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 | |
|---|---|---|---|---|---|---|
1651
Doximity
DOCS
$4.57B
| $29.4M | ﹤0.01% |
479,112
+17,769
| +4% | +$991K |
|
1652
Dyne Therapeutics
DYN
$4.95B
| $29.4M | ﹤0.01% |
3,086,779
+555,466
| +22% | +$6.12M |
|
1653
PTC Therapeutics
PTCT
$6.23B
| $29.4M | ﹤0.01% |
601,560
-1,922
| -0.3% | -$91.2K |
|
1654
Harmony Gold Mining
HMY
$12.4B
| $29.4M | ﹤0.01% |
2,103,029
+864,671
| +70% | +$13.1M |
|
1655
Gildan
GIL
$10.6B
| $29.3M | ﹤0.01% |
594,714
-311,473
| -34% | -$14.3M |
|
1656
KBR
KBR
$4.83B
| $29.3M | ﹤0.01% |
610,834
+63,296
| +12% | +$3.28M |
|
1657
NMI Holdings
NMIH
$3.32B
| $29.3M | ﹤0.01% |
693,904
-57,573
| -8% | -$2.16M |
|
1658
PUT
Constellation Energy
CEG
$95.8B
| $29.3M | ﹤0.01% |
90,700
+44,400
| +96% | +$11.7M |
|
1659
AutoNation
AN
$6.88B
| $29.3M | ﹤0.01% |
147,295
-53
| -0% | -$9.57K |
|
1660
Albemarle
ALB
$15.5B
| $29.3M | ﹤0.01% |
466,878
-130,891
| -22% | -$7.74M |
|
1661
Teva Pharmaceuticals
TEVA
$42.1B
| $29.2M | ﹤0.01% |
1,741,456
-372,515
| -18% | -$6.01M |
|
1662
First Majestic Silver
AG
$9.29B
| $29.1M | ﹤0.01% |
3,519,572
+1,657,673
| +89% | +$11.1M |
|
1663
Griffon
GFF
$4.75B
| $29.1M | ﹤0.01% |
401,993
-98,985
| -20% | -$6.89M |
|
1664
PUT
Merck
MRK
$323B
| $29M | ﹤0.01% |
366,900
-1,292,600
| -78% | -$103M |
|
1665
Advanced Drainage Systems
WMS
$10.7B
| $29M | ﹤0.01% |
252,555
-14,312
| -5% | -$1.6M |
|
1666
iShares California Muni Bond ETF
CMF
$4.62B
| $28.9M | ﹤0.01% |
519,217
+26,680
| +5% | +$1.48M |
|
1667
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $28.9M | ﹤0.01% |
536,252
+29,153
| +6% | +$1.48M |
|
1668
Avantis US Large Cap Value ETF
AVLV
$18.3B
| $28.9M | ﹤0.01% |
423,936
+155,562
| +58% | +$10M |
|
1669
Constellium
CSTM
$3.98B
| $28.9M | ﹤0.01% |
2,171,333
+1,265,401
| +140% | +$14.2M |
|
1670
Houlihan Lokey
HLI
$8.62B
| $28.8M | ﹤0.01% |
160,212
-41,578
| -21% | -$6.99M |
|
1671
Commault Systems
CVLT
$5.78B
| $28.8M | ﹤0.01% |
165,221
-13,299
| -7% | -$2.27M |
|
1672
IMAX
IMAX
$2.81B
| $28.8M | ﹤0.01% |
1,029,602
+101,048
| +11% | +$2.62M |
|
1673
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $28.8M | ﹤0.01% |
1,176,181
+272,670
| +30% | +$6.56M |
|
1674
ING
ING
$101B
| $28.8M | ﹤0.01% |
1,314,705
+264,858
| +25% | +$5.35M |
|
1675
Unifirst Corp
UNF
$5.24B
| $28.7M | ﹤0.01% |
152,601
-147,569
| -49% | -$26.8M |
|
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.