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 | |
|---|---|---|---|---|---|---|
2151
Assured Guaranty
AGO
$3.34B
| $14.8M | ﹤0.01% |
170,242
+51,519
| +43% | +$4.39M |
|
2152
CALL
Berkshire Hathaway Class B
BRK.B
$1.13T
| $14.8M | ﹤0.01% |
30,500
-70,600
| -70% | -$35.9M |
|
2153
Seacoast Banking Corp of Florida
SBCF
$3.35B
| $14.8M | ﹤0.01% |
534,877
+132,796
| +33% | +$3.28M |
|
2154
Vontier
VNT
$4.74B
| $14.8M | ﹤0.01% |
400,021
-60,279
| -13% | -$2.05M |
|
2155
PUT
Texas Instruments
TXN
$261B
| $14.7M | ﹤0.01% |
71,000
+65,100
| +1,103% | +$11.6M |
|
2156
PUT
Petrobras
PBR
$116B
| $14.7M | ﹤0.01% |
1,177,500
+75,000
| +7% | +$898K |
|
2157
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
| $14.7M | ﹤0.01% |
54,523
-4,589
| -8% | -$1.1M |
|
2158
Vishay Intertechnology
VSH
$5.43B
| $14.7M | ﹤0.01% |
924,598
+239,044
| +35% | +$3.32M |
|
2159
PUT
Thermo Fisher Scientific
TMO
$220B
| $14.7M | ﹤0.01% |
36,200
+29,200
| +417% | +$12.2M |
|
2160
FTI Consulting
FCN
$4.18B
| $14.6M | ﹤0.01% |
90,703
-13,967
| -13% | -$2.28M |
|
2161
Dimensional US Small Cap ETF
DFAS
$15.8B
| $14.6M | ﹤0.01% |
229,817
+17,254
| +8% | +$1.03M |
|
2162
Toyota
TM
$225B
| $14.6M | ﹤0.01% |
84,917
+10,062
| +13% | +$1.82M |
|
2163
PUT
Abbott
ABT
$187B
| $14.6M | ﹤0.01% |
107,500
+47,500
| +79% | +$6.26M |
|
2164
Independent Bank
INDB
$3.97B
| $14.6M | ﹤0.01% |
232,439
-33,026
| -12% | -$2.01M |
|
2165
RingCentral
RNG
$5.28B
| $14.6M | ﹤0.01% |
515,093
+28,211
| +6% | +$728K |
|
2166
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $14.6M | ﹤0.01% |
290,409
-17,152
| -6% | -$859K |
|
2167
Herc Holdings
HRI
$5.61B
| $14.6M | ﹤0.01% |
110,659
+19,665
| +22% | +$2.39M |
|
2168
Core Scientific
CORZ
$6.75B
| $14.5M | ﹤0.01% |
852,203
-825,957
| -49% | -$8.27M |
|
2169
Central Garden & Pet Co Class A
CENTA
$2.44B
| $14.5M | ﹤0.01% |
464,858
-100,618
| -18% | -$3.14M |
|
2170
iShares Global Clean Energy ETF
ICLN
$2.1B
| $14.5M | ﹤0.01% |
1,108,613
+377,004
| +52% | +$4.62M |
|
2171
Yelp
YELP
$1.41B
| $14.5M | ﹤0.01% |
424,086
-209,948
| -33% | -$7.59M |
|
2172
Valvoline
VVV
$4.51B
| $14.5M | ﹤0.01% |
383,257
-2,461
| -0.6% | -$86K |
|
2173
PUT
Booking.com
BKNG
$161B
| $14.5M | ﹤0.01% |
62,500
-190,000
| -75% | -$38.9M |
|
2174
Lindsay Corp
LNN
$1.18B
| $14.5M | ﹤0.01% |
100,327
+17,207
| +21% | +$2.3M |
|
2175
Teradata
TDC
$2.55B
| $14.5M | ﹤0.01% |
648,372
-32,849
| -5% | -$714K |
|
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.