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 | |
|---|---|---|---|---|---|---|
4726
PUT
SL Green Realty
SLG
$3.76B
| $365K | ﹤0.01% |
+5,900
| New | +$338K |
|
4727
International General Insurance
IGIC
$1.19B
| $363K | ﹤0.01% |
15,107
+6,872
| +83% | +$163K |
|
|
TRUE
4728
DELISTED
TrueCar
TRUE
| $362K | ﹤0.01% |
190,627
-126,156
| -40% | -$193K |
|
4729
Contango Silver & Gold Inc
CTGO
$516M
| $362K | ﹤0.01% |
18,585
+13,052
| +236% | +$210K |
|
|
LCCCU
4730
Lakeshore Acquisition III Corp Unit
LCCCU
| $361K | ﹤0.01% |
+35,500
| New | +$358K |
|
4731
Jasper Therapeutics
JSPR
$21M
| $361K | ﹤0.01% |
65,088
+59,547
| +1,075% | +$293K |
|
4732
FIGS
FIGS
$1.79B
| $361K | ﹤0.01% |
63,928
-59,287
| -48% | -$274K |
|
|
AGEN
4733
Agenus
AGEN
$312M
| $359K | ﹤0.01% |
78,637
+67,530
| +608% | +$234K |
|
4734
ROBO Global Robotics & Automation Index ETF
ROBO
$2.02B
| $359K | ﹤0.01% |
6,006
+4,429
| +281% | +$237K |
|
4735
Viant Technology
DSP
$236M
| $359K | ﹤0.01% |
27,121
+1,109
| +4% | +$15.2K |
|
4736
PUT
ProShares UltraShort Health Care
RXD
$3.25M
| $358K | ﹤0.01% |
+5,100
| New | +$125K |
|
4737
EA Bridgeway Blue Chip ETF
BBLU
$450M
| $356K | ﹤0.01% |
+25,889
| New | +$330K |
|
4738
Iris Energy
IREN
$13.2B
| $356K | ﹤0.01% |
24,408
-656,410
| -96% | -$5.33M |
|
|
LAND
4739
Gladstone Land Corp
LAND
$350M
| $355K | ﹤0.01% |
34,939
-40,128
| -53% | -$394K |
|
4740
Redwire
RDW
$2.06B
| $354K | ﹤0.01% |
21,735
-73,984
| -77% | -$964K |
|
4741
PUT
Mettler-Toledo International
MTD
$28.6B
| $352K | ﹤0.01% |
300
+100
| +50% | +$112K |
|
4742
Touchstone Securitized Income ETF
TSEC
$161M
| $352K | ﹤0.01% |
13,480
+11,566
| +604% | +$302K |
|
4743
Cooper-Standard Automotive
CPS
$523M
| $350K | ﹤0.01% |
16,300
-161,285
| -91% | -$3.11M |
|
4744
Utah Medical Products
UTMD
$225M
| $350K | ﹤0.01% |
6,153
-66,176
| -91% | -$3.6M |
|
4745
FT Vest US Equity Buffer ETF July
FJUL
$1.23B
| $350K | ﹤0.01% |
6,769
+5,466
| +419% | +$265K |
|
4746
PUT
Amkor Technology
AMKR
$12.4B
| $348K | ﹤0.01% |
16,600
| – | – |
|
4747
Alta Equipment Group
ALTG
$214M
| $348K | ﹤0.01% |
55,084
+23,047
| +72% | +$117K |
|
4748
Dimensional Global Credit ETF
DGCB
$1.08B
| $348K | ﹤0.01% |
6,416
-13
| -0.2% | -$690 |
|
4749
Beazer Homes USA
BZH
$877M
| $346K | ﹤0.01% |
15,466
-327
| -2% | -$6.79K |
|
4750
iShares CMBS ETF
CMBS
$472M
| $345K | ﹤0.01% |
7,091
+2,025
| +40% | +$97.4K |
|
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.