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 | |
|---|---|---|---|---|---|---|
5101
CALL
Comcast
CMCSA
$87.4B
| $171K | ﹤0.01% |
4,800
-125,000
| -96% | -$4.32M |
|
5102
Escalade
ESCA
$289M
| $171K | ﹤0.01% |
12,253
-5,939
| -33% | -$87.6K |
|
5103
Alvotech
ALVO
$1.33B
| $171K | ﹤0.01% |
18,758
-2,274
| -11% | -$21.3K |
|
5104
Richardson Electronics
RELL
$273M
| $170K | ﹤0.01% |
17,636
-149,141
| -89% | -$1.36M |
|
5105
PUT
Applied Digital
APLD
$7.81B
| $170K | ﹤0.01% |
+16,900
| New | +$125K |
|
5106
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
| $169K | ﹤0.01% |
7,461
+3,569
| +92% | +$80.6K |
|
5107
CALL
SoFi Technologies
SOFI
$21.9B
| $169K | ﹤0.01% |
9,300
+700
| +8% | +$9.23K |
|
|
OCTU
5108
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$59.1M
| $169K | ﹤0.01% |
6,429
| – | – |
|
5109
INmune Bio
INMB
$47.1M
| $169K | ﹤0.01% |
73,097
+66,700
| +1,043% | +$489K |
|
5110
Tejon Ranch
TRC
$461M
| $169K | ﹤0.01% |
9,945
-4,960
| -33% | -$81.8K |
|
|
SUNS
5111
Sunrise Realty Trust
SUNS
$106M
| $169K | ﹤0.01% |
15,912
-4,949
| -24% | -$51.3K |
|
5112
Southern California Bancorp
BCAL
$695M
| $168K | ﹤0.01% |
10,660
-17,313
| -62% | -$247K |
|
5113
iShares MSCI Thailand ETF
THD
$368M
| $168K | ﹤0.01% |
3,322
-6,013
| -64% | -$319K |
|
5114
Wolfspeed
WOLF
$1.25B
| $168K | ﹤0.01% |
420,305
+58,593
| +16% | +$134K |
|
5115
Civista Bancshares
CIVB
$605M
| $168K | ﹤0.01% |
7,222
-18,550
| -72% | -$403K |
|
5116
Solid Biosciences
SLDB
$781M
| $167K | ﹤0.01% |
34,379
+18,094
| +111% | +$64K |
|
5117
Donegal Group Class A
DGICA
$733M
| $167K | ﹤0.01% |
8,360
-37,994
| -82% | -$737K |
|
5118
Polestar Automotive Holding UK
PSNY
$2.11B
| $167K | ﹤0.01% |
5,214
-23,952
| -82% | -$761K |
|
5119
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.52B
| $167K | ﹤0.01% |
5,031
-17,115
| -77% | -$530K |
|
5120
Pacer Swan SOS Conservative April ETF
PSCW
$60.4M
| $167K | ﹤0.01% |
+6,290
| New | +$161K |
|
|
RPT
5121
Rithm Property Trust
RPT
$96.6M
| $166K | ﹤0.01% |
10,274
+5,650
| +122% | +$91.9K |
|
5122
Innovator US Equity Buffer ETF February
BFEB
$254M
| $166K | ﹤0.01% |
3,715
-1,404
| -27% | -$59.2K |
|
5123
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$413M
| $166K | ﹤0.01% |
1,055
-20
| -2% | -$2.86K |
|
5124
Eve Holding
EVEX
$843M
| $166K | ﹤0.01% |
24,133
-51,019
| -68% | -$227K |
|
5125
CALL
Duke Energy
DUK
$97B
| $165K | ﹤0.01% |
+1,400
| New | +$165K |
|
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.