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 | |
|---|---|---|---|---|---|---|
1776
Coca-Cola Consolidated
COKE
$12.6B
| $24.6M | ﹤0.01% |
220,527
-4,573
| -2% | -$552K |
|
1777
Safety Insurance
SAFT
$1.52B
| $24.6M | ﹤0.01% |
310,072
+125,398
| +68% | +$9.9M |
|
1778
PUT
American International
AIG
$40.7B
| $24.5M | ﹤0.01% |
286,600
-82,400
| -22% | -$6.86M |
|
1779
Wingstop
WING
$3.22B
| $24.4M | ﹤0.01% |
72,605
-27,335
| -27% | -$8.09M |
|
1780
Kyndryl
KD
$2.99B
| $24.4M | ﹤0.01% |
582,601
+4,507
| +0.8% | +$163K |
|
1781
Mirum Pharmaceuticals
MIRM
$5.97B
| $24.4M | ﹤0.01% |
480,276
+192,340
| +67% | +$8.56M |
|
1782
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
| $24.4M | ﹤0.01% |
334,539
-79,223
| -19% | -$5.73M |
|
1783
Stanley Black & Decker
SWK
$15.4B
| $24.3M | ﹤0.01% |
358,441
-130,766
| -27% | -$8.44M |
|
1784
Amdocs
DOX
$6.21B
| $24.3M | ﹤0.01% |
266,124
+31,827
| +14% | +$2.84M |
|
1785
Amer Sports
AS
$21.2B
| $24.3M | ﹤0.01% |
626,433
+621,233
| +11,947% | +$19.1M |
|
1786
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $24.3M | ﹤0.01% |
573,701
+27,448
| +5% | +$1.1M |
|
|
AAUC
1787
Allied Gold Corp
AAUC
$2.77B
| $24.2M | ﹤0.01% |
+1,791,270
| New | +$25.3M |
|
1788
Crane Co
CR
$12.7B
| $24.2M | ﹤0.01% |
127,463
+1,688
| +1% | +$280K |
|
1789
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$708M
| $24.2M | ﹤0.01% |
315,876
-3,687
| -1% | -$274K |
|
1790
Meritage Homes
MTH
$4.68B
| $24M | ﹤0.01% |
358,987
-190,070
| -35% | -$12.6M |
|
1791
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
| $24M | ﹤0.01% |
250,872
+9,638
| +4% | +$920K |
|
1792
Abercrombie & Fitch
ANF
$5.24B
| $24M | ﹤0.01% |
290,144
-61,083
| -17% | -$4.63M |
|
1793
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
| $24M | ﹤0.01% |
549,021
-477,868
| -47% | -$20.7M |
|
1794
Webster Financial
WBS
$12.8B
| $24M | ﹤0.01% |
439,227
-32,009
| -7% | -$1.6M |
|
1795
Ibotta
IBTA
$739M
| $24M | ﹤0.01% |
654,876
+542,313
| +482% | +$25.3M |
|
1796
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.51B
| $23.9M | ﹤0.01% |
577,882
-12,629
| -2% | -$519K |
|
1797
PUT
Gilead Sciences
GILD
$166B
| $23.9M | ﹤0.01% |
215,700
+163,800
| +316% | +$17.4M |
|
1798
Peloton Interactive
PTON
$2.4B
| $23.9M | ﹤0.01% |
3,438,771
+236,040
| +7% | +$1.53M |
|
1799
CALL
Marvell Technology
MRVL
$192B
| $23.8M | ﹤0.01% |
307,900
-101,000
| -25% | -$6.3M |
|
1800
Douglas Emmett
DEI
$1.9B
| $23.8M | ﹤0.01% |
1,582,771
+689
| +0% | +$9.96K |
|
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.