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 | |
|---|---|---|---|---|---|---|
4251
indie Semiconductor
INDI
$769M
| $909K | ﹤0.01% |
255,322
+13,495
| +6% | +$34K |
|
4252
FRP Holdings
FRPH
$431M
| $907K | ﹤0.01% |
33,732
-7,245
| -18% | -$196K |
|
4253
AB High Yield ETF
HYFI
$330M
| $907K | ﹤0.01% |
+24,194
| New | +$887K |
|
4254
PUT
Host Hotels & Resorts
HST
$17.1B
| $906K | ﹤0.01% |
+59,000
| New | +$874K |
|
4255
CALL
TFI International
TFII
$11.6B
| $906K | ﹤0.01% |
+10,100
| New | +$854K |
|
|
JMIA
4256
Jumia Technologies
JMIA
$759M
| $903K | ﹤0.01% |
224,714
+224,328
| +58,116% | +$634K |
|
4257
Northeast Community Bancorp
NECB
$372M
| $902K | ﹤0.01% |
38,805
-8,122
| -17% | -$184K |
|
|
MBAV
4258
DELISTED
M3-Brigade Acquisition V Corp
MBAV
| $900K | ﹤0.01% |
+79,674
| New | +$883K |
|
4259
WisdomTree International Equity Fund
DWM
$690M
| $899K | ﹤0.01% |
14,142
-871
| -6% | -$52.9K |
|
4260
Schwab Fundamental International Small Company Index ETF
FNDC
$3.12B
| $895K | ﹤0.01% |
21,291
-8,084
| -28% | -$313K |
|
4261
LSI Industries
LYTS
$908M
| $894K | ﹤0.01% |
52,554
-49,017
| -48% | -$787K |
|
|
MSB
4262
Mesabi Trust
MSB
$296M
| $892K | ﹤0.01% |
37,220
+162
| +0.4% | +$4.21K |
|
4263
Vitamin Cottage Natural Grocers
NGVC
$750M
| $891K | ﹤0.01% |
22,695
+9,974
| +78% | +$462K |
|
4264
Green Dot
GDOT
$748M
| $889K | ﹤0.01% |
82,436
-33,634
| -29% | -$304K |
|
4265
Aclaris Therapeutics
ACRS
$835M
| $886K | ﹤0.01% |
623,792
+125,071
| +25% | +$169K |
|
4266
Tootsie Roll Industries
TR
$2.98B
| $884K | ﹤0.01% |
27,206
-30,162
| -53% | -$967K |
|
4267
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
| $881K | ﹤0.01% |
37,510
+26,194
| +231% | +$598K |
|
4268
Structure Therapeutics
GPCR
$3.53B
| $880K | ﹤0.01% |
42,442
-91,797
| -68% | -$2.02M |
|
4269
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
| $878K | ﹤0.01% |
13,852
-985
| -7% | -$61.4K |
|
4270
Natural Gas Services Group
NGS
$479M
| $877K | ﹤0.01% |
33,994
+10,525
| +45% | +$236K |
|
|
ALMS
4271
Alumis Inc
ALMS
$3.46B
| $877K | ﹤0.01% |
292,181
+275,383
| +1,639% | +$1.3M |
|
4272
Franklin US Core Dividend Tilt Index ETF
UDIV
$146M
| $874K | ﹤0.01% |
18,117
-1,344
| -7% | -$59.7K |
|
4273
Ramaco Resources Class A
METC
$630M
| $872K | ﹤0.01% |
66,398
-10,356
| -13% | -$99K |
|
4274
PUT
Annaly Capital Management
NLY
$17.1B
| $871K | ﹤0.01% |
+46,300
| New | +$880K |
|
4275
Protolabs
PRLB
$2.11B
| $871K | ﹤0.01% |
21,756
+8,864
| +69% | +$330K |
|
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.