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 | |
|---|---|---|---|---|---|---|
5151
Information Services Group
III
$199M
| $157K | ﹤0.01% |
32,615
-41,114
| -56% | -$177K |
|
5152
Savara
SVRA
$1.12B
| $156K | ﹤0.01% |
68,508
-2,115,152
| -97% | -$5.75M |
|
5153
Innovator US Small Cap Power Buffer ETF January
KJAN
$324M
| $156K | ﹤0.01% |
4,165
+3,887
| +1,398% | +$140K |
|
5154
Microvision
MVIS
$6.21M
| $156K | ﹤0.01% |
9,116
+1,522
| +20% | +$26.4K |
|
5155
First Trust Utilities AlphaDEX Fund
FXU
$814M
| $155K | ﹤0.01% |
3,667
+280
| +8% | +$11.6K |
|
5156
Arteris
AIP
$1.38B
| $155K | ﹤0.01% |
16,293
-98,802
| -86% | -$728K |
|
5157
MasterCraft Boat Holdings
MCFT
$579M
| $155K | ﹤0.01% |
8,353
-371
| -4% | -$6.34K |
|
5158
HF Foods Group
HFFG
$80.2M
| $155K | ﹤0.01% |
48,796
-34,365
| -41% | -$131K |
|
5159
ZipRecruiter
ZIP
$321M
| $155K | ﹤0.01% |
30,962
-124,815
| -80% | -$682K |
|
5160
Holley
HLLY
$321M
| $155K | ﹤0.01% |
77,512
+51,247
| +195% | +$109K |
|
5161
BlackRock Intermediate Muni Income Bond ETF
INMU
$540M
| $155K | ﹤0.01% |
+6,608
| New | +$154K |
|
5162
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$58.7M
| $154K | ﹤0.01% |
3,691
-1,680
| -31% | -$65.5K |
|
5163
Ascent Industries
ACNT
$140M
| $154K | ﹤0.01% |
12,207
+12,197
| +121,970% | +$155K |
|
|
JBIO
5164
Jade Biosciences
JBIO
$1.2B
| $154K | ﹤0.01% |
15,367
+13,205
| +611% | +$449K |
|
5165
PUT
Spotify
SPOT
$103B
| $153K | ﹤0.01% |
200
-59,300
| -100% | -$38.1M |
|
5166
Richtech Robotics
RR
$318M
| $153K | ﹤0.01% |
78,489
+32,684
| +71% | +$68.7K |
|
5167
CALL
Tractor Supply
TSCO
$16.1B
| $153K | ﹤0.01% |
+2,900
| New | +$148K |
|
|
CCAQU
5168
Collective Acquisition Corp Units
CCAQU
| $153K | ﹤0.01% |
+15,000
| New | +$151K |
|
5169
iShares MSCI Kuwait ETF
KWT
$71.6M
| $153K | ﹤0.01% |
4,031
+826
| +26% | +$29.9K |
|
|
KCHVU
5170
Kochav Defense Acquisition Corp Units
KCHVU
| $153K | ﹤0.01% |
+15,000
| New | +$152K |
|
5171
loanDepot
LDI
$532M
| $152K | ﹤0.01% |
120,023
-154,303
| -56% | -$189K |
|
5172
CALL
CleanSpark
CLSK
$3.53B
| $152K | ﹤0.01% |
13,800
-71,100
| -84% | -$633K |
|
5173
West Bancorporation
WTBA
$478M
| $152K | ﹤0.01% |
7,749
-20,597
| -73% | -$398K |
|
|
PMBS
5174
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.37B
| $152K | ﹤0.01% |
+3,100
| New | +$150K |
|
5175
ProShares UltraShort S&P500
SDS
$418M
| $151K | ﹤0.01% |
1,817
+167
| +10% | +$16.6K |
|
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.