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 | |
|---|---|---|---|---|---|---|
201
Danaher
DHR
$138B
| $1.46B | 0.1% |
7,387,817
-402,763
| -5% | -$78.1M |
|
202
Norfolk Southern
NSC
$75.4B
| $1.45B | 0.1% |
5,680,808
-1,797,316
| -24% | -$424M |
|
203
Parker-Hannifin
PH
$120B
| $1.45B | 0.09% |
2,075,234
+14,534
| +0.7% | +$9.18M |
|
204
Accenture
ACN
$106B
| $1.45B | 0.09% |
4,842,072
-2,431,178
| -33% | -$740M |
|
205
Chubb
CB
$140B
| $1.45B | 0.09% |
4,993,853
-356,967
| -7% | -$103M |
|
206
CMS Energy
CMS
$23B
| $1.44B | 0.09% |
20,818,677
-2,555,725
| -11% | -$182M |
|
207
Northrop Grumman
NOC
$76B
| $1.44B | 0.09% |
2,883,707
-4,122
| -0.1% | -$2.03M |
|
208
Cheniere Energy
LNG
$54.2B
| $1.43B | 0.09% |
5,873,462
+1,214,883
| +26% | +$281M |
|
209
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $1.43B | 0.09% |
11,989,618
-128,691
| -1% | -$15.2M |
|
210
Ares Management
ARES
$28.1B
| $1.42B | 0.09% |
8,191,456
-116,874
| -1% | -$18.5M |
|
211
Williams Companies
WMB
$85.8B
| $1.42B | 0.09% |
22,561,413
-2,607,942
| -10% | -$154M |
|
212
United Rentals
URI
$65.7B
| $1.41B | 0.09% |
1,874,127
+780,322
| +71% | +$522M |
|
213
Cloudflare
NET
$96B
| $1.4B | 0.09% |
7,125,632
+4,680,734
| +191% | +$680M |
|
214
JPMorgan Chase
JPM
$916B
| $1.39B | 0.09% |
4,803,189
+232,961
| +5% | +$59.4M |
|
215
D.R. Horton
DHI
$41.2B
| $1.38B | 0.09% |
10,735,131
-6,019,121
| -36% | -$741M |
|
216
Xcel Energy
XEL
$49.2B
| $1.38B | 0.09% |
20,194,376
-616,865
| -3% | -$42.8M |
|
217
Burlington
BURL
$23.4B
| $1.37B | 0.09% |
5,868,037
+1,115,345
| +23% | +$265M |
|
218
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
| $1.36B | 0.09% |
10,030,388
-1,331,634
| -12% | -$166M |
|
219
PNC Financial Services
PNC
$99.1B
| $1.35B | 0.09% |
7,254,729
-841,257
| -10% | -$142M |
|
220
Cadence Design Systems
CDNS
$91.8B
| $1.32B | 0.09% |
4,272,611
+603,920
| +16% | +$176M |
|
221
Nu Holdings
NU
$67.8B
| $1.31B | 0.09% |
95,439,917
-39,219,215
| -29% | -$470M |
|
222
Yum China
YUMC
$15.7B
| $1.3B | 0.09% |
29,150,667
+5,164,701
| +22% | +$231M |
|
223
Nike
NKE
$64.1B
| $1.3B | 0.08% |
18,285,051
+3,538,911
| +24% | +$212M |
|
224
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $1.3B | 0.08% |
25,836,915
+7,272,592
| +39% | +$363M |
|
225
SBA Communications
SBAC
$19.8B
| $1.3B | 0.08% |
5,520,757
-452,900
| -8% | -$104M |
|
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, 2,517 increased, 3,216 reduced and 856 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 856 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.