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 | |
|---|---|---|---|---|---|---|
3201
CleanSpark
CLSK
$3.16B
| $4.12M | ﹤0.01% |
373,925
+55,772
| +18% | +$497K |
|
|
GPGI
3202
GPGI Inc
GPGI
$4.35B
| $4.12M | ﹤0.01% |
292,683
+204,414
| +232% | +$2.51M |
|
|
AIV
3203
Aimco
AIV
$383M
| $4.12M | ﹤0.01% |
475,916
-148,204
| -24% | -$1.2M |
|
3204
Axogen
AXGN
$2.5B
| $4.11M | ﹤0.01% |
379,070
+103,072
| +37% | +$1.35M |
|
3205
Lakeland Financial Corp
LKFN
$1.53B
| $4.11M | ﹤0.01% |
66,818
+11,973
| +22% | +$695K |
|
3206
Adtran
ADTN
$616M
| $4.09M | ﹤0.01% |
456,479
-140,168
| -23% | -$1.12M |
|
|
GRAL
3207
GRAIL Inc
GRAL
$2.98B
| $4.09M | ﹤0.01% |
79,544
+42,675
| +116% | +$1.54M |
|
3208
Madison Square Garden
MSGE
$3.62B
| $4.09M | ﹤0.01% |
102,307
+35,678
| +54% | +$1.26M |
|
3209
TeraWulf
WULF
$8.52B
| $4.09M | ﹤0.01% |
933,416
+352,262
| +61% | +$1.2M |
|
|
APLS
3210
DELISTED
Apellis Pharmaceuticals
APLS
| $4.06M | ﹤0.01% |
234,801
-188,999
| -45% | -$3.5M |
|
3211
StoneCo
STNE
$2.58B
| $4.05M | ﹤0.01% |
252,513
-385,770
| -60% | -$5.15M |
|
3212
Digital Turbine
APPS
$1.74B
| $4.05M | ﹤0.01% |
686,327
+501,829
| +272% | +$2.06M |
|
3213
Global Ship Lease
GSL
$1.53B
| $4.05M | ﹤0.01% |
153,903
-114,527
| -43% | -$2.68M |
|
|
AVR
3214
Anteris Technologies
AVR
$867M
| $4.05M | ﹤0.01% |
1,068,328
+1,057,707
| +9,959% | +$4.3M |
|
3215
Getty Images
GETY
$183M
| $4.04M | ﹤0.01% |
2,434,545
+742,008
| +44% | +$1.31M |
|
3216
Tompkins Financial
TMP
$1.42B
| $4.04M | ﹤0.01% |
64,411
-18,544
| -22% | -$1.13M |
|
|
UNIT
3217
Uniti Group
UNIT
$2.32B
| $4.03M | ﹤0.01% |
932,688
-347,387
| -27% | -$1.56M |
|
3218
CALL
BP
BP
$107B
| $4.03M | ﹤0.01% |
134,600
-448,100
| -77% | -$13.1M |
|
3219
iShares MSCI Qatar ETF
QAT
$64M
| $4.03M | ﹤0.01% |
216,306
+198,137
| +1,091% | +$3.64M |
|
3220
Kura Sushi USA
KRUS
$593M
| $4.02M | ﹤0.01% |
46,727
-25,368
| -35% | -$1.66M |
|
|
CGAU
3221
Centerra Gold
CGAU
$4.15B
| $4M | ﹤0.01% |
555,369
+391,373
| +239% | +$2.68M |
|
3222
CALL
Global Payments
GPN
$22.8B
| $4M | ﹤0.01% |
+50,000
| New | +$3.96M |
|
3223
PUT
Northrop Grumman
NOC
$81.2B
| $4M | ﹤0.01% |
8,000
+4,400
| +122% | +$2.16M |
|
3224
Woori Financial
WF
$17.6B
| $4M | ﹤0.01% |
80,430
+23,020
| +40% | +$911K |
|
3225
Invesco BuyBack Achievers ETF
PKW
$1.76B
| $3.99M | ﹤0.01% |
32,289
+391
| +1% | +$44.7K |
|
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.