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 | |
|---|---|---|---|---|---|---|
3376
PUT
Dow Inc
DOW
$21.2B
| $3.31M | ﹤0.01% |
125,000
-85,000
| -40% | -$2.47M |
|
3377
Westamerica Bancorp
WABC
$1.37B
| $3.31M | ﹤0.01% |
68,302
-28,398
| -29% | -$1.36M |
|
|
DHC
3378
Diversified Healthcare Trust
DHC
$2.14B
| $3.31M | ﹤0.01% |
923,963
+84,572
| +10% | +$244K |
|
3379
Viavi Solutions
VIAV
$9.66B
| $3.3M | ﹤0.01% |
327,956
-479,647
| -59% | -$4.64M |
|
3380
GCM Grosvenor
GCMG
$820M
| $3.3M | ﹤0.01% |
285,477
+190,486
| +201% | +$2.36M |
|
3381
Amplitude
AMPL
$1.41B
| $3.3M | ﹤0.01% |
266,134
+58,143
| +28% | +$629K |
|
3382
4D Molecular Therapeutics
FDMT
$562M
| $3.29M | ﹤0.01% |
888,016
+1,311
| +0.1% | +$4.61K |
|
3383
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
| $3.29M | ﹤0.01% |
112,647
-1,330
| -1% | -$38.1K |
|
3384
Cannae Holdings
CNNE
$649M
| $3.29M | ﹤0.01% |
157,797
-7,779
| -5% | -$144K |
|
3385
CALL
US Bancorp Series B Preferred Stock
USB.PRH
$746M
| $3.29M | ﹤0.01% |
72,700
-300,000
| -80% | -$6.26M |
|
|
3386
PUT
US Bancorp Series B Preferred Stock
USB.PRH
$746M
| $3.29M | ﹤0.01% |
72,700
-300,000
| -80% | -$6.26M |
|
|
PRO
3387
DELISTED
PROS Holdings
PRO
| $3.28M | ﹤0.01% |
209,503
+107,136
| +105% | +$1.82M |
|
3388
Talos Energy
TALO
$2.4B
| $3.28M | ﹤0.01% |
386,641
+220,502
| +133% | +$1.77M |
|
3389
SelectQuote
SLQT
$121M
| $3.28M | ﹤0.01% |
1,377,347
+91,091
| +7% | +$239K |
|
3390
Liberty Latin America Class C
LILAK
$1.64B
| $3.28M | ﹤0.01% |
569,331
-2,001,447
| -78% | -$9.8M |
|
3391
Liberty Media Series A
FWONA
$23.5B
| $3.27M | ﹤0.01% |
34,441
+20,815
| +153% | +$1.76M |
|
3392
Lennar Class B
LEN.B
$20.8B
| $3.27M | ﹤0.01% |
31,030
+2,007
| +7% | +$207K |
|
|
AVNS
3393
DELISTED
Avanos Medical
AVNS
| $3.26M | ﹤0.01% |
266,572
-84,033
| -24% | -$1.06M |
|
3394
VanEck Vietnam ETF
VNM
$504M
| $3.26M | ﹤0.01% |
236,943
+84,991
| +56% | +$1.08M |
|
3395
Ingevity
NGVT
$2.68B
| $3.26M | ﹤0.01% |
75,582
-4,030
| -5% | -$155K |
|
3396
ManpowerGroup
MAN
$2.63B
| $3.25M | ﹤0.01% |
80,352
-73,795
| -48% | -$3.22M |
|
3397
Bausch Health
BHC
$2.34B
| $3.25M | ﹤0.01% |
487,386
+303,287
| +165% | +$1.56M |
|
3398
Schwab Municipal Bond ETF
SCMB
$3.94B
| $3.24M | ﹤0.01% |
128,813
+80,303
| +166% | +$2.01M |
|
3399
Sharplink Inc
SBET
$1.35B
| $3.23M | ﹤0.01% |
+325,200
| New | +$4.41M |
|
3400
Southern Missouri Bancorp
SMBC
$850M
| $3.23M | ﹤0.01% |
58,942
-9,138
| -13% | -$477K |
|
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.