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 | |
|---|---|---|---|---|---|---|
|
VIOT
4676
Viomi Technology
VIOT
$51.8M
| $410K | ﹤0.01% |
+303,531
| New | +$418K |
|
4677
Adecoagro
AGRO
$1.37B
| $410K | ﹤0.01% |
44,825
-270,042
| -86% | -$2.63M |
|
|
STRZ
4678
Starz Entertainment Corp
STRZ
$437M
| $409K | ﹤0.01% |
+25,455
| New | +$403K |
|
|
DCH
4679
Dauch Corp
DCH
$1.38B
| $407K | ﹤0.01% |
99,728
-15,904
| -14% | -$64.1K |
|
4680
PUT
Stanley Black & Decker
SWK
$14.8B
| $407K | ﹤0.01% |
+6,000
| New | +$387K |
|
|
ONT
4681
Onterris Inc
ONT
$795M
| $406K | ﹤0.01% |
18,555
-11,308
| -38% | -$203K |
|
4682
Rimini Street
RMNI
$447M
| $406K | ﹤0.01% |
107,708
-47,286
| -31% | -$158K |
|
4683
Global X Variable Rate Preferred ETF
PFFV
$303M
| $406K | ﹤0.01% |
+17,806
| New | +$409K |
|
4684
Altimmune
ALT
$583M
| $405K | ﹤0.01% |
104,697
-5,814
| -5% | -$31.5K |
|
4685
Peoples Financial Services
PFIS
$704M
| $405K | ﹤0.01% |
8,199
-8,248
| -50% | -$382K |
|
4686
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$752M
| $404K | ﹤0.01% |
7,478
-1,232
| -14% | -$64.4K |
|
4687
CALL
Snowflake
SNOW
$107B
| $403K | ﹤0.01% |
1,800
-35,800
| -95% | -$6.47M |
|
|
DRD
4688
DRDGold
DRD
$1.81B
| $401K | ﹤0.01% |
30,093
+29,673
| +7,065% | +$439K |
|
4689
ProShares UltraPro Short QQQ
SQQQ
$1.89B
| $400K | ﹤0.01% |
+4,089
| New | +$587K |
|
4690
Liquidia Corp
LQDA
$7.46B
| $399K | ﹤0.01% |
32,030
-30,493
| -49% | -$451K |
|
4691
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$31.3M
| $398K | ﹤0.01% |
+4,757
| New | +$393K |
|
4692
State Street SPDR S&P China ETF
GXC
$476M
| $398K | ﹤0.01% |
4,545
+573
| +14% | +$48.1K |
|
4693
TrueShares Structured Outcome January ETF
JANZ
$41.4M
| $397K | ﹤0.01% |
11,126
+11,116
| +111,160% | +$375K |
|
4694
PUT
Brinker International
EAT
$9.66B
| $397K | ﹤0.01% |
+2,200
| New | +$345K |
|
4695
Karooooo
KARO
$1.99B
| $396K | ﹤0.01% |
8,089
+5,529
| +216% | +$261K |
|
4696
PUT
Riot Platforms
RIOT
$8.1B
| $396K | ﹤0.01% |
35,000
-244,100
| -87% | -$2.08M |
|
|
GNTY
4697
DELISTED
Guaranty Bancshares
GNTY
| $394K | ﹤0.01% |
9,277
-4,577
| -33% | -$185K |
|
4698
ClearPoint Neuro
CLPT
$461M
| $392K | ﹤0.01% |
32,790
+8,581
| +35% | +$108K |
|
4699
CALL
Clean Energy Fuels
CLNE
$410M
| $390K | ﹤0.01% |
+200,000
| New | +$340K |
|
|
BLTE
4700
Belite Bio
BLTE
$6.2B
| $390K | ﹤0.01% |
6,757
-1,405
| -17% | -$85.7K |
|
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.