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 | |
|---|---|---|---|---|---|---|
2576
Asana
ASAN
$2.13B
| $8.96M | ﹤0.01% |
663,608
+217,627
| +49% | +$3.41M |
|
2577
Trupanion
TRUP
$1.18B
| $8.95M | ﹤0.01% |
161,781
+64,704
| +67% | +$2.87M |
|
2578
PUT
Constellation Brands
STZ
$23.2B
| $8.95M | ﹤0.01% |
55,000
-30,600
| -36% | -$5.49M |
|
2579
SK Telecom
SKM
$13.2B
| $8.95M | ﹤0.01% |
383,123
+269,135
| +236% | +$5.8M |
|
2580
PUT
NextEra Energy
NEE
$177B
| $8.94M | ﹤0.01% |
128,800
-112,600
| -47% | -$7.82M |
|
2581
PUT
McKesson
MCK
$101B
| $8.94M | ﹤0.01% |
12,200
| – | – |
|
|
FITB
2582
PUT
Fifth Third Bancorp
FITB
$51.8B
| $8.94M | ﹤0.01% |
217,300
+35,000
| +19% | +$1.31M |
|
2583
JPMorgan Diversified Return International Equity ETF
JPIN
$377M
| $8.93M | ﹤0.01% |
139,228
+30,258
| +28% | +$1.84M |
|
|
BRSP
2584
BrightSpire Capital
BRSP
$648M
| $8.92M | ﹤0.01% |
1,766,739
-130,205
| -7% | -$658K |
|
2585
Dimensional International Small Cap ETF
DFIS
$6B
| $8.91M | ﹤0.01% |
298,564
+18,746
| +7% | +$518K |
|
2586
CrossAmerica Partners
CAPL
$817M
| $8.9M | ﹤0.01% |
425,510
-19,295
| -4% | -$434K |
|
2587
DXC Technology
DXC
$1.73B
| $8.87M | ﹤0.01% |
580,005
-433,141
| -43% | -$6.66M |
|
2588
VanEck Short Muni ETF
SMB
$312M
| $8.84M | ﹤0.01% |
512,454
+68,847
| +16% | +$1.18M |
|
2589
WisdomTree US LargeCap Fund
EPS
$1.65B
| $8.84M | ﹤0.01% |
138,096
+6,089
| +5% | +$363K |
|
2590
Roivant Sciences
ROIV
$26.2B
| $8.83M | ﹤0.01% |
783,927
-23,838
| -3% | -$258K |
|
2591
Intellia Therapeutics
NTLA
$1.67B
| $8.82M | ﹤0.01% |
940,483
+396,858
| +73% | +$3.26M |
|
2592
Financial Institutions
FISI
$821M
| $8.8M | ﹤0.01% |
342,834
+12,181
| +4% | +$304K |
|
2593
CALL
Tenet Healthcare
THC
$21.1B
| $8.8M | ﹤0.01% |
50,000
-106,300
| -68% | -$16M |
|
2594
Knife River
KNF
$3.79B
| $8.79M | ﹤0.01% |
107,726
-33,104
| -24% | -$3.01M |
|
2595
National CineMedia
NCMI
$378M
| $8.77M | ﹤0.01% |
1,809,465
-1,509,473
| -45% | -$8.19M |
|
2596
Urban Edge Properties
UE
$2.73B
| $8.76M | ﹤0.01% |
469,329
-49,329
| -10% | -$902K |
|
2597
NetEase
NTES
$84.7B
| $8.73M | ﹤0.01% |
64,899
-181,906
| -74% | -$20.9M |
|
2598
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.35B
| $8.73M | ﹤0.01% |
290,031
+99,721
| +52% | +$2.84M |
|
2599
CI&T Inc
CINT
$458M
| $8.72M | ﹤0.01% |
1,460,678
+1,454,751
| +24,544% | +$8.37M |
|
2600
Excelerate Energy
EE
$1.11B
| $8.71M | ﹤0.01% |
297,182
+181,689
| +157% | +$5.1M |
|
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.