335
+131,796
| +6% | +$5.08M |
|
874
Cushman & Wakefield Ltd
CWK
$3.21B
| $115M | 0.01% |
10,413,355
-536,391
| -5% | -$5.26M |
|
875
IonQ
IONQ
$18B
| $115M | 0.01% |
2,674,348
+2,310,058
| +634% | +$77.4M |
|
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.