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 | |
|---|---|---|---|---|---|---|
251
UBS Group
UBS
$170B
| $1.07B | 0.07% |
31,561,123
-1,108,874
| -3% | -$34.3M |
|
252
Simon Property Group
SPG
$76.4B
| $1.05B | 0.07% |
6,512,383
+1,660,188
| +34% | +$262M |
|
253
Sherwin-Williams
SHW
$84.8B
| $1.04B | 0.07% |
3,039,306
+280,275
| +10% | +$97.1M |
|
254
Loews
L
$24.5B
| $1.04B | 0.07% |
11,333,797
-98,149
| -0.9% | -$8.61M |
|
255
Boeing
BA
$169B
| $1.04B | 0.07% |
4,948,359
+220,078
| +5% | +$41.6M |
|
256
Kinder Morgan
KMI
$70.9B
| $1.04B | 0.07% |
35,240,059
+1,661,853
| +5% | +$45.6M |
|
257
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
| $1.03B | 0.07% |
5,646,560
+589,365
| +12% | +$102M |
|
258
Fair Isaac
FICO
$31.8B
| $1.03B | 0.07% |
560,932
-19,269
| -3% | -$36.2M |
|
259
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
| $1.02B | 0.07% |
20,274,928
-561,440
| -3% | -$28.3M |
|
260
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $1.01B | 0.07% |
19,325,509
+10,508,535
| +119% | +$544M |
|
261
iShares MSCI EAFE Value ETF
EFV
$28.3B
| $1B | 0.07% |
15,814,518
+3,518,683
| +29% | +$215M |
|
262
CALL
Broadcom
AVGO
$1.76T
| $989M | 0.06% |
3,586,100
+1,573,000
| +78% | +$342M |
|
263
CALL
Tesla
TSLA
$1.18T
| $978M | 0.06% |
3,079,300
+2,007,100
| +187% | +$605M |
|
|
MRSH
264
Marsh
MRSH
$94.3B
| $973M | 0.06% |
4,451,953
+218,915
| +5% | +$49.4M |
|
265
PUT
iShares Silver Trust
SLV
$27.7B
| $972M | 0.06% |
29,637,200
-19,385,900
| -40% | -$593M |
|
266
Ecolab
ECL
$79.8B
| $971M | 0.06% |
3,602,088
+2,254,452
| +167% | +$573M |
|
267
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $969M | 0.06% |
32,109,859
+7,071,441
| +28% | +$212M |
|
268
United Parcel Service
UPS
$88.9B
| $967M | 0.06% |
9,579,701
-4,854,847
| -34% | -$478M |
|
269
Hewlett Packard
HPE
$58.8B
| $964M | 0.06% |
47,124,039
-9,913,572
| -17% | -$166M |
|
270
Applied Materials
AMAT
$347B
| $957M | 0.06% |
5,225,830
+1,253,129
| +32% | +$199M |
|
271
Veeva Systems
VEEV
$33.8B
| $955M | 0.06% |
3,316,274
+85,516
| +3% | +$21.2M |
|
272
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$737M
| $952M | 0.06% |
16,367,356
-469,554
| -3% | -$25.5M |
|
273
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
| $948M | 0.06% |
25,278,570
+17,091,459
| +209% | +$627M |
|
274
Digital Realty Trust
DLR
$69.6B
| $935M | 0.06% |
5,362,241
-2,283,958
| -30% | -$373M |
|
275
Citigroup
C
$213B
| $930M | 0.06% |
10,920,379
-267,423
| -2% | -$19.3M |
|
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, 2,517 increased, 3,216 reduced and 856 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 856 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.