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 | |
|---|---|---|---|---|---|---|
3676
Bitwise Crypto Industry Innovators ETF
BITQ
$378M
| $2.21M | ﹤0.01% |
111,870
+8,991
| +9% | +$140K |
|
3677
CALL
Peloton Interactive
PTON
$2.38B
| $2.2M | ﹤0.01% |
+317,300
| New | +$2.06M |
|
|
CYBR
3678
CALL
DELISTED
CyberArk
CYBR
| $2.2M | ﹤0.01% |
+5,400
| New | +$1.97M |
|
3679
CALL
Tronox
TROX
$1.11B
| $2.2M | ﹤0.01% |
+433,100
| New | +$2.36M |
|
3680
Atlas Energy Solutions
AESI
$1.38B
| $2.19M | ﹤0.01% |
164,020
-14,571
| -8% | -$199K |
|
|
RAC
3681
Rithm Acquisition Corp
RAC
$308M
| $2.19M | ﹤0.01% |
+215,000
| New | +$2.16M |
|
|
FLYY
3682
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| $2.19M | ﹤0.01% |
+438,854
| New | +$2.62M |
|
3683
Turning Point Brands
TPB
$1.7B
| $2.19M | ﹤0.01% |
28,839
-3,432
| -11% | -$233K |
|
3684
Shutterstock
SSTK
$217M
| $2.18M | ﹤0.01% |
115,117
+21,083
| +22% | +$371K |
|
3685
Marcus Corp
MCS
$944M
| $2.17M | ﹤0.01% |
128,688
-25,542
| -17% | -$431K |
|
3686
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.12B
| $2.17M | ﹤0.01% |
1,372
+1,360
| +11,333% | +$4.62M |
|
3687
Hyster-Yale Materials Handling
HY
$662M
| $2.16M | ﹤0.01% |
54,381
+6,793
| +14% | +$271K |
|
3688
Fidelity Fundamental Large Cap Growth ETF
FFLG
$615M
| $2.16M | ﹤0.01% |
81,382
-14,112
| -15% | -$332K |
|
3689
Mitek Systems
MITK
$759M
| $2.16M | ﹤0.01% |
218,288
-26,896
| -11% | -$242K |
|
|
DEC
3690
Diversified Energy Company
DEC
$932M
| $2.16M | ﹤0.01% |
147,124
+4,744
| +3% | +$63.5K |
|
3691
Orthofix Medical
OFIX
$428M
| $2.16M | ﹤0.01% |
193,549
+26,123
| +16% | +$324K |
|
|
AMTM
3692
Amentum Holdings
AMTM
$5.82B
| $2.16M | ﹤0.01% |
91,322
+3,608
| +4% | +$75.4K |
|
3693
Middlesex Water
MSEX
$1.08B
| $2.15M | ﹤0.01% |
39,688
-15,895
| -29% | -$941K |
|
|
NHICU
3694
NewHold Investment Corp III Units
NHICU
| $2.15M | ﹤0.01% |
200,000
-48,700
| -20% | -$493K |
|
|
STEL
3695
DELISTED
Stellar Bancorp
STEL
| $2.14M | ﹤0.01% |
76,609
-15,172
| -17% | -$403K |
|
3696
Iovance Biotherapeutics
IOVA
$2.77B
| $2.14M | ﹤0.01% |
1,242,871
-37,379
| -3% | -$93K |
|
|
KDK
3697
Kodiak AI
KDK
$842M
| $2.13M | ﹤0.01% |
188,306
-211,694
| -53% | -$2.39M |
|
|
WDI
3698
Western Asset Diversified Income Fund
WDI
$678M
| $2.13M | ﹤0.01% |
143,759
+37,259
| +35% | +$532K |
|
|
PCG.PRX
3699
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.35B
| $2.13M | ﹤0.01% |
56,727
+50,935
| +879% | +$2.16M |
|
3700
Collegium Pharmaceutical
COLL
$944M
| $2.13M | ﹤0.01% |
72,068
+2,592
| +4% | +$73.9K |
|
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.