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 | |
|---|---|---|---|---|---|---|
3976
CALL
ResMed
RMD
$32.3B
| $1.42M | ﹤0.01% |
5,500
+500
| +10% | +$119K |
|
3977
Sprott Physical Silver Trust
PSLV
$12.9B
| $1.42M | ﹤0.01% |
115,928
-7,054
| -6% | -$79.9K |
|
3978
Columbia Multi-Sector Municipal Income ETF
MUST
$594M
| $1.42M | ﹤0.01% |
70,484
+22,929
| +48% | +$458K |
|
3979
10x Genomics
TXG
$6.08B
| $1.42M | ﹤0.01% |
122,370
-80,520
| -40% | -$734K |
|
3980
Electromed
ELMD
$346M
| $1.42M | ﹤0.01% |
64,371
+34,799
| +118% | +$756K |
|
3981
CALL
Lucid Motors
LCID
$2.51B
| $1.41M | ﹤0.01% |
67,000
+20,000
| +43% | +$479K |
|
3982
Cerence
CRNC
$417M
| $1.41M | ﹤0.01% |
137,908
+96,832
| +236% | +$852K |
|
3983
S&T Bancorp
STBA
$1.85B
| $1.41M | ﹤0.01% |
37,220
-19,662
| -35% | -$718K |
|
3984
CG Oncology
CGON
$6.39B
| $1.41M | ﹤0.01% |
54,094
-68,088
| -56% | -$1.64M |
|
3985
Digimarc Corp
DMRC
$167M
| $1.41M | ﹤0.01% |
106,375
+16,106
| +18% | +$207K |
|
3986
iShares Core 10+ Year USD Bond ETF
ILTB
$598M
| $1.4M | ﹤0.01% |
28,425
-11,220
| -28% | -$543K |
|
|
HFSI
3987
Hartford Strategic Income ETF
HFSI
$1.07B
| $1.4M | ﹤0.01% |
+40,122
| New | +$1.37M |
|
|
GOGL
3988
DELISTED
Golden Ocean Group
GOGL
| $1.4M | ﹤0.01% |
191,016
+123,903
| +185% | +$940K |
|
3989
Clearwater Paper
CLW
$367M
| $1.4M | ﹤0.01% |
51,264
-419
| -0.8% | -$11.3K |
|
3990
Forrester Research
FORR
$225M
| $1.39M | ﹤0.01% |
140,888
-25,884
| -16% | -$257K |
|
3991
Sonos
SONO
$1.9B
| $1.39M | ﹤0.01% |
129,008
-3,021,301
| -96% | -$29.4M |
|
3992
LSB Industries
LXU
$703M
| $1.39M | ﹤0.01% |
178,493
+32,516
| +22% | +$223K |
|
3993
CALL
Chubb
CB
$135B
| $1.39M | ﹤0.01% |
4,800
| – | – |
|
3994
Franklin Investment Grade Corporate ETF
FLCO
$557M
| $1.39M | ﹤0.01% |
64,390
+10,514
| +20% | +$223K |
|
3995
Xometry
XMTR
$5.12B
| $1.39M | ﹤0.01% |
41,117
-1,130
| -3% | -$33.1K |
|
3996
iShares Global REIT ETF
REET
$5.13B
| $1.39M | ﹤0.01% |
56,246
-3,326
| -6% | -$80.6K |
|
|
SKYQ
3997
Sky Quarry Inc
SKYQ
$18.8M
| $1.39M | ﹤0.01% |
+281,235
| New | +$1.69M |
|
3998
CALL
Archer Aviation
ACHR
$3.95B
| $1.39M | ﹤0.01% |
+127,800
| New | +$1.2M |
|
3999
Evolv Technologies
EVLV
$1.08B
| $1.38M | ﹤0.01% |
221,915
+146,067
| +193% | +$676K |
|
4000
OmniAb
OABI
$299M
| $1.38M | ﹤0.01% |
793,734
+175,297
| +28% | +$293K |
|
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, 2,517 increased, 3,216 reduced and 856 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 856 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.