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 | |
|---|---|---|---|---|---|---|
1226
PUT
Uber
UBER
$159B
| $59.4M | ﹤0.01% |
636,300
-256,800
| -29% | -$21.1M |
|
1227
PUT
Salesforce
CRM
$162B
| $59.2M | ﹤0.01% |
217,200
+900
| +0.4% | +$241K |
|
1228
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.86B
| $59.2M | ﹤0.01% |
1,451,125
+893,554
| +160% | +$32.4M |
|
|
SFBS
1229
ServisFirst Bancshares
SFBS
$4.84B
| $59.1M | ﹤0.01% |
762,392
+47,926
| +7% | +$3.54M |
|
1230
UGI
UGI
$7.29B
| $59M | ﹤0.01% |
1,620,168
+328,720
| +25% | +$11.3M |
|
1231
Sanmina
SANM
$10.7B
| $59M | ﹤0.01% |
602,651
-47,069
| -7% | -$3.89M |
|
1232
Moelis & Co
MC
$4.72B
| $58.9M | ﹤0.01% |
945,558
-327,087
| -26% | -$18.4M |
|
1233
Jackson Financial
JXN
$8.83B
| $58.8M | ﹤0.01% |
662,569
+143,091
| +28% | +$11.6M |
|
1234
PUT
AbbVie
ABBV
$438B
| $58.7M | ﹤0.01% |
316,500
-197,600
| -38% | -$36.7M |
|
1235
Cincinnati Financial
CINF
$26.7B
| $58.6M | ﹤0.01% |
393,596
-146,329
| -27% | -$21M |
|
1236
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
| $58.6M | ﹤0.01% |
602,009
+54,208
| +10% | +$5.15M |
|
1237
State Street SPDR S&P Insurance ETF
KIE
$680M
| $58.5M | ﹤0.01% |
978,983
-2,344,561
| -71% | -$136M |
|
1238
BCE
BCE
$21B
| $58.5M | ﹤0.01% |
2,636,462
+1,957,508
| +288% | +$42.8M |
|
1239
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
| $58.4M | ﹤0.01% |
773,101
-233,604
| -23% | -$16M |
|
1240
Driven Brands
DRVN
$2.07B
| $58.3M | ﹤0.01% |
3,320,772
-427,554
| -11% | -$7.34M |
|
1241
Shake Shack
SHAK
$2.89B
| $58.2M | ﹤0.01% |
413,922
+190,570
| +85% | +$20.8M |
|
1242
RenaissanceRe
RNR
$13.2B
| $58.1M | ﹤0.01% |
239,330
+144,547
| +153% | +$35M |
|
|
BWIN
1243
Baldwin Insurance Group
BWIN
$2.79B
| $58M | ﹤0.01% |
1,355,916
-206,552
| -13% | -$8.38M |
|
1244
Global Payments
GPN
$22.8B
| $58M | ﹤0.01% |
724,732
-59,187
| -8% | -$4.68M |
|
1245
Wolverine World Wide
WWW
$1.55B
| $57.9M | ﹤0.01% |
3,203,429
+2,258
| +0.1% | +$34.4K |
|
|
EMA
1246
Emera Inc
EMA
$15.6B
| $57.9M | ﹤0.01% |
+1,263,210
| New | +$56.7M |
|
1247
Ingredion
INGR
$6.53B
| $57.7M | ﹤0.01% |
425,333
-62,392
| -13% | -$8.42M |
|
1248
Hillman Solutions
HLMN
$1.77B
| $57.5M | ﹤0.01% |
8,055,617
-549,591
| -6% | -$4.12M |
|
1249
Schwab US Large- Cap ETF
SCHX
$74.6B
| $57.2M | ﹤0.01% |
2,341,089
+25,843
| +1% | +$584K |
|
1250
Alerian MLP Index ETNs due January 28 2044
AMJB
$865M
| $56.9M | ﹤0.01% |
1,880,023
-910,000
| -33% | -$27.4M |
|
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.