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 | |
|---|---|---|---|---|---|---|
4751
Mineralys Therapeutics
MLYS
$2.27B
| $345K | ﹤0.01% |
25,500
+4,946
| +24% | +$71.7K |
|
4752
FTAI Infrastructure
FIP
$405M
| $345K | ﹤0.01% |
55,917
-235,408
| -81% | -$1.19M |
|
4753
PUT
Albemarle
ALB
$14B
| $345K | ﹤0.01% |
5,500
+5,100
| +1,275% | +$302K |
|
4754
PUT
Scorpio Tankers
STNG
$3.89B
| $344K | ﹤0.01% |
8,800
| – | – |
|
4755
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
| $343K | ﹤0.01% |
+15,264
| New | +$342K |
|
4756
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.63B
| $343K | ﹤0.01% |
1,611
-158,043
| -99% | -$29.6M |
|
4757
Zai Lab
ZLAB
$2.05B
| $342K | ﹤0.01% |
9,791
-35,664
| -78% | -$1.17M |
|
4758
Silicon Motion
SIMO
$8.53B
| $342K | ﹤0.01% |
4,552
-93,181
| -95% | -$5.29M |
|
|
SERV
4759
Serve Robotics
SERV
$481M
| $342K | ﹤0.01% |
29,905
+22,320
| +294% | +$196K |
|
4760
Seer Inc
SEER
$123M
| $342K | ﹤0.01% |
159,684
-14,069
| -8% | -$28.2K |
|
4761
AB Tax-Aware Intermediate Municipal ETF
TAFM
$700M
| $341K | ﹤0.01% |
13,702
| – | – |
|
4762
Tango Therapeutics
TNGX
$4.43B
| $341K | ﹤0.01% |
66,675
+35,439
| +113% | +$87.6K |
|
4763
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$588M
| $341K | ﹤0.01% |
4,131
+2,092
| +103% | +$161K |
|
4764
i3 Verticals
IIIV
$418M
| $340K | ﹤0.01% |
12,383
+1,266
| +11% | +$31.7K |
|
4765
Banco de Chile
BCH
$21B
| $340K | ﹤0.01% |
11,186
-40,288
| -78% | -$1.19M |
|
4766
Nano X Imaging
NNOX
$76.6M
| $340K | ﹤0.01% |
65,783
+25,048
| +61% | +$128K |
|
|
JFIN
4767
Jiayin Group
JFIN
$114M
| $340K | ﹤0.01% |
+21,229
| New | +$288K |
|
|
NMAX
4768
Newsmax Inc
NMAX
$1.02B
| $338K | ﹤0.01% |
+22,349
| New | +$585K |
|
4769
Kelly Services Class A
KELYA
$520M
| $338K | ﹤0.01% |
28,854
-27,161
| -48% | -$320K |
|
4770
CSP Inc
CSPI
$82.3M
| $337K | ﹤0.01% |
26,079
+3,279
| +14% | +$47.2K |
|
4771
PUT
Inspire Medical Systems
INSP
$1.5B
| $337K | ﹤0.01% |
+2,600
| New | +$377K |
|
4772
Replimune Group
REPL
$1B
| $337K | ﹤0.01% |
36,304
-184,283
| -84% | -$1.61M |
|
4773
Hingham Institution for Saving
HIFS
$647M
| $337K | ﹤0.01% |
1,358
+258
| +23% | +$62.4K |
|
4774
RUM Group Inc
RUM
$1.71B
| $337K | ﹤0.01% |
37,483
+37,333
| +24,889% | +$319K |
|
4775
Cambria Tail Risk ETF
TAIL
$146M
| $336K | ﹤0.01% |
+28,043
| New | +$349K |
|
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.