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 | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$72.9B
| $2.07B | 0.14% |
3,939,618
-1,718,579
| -30% | -$959M |
|
152
Vulcan Materials
VMC
$36.8B
| $2.04B | 0.13% |
7,824,987
+857,210
| +12% | +$220M |
|
153
Travelers Companies
TRV
$81.1B
| $2.04B | 0.13% |
7,626,750
+751,715
| +11% | +$198M |
|
154
CALL
Invesco QQQ Trust
QQQ
$436B
| $1.99B | 0.13% |
3,606,500
+1,575,600
| +78% | +$784M |
|
155
HubSpot
HUBS
$12.9B
| $1.99B | 0.13% |
3,573,295
+62,047
| +2% | +$36.3M |
|
156
AT&T
T
$164B
| $1.97B | 0.13% |
68,090,748
+2,936,094
| +5% | +$80.9M |
|
|
157
Union Pacific
UNP
$174B
| $1.94B | 0.13% |
8,428,291
-8,407,269
| -50% | -$1.87B |
|
158
iShares MSCI Japan ETF
EWJ
$21.2B
| $1.91B | 0.12% |
25,439,947
-910,463
| -3% | -$64.8M |
|
159
iShares MSCI EAFE ETF
EFA
$76.4B
| $1.9B | 0.12% |
21,239,405
-774,504
| -4% | -$66.1M |
|
160
US Bancorp
USB
$97.9B
| $1.87B | 0.12% |
41,262,078
+7,464,320
| +22% | +$314M |
|
161
CVS Health
CVS
$135B
| $1.85B | 0.12% |
26,876,981
+3,440,623
| +15% | +$226M |
|
162
Ventas
VTR
$47.5B
| $1.85B | 0.12% |
29,313,805
-3,033,528
| -9% | -$198M |
|
163
Arista Networks
ANET
$199B
| $1.85B | 0.12% |
18,065,622
-8,372,549
| -32% | -$724M |
|
164
CSX Corp
CSX
$94B
| $1.84B | 0.12% |
56,476,106
-19,822,655
| -26% | -$597M |
|
165
Synopsys
SNPS
$71.6B
| $1.84B | 0.12% |
3,593,966
+418,719
| +13% | +$195M |
|
166
Equinix
EQIX
$99.4B
| $1.82B | 0.12% |
2,285,988
+695,420
| +44% | +$590M |
|
167
Air Products & Chemicals
APD
$65.5B
| $1.81B | 0.12% |
6,434,228
+310,799
| +5% | +$85M |
|
|
168
PUT
Meta Platforms (Facebook)
META
$1.49T
| $1.81B | 0.12% |
2,454,800
+441,700
| +22% | +$273M |
|
169
Advanced Micro Devices
AMD
$700B
| $1.81B | 0.12% |
12,748,822
-560,160
| -4% | -$61M |
|
170
Natera
NTRA
$36.4B
| $1.8B | 0.12% |
10,625,785
+3,263,822
| +44% | +$509M |
|
171
iShares Russell 1000 Value ETF
IWD
$81.4B
| $1.78B | 0.12% |
9,153,000
+67,043
| +0.7% | +$12.4M |
|
172
iShares Russell 2000 ETF
IWM
$79.1B
| $1.76B | 0.12% |
8,178,921
+2,134,779
| +35% | +$430M |
|
173
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.02B
| $1.74B | 0.11% |
17,839,219
-381,975
| -2% | -$34.8M |
|
174
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
| $1.73B | 0.11% |
12,811,819
+130,340
| +1% | +$17.6M |
|
175
Dover
DOV
$26.7B
| $1.72B | 0.11% |
9,392,837
-25,957
| -0.3% | -$4.52M |
|
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, 2,517 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.