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 | |
|---|---|---|---|---|---|---|
|
UPB
5076
Upstream Bio Inc
UPB
$342M
| $181K | ﹤0.01% |
16,469
+1,275
| +8% | +$11.8K |
|
5077
Invesco Dorsey Wright Technology Momentum ETF
PTF
$609M
| $181K | ﹤0.01% |
2,643
-129
| -5% | -$7.96K |
|
5078
Fulcrum Therapeutics
FULC
$280M
| $180K | ﹤0.01% |
26,162
-183,731
| -88% | -$983K |
|
5079
Seanergy Maritime Holdings
SHIP
$398M
| $180K | ﹤0.01% |
28,476
-65,062
| -70% | -$392K |
|
5080
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.63B
| $179K | ﹤0.01% |
5,238
-18,224
| -78% | -$593K |
|
5081
Repay Holdings
RPAY
$335M
| $178K | ﹤0.01% |
37,025
-373,903
| -91% | -$1.71M |
|
5082
ProShares Russell 2000 Dividend Growers ETF
SMDV
$703M
| $177K | ﹤0.01% |
2,724
-5,362
| -66% | -$342K |
|
5083
BARK
BARK
$87.5M
| $177K | ﹤0.01% |
10,057
-7,553
| -43% | -$173K |
|
5084
John Marshall Bancorp
JMSB
$334M
| $176K | ﹤0.01% |
9,485
-11,044
| -54% | -$186K |
|
5085
EVI Industries
EVI
$184M
| $175K | ﹤0.01% |
8,038
-3,446
| -30% | -$61.5K |
|
5086
State Street SPDR S&P Health Care Equipment ETF
XHE
$162M
| $175K | ﹤0.01% |
2,159
-99,724
| -98% | -$7.96M |
|
5087
Dianthus Therapeutics
DNTH
$5.78B
| $175K | ﹤0.01% |
9,378
-2,305
| -20% | -$43.2K |
|
5088
CALL
Southern Company
SO
$108B
| $174K | ﹤0.01% |
+1,900
| New | +$171K |
|
|
NESR
5089
National Energy Services Reunited Corp
NESR
$2.79B
| $174K | ﹤0.01% |
28,933
-58,484
| -67% | -$363K |
|
5090
ADS-TEC Energy
ADSE
$888M
| $173K | ﹤0.01% |
12,552
+3,133
| +33% | +$38.9K |
|
5091
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$104M
| $173K | ﹤0.01% |
2,643
+674
| +34% | +$38.5K |
|
5092
Standard BioTools
LAB
$352M
| $173K | ﹤0.01% |
144,171
-1,756
| -1% | -$1.95K |
|
|
GRRR
5093
Gorilla Technology Group
GRRR
$312M
| $173K | ﹤0.01% |
8,694
-75,608
| -90% | -$1.41M |
|
|
ORKA
5094
Oruka Therapeutics
ORKA
$5.74B
| $173K | ﹤0.01% |
15,425
+13,115
| +568% | +$137K |
|
5095
Kodak
KODK
$820M
| $173K | ﹤0.01% |
30,558
-1,221
| -4% | -$7.34K |
|
5096
PCB Bancorp
PCB
$393M
| $172K | ﹤0.01% |
8,209
-10,692
| -57% | -$208K |
|
5097
PUT
Community Health Systems
CYH
$409M
| $172K | ﹤0.01% |
50,600
+40,600
| +406% | +$131K |
|
5098
OrthoPediatrics
KIDS
$536M
| $172K | ﹤0.01% |
8,004
-159
| -2% | -$3.44K |
|
5099
SmartRent
SMRT
$199M
| $172K | ﹤0.01% |
173,485
+62,028
| +56% | +$55.5K |
|
5100
CALL
Travere Therapeutics
TVTX
$5.13B
| $172K | ﹤0.01% |
11,600
+1,600
| +16% | +$26.5K |
|
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.