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 | |
|---|---|---|---|---|---|---|
776
PUT
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
| $150M | 0.01% |
2,446,400
-7,759,100
| -76% | -$1.61B |
|
777
PUT
Deutsche Bank
DB
$71.8B
| $149M | 0.01% |
5,097,700
-775,000
| -13% | -$20.5M |
|
778
Aptiv
APTV
$10.3B
| $149M | 0.01% |
2,166,071
+36,721
| +2% | +$2.27M |
|
779
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
| $149M | 0.01% |
+2,329,294
| New | +$148M |
|
780
BJs Wholesale Club
BJ
$12B
| $148M | 0.01% |
1,370,902
-429,140
| -24% | -$48.9M |
|
781
Lamar Advertising Co
LAMR
$15.6B
| $148M | 0.01% |
1,216,197
-9,492
| -0.8% | -$1.1M |
|
782
lululemon athletica
LULU
$14.3B
| $147M | 0.01% |
620,450
+79,968
| +15% | +$22M |
|
783
Trimble
TRMB
$13.5B
| $147M | 0.01% |
1,936,439
+238,940
| +14% | +$16.1M |
|
784
Nutrien
NTR
$32.1B
| $147M | 0.01% |
2,525,264
-4,467,271
| -64% | -$252M |
|
785
FMC
FMC
$1.3B
| $147M | 0.01% |
3,522,466
+1,914,490
| +119% | +$76M |
|
786
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
| $146M | 0.01% |
2,808,510
+632,394
| +29% | +$30.6M |
|
787
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
| $146M | 0.01% |
747,328
+98,344
| +15% | +$18.2M |
|
|
P
788
Everpure Inc
P
$36.4B
| $145M | 0.01% |
2,525,955
+1,082,606
| +75% | +$53.9M |
|
789
Logitech
LOGI
$14.8B
| $144M | 0.01% |
1,593,320
-69,254
| -4% | -$5.62M |
|
790
Fox Class A
FOXA
$26.1B
| $143M | 0.01% |
2,559,682
+1,593,898
| +165% | +$84.1M |
|
791
CALL
State Street Financial Select Sector SPDR ETF
XLF
$59B
| $143M | 0.01% |
2,730,000
-1,879,600
| -41% | -$93M |
|
792
Vista Energy
VIST
$7.33B
| $143M | 0.01% |
2,989,929
+171,718
| +6% | +$8.13M |
|
793
American International
AIG
$40.4B
| $143M | 0.01% |
1,669,341
-152,762
| -8% | -$12.7M |
|
794
First Horizon
FHN
$12B
| $143M | 0.01% |
6,738,428
+2,091,865
| +45% | +$39.9M |
|
795
Booz Allen Hamilton
BAH
$9.45B
| $142M | 0.01% |
1,368,100
-1,120,283
| -45% | -$125M |
|
796
Evergy
EVRG
$18.9B
| $142M | 0.01% |
2,064,959
+804,489
| +64% | +$54.1M |
|
797
abrdn Physical Gold Shares ETF
SGOL
$7.46B
| $142M | 0.01% |
4,507,293
+83,776
| +2% | +$2.63M |
|
|
TTAN
798
ServiceTitan Inc
TTAN
$8.43B
| $142M | 0.01% |
1,324,823
+1,324,383
| +300,996% | +$148M |
|
799
Genpact
G
$5.71B
| $141M | 0.01% |
3,213,290
-898,050
| -22% | -$40.7M |
|
|
HDV
800
iShares Core High Dividend ETF
HDV
$15B
| $141M | 0.01% |
6,018,305
+219,260
| +4% | +$5.05M |
|
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.