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 | |
|---|---|---|---|---|---|---|
|
FCBD
1926
Frontier Asset Core Bond ETF
FCBD
$40.3M
| $19.7M | ﹤0.01% |
773,563
-81,671
| -10% | -$2.07M |
|
1927
PUT
XPeng
XPEV
$11.6B
| $19.7M | ﹤0.01% |
1,100,000
+1,052,900
| +2,235% | +$20.6M |
|
1928
LiveRamp
RAMP
$2.3B
| $19.6M | ﹤0.01% |
594,657
-102,584
| -15% | -$2.98M |
|
1929
ASE Group
ASX
$82.2B
| $19.6M | ﹤0.01% |
1,901,855
-3,317,827
| -64% | -$31M |
|
1930
Axsome Therapeutics
AXSM
$10.9B
| $19.6M | ﹤0.01% |
187,728
+62,945
| +50% | +$6.67M |
|
1931
HF Sinclair
DINO
$14.5B
| $19.6M | ﹤0.01% |
476,988
+40,848
| +9% | +$1.41M |
|
1932
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
| $19.6M | ﹤0.01% |
676,466
+225,003
| +50% | +$6.04M |
|
|
PENG
1933
Penguin Solutions Inc
PENG
$2.99B
| $19.5M | ﹤0.01% |
986,633
+411,527
| +72% | +$7.45M |
|
1934
iShares International Dividend Growth ETF
IGRO
$1.32B
| $19.5M | ﹤0.01% |
247,129
-5,929
| -2% | -$449K |
|
1935
Atmus Filtration Technologies
ATMU
$4.18B
| $19.5M | ﹤0.01% |
534,337
+221,044
| +71% | +$7.89M |
|
1936
Bank of America Series L
BAC.PRL
$3.99B
| $19.4M | ﹤0.01% |
15,992
-1,286
| -7% | -$1.52M |
|
1937
CALL
Boston Scientific
BSX
$71.5B
| $19.3M | ﹤0.01% |
180,000
-24,400
| -12% | -$2.47M |
|
1938
Forward Air
FWRD
$654M
| $19.3M | ﹤0.01% |
786,883
+252,509
| +47% | +$4.48M |
|
1939
Corcept Therapeutics
CORT
$12B
| $19.3M | ﹤0.01% |
262,811
-27,964
| -10% | -$2.03M |
|
1940
Genmab
GMAB
$19.5B
| $19.3M | ﹤0.01% |
933,309
+135,814
| +17% | +$2.79M |
|
1941
Associated Banc-Corp
ASB
$5.91B
| $19.3M | ﹤0.01% |
790,230
-42,091
| -5% | -$948K |
|
1942
FTAI Aviation
FTAI
$22.2B
| $19.3M | ﹤0.01% |
167,377
-584,104
| -78% | -$65.3M |
|
1943
iShares Global Infrastructure ETF
IGF
$10.7B
| $19.2M | ﹤0.01% |
324,492
-29,469
| -8% | -$1.68M |
|
1944
Sportradar
SRAD
$3.85B
| $19.2M | ﹤0.01% |
684,055
+504,673
| +281% | +$12M |
|
1945
Regal Rexnord
RRX
$11.9B
| $19.2M | ﹤0.01% |
132,385
-718,062
| -84% | -$90.1M |
|
1946
PUT
General Motors
GM
$76.8B
| $19.1M | ﹤0.01% |
389,100
-4,121,600
| -91% | -$195M |
|
1947
Consolidated Water Co
CWCO
$488M
| $19.1M | ﹤0.01% |
637,378
+101,434
| +19% | +$2.63M |
|
1948
Sunrun
RUN
$2.46B
| $19.1M | ﹤0.01% |
2,338,087
+955,283
| +69% | +$7.51M |
|
1949
Oshkosh
OSK
$9.59B
| $19.1M | ﹤0.01% |
168,354
-25,362
| -13% | -$2.46M |
|
1950
McGrath RentCorp
MGRC
$2.92B
| $19.1M | ﹤0.01% |
164,534
-25,225
| -13% | -$2.8M |
|
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.