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 | |
|---|---|---|---|---|---|---|
1851
Highwoods Properties
HIW
$3.4B
| $22.1M | ﹤0.01% |
710,883
-12,487
| -2% | -$368K |
|
1852
Arhaus
ARHS
$1.37B
| $22.1M | ﹤0.01% |
2,548,946
+97,149
| +4% | +$811K |
|
1853
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $22.1M | ﹤0.01% |
461,941
-130,054
| -22% | -$6.17M |
|
1854
Skywest
SKYW
$4.21B
| $22.1M | ﹤0.01% |
214,550
+80,486
| +60% | +$7.65M |
|
1855
Asbury Automotive
ABG
$3.81B
| $22.1M | ﹤0.01% |
92,547
+21,596
| +30% | +$4.94M |
|
1856
Resideo Technologies
REZI
$3.72B
| $22.1M | ﹤0.01% |
1,000,366
+100,477
| +11% | +$1.92M |
|
1857
Pampa Energía
PAM
$4.38B
| $22.1M | ﹤0.01% |
317,998
-33,358
| -9% | -$2.5M |
|
1858
Madison Square Garden
MSGS
$9.37B
| $22M | ﹤0.01% |
105,493
-13,950
| -12% | -$2.69M |
|
1859
CALL
Digital Realty Trust
DLR
$71B
| $22M | ﹤0.01% |
+126,300
| New | +$20.7M |
|
1860
Sonoco
SON
$5.62B
| $22M | ﹤0.01% |
505,003
-27,216
| -5% | -$1.22M |
|
1861
Essential Utilities
WTRG
$11.1B
| $22M | ﹤0.01% |
592,167
-388,366
| -40% | -$15.1M |
|
1862
Cabot Corp
CBT
$4.47B
| $22M | ﹤0.01% |
292,961
-43,587
| -13% | -$3.33M |
|
1863
Shift4
FOUR
$3.21B
| $21.9M | ﹤0.01% |
221,136
+35,538
| +19% | +$3.1M |
|
1864
Pebblebrook Hotel Trust
PEB
$2.01B
| $21.9M | ﹤0.01% |
2,189,138
+1,803,278
| +467% | +$16.8M |
|
1865
Dimensional International Value ETF
DFIV
$21.6B
| $21.8M | ﹤0.01% |
509,202
-8,262
| -2% | -$337K |
|
1866
PUT
Applovin
APP
$115B
| $21.7M | ﹤0.01% |
62,100
-670,800
| -92% | -$217M |
|
1867
WisdomTree True Developed International Fund
DOL
$842M
| $21.7M | ﹤0.01% |
364,450
+4,368
| +1% | +$251K |
|
|
SLNO
1868
DELISTED
Soleno Therapeutics
SLNO
| $21.7M | ﹤0.01% |
258,965
+231,579
| +846% | +$17.3M |
|
1869
WesBanco
WSBC
$3.99B
| $21.6M | ﹤0.01% |
683,842
-82,161
| -11% | -$2.49M |
|
1870
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $21.6M | ﹤0.01% |
288,606
+20,320
| +8% | +$1.41M |
|
1871
Avantis US Equity ETF
AVUS
$14.3B
| $21.6M | ﹤0.01% |
213,943
-250,669
| -54% | -$23.5M |
|
1872
PUT
Logitech
LOGI
$15.1B
| $21.6M | ﹤0.01% |
239,100
-117,600
| -33% | -$9.54M |
|
1873
Crocs
CROX
$6.71B
| $21.5M | ﹤0.01% |
212,761
-31,312
| -13% | -$3.19M |
|
1874
CALL
EOG Resources
EOG
$73.8B
| $21.5M | ﹤0.01% |
180,000
+2,700
| +2% | +$309K |
|
|
FINT
1875
Frontier Asset Total International Equity ETF
FINT
$78.9M
| $21.5M | ﹤0.01% |
746,260
+16,272
| +2% | +$443K |
|
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.