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 | |
|---|---|---|---|---|---|---|
5551
Avita Medical
RCEL
$135M
| $69.1K | ﹤0.01% |
13,056
+463
| +4% | +$3.37K |
|
5552
HireQuest
HQI
$180M
| $68.8K | ﹤0.01% |
6,876
-2,864
| -29% | -$29.3K |
|
5553
Monopar Therapeutics
MNPR
$726M
| $68.7K | ﹤0.01% |
1,921
+1,821
| +1,821% | +$66.1K |
|
5554
Accuray
ARAY
$32M
| $68.3K | ﹤0.01% |
49,866
-217,750
| -81% | -$322K |
|
|
BHR
5555
Braemar Hotels & Resorts
BHR
$156M
| $68.3K | ﹤0.01% |
27,861
-14,722
| -35% | -$32.3K |
|
5556
Entravision Communication
EVC
$1.03B
| $68.2K | ﹤0.01% |
29,415
-1,153
| -4% | -$2.33K |
|
5557
Gaia
GAIA
$46.8M
| $68.1K | ﹤0.01% |
15,509
+14,911
| +2,493% | +$68K |
|
5558
Aptus Collared Investment Opportunity ETF
ACIO
$2.36B
| $68K | ﹤0.01% |
1,643
-16,814
| -91% | -$661K |
|
5559
Superior Group of Companies
SGC
$185M
| $68K | ﹤0.01% |
6,601
-5,711
| -46% | -$58.2K |
|
5560
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
| $67.6K | ﹤0.01% |
670
-42
| -6% | -$4.21K |
|
5561
Concrete Pumping Holdings
BBCP
$490M
| $67.3K | ﹤0.01% |
10,948
-20,978
| -66% | -$133K |
|
5562
Epsilon Energy
EPSN
$169M
| $67.2K | ﹤0.01% |
9,100
+9,062
| +23,847% | +$64.6K |
|
5563
Sonida Senior Living
SNDA
$1.91B
| $67.1K | ﹤0.01% |
2,691
+367
| +16% | +$8.72K |
|
|
EFSI
5564
Eagle Financial Services Inc
EFSI
$219M
| $66.7K | ﹤0.01% |
+2,179
| New | +$67.3K |
|
5565
Innovator US Equity Power Buffer ETF September
PSEP
$846M
| $66.7K | ﹤0.01% |
1,630
-2,509
| -61% | -$97.8K |
|
5566
Aptus Behavioral Momentum ETF
ADME
$289M
| $66.5K | ﹤0.01% |
1,380
-1,615
| -54% | -$72.9K |
|
|
IPX
5567
IperionX
IPX
$751M
| $66.3K | ﹤0.01% |
+2,106
| New | +$47.5K |
|
5568
Pangaea Logistics
PANL
$498M
| $66.2K | ﹤0.01% |
14,092
-82,424
| -85% | -$366K |
|
5569
PUT
Enovix
ENVX
$892M
| $66.2K | ﹤0.01% |
+7,314
| New | +$47.7K |
|
5570
VanEck Uranium + Nuclear Energy ETF
NLR
$3.82B
| $65.8K | ﹤0.01% |
592
+393
| +197% | +$34.9K |
|
5571
Pioneer Bancorp
PBFS
$432M
| $65.8K | ﹤0.01% |
5,469
-8,883
| -62% | -$102K |
|
5572
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.73B
| – | – |
0
| – | – |
|
5573
Torrid Holdings
CURV
$254M
| $65.7K | ﹤0.01% |
11,439
+1,877
| +20% | +$9.83K |
|
5574
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$348M
| $65.6K | ﹤0.01% |
1,879
+887
| +89% | +$29.8K |
|
5575
Teucrium Wheat Fund
WEAT
$285M
| $65.6K | ﹤0.01% |
+2,955
| New | +$67.9K |
|
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.