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 | |
|---|---|---|---|---|---|---|
3726
Sana Biotechnology
SANA
$949M
| $2.08M | ﹤0.01% |
760,415
-44,749
| -6% | -$92.3K |
|
|
SVCCU
3727
Stellar V Capital Corp Unit
SVCCU
| $2.07M | ﹤0.01% |
200,000
-350,127
| -64% | -$3.59M |
|
3728
Fortrea Holdings
FTRE
$1.68B
| $2.07M | ﹤0.01% |
418,493
+150,096
| +56% | +$807K |
|
3729
ARK Web x.0 ETF
ARKW
$1.71B
| $2.06M | ﹤0.01% |
13,987
-1,658
| -11% | -$189K |
|
3730
iShares Morningstar Mid-Cap ETF
IMCB
$1.69B
| $2.06M | ﹤0.01% |
25,892
+993
| +4% | +$74.4K |
|
|
SDHIU
3731
Siddhi Acquisition Corp Unit
SDHIU
| $2.06M | ﹤0.01% |
+200,000
| New | +$2.03M |
|
3732
Canadian Solar
CSIQ
$1.05B
| $2.06M | ﹤0.01% |
186,538
-470,717
| -72% | -$4.55M |
|
3733
RPC Inc
RES
$1.31B
| $2.06M | ﹤0.01% |
434,941
-37,058
| -8% | -$178K |
|
|
RDAG
3734
Republic Digital Acquisition Co
RDAG
| $2.06M | ﹤0.01% |
+199,930
| New | +$2.07M |
|
3735
Invesco S&P 500 Pure Value ETF
RPV
$1.67B
| $2.05M | ﹤0.01% |
21,886
-867
| -4% | -$77.9K |
|
3736
PUT
Sarepta Therapeutics
SRPT
$1.77B
| $2.05M | ﹤0.01% |
120,000
+50,000
| +71% | +$2.13M |
|
3737
CALL
PNC Financial Services
PNC
$101B
| $2.05M | ﹤0.01% |
11,000
-27,400
| -71% | -$4.64M |
|
|
3738
PUT
PNC Financial Services
PNC
$101B
| $2.05M | ﹤0.01% |
11,000
-27,400
| -71% | -$4.64M |
|
3739
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.27B
| $2.05M | ﹤0.01% |
+58,087
| New | +$1.91M |
|
3740
CALL
Beam Therapeutics
BEAM
$2.81B
| $2.04M | ﹤0.01% |
120,200
| – | – |
|
3741
American Superconductor
AMSC
$1.59B
| $2.04M | ﹤0.01% |
55,637
-2,810
| -5% | -$69.1K |
|
3742
FuboTV Inc
FUBO
$265M
| $2.04M | ﹤0.01% |
44,004
+25,937
| +144% | +$971K |
|
3743
CALL
Cummins
CMI
$88.7B
| $2.03M | ﹤0.01% |
6,200
-13,600
| -69% | -$4.21M |
|
3744
iShares US Consumer Staples ETF
IYK
$1.41B
| $2.03M | ﹤0.01% |
28,807
+1,065
| +4% | +$75K |
|
3745
Rush Street Interactive
RSI
$2.9B
| $2.03M | ﹤0.01% |
136,245
-339,721
| -71% | -$4.22M |
|
|
GSHR
3746
Gesher Acquisition Corp II
GSHR
| $2.03M | ﹤0.01% |
+199,870
| New | +$2.01M |
|
3747
CALL
Whirlpool
WHR
$2.8B
| $2.03M | ﹤0.01% |
20,000
-1,400
| -7% | -$116K |
|
3748
Thryv Holdings
THRY
$109M
| $2.02M | ﹤0.01% |
166,384
-12,428
| -7% | -$161K |
|
3749
CALL
Teck Resources
TECK
$32.4B
| $2.02M | ﹤0.01% |
50,100
+50,000
| +50,000% | +$1.81M |
|
3750
Recursion Pharmaceuticals
RXRX
$1.69B
| $2.02M | ﹤0.01% |
399,503
-418,821
| -51% | -$2.06M |
|
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.