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 | |
|---|---|---|---|---|---|---|
3601
NovoCure
NVCR
$1.83B
| $2.46M | ﹤0.01% |
138,160
-79,497
| -37% | -$1.39M |
|
3602
Movado Group
MOV
$840M
| $2.46M | ﹤0.01% |
161,178
+97,566
| +153% | +$1.49M |
|
3603
Ecovyst
ECVT
$1.2B
| $2.46M | ﹤0.01% |
298,365
-15,512
| -5% | -$109K |
|
|
JENA.U
3604
Jena Acquisition Corp II Units
JENA.U
| $2.45M | ﹤0.01% |
+238,500
| New | +$2.45M |
|
3605
PUT
Phillips 66
PSX
$82.4B
| $2.45M | ﹤0.01% |
+20,500
| New | +$2.3M |
|
3606
Weave Communications
WEAV
$530M
| $2.43M | ﹤0.01% |
292,452
+7,651
| +3% | +$74.1K |
|
|
WENNU
3607
Wen Acquisition Corp Unit
WENNU
$273M
| $2.43M | ﹤0.01% |
+229,443
| New | +$2.43M |
|
3608
Myers Industries
MYE
$1.32B
| $2.43M | ﹤0.01% |
167,361
+7,553
| +5% | +$92K |
|
3609
Pacer Swan SOS Fund of Funds ETF
PSFF
$598M
| $2.42M | ﹤0.01% |
79,309
+66,962
| +542% | +$1.94M |
|
3610
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.58B
| $2.42M | ﹤0.01% |
73,967
+25,585
| +53% | +$831K |
|
3611
Kinetik
KNTK
$3.69B
| $2.41M | ﹤0.01% |
54,814
-56,711
| -51% | -$2.49M |
|
3612
Dave Inc
DAVE
$4.64B
| $2.41M | ﹤0.01% |
8,986
+65
| +0.7% | +$10.2K |
|
3613
PUT
Bunge Global
BG
$20.9B
| $2.41M | ﹤0.01% |
30,000
| – | – |
|
|
NVMI
3614
Nova
NVMI
$12.1B
| $2.41M | ﹤0.01% |
8,742
-12,954
| -60% | -$2.64M |
|
3615
CALL
Electronic Arts
EA
| $2.4M | ﹤0.01% |
15,000
-17,500
| -54% | -$2.59M |
|
3616
Harrow
HROW
$1.49B
| $2.39M | ﹤0.01% |
78,413
-48,218
| -38% | -$1.3M |
|
3617
PUT
Synchrony
SYF
$25.6B
| $2.38M | ﹤0.01% |
35,700
-224,700
| -86% | -$12.6M |
|
|
GPAT
3618
GP-Act III Acquisition Corp
GPAT
$399M
| $2.38M | ﹤0.01% |
+225,275
| New | +$2.36M |
|
3619
PUT
ResMed
RMD
$32.4B
| $2.37M | ﹤0.01% |
+9,200
| New | +$2.19M |
|
3620
Community Health Systems
CYH
$416M
| $2.37M | ﹤0.01% |
698,085
-590,386
| -46% | -$1.9M |
|
3621
CALL
Cadence Design Systems
CDNS
$93.2B
| $2.37M | ﹤0.01% |
7,700
+6,100
| +381% | +$1.77M |
|
3622
NewtekOne
NEWT
$432M
| $2.37M | ﹤0.01% |
209,970
-3,342
| -2% | -$35.7K |
|
|
TBRG
3623
DELISTED
TruBridge
TBRG
| $2.37M | ﹤0.01% |
101,107
+56,805
| +128% | +$1.39M |
|
3624
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$256M
| $2.37M | ﹤0.01% |
78,929
+36,742
| +87% | +$1.11M |
|
3625
Alpha and Omega Semiconductor
AOSL
$998M
| $2.36M | ﹤0.01% |
92,121
+77,984
| +552% | +$1.7M |
|
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.