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 | |
|---|---|---|---|---|---|---|
1101
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
| $73.3M | ﹤0.01% |
1,871,300
-45,890
| -2% | -$1.66M |
|
1102
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
| $73M | ﹤0.01% |
649,186
-30,509
| -4% | -$3.05M |
|
1103
Brunswick
BC
$5.28B
| $73M | ﹤0.01% |
1,321,570
-190,479
| -13% | -$9.63M |
|
1104
Flex
FLEX
$45.1B
| $73M | ﹤0.01% |
1,462,281
-2,148,989
| -60% | -$83.7M |
|
1105
Berkshire Hathaway Class A
BRK.A
$1.11T
| $72.9M | ﹤0.01% |
100
-25
| -20% | -$19M |
|
1106
Reinsurance Group of America
RGA
$16B
| $72.8M | ﹤0.01% |
366,868
+7,522
| +2% | +$1.47M |
|
|
PARA
1107
DELISTED
Paramount Global Class B
PARA
| $72.7M | ﹤0.01% |
5,633,697
+2,925,853
| +108% | +$34.3M |
|
1108
iShares US Equity Factor ETF
LRGF
$3.7B
| $72.6M | ﹤0.01% |
1,131,417
-109,646
| -9% | -$6.5M |
|
|
CMA
1109
DELISTED
Comerica
CMA
| $72.3M | ﹤0.01% |
1,211,498
+59,003
| +5% | +$3.29M |
|
1110
Perimeter Solutions
PRM
$5.65B
| $72.2M | ﹤0.01% |
5,185,440
-1,429,059
| -22% | -$16.5M |
|
1111
Western Midstream Partners
WES
$19.9B
| $72.1M | ﹤0.01% |
1,863,267
-493,020
| -21% | -$18.8M |
|
1112
CALL
Intuit
INTU
$91.4B
| $72.1M | ﹤0.01% |
91,500
+68,100
| +291% | +$46.1M |
|
1113
Pinnacle Financial Partners Inc
PNFP
$16B
| $72M | ﹤0.01% |
652,562
+3,441
| +0.5% | +$355K |
|
1114
PennyMac Financial
PFSI
$3.95B
| $72M | ﹤0.01% |
722,759
-156,568
| -18% | -$15.2M |
|
1115
Reliance Steel & Aluminium
RS
$21.8B
| $72M | ﹤0.01% |
229,418
+13,268
| +6% | +$3.92M |
|
|
BCPC
1116
Balchem Corp
BCPC
$5.71B
| $71.9M | ﹤0.01% |
451,734
-28,003
| -6% | -$4.54M |
|
1117
New Oriental
EDU
$8.85B
| $71.7M | ﹤0.01% |
1,329,253
-1,649,095
| -55% | -$78.3M |
|
1118
Tenet Healthcare
THC
$21B
| $71.6M | ﹤0.01% |
406,689
+38,169
| +10% | +$5.75M |
|
1119
Jacobs Solutions
J
$17.3B
| $71.5M | ﹤0.01% |
544,151
+28,520
| +6% | +$3.52M |
|
1120
Celestica
CLS
$39.1B
| $71.5M | ﹤0.01% |
457,950
+418,277
| +1,054% | +$44.5M |
|
1121
SPS Commerce
SPSC
$2.68B
| $71.2M | ﹤0.01% |
522,880
-10,718
| -2% | -$1.49M |
|
1122
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
| $70.8M | ﹤0.01% |
1,376,544
+34,085
| +3% | +$1.72M |
|
|
SNDK
1123
Sandisk
SNDK
$186B
| $70.8M | ﹤0.01% |
1,560,605
-903,228
| -37% | -$34.5M |
|
1124
Universal Display
OLED
$4.28B
| $70.7M | ﹤0.01% |
458,007
-47,177
| -9% | -$6.61M |
|
|
GTM
1125
ZoomInfo Technologies
GTM
$1.19B
| $70.7M | ﹤0.01% |
6,989,790
-122,290
| -2% | -$1.13M |
|
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.