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 | |
|---|---|---|---|---|---|---|
1201
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
| $61.6M | ﹤0.01% |
981,307
-427,720
| -30% | -$25.2M |
|
1202
CALL
AbbVie
ABBV
$438B
| $61.4M | ﹤0.01% |
330,800
-14,200
| -4% | -$2.64M |
|
1203
iShares MSCI Taiwan ETF
EWT
$11B
| $61.3M | ﹤0.01% |
1,068,662
-109,306
| -9% | -$5.59M |
|
1204
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
| $61.3M | ﹤0.01% |
272,675
+71,956
| +36% | +$14.9M |
|
1205
Terreno Realty
TRNO
$7.45B
| $61.3M | ﹤0.01% |
1,093,375
+6,994
| +0.6% | +$400K |
|
1206
CALL
VanEck Gold Miners ETF
GDX
$27.6B
| $61.2M | ﹤0.01% |
913,300
-322,300
| -26% | -$16M |
|
|
DFUS
1207
Dimensional US Equity ETF
DFUS
$21.6B
| $61.1M | ﹤0.01% |
912,390
-15,797
| -2% | -$978K |
|
1208
WIX.com
WIX
$2.61B
| $61M | ﹤0.01% |
385,011
+112,261
| +41% | +$18.1M |
|
1209
Littelfuse
LFUS
$11.6B
| $60.7M | ﹤0.01% |
267,796
+40,786
| +18% | +$8.04M |
|
1210
PUT
Mercado Libre
MELI
$92.5B
| $60.6M | ﹤0.01% |
23,200
+2,000
| +9% | +$4.67M |
|
1211
Knight Transportation
KNX
$11.2B
| $60.6M | ﹤0.01% |
1,370,754
-134,223
| -9% | -$5.71M |
|
1212
Tyson Foods
TSN
$20.1B
| $60.6M | ﹤0.01% |
1,083,509
-136,133
| -11% | -$7.83M |
|
1213
LCI Industries
LCII
$2.55B
| $60.4M | ﹤0.01% |
662,874
-76,614
| -10% | -$6.53M |
|
1214
CNX Resources
CNX
$5.32B
| $60.4M | ﹤0.01% |
1,794,696
-539,137
| -23% | -$17M |
|
1215
Watts Water Technologies
WTS
$12.8B
| $60.4M | ﹤0.01% |
245,741
+23,447
| +11% | +$5.28M |
|
1216
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
| $60.2M | ﹤0.01% |
611,155
-94,327
| -13% | -$8.97M |
|
1217
Telus
TU
$15.1B
| $60.2M | ﹤0.01% |
3,750,815
-562,268
| -13% | -$8.72M |
|
1218
Builders FirstSource
BLDR
$7.74B
| $60.2M | ﹤0.01% |
516,164
-434,378
| -46% | -$50.1M |
|
1219
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
| $60.1M | ﹤0.01% |
1,676,775
-49,360
| -3% | -$1.65M |
|
1220
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
| $60M | ﹤0.01% |
1,168,929
-489,957
| -30% | -$25M |
|
1221
abrdn Physical Silver Shares ETF
SIVR
$4.56B
| $59.8M | ﹤0.01% |
1,739,018
+1,687,728
| +3,291% | +$54.1M |
|
1222
McCormick & Company Non-Voting
MKC
$14.3B
| $59.8M | ﹤0.01% |
788,169
-432,937
| -35% | -$32.4M |
|
1223
Five Below
FIVE
$13B
| $59.7M | ﹤0.01% |
455,271
-299,984
| -40% | -$29.2M |
|
1224
Qfin Holdings
QFIN
$1.59B
| $59.7M | ﹤0.01% |
1,376,477
+735,888
| +115% | +$30.7M |
|
1225
Janus International
JBI
$732M
| $59.4M | ﹤0.01% |
7,293,358
-679,390
| -9% | -$5.18M |
|
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.