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 | |
|---|---|---|---|---|---|---|
|
NPACU
3301
New Providence Acquisition Corp III Units
NPACU
| $3.66M | ﹤0.01% |
+350,000
| New | +$3.58M |
|
3302
Sprinklr
CXM
$1.61B
| $3.66M | ﹤0.01% |
432,235
-350,877
| -45% | -$2.81M |
|
|
HI
3303
DELISTED
Hillenbrand
HI
| $3.65M | ﹤0.01% |
181,958
+105,290
| +137% | +$2.19M |
|
3304
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.67B
| $3.64M | ﹤0.01% |
217,054
+208,724
| +2,506% | +$3.46M |
|
3305
SoundHound AI
SOUN
$3.49B
| $3.64M | ﹤0.01% |
339,046
+15,820
| +5% | +$149K |
|
3306
Lindblad Expeditions
LIND
$2.22B
| $3.63M | ﹤0.01% |
311,363
+137,312
| +79% | +$1.36M |
|
3307
Amphastar Pharmaceuticals
AMPH
$916M
| $3.63M | ﹤0.01% |
158,114
+91,234
| +136% | +$2.26M |
|
3308
BrightSpring Health Services Unit
BTSGU
$1.65B
| $3.63M | ﹤0.01% |
43,931
+17,994
| +69% | +$1.33M |
|
3309
Franklin FTSE Taiwan ETF
FLTW
$2.82B
| $3.63M | ﹤0.01% |
69,467
+34,905
| +101% | +$1.63M |
|
3310
Plains GP Holdings
PAGP
$4.9B
| $3.62M | ﹤0.01% |
186,198
-991,669
| -84% | -$18.5M |
|
3311
CALL
ICICI Bank
IBN
$108B
| $3.62M | ﹤0.01% |
+107,500
| New | +$3.56M |
|
|
SMBS
3312
Schwab Mortgage-Backed Securities ETF
SMBS
$6.47B
| $3.61M | ﹤0.01% |
+141,868
| New | +$3.57M |
|
3313
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
| $3.61M | ﹤0.01% |
40,017
-1,802
| -4% | -$141K |
|
3314
Vishay Precision Group
VPG
$914M
| $3.6M | ﹤0.01% |
128,286
-82,972
| -39% | -$2.04M |
|
3315
iHeartMedia
IHRT
$583M
| $3.59M | ﹤0.01% |
2,039,095
-333,230
| -14% | -$444K |
|
3316
ACM Research
ACMR
$5.79B
| $3.58M | ﹤0.01% |
138,339
-399,009
| -74% | -$8.97M |
|
3317
State Street SPDR S&P Software & Services ETF
XSW
$484M
| $3.58M | ﹤0.01% |
18,871
-1,974
| -9% | -$339K |
|
|
NEXN
3318
Nexxen International
NEXN
$607M
| $3.58M | ﹤0.01% |
344,093
-280,680
| -45% | -$2.85M |
|
3319
PUT
Murphy USA
MUSA
$9.61B
| $3.58M | ﹤0.01% |
+8,800
| New | +$4M |
|
|
BTC
3320
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $3.58M | ﹤0.01% |
74,949
-1,667
| -2% | -$72.8K |
|
3321
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
| $3.57M | ﹤0.01% |
101,325
-23,558
| -19% | -$790K |
|
3322
KB Financial Group
KB
$43.5B
| $3.57M | ﹤0.01% |
43,178
-145,661
| -77% | -$9.85M |
|
3323
NCR Atleos
NATL
$3.44B
| $3.56M | ﹤0.01% |
124,694
+5,946
| +5% | +$160K |
|
3324
Bloomin' Brands
BLMN
$937M
| $3.55M | ﹤0.01% |
412,708
+182,861
| +80% | +$1.47M |
|
3325
Enovis
ENOV
$1.53B
| $3.54M | ﹤0.01% |
112,755
+87,695
| +350% | +$2.9M |
|
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.