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 | |
|---|---|---|---|---|---|---|
1876
SLR Investment Corp
SLRC
$702M
| $21.5M | ﹤0.01% |
1,331,363
-9,096
| -0.7% | -$146K |
|
1877
Assurant
AIZ
$14.2B
| $21.5M | ﹤0.01% |
108,605
-41,139
| -27% | -$8.08M |
|
1878
Louisiana-Pacific
LPX
$5.26B
| $21.4M | ﹤0.01% |
249,257
-76,481
| -23% | -$6.8M |
|
1879
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
| $21.3M | ﹤0.01% |
311,490
+95,810
| +44% | +$6.03M |
|
|
ONC
1880
BeOne Medicines Ltd
ONC
$40.3B
| $21.3M | ﹤0.01% |
88,014
-50,296
| -36% | -$12.3M |
|
1881
American Airlines Group
AAL
$10.2B
| $21.3M | ﹤0.01% |
1,898,518
-1,633,700
| -46% | -$17.5M |
|
1882
Axos Financial
AX
$5.64B
| $21.3M | ﹤0.01% |
279,984
-76,177
| -21% | -$5.15M |
|
1883
MSC Industrial Direct
MSM
$6.84B
| $21.3M | ﹤0.01% |
250,401
+14,107
| +6% | +$1.11M |
|
1884
PUT
United Parcel Service
UPS
$88.6B
| $21.3M | ﹤0.01% |
210,600
+45,700
| +28% | +$4.5M |
|
1885
Goodyear
GT
$1.76B
| $21.2M | ﹤0.01% |
2,041,518
+247,609
| +14% | +$2.62M |
|
1886
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
| $21.1M | ﹤0.01% |
335,762
+73,502
| +28% | +$4.42M |
|
|
SPR
1887
DELISTED
Spirit AeroSystems
SPR
| $21M | ﹤0.01% |
551,605
+105,831
| +24% | +$3.8M |
|
1888
PUT
Boston Scientific
BSX
$73.1B
| $21M | ﹤0.01% |
195,800
+88,000
| +82% | +$8.9M |
|
1889
Columbia Sportswear
COLM
$2.92B
| $21M | ﹤0.01% |
344,040
-273,673
| -44% | -$17.6M |
|
1890
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
| $21M | ﹤0.01% |
335,094
-14,799
| -4% | -$899K |
|
|
EFOR
1891
Everforth Inc
EFOR
$1.33B
| $21M | ﹤0.01% |
420,461
+23,316
| +6% | +$1.27M |
|
1892
Brinker International
EAT
$9.72B
| $20.9M | ﹤0.01% |
115,920
+17,681
| +18% | +$2.77M |
|
1893
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $20.9M | ﹤0.01% |
415,910
-399,732
| -49% | -$20M |
|
1894
Nelnet
NNI
$4.53B
| $20.8M | ﹤0.01% |
172,088
+39,417
| +30% | +$4.4M |
|
1895
PUT
Nike
NKE
$61.8B
| $20.8M | ﹤0.01% |
293,100
+49,300
| +20% | +$2.96M |
|
1896
CALL
Nu Holdings
NU
$67.6B
| $20.8M | ﹤0.01% |
1,517,600
-407,600
| -21% | -$4.88M |
|
1897
Boot Barn
BOOT
$5.17B
| $20.7M | ﹤0.01% |
136,176
+36,959
| +37% | +$4.91M |
|
1898
SharkNinja
SN
$26.3B
| $20.7M | ﹤0.01% |
208,970
-238,547
| -53% | -$20.6M |
|
1899
Black Hills Corp
BKH
$5.61B
| $20.7M | ﹤0.01% |
368,491
-52,121
| -12% | -$3.05M |
|
1900
CALL
Applied Materials
AMAT
$424B
| $20.7M | ﹤0.01% |
112,900
+67,700
| +150% | +$10.7M |
|
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.