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 | |
|---|---|---|---|---|---|---|
126
Marriott International
MAR
$100B
| $2.59B | 0.17% |
9,467,785
+2,006,845
| +27% | +$503M |
|
127
Quanta Services
PWR
$84.2B
| $2.58B | 0.17% |
6,821,962
+89,334
| +1% | +$28.7M |
|
128
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
| $2.56B | 0.17% |
42,710,758
+5,997,621
| +16% | +$335M |
|
129
Snowflake
SNOW
$98.1B
| $2.56B | 0.17% |
11,428,902
+1,352,370
| +13% | +$245M |
|
130
Prologis
PLD
$136B
| $2.54B | 0.17% |
24,147,194
-1,385,400
| -5% | -$145M |
|
131
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $2.53B | 0.17% |
32,198,341
+11,848,817
| +58% | +$926M |
|
132
Merck
MRK
$322B
| $2.52B | 0.16% |
31,821,772
+3,313,550
| +12% | +$263M |
|
|
133
CALL
Microsoft
MSFT
$2.9T
| $2.46B | 0.16% |
4,947,300
-66,900
| -1% | -$29.1M |
|
134
Take-Two Interactive
TTWO
$46.1B
| $2.45B | 0.16% |
10,099,118
+763,530
| +8% | +$172M |
|
135
Hilton Worldwide
HLT
$72.4B
| $2.39B | 0.16% |
8,964,338
+797,952
| +10% | +$190M |
|
136
AutoZone
AZO
$51.3B
| $2.34B | 0.15% |
631,645
-304,756
| -33% | -$1.12B |
|
137
PUT
Invesco QQQ Trust
QQQ
$436B
| $2.31B | 0.15% |
4,194,100
-1,428,300
| -25% | -$710M |
|
138
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
| $2.3B | 0.15% |
49,670,899
+964,005
| +2% | +$44.1M |
|
139
Keurig Dr Pepper
KDP
$42.8B
| $2.28B | 0.15% |
68,991,045
+30,108,373
| +77% | +$1.02B |
|
140
Honeywell
HON
$76.4B
| $2.26B | 0.15% |
10,298,297
-7,526,532
| -42% | -$1.52B |
|
141
Alibaba
BABA
$276B
| $2.26B | 0.15% |
19,906,419
-2,876,536
| -13% | -$341M |
|
142
Cisco
CSCO
$443B
| $2.22B | 0.15% |
32,027,373
-4,103,886
| -11% | -$252M |
|
143
Palantir
PLTR
$295B
| $2.19B | 0.14% |
16,078,241
-7,716,375
| -32% | -$905M |
|
144
Otis Worldwide
OTIS
$27.9B
| $2.19B | 0.14% |
22,114,586
-15,805,439
| -42% | -$1.53B |
|
145
Cigna
CI
$78.4B
| $2.14B | 0.14% |
6,462,953
+166,457
| +3% | +$53.7M |
|
146
Gilead Sciences
GILD
$165B
| $2.12B | 0.14% |
19,079,591
+7,999,385
| +72% | +$851M |
|
147
Ross Stores
ROST
$80.8B
| $2.11B | 0.14% |
16,566,340
-3,278,629
| -17% | -$455M |
|
148
PUT
iShares Morningstar Value ETF
ILCV
$1.31B
| $2.1B | 0.14% |
25,878,600
+927,700
| +4% | +$73.9M |
|
149
Edwards Lifesciences
EW
$49.4B
| $2.09B | 0.14% |
26,773,487
+4,811,521
| +22% | +$359M |
|
150
CALL
iShares S&P 100 ETF
OEF
$19.5B
| $2.07B | 0.14% |
24,601,400
+1,901,700
| +8% | +$530M |
|
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, 2,517 increased, 3,216 reduced and 856 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 856 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.