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 | |
|---|---|---|---|---|---|---|
1476
OGE Energy
OGE
$9.54B
| $38.8M | ﹤0.01% |
873,248
-96,223
| -10% | -$4.27M |
|
1477
PUT
Qualcomm
QCOM
$170B
| $38.7M | ﹤0.01% |
242,900
+183,100
| +306% | +$27M |
|
1478
Chemours
CC
$2.2B
| $38.7M | ﹤0.01% |
3,377,427
-2,145,222
| -39% | -$24.2M |
|
1479
Duolingo
DUOL
$6.42B
| $38.6M | ﹤0.01% |
94,077
-30,007
| -24% | -$13.2M |
|
1480
CALL
Uber
UBER
$159B
| $38.6M | ﹤0.01% |
413,300
-248,000
| -38% | -$20.4M |
|
|
SION
1481
Sionna Therapeutics
SION
$203M
| $38.5M | ﹤0.01% |
2,221,188
+51,589
| +2% | +$676K |
|
|
B
1482
PUT
Barrick Mining
B
$68.5B
| $38.5M | ﹤0.01% |
1,850,000
+1,550,000
| +517% | +$30.3M |
|
1483
ABM Industries
ABM
$2.81B
| $38.3M | ﹤0.01% |
811,404
-132,026
| -14% | -$6.38M |
|
1484
Remitly
RELY
$4.87B
| $38.2M | ﹤0.01% |
2,034,038
-192,382
| -9% | -$4M |
|
|
1485
PUT
UnitedHealth
UNH
$371B
| $38.2M | ﹤0.01% |
122,300
-25,700
| -17% | -$9.82M |
|
1486
Kilroy Realty
KRC
$4.32B
| $38.1M | ﹤0.01% |
1,109,600
-144,133
| -11% | -$4.7M |
|
1487
PUT
Nu Holdings
NU
$67B
| $38M | ﹤0.01% |
2,773,100
-3,296,900
| -54% | -$39.5M |
|
1488
Jones Lang LaSalle
JLL
$16.4B
| $38M | ﹤0.01% |
148,567
+1,411
| +1% | +$323K |
|
1489
CALL
Oracle
ORCL
$435B
| $37.9M | ﹤0.01% |
173,500
+78,800
| +83% | +$12.7M |
|
1490
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $37.9M | ﹤0.01% |
1,257,688
+425,331
| +51% | +$12M |
|
|
XYZ
1491
Block Inc
XYZ
$47.5B
| $37.8M | ﹤0.01% |
556,313
-4,386,456
| -89% | -$255M |
|
1492
Barclays
BCS
$94.3B
| $37.8M | ﹤0.01% |
2,031,480
+1,919,843
| +1,720% | +$31.8M |
|
1493
Atkore
ATKR
$3.17B
| $37.8M | ﹤0.01% |
535,162
+279,385
| +109% | +$18.1M |
|
1494
PGIM AAA CLO ETF
PAAA
$11.3B
| $37.7M | ﹤0.01% |
733,258
-464,768
| -39% | -$23.8M |
|
1495
Wynn Resorts
WYNN
$10.6B
| $37.7M | ﹤0.01% |
402,723
-4,884
| -1% | -$414K |
|
1496
Wayfair
W
$14.1B
| $37.7M | ﹤0.01% |
737,007
-822,664
| -53% | -$30.7M |
|
1497
Liberty Broadband Class C
LBRDK
$5.18B
| $37.7M | ﹤0.01% |
382,815
+12,456
| +3% | +$1.12M |
|
1498
Compañía de Minas Buenaventura
BVN
$8.78B
| $37.6M | ﹤0.01% |
2,291,838
+391,465
| +21% | +$5.94M |
|
1499
ATI
ATI
$31.1B
| $37.4M | ﹤0.01% |
433,669
+53,128
| +14% | +$3.64M |
|
1500
PUT
Coca-Cola
KO
$374B
| $37.4M | ﹤0.01% |
528,300
+288,300
| +120% | +$20.5M |
|
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.