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 | |
|---|---|---|---|---|---|---|
4151
Allogene Therapeutics
ALLO
$635M
| $1.06M | ﹤0.01% |
934,023
-4,202,774
| -82% | -$5.58M |
|
|
BEAGU
4152
Bold Eagle Acquisition Corp Units
BEAGU
| $1.05M | ﹤0.01% |
98,906
-150,000
| -60% | -$1.6M |
|
4153
CALL
Enovix
ENVX
$960M
| $1.05M | ﹤0.01% |
116,457
+93,600
| +410% | +$610K |
|
4154
BrightView Holdings
BV
$1.26B
| $1.05M | ﹤0.01% |
63,218
-130,974
| -67% | -$1.96M |
|
4155
iShares ESG MSCI EM Leaders ETF
LDEM
$33.7M
| $1.05M | ﹤0.01% |
19,461
-681
| -3% | -$34.2K |
|
4156
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
| $1.05M | ﹤0.01% |
48,439
+3,434
| +8% | +$71.5K |
|
4157
CALL
ARK Innovation ETF
ARKK
$6.09B
| $1.05M | ﹤0.01% |
14,900
+900
| +6% | +$49.6K |
|
|
NIU
4158
Niu Technologies
NIU
$202M
| $1.05M | ﹤0.01% |
311,493
-233,904
| -43% | -$804K |
|
4159
Smith & Wesson
SWBI
$660M
| $1.05M | ﹤0.01% |
120,573
-29,233
| -20% | -$277K |
|
4160
Quantum Computing Inc
QUBT
$2.08B
| $1.05M | ﹤0.01% |
54,551
+54,129
| +12,827% | +$597K |
|
4161
CALL
Groupon
GRPN
$1.05B
| $1.04M | ﹤0.01% |
31,200
+15,700
| +101% | +$400K |
|
4162
Innodata
INOD
$2.29B
| $1.04M | ﹤0.01% |
20,375
+2,816
| +16% | +$111K |
|
4163
Albemarle Corp Depositary Shares
ALB.PRA
$2.35B
| $1.04M | ﹤0.01% |
32,453
-64,353
| -66% | -$1.97M |
|
4164
BayCom
BCML
$333M
| $1.04M | ﹤0.01% |
37,434
-14,361
| -28% | -$379K |
|
4165
Similarweb
SMWB
$638M
| $1.04M | ﹤0.01% |
132,218
-79,400
| -38% | -$595K |
|
4166
Artesian Resources
ARTNA
$352M
| $1.04M | ﹤0.01% |
30,887
-1,398
| -4% | -$47.4K |
|
|
NUTX
4167
Nutex Health
NUTX
$1.05B
| $1.03M | ﹤0.01% |
8,306
+8,286
| +41,430% | +$1.07M |
|
|
ITIC
4168
Investors Title Co
ITIC
$551M
| $1.03M | ﹤0.01% |
4,881
-944
| -16% | -$212K |
|
4169
Woodside Energy
WDS
$43.1B
| $1.03M | ﹤0.01% |
66,840
+33,956
| +103% | +$475K |
|
4170
CALL
Rivian
RIVN
$22.8B
| $1.03M | ﹤0.01% |
75,000
| – | – |
|
|
CCCXU
4171
DELISTED
Churchill Capital Corp X Unit
CCCXU
| $1.03M | ﹤0.01% |
+100,000
| New | +$1.04M |
|
4172
CALL
CAVA Group
CAVA
$7.51B
| $1.03M | ﹤0.01% |
12,200
-35,000
| -74% | -$2.98M |
|
4173
EverQuote
EVER
$852M
| $1.03M | ﹤0.01% |
42,432
-3,082
| -7% | -$73K |
|
|
GTEN
4174
Gores Holdings X
GTEN
$472M
| $1.02M | ﹤0.01% |
+100,000
| New | +$1.02M |
|
|
TUYA
4175
Tuya Inc
TUYA
$1.06B
| $1.02M | ﹤0.01% |
443,298
+340,979
| +333% | +$827K |
|
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.