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 | |
|---|---|---|---|---|---|---|
1001
iRhythm Holdings
IRTC
$4.02B
| $86.7M | 0.01% |
563,201
+687
| +0.1% | +$88.8K |
|
1002
CALL
Morgan Stanley
MS
$338B
| $86.5M | 0.01% |
614,300
-134,600
| -18% | -$16.5M |
|
1003
Vodafone
VOD
$36.7B
| $86.1M | 0.01% |
8,076,148
+4,352,389
| +117% | +$42.1M |
|
1004
GSK
GSK
$102B
| $86M | 0.01% |
2,239,353
+1,839,212
| +460% | +$70.3M |
|
1005
Badger Meter
BMI
$3.93B
| $85.7M | 0.01% |
349,958
-132,460
| -27% | -$30M |
|
1006
Murphy USA
MUSA
$10B
| $85.6M | 0.01% |
210,525
-161,142
| -43% | -$73.3M |
|
1007
Astera Labs
ALAB
$54.1B
| $85.5M | 0.01% |
946,092
+8,870
| +0.9% | +$701K |
|
1008
Huntington Ingalls Industries
HII
$12.9B
| $85.4M | 0.01% |
353,820
+195,393
| +123% | +$43.6M |
|
1009
TPG
TPG
$8.12B
| $85.1M | 0.01% |
1,623,183
-269,885
| -14% | -$12.9M |
|
1010
PUT
iShares MSCI Australia ETF
EWA
$1.46B
| $85M | 0.01% |
2,813,600
-560,700
| -17% | -$14M |
|
1011
Dollar Tree
DLTR
$24.6B
| $85M | 0.01% |
857,798
+269,754
| +46% | +$23.3M |
|
1012
PUT
Intel
INTC
$493B
| $84.9M | 0.01% |
3,789,600
-5,140,300
| -58% | -$107M |
|
1013
IDEX
IEX
$17.5B
| $84.8M | 0.01% |
482,815
+174,555
| +57% | +$30.9M |
|
1014
Zimmer Biomet
ZBH
$18.5B
| $84.7M | 0.01% |
928,902
-1,152,479
| -55% | -$111M |
|
1015
PUT
Amgen
AMGN
$224B
| $84.6M | 0.01% |
302,900
+151,100
| +100% | +$42.8M |
|
1016
Nuveen ESG Large-Cap Value ETF
NULV
$2.29B
| $84.6M | 0.01% |
2,017,550
-4,577
| -0.2% | -$182K |
|
1017
Skyworks Solutions
SWKS
$10.3B
| $84.5M | 0.01% |
1,134,284
-100,179
| -8% | -$6.69M |
|
1018
National Health Investors
NHI
$3.39B
| $84.4M | 0.01% |
1,203,492
+906,479
| +305% | +$66.4M |
|
1019
Ollie's Bargain Outlet
OLLI
$4.76B
| $84.3M | 0.01% |
639,417
+217,405
| +52% | +$24.9M |
|
1020
Genesis Energy
GEL
$1.89B
| $84.1M | 0.01% |
4,883,712
+220,616
| +5% | +$3.34M |
|
1021
Franklin FTSE Canada ETF
FLCA
$856M
| $83.9M | 0.01% |
2,008,477
-227,010
| -10% | -$8.92M |
|
1022
Snap-on
SNA
$21.3B
| $83.8M | 0.01% |
269,174
-10,790
| -4% | -$3.43M |
|
1023
CALL
Akamai
AKAM
$16.8B
| $83.7M | 0.01% |
1,050,000
-27,000
| -3% | -$2.1M |
|
1024
Global X Uranium ETF
URA
$6.3B
| $83.7M | 0.01% |
2,156,730
-240,929
| -10% | -$6.99M |
|
|
IPG
1025
DELISTED
Interpublic Group of Companies
IPG
| $83.5M | 0.01% |
3,412,871
-409,952
| -11% | -$9.97M |
|
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.