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 | |
|---|---|---|---|---|---|---|
2051
CALL
Accenture
ACN
$108B
| $16.6M | ﹤0.01% |
55,500
+51,500
| +1,288% | +$15.7M |
|
2052
FirstCash
FCFS
$8.78B
| $16.6M | ﹤0.01% |
122,653
-28,613
| -19% | -$3.66M |
|
2053
PagSeguro Digital
PAGS
$2.55B
| $16.6M | ﹤0.01% |
1,718,588
+228,633
| +15% | +$2.06M |
|
2054
Insight Enterprises
NSIT
$4.38B
| $16.6M | ﹤0.01% |
119,958
-35,893
| -23% | -$4.83M |
|
2055
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
| $16.5M | ﹤0.01% |
388,278
-1,244,004
| -76% | -$50.2M |
|
2056
CALL
Amgen
AMGN
$222B
| $16.5M | ﹤0.01% |
59,200
-201,300
| -77% | -$57M |
|
2057
CVR Partners
UAN
$1.34B
| $16.5M | ﹤0.01% |
+185,906
| New | +$15M |
|
2058
American Healthcare REIT
AHR
$10.9B
| $16.5M | ﹤0.01% |
449,443
+21,446
| +5% | +$713K |
|
2059
Newmark Group
NMRK
$2.63B
| $16.5M | ﹤0.01% |
1,357,755
-344,975
| -20% | -$3.86M |
|
|
TPC
2060
Tutor Perini Cor
TPC
$5.21B
| $16.5M | ﹤0.01% |
352,298
+65,742
| +23% | +$2.09M |
|
|
RNAM
2061
DELISTED
Avidity Biosciences
RNAM
| $16.5M | ﹤0.01% |
580,275
+139,473
| +32% | +$4.16M |
|
2062
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $16.4M | ﹤0.01% |
308,357
-708,400
| -70% | -$37M |
|
2063
Diodes
DIOD
$4.84B
| $16.4M | ﹤0.01% |
310,524
-208,092
| -40% | -$9.15M |
|
2064
iShares MSCI Switzerland ETF
EWL
$2.25B
| $16.4M | ﹤0.01% |
299,606
-251,254
| -46% | -$13.4M |
|
2065
Shinhan Financial Group
SHG
$35.6B
| $16.4M | ﹤0.01% |
362,259
-130,382
| -26% | -$4.97M |
|
2066
Teekay
TK
$985M
| $16.4M | ﹤0.01% |
1,983,752
+1,122,843
| +130% | +$8.7M |
|
2067
CALL
Intercontinental Exchange
ICE
$84.4B
| $16.4M | ﹤0.01% |
89,200
+4,600
| +5% | +$790K |
|
2068
CALL
Home Depot
HD
$355B
| $16.3M | ﹤0.01% |
44,500
+9,800
| +28% | +$3.55M |
|
2069
BigBear.ai
BBAI
$1.57B
| $16.3M | ﹤0.01% |
2,398,419
+2,326,883
| +3,253% | +$8.41M |
|
2070
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$579M
| $16.3M | ﹤0.01% |
185,212
-39,253
| -17% | -$3.18M |
|
2071
First Trust Cloud Computing ETF
SKYY
$3.12B
| $16.2M | ﹤0.01% |
133,518
-7,384
| -5% | -$807K |
|
2072
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $16.2M | ﹤0.01% |
404,410
+196,900
| +95% | +$7.43M |
|
2073
CALL
Walmart Inc
WMT
$890B
| $16.2M | ﹤0.01% |
165,500
+163,500
| +8,175% | +$15.6M |
|
2074
Voya Financial
VOYA
$9.19B
| $16.2M | ﹤0.01% |
227,864
-56,175
| -20% | -$3.61M |
|
2075
Seadrill
SDRL
$2.7B
| $16.1M | ﹤0.01% |
614,849
+512,074
| +498% | +$12.1M |
|
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.