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 | |
|---|---|---|---|---|---|---|
|
MPT
2726
Medical Properties Trust
MPT
$2.81B
| $7.36M | ﹤0.01% |
1,707,883
-117,196
| -6% | -$579K |
|
2727
Park National Corp
PRK
$3.67B
| $7.36M | ﹤0.01% |
43,987
+16,211
| +58% | +$2.55M |
|
2728
CVR Energy
CVI
$3.13B
| $7.35M | ﹤0.01% |
273,777
+69,726
| +34% | +$1.53M |
|
2729
Capital Group International Focus Equity ETF
CGXU
$6.49B
| $7.34M | ﹤0.01% |
270,518
-25,325
| -9% | -$644K |
|
2730
Select Water Solutions
WTTR
$2.61B
| $7.34M | ﹤0.01% |
849,049
-197,880
| -19% | -$1.71M |
|
2731
IBEX
IBEX
$499M
| $7.33M | ﹤0.01% |
251,988
-418,255
| -62% | -$11.2M |
|
|
PGRE
2732
DELISTED
Paramount Group
PGRE
| $7.33M | ﹤0.01% |
1,201,561
-1,069,365
| -47% | -$5.57M |
|
|
VISN
2733
Vistance Networks Inc
VISN
$2.52B
| $7.32M | ﹤0.01% |
883,655
-1,142,693
| -56% | -$5.98M |
|
2734
Vera Therapeutics
VERA
$2.36B
| $7.32M | ﹤0.01% |
310,547
+262,805
| +550% | +$5.91M |
|
2735
Viasat
VSAT
$11.1B
| $7.31M | ﹤0.01% |
500,787
-159,888
| -24% | -$1.62M |
|
2736
CALL
The Mosaic Company
MOS
$7.33B
| $7.3M | ﹤0.01% |
200,000
-4,500
| -2% | -$144K |
|
2737
iShares US Pharmaceuticals ETF
IHE
$1.64B
| $7.27M | ﹤0.01% |
110,936
+98,352
| +782% | +$6.4M |
|
2738
Bristow Group
VTOL
$1.36B
| $7.25M | ﹤0.01% |
219,865
+102,611
| +88% | +$3.09M |
|
2739
Zeta Global
ZETA
$6.69B
| $7.25M | ﹤0.01% |
467,966
-7,757
| -2% | -$103K |
|
2740
Mercantile Bank Corp
MBWM
$1.05B
| $7.24M | ﹤0.01% |
155,904
+65,823
| +73% | +$2.85M |
|
2741
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.19B
| $7.22M | ﹤0.01% |
291,506
-239,471
| -45% | -$5.9M |
|
|
ONTF
2742
DELISTED
ON24
ONTF
| $7.21M | ﹤0.01% |
1,328,089
-103,507
| -7% | -$531K |
|
|
KW
2743
DELISTED
Kennedy-Wilson Holdings
KW
| $7.2M | ﹤0.01% |
1,058,695
+64,889
| +7% | +$433K |
|
2744
Victory Capital Holdings
VCTR
$6.65B
| $7.18M | ﹤0.01% |
112,724
+24,603
| +28% | +$1.48M |
|
|
SHYM
2745
iShares Short Duration High Yield Muni Active ETF
SHYM
$801M
| $7.17M | ﹤0.01% |
321,352
-25,864
| -7% | -$574K |
|
2746
ZTO Express
ZTO
$17.9B
| $7.17M | ﹤0.01% |
403,665
+83,762
| +26% | +$1.52M |
|
|
OPLN
2747
Openlane
OPLN
$4.54B
| $7.16M | ﹤0.01% |
292,854
-77,431
| -21% | -$1.64M |
|
2748
CALL
Phillips 66
PSX
$81.4B
| $7.16M | ﹤0.01% |
60,000
+16,100
| +37% | +$1.8M |
|
2749
CALL
Wayfair
W
$14.6B
| $7.15M | ﹤0.01% |
139,800
-159,300
| -53% | -$5.95M |
|
2750
Danaos Corp
DAC
$2.56B
| $7.14M | ﹤0.01% |
82,834
+23,593
| +40% | +$1.94M |
|
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.