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 | |
|---|---|---|---|---|---|---|
1426
Blackstone Secured Lending
BXSL
$5.66B
| $41.8M | ﹤0.01% |
1,360,310
+297,519
| +28% | +$9.08M |
|
1427
iShares China Large-Cap ETF
FXI
$4.35B
| $41.7M | ﹤0.01% |
1,134,245
-2,455,340
| -68% | -$86M |
|
1428
New York Times
NYT
$10.5B
| $41.7M | ﹤0.01% |
744,206
+149,338
| +25% | +$7.91M |
|
1429
iShares US Financials ETF
IYF
$4.4B
| $41.5M | ﹤0.01% |
343,215
+254,742
| +288% | +$28.7M |
|
1430
Diamondrock Hospitality Co
DRH
$2.48B
| $41.5M | ﹤0.01% |
5,412,002
+2,788,022
| +106% | +$20.8M |
|
|
HSAI
1431
Hesai Group
HSAI
$3.03B
| $41.4M | ﹤0.01% |
1,887,057
-62,709
| -3% | -$1.1M |
|
1432
Visteon
VC
$2.8B
| $41.4M | ﹤0.01% |
443,747
-171,118
| -28% | -$14.1M |
|
1433
Sunoco
SUN
$13.5B
| $41.4M | ﹤0.01% |
771,976
-921,267
| -54% | -$50.9M |
|
1434
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
| $41.2M | ﹤0.01% |
514,455
+98,443
| +24% | +$7.53M |
|
1435
The Mosaic Company
MOS
$7.46B
| $41.2M | ﹤0.01% |
1,129,697
-409,949
| -27% | -$13.1M |
|
1436
PUT
ASML
ASML
$666B
| $41.2M | ﹤0.01% |
51,400
+48,300
| +1,558% | +$34.7M |
|
1437
Selective Insurance
SIGI
$5.66B
| $41.2M | ﹤0.01% |
475,302
+46,297
| +11% | +$4.06M |
|
1438
EPR Properties
EPR
$4.63B
| $41.1M | ﹤0.01% |
705,963
-3,405
| -0.5% | -$179K |
|
1439
CALL
Palo Alto Networks
PANW
$314B
| $41.1M | ﹤0.01% |
200,900
+69,100
| +52% | +$12.8M |
|
1440
Clear Secure
YOU
$5.27B
| $41.1M | ﹤0.01% |
1,479,594
+143,012
| +11% | +$3.64M |
|
1441
Leonardo DRS
DRS
$12B
| $40.9M | ﹤0.01% |
879,980
-18,221
| -2% | -$732K |
|
1442
nVent Electric
NVT
$26.3B
| $40.9M | ﹤0.01% |
558,253
-1,276,326
| -70% | -$78.4M |
|
1443
PUT
ARK Innovation ETF
ARKK
$6.37B
| $40.6M | ﹤0.01% |
578,000
+460,900
| +394% | +$25.4M |
|
1444
H&R Block
HRB
$5.82B
| $40.6M | ﹤0.01% |
739,127
-204,279
| -22% | -$11.8M |
|
1445
Brown-Forman Class B
BF.B
$12.9B
| $40.5M | ﹤0.01% |
1,506,601
+37,981
| +3% | +$1.22M |
|
1446
Qiagen
QGEN
$9.04B
| $40.4M | ﹤0.01% |
1,252,948
+675,498
| +117% | +$29.4M |
|
1447
SL Green Realty
SLG
$3.9B
| $40.4M | ﹤0.01% |
651,896
-124,665
| -16% | -$7.14M |
|
|
WAY
1448
Waystar Holding Corp
WAY
$4.74B
| $40.3M | ﹤0.01% |
985,546
-386,821
| -28% | -$14.9M |
|
1449
PUT
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
| $40.3M | ﹤0.01% |
273,000
-921,800
| -77% | -$126M |
|
1450
Agilysys
AGYS
$3.02B
| $40.2M | ﹤0.01% |
350,440
-94,408
| -21% | -$8.52M |
|
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.