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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.56T
1-Year Est. Return 27.86%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+14.35%
1 Year Est. Return
+27.86%
3 Year Est. Return
+90.49%
5 Year Est. Return
+115.47%
10 Year Est. Return
+472.96%
AUM
$1.53T
AUM Growth
+$160B
Cap. Flow
+$13.2B
Cap. Flow %
0.86%
Top 10 Hldgs %
25.16%
Holding
7,888
New
634
Increased
2,516
Reduced
3,216
Closed
855

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$6.54B
2
NVDA icon
NVIDIA
NVDA
+$5.22B
3
AAPL icon
Apple
AAPL
+$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.6B
2
UNH icon
UnitedHealth
UNH
+$2.41B
3
META icon
Meta Platforms (Facebook)
META
+$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
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
PODD icon
901
Insulet
PODD
$10B
$109M 0.01%
347,784
-226,657
-39% -$65.4M
RBA icon
902
RB Global
RBA
$16.6B
$108M 0.01%
1,020,252
-10,283
-1% -$1.05M
LII icon
903
Lennox International
LII
$14.9B
$108M 0.01%
188,564
-72,997
-28% -$40.8M
FUTU icon
904
Futu Holdings
FUTU
$14.7B
$108M 0.01%
872,469
+333,669
+62% +$34.1M
HR icon
905
Healthcare Realty
HR
$6.56B
$108M 0.01%
6,794,815
+683,211
+11% +$10.4M
MAC icon
906
Macerich
MAC
$6.96B
$108M 0.01%
6,652,710
+694,103
+12% +$10.7M
SPXC icon
907
SPX Corp
SPXC
$10.9B
$107M 0.01%
636,404
-26,281
-4% -$3.85M
AAON icon
908
Aaon
AAON
$7.03B
$106M 0.01%
1,443,938
-1,501,216
-51% -$132M
MP icon
909
MP Materials
MP
$9.84B
$106M 0.01%
3,197,311
+2,728,151
+581% +$69.6M
ARKG icon
910
ARK Genomic Revolution ETF
ARKG
$1.79B
$106M 0.01%
4,353,952
+920,430
+27% +$20.2M
SUI icon
911
Sun Communities
SUI
$14.5B
$106M 0.01%
838,056
-131,556
-14% -$16.3M
IBB icon
912
iShares Biotechnology ETF
IBB
$9.81B
$105M 0.01%
833,196
+355,000
+74% +$43.6M
GTES icon
913
Gates Industrial Corporation Ltd.
GTES
$7.2B
$105M 0.01%
4,554,947
-74,130
-2% -$1.49M
AVAV icon
914
AeroVironment
AVAV
$9.92B
$104M 0.01%
366,493
+42,682
+13% +$7.22M
RVMD icon
915
Revolution Medicines
RVMD
$44.1B
$104M 0.01%
2,837,228
-865,681
-23% -$33.3M
IGM icon
916
iShares Expanded Tech Sector ETF
IGM
$10.7B
$103M 0.01%
917,005
+7,627
+0.8% +$749K
UTZ icon
917
Utz Brands
UTZ
$1.25B
$103M 0.01%
8,197,258
-135,386
-2% -$1.77M
STM icon
918
STMicroelectronics
STM
$49.1B
$102M 0.01%
3,349,547
+212,499
+7% +$5.27M
NFLX icon
919
PUT
Netflix
NFLX
$311B
$102M 0.01%
758,000
-192,000
-20% -$21.7M
QSR icon
920
Restaurant Brands International
QSR
$25.6B
$101M 0.01%
1,530,765
+38,961
+3% +$2.6M
ITRI icon
921
Itron
ITRI
$4.52B
$101M 0.01%
769,821
+119,104
+18% +$13.5M
XPO icon
922
XPO
XPO
$23.8B
$101M 0.01%
802,269
-832,309
-51% -$93.4M
LSTR icon
923
Landstar System
LSTR
$6.03B
$101M 0.01%
725,343
+52,392
+8% +$7.26M
TROW icon
924
T. Rowe Price
TROW
$24.3B
$101M 0.01%
1,043,390
+128,245
+14% +$11.8M
FFIV icon
925
F5
FFIV
$23.4B
$101M 0.01%
341,905
-124,076
-27% -$34.3M
35 36
37
38 39

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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.