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 | |
|---|---|---|---|---|---|---|
726
Pinterest
PINS
$13.4B
| $175M | 0.01% |
4,887,455
+778,299
| +19% | +$23.6M |
|
727
Southern Copper
SCCO
$164B
| $174M | 0.01% |
1,805,997
+160,284
| +10% | +$13.9M |
|
728
Vanguard Consumer Discretionary ETF
VCR
$6.15B
| $174M | 0.01% |
479,965
-38,228
| -7% | -$13M |
|
729
Thomson Reuters
TRI
$45.4B
| $173M | 0.01% |
846,798
+116,756
| +16% | +$22.2M |
|
|
EA
730
DELISTED
Electronic Arts
EA
| $172M | 0.01% |
1,074,380
-406,003
| -27% | -$60M |
|
731
Federal Realty Investment Trust
FRT
$10.1B
| $171M | 0.01% |
1,799,828
-568,219
| -24% | -$53.7M |
|
732
Exelon
EXC
$46.2B
| $170M | 0.01% |
3,922,817
+60,158
| +2% | +$2.68M |
|
733
UDR
UDR
$12B
| $170M | 0.01% |
4,159,522
+1,103,413
| +36% | +$45.7M |
|
734
Franco-Nevada
FNV
$46.4B
| $169M | 0.01% |
1,033,783
+24,014
| +2% | +$3.98M |
|
735
Kanzhun
BZ
$7.49B
| $169M | 0.01% |
9,455,233
+801,373
| +9% | +$13.5M |
|
736
Kontoor Brands
KTB
$4.14B
| $168M | 0.01% |
2,553,092
+1,044,921
| +69% | +$67.6M |
|
737
Alcon
ALC
$36.4B
| $168M | 0.01% |
1,901,169
-884,472
| -32% | -$79.3M |
|
|
WCC
738
WESCO International
WCC
$17.8B
| $167M | 0.01% |
902,804
+141,888
| +19% | +$23.4M |
|
739
Sun Life Financial
SLF
$44.6B
| $166M | 0.01% |
2,490,651
-58,021
| -2% | -$3.56M |
|
740
PUT
Wells Fargo
WFC
$264B
| $165M | 0.01% |
2,061,600
-89,700
| -4% | -$6.47M |
|
741
PUT
Advanced Micro Devices
AMD
$774B
| $165M | 0.01% |
1,161,500
+525,700
| +83% | +$57.2M |
|
742
Applied Industrial Technologies
AIT
$13B
| $165M | 0.01% |
707,819
-269,076
| -28% | -$61.2M |
|
743
Encompass Health
EHC
$12.4B
| $164M | 0.01% |
1,339,948
-373,896
| -22% | -$42.7M |
|
744
Evercore
EVR
$11.7B
| $164M | 0.01% |
606,378
-41,853
| -6% | -$9.21M |
|
745
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
| $164M | 0.01% |
2,590,453
-4,206,752
| -62% | -$245M |
|
746
Essex Property Trust
ESS
$18.2B
| $162M | 0.01% |
572,072
-153,824
| -21% | -$43.2M |
|
|
SGI
747
Somnigroup International
SGI
$13.7B
| $162M | 0.01% |
2,382,456
+285,235
| +14% | +$17.9M |
|
|
JBS
748
JBS N.V.
JBS
$42.8B
| $162M | 0.01% |
+11,086,146
| New | +$156M |
|
749
Steris
STE
$23.2B
| $162M | 0.01% |
673,946
-368,481
| -35% | -$85.8M |
|
750
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
| $162M | 0.01% |
6,083,836
+1,012,948
| +20% | +$26.6M |
|
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, 2,516 increased, 3,216 reduced and 855 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 855 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.