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 | |
|---|---|---|---|---|---|---|
4826
Myomo
MYO
$39M
| $297K | ﹤0.01% |
137,307
+27,739
| +25% | +$101K |
|
4827
Core Laboratories
CLB
$488M
| $297K | ﹤0.01% |
25,742
-18,220
| -41% | -$216K |
|
4828
Cass Information Systems
CASS
$714M
| $295K | ﹤0.01% |
6,797
-13,186
| -66% | -$551K |
|
|
PRSU
4829
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
| $295K | ﹤0.01% |
10,231
-74,756
| -88% | -$2.21M |
|
|
CEPO
4830
Cantor Equity Partners I
CEPO
$272M
| $295K | ﹤0.01% |
+24,768
| New | +$288K |
|
|
KBDC
4831
Kayne Anderson BDC
KBDC
$882M
| $295K | ﹤0.01% |
19,301
+14,406
| +294% | +$227K |
|
|
SVM
4832
Silvercorp Metals
SVM
$2.07B
| $294K | ﹤0.01% |
+69,732
| New | +$270K |
|
4833
Innovator US Equity Power Buffer ETF March
PMAR
$767M
| $294K | ﹤0.01% |
6,959
-3,972
| -36% | -$160K |
|
4834
Eagle Bancorp
EGBN
$846M
| $294K | ﹤0.01% |
15,084
-242,736
| -94% | -$4.51M |
|
4835
ProShares Short S&P500
SH
$914M
| $293K | ﹤0.01% |
7,394
+5,314
| +255% | +$230K |
|
4836
Strawberry Fields REIT
STRW
$191M
| $293K | ﹤0.01% |
27,776
-974
| -3% | -$10.4K |
|
4837
PUT
Builders FirstSource
BLDR
$7.15B
| $292K | ﹤0.01% |
2,500
| – | – |
|
4838
Stoke Therapeutics
STOK
$1.8B
| $291K | ﹤0.01% |
25,655
+5,398
| +27% | +$51.3K |
|
4839
Comtech Telecommunications
CMTL
$50.3M
| $289K | ﹤0.01% |
117,965
+54,879
| +87% | +$98.8K |
|
|
SNCY
4840
DELISTED
Sun Country Airlines
SNCY
| $288K | ﹤0.01% |
24,541
-295,291
| -92% | -$3.25M |
|
4841
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
| $288K | ﹤0.01% |
14,752
-4,873
| -25% | -$95K |
|
4842
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
| $286K | ﹤0.01% |
14,031
-337
| -2% | -$6.78K |
|
|
SRDX
4843
DELISTED
Surmodics
SRDX
| $286K | ﹤0.01% |
9,618
-34,362
| -78% | -$990K |
|
4844
CALL
Lemonade
LMND
$3.74B
| $285K | ﹤0.01% |
+6,500
| New | +$217K |
|
4845
Purple Innovation
PRPL
$35.3M
| $285K | ﹤0.01% |
15,616
-5,069
| -25% | -$93.4K |
|
|
BWAY
4846
Brainsway
BWAY
$611M
| $284K | ﹤0.01% |
43,232
-7,516
| -15% | -$37.3K |
|
4847
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.33B
| $284K | ﹤0.01% |
5,829
-12
| -0.2% | -$579 |
|
4848
Anika Therapeutics
ANIK
$258M
| $284K | ﹤0.01% |
26,811
-10,334
| -28% | -$130K |
|
4849
Adams Diversified Equity Fund
ADX
$3.13B
| $282K | ﹤0.01% |
13,003
+166
| +1% | +$3.27K |
|
4850
Byrna Technologies
BYRN
$103M
| $281K | ﹤0.01% |
9,110
+822
| +10% | +$20.1K |
|
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.