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 | |
|---|---|---|---|---|---|---|
2876
Cleveland-Cliffs
CLF
$6.99B
| $6.11M | ﹤0.01% |
803,431
-79,318
| -9% | -$590K |
|
2877
Nu Skin
NUS
$267M
| $6.1M | ﹤0.01% |
764,052
+65,060
| +9% | +$457K |
|
2878
CALL
ConocoPhillips
COP
$141B
| $6.09M | ﹤0.01% |
67,900
+20,500
| +43% | +$1.84M |
|
2879
CALL
Flutter Entertainment
FLUT
$16.4B
| $6.09M | ﹤0.01% |
21,300
+16,900
| +384% | +$4.15M |
|
2880
CALL
Thermo Fisher Scientific
TMO
$220B
| $6.08M | ﹤0.01% |
15,000
+10,000
| +200% | +$4.18M |
|
2881
Barnes & Noble Education
BNED
$443M
| $6.08M | ﹤0.01% |
516,521
+394,630
| +324% | +$4.21M |
|
2882
International Seaways
INSW
$4.57B
| $6.07M | ﹤0.01% |
166,369
-125,385
| -43% | -$4.5M |
|
2883
BrightSpring Health Services
BTSG
$12.4B
| $6.04M | ﹤0.01% |
256,147
-240,038
| -48% | -$5.01M |
|
2884
PUT
DraftKings
DKNG
$11.9B
| $6.03M | ﹤0.01% |
140,700
+130,000
| +1,215% | +$4.66M |
|
2885
Real Brokerage
REAX
$466M
| $6.02M | ﹤0.01% |
1,335,093
+29,806
| +2% | +$128K |
|
2886
Universal Insurance Holdings
UVE
$1.23B
| $6.02M | ﹤0.01% |
217,087
-10,782
| -5% | -$274K |
|
2887
Akebia Therapeutics
AKBA
$252M
| $6.02M | ﹤0.01% |
1,652,746
+911,585
| +123% | +$2.5M |
|
|
ITOS
2888
DELISTED
iTeos Therapeutics
ITOS
| $6M | ﹤0.01% |
601,363
-1,381,300
| -70% | -$11.1M |
|
2889
nLIGHT
LASR
$3.17B
| $5.99M | ﹤0.01% |
304,590
-10,899
| -3% | -$135K |
|
2890
Live Oak Bancshares
LOB
$1.97B
| $5.97M | ﹤0.01% |
200,403
+12,037
| +6% | +$325K |
|
2891
Eos Energy Enterprises
EOSE
$1.51B
| $5.96M | ﹤0.01% |
+1,163,732
| New | +$5.7M |
|
2892
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
| $5.96M | ﹤0.01% |
194,549
+62,234
| +47% | +$1.91M |
|
|
BRKL
2893
DELISTED
Brookline Bancorp
BRKL
| $5.95M | ﹤0.01% |
563,539
-106,948
| -16% | -$1.11M |
|
2894
MediaAlpha
MAX
$821M
| $5.94M | ﹤0.01% |
542,246
+233,948
| +76% | +$2.26M |
|
2895
CALL
Edwards Lifesciences
EW
$51.7B
| $5.94M | ﹤0.01% |
75,900
+3,600
| +5% | +$268K |
|
2896
BlackSky Technology
BKSY
$1.19B
| $5.94M | ﹤0.01% |
288,441
+223,255
| +342% | +$2.4M |
|
2897
Sprout Social
SPT
$621M
| $5.93M | ﹤0.01% |
283,782
-361,797
| -56% | -$7.67M |
|
2898
Materion
MTRN
$6.04B
| $5.92M | ﹤0.01% |
74,535
+11,009
| +17% | +$868K |
|
2899
Scholastic
SCHL
$792M
| $5.91M | ﹤0.01% |
281,734
-11,161
| -4% | -$203K |
|
|
VSTA
2900
DELISTED
Vasta Platform
VSTA
| $5.9M | ﹤0.01% |
1,378,562
+220,161
| +19% | +$960K |
|
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.