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 | |
|---|---|---|---|---|---|---|
5276
CALL
Porch Group
PRCH
$1.64B
| $127K | ﹤0.01% |
+10,800
| New | +$92.8K |
|
5277
Cerus
CERS
$433M
| $127K | ﹤0.01% |
90,300
+753
| +0.8% | +$1K |
|
5278
Annexon
ANNX
$834M
| $127K | ﹤0.01% |
52,819
-1,379,146
| -96% | -$2.76M |
|
5279
Avantis Real Estate ETF
AVRE
$872M
| $127K | ﹤0.01% |
2,870
-136
| -5% | -$5.88K |
|
5280
Mayville Engineering Co
MEC
$654M
| $127K | ﹤0.01% |
7,936
+1,359
| +21% | +$19.4K |
|
5281
Advantage Solutions
ADV
$522M
| $127K | ﹤0.01% |
3,837
-5,606
| -59% | -$185K |
|
|
EH
5282
EHang Holdings
EH
$389M
| $127K | ﹤0.01% |
7,292
+671
| +10% | +$11.4K |
|
5283
Neonode
NEON
$14.1M
| $127K | ﹤0.01% |
+4,963
| New | +$59.2K |
|
5284
MVB Financial
MVBF
$397M
| $126K | ﹤0.01% |
5,593
-3,995
| -42% | -$73.9K |
|
5285
Lightbridge
LTBR
$271M
| $126K | ﹤0.01% |
9,410
+8,860
| +1,611% | +$97.8K |
|
5286
Smith-Midland
SMID
$144M
| $126K | ﹤0.01% |
3,744
-12,705
| -77% | -$387K |
|
5287
Waldencast
WALD
$222M
| $125K | ﹤0.01% |
51,186
-833
| -2% | -$2.11K |
|
|
GRMN
5288
CALL
Garmin
GRMN
$56.7B
| $125K | ﹤0.01% |
+600
| New | +$119K |
|
|
GRMN
5289
PUT
Garmin
GRMN
$56.7B
| $125K | ﹤0.01% |
+600
| New | +$119K |
|
5290
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
| $125K | ﹤0.01% |
9,585
-231,426
| -96% | -$2.99M |
|
5291
Radcom
RDCM
$171M
| $125K | ﹤0.01% |
9,192
-3,765
| -29% | -$46K |
|
5292
Telos
TLS
$332M
| $125K | ﹤0.01% |
39,279
+5
| +0% | +$13 |
|
5293
Sutro Biopharma
STRO
$401M
| $124K | ﹤0.01% |
17,348
-12,793
| -42% | -$105K |
|
5294
SkyWater Technology
SKYT
| $124K | ﹤0.01% |
12,556
-378
| -3% | -$3.05K |
|
5295
Cabaletta Bio
CABA
$437M
| $123K | ﹤0.01% |
80,796
-170,641
| -68% | -$266K |
|
5296
CALL
Campbell Soup
CPB
$6.55B
| $123K | ﹤0.01% |
+4,000
| New | +$141K |
|
5297
Stratus Properties
STRS
$156M
| $122K | ﹤0.01% |
6,480
-4,142
| -39% | -$75.8K |
|
5298
NI Holdings
NODK
$310M
| $122K | ﹤0.01% |
9,596
-6,501
| -40% | -$84K |
|
5299
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
| $122K | ﹤0.01% |
2,725
-96,361
| -97% | -$4.11M |
|
5300
Corvus Pharmaceuticals
CRVS
$1.12B
| $122K | ﹤0.01% |
30,420
+25,681
| +542% | +$93.4K |
|
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.