JPMORGAN CHASE & CO Portfolio Holdings
Q2 2025•5,767 long positions•$1.45T portfolio value
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Holding6,432 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Microsoft MSFT | Software - Infrastructure Technology | $78.1B 5.38% | 2.11% 157.1M shares | 142.0M → 157.1M +$7.5B | +10.6% | $3.64T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
2  Nvidia NVDA | Semiconductors Technology | $73.1B 5.04% | 1.9% 462.6M shares | 421.1M → 462.6M +$6.6B | +9.85% | $3.61T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
3  Apple AAPL | Consumer Electronics Technology | $44.0B 3.03% | 1.44% 214.6M shares | 198.7M → 214.6M +$3.3B | +7.98% | $2.99T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
4  Amazon AMZN | Specialty Retail Consumer Cyclical | $42.3B 2.92% | 1.82% 192.8M shares | 200.2M → 192.8M −$1.6B | -3.71% | $2.26T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
5  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $40.4B 2.78% | 2.18% 54.7M shares | 58.2M → 54.7M −$2.6B | -5.97% | $1.79T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
6  SPDR S&P 500 ETF Trust SPY | ETF ETF | $30.8B 2.13% | — 49.9M shares | 58.0M → 49.9M −$5.0B | -13.89% | — — | ≤ Q2 2013 Held for 12y 4m+ |
7  Broadcom Inc. AVGO | Semiconductors Technology | $25.9B 1.79% | 2.0% 94.1M shares | 91.4M → 94.1M +$759.3M | +3.01% | $1.24T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
8  iShares Core S&P 500 ETF IVV | ETF ETF | $17.6B 1.21% | — 28.3M shares | 23.9M → 28.3M +$2.7B | +18.33% | — — | ≤ Q2 2013 Held for 12y 4m+ |
9  Alphabet Inc. GOOG | Internet Content & Information Communication Services | $16.3B 1.12% | 0.755% 91.6M shares | 102.2M → 91.6M −$1.9B | -10.38% | $2.04T Mega Cap | Q2 2014 Held for 11y 4m |
10  Mastercard MA | Financial - Credit Services Financial Services | $16.2B 1.12% | 3.18% 28.8M shares | 31.0M → 28.8M −$1.2B | -7.01% | $506.28B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
11  Vanguard S&P 500 ETF VOO | ETF ETF | $16.0B 1.1% | — 28.2M shares | 29.2M → 28.2M −$599.6M | -3.61% | — — | ≤ Q2 2013 Held for 12y 4m+ |
12  Tesla, Inc. TSLA | Auto - Manufacturers Consumer Cyclical | $14.6B 1.01% | 1.43% 46.0M shares | 39.4M → 46.0M +$2.1B | +16.74% | $1.10T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
13  Netflix NFLX | Entertainment Communication Services | $13.3B 0.915% | 2.33% 9.9M shares | 9.9M → 9.9M +$23.6M | +0.18% | $544.35B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
14  Vanguard Total International Bond BNDX | ETF ETF | $12.0B 0.827% | — 242.2M shares | 230.5M → 242.2M +$580.5M | +5.09% | — — | Q2 2014 Held for 11y 4m |
15  Wells Fargo & Company WFC | Banks - Diversified Financial Services | $11.3B 0.778% | 4.33% 140.9M shares | 142.6M → 140.9M −$135.7M | -1.19% | $254.18B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
16  AbbVie ABBV | Drug Manufacturers - General Healthcare | $10.6B 0.732% | 3.24% 57.2M shares | 54.8M → 57.2M +$456.6M | +4.49% | $327.76B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
17 Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $10.6B 0.731% | 0.496% 60.2M shares | 64.4M → 60.2M −$737.6M | -6.5% | $2.04T Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
18  Exxon Mobil XOM | Oil & Gas Integrated Energy | $10.2B 0.704% | 2.2% 94.7M shares | 95.4M → 94.7M −$75.8M | -0.74% | $466.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
19  Oracle ORCL | Software - Infrastructure Technology | $10.0B 0.688% | 1.63% 45.6M shares | 43.0M → 45.6M +$572.0M | +6.08% | $604.66B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
20  McDonald's MCD | Restaurants Consumer Cyclical | $10.0B 0.687% | 4.77% 34.1M shares | 37.5M → 34.1M −$1.0B | -9.12% | $208.41B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
21  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $9.8B 0.672% | 1.39% 12.5M shares | 13.5M → 12.5M −$755.3M | -7.19% | $698.51B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
22  Walmart WMT | Discount Stores Consumer Defensive | $9.6B 0.662% | 1.23% 98.3M shares | 99.0M → 98.3M −$71.6M | -0.74% | $782.08B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
23  Vanguard Total Bond Market BND | ETF ETF | $9.3B 0.639% | — 125.9M shares | 103.2M → 125.9M +$1.7B | +21.93% | — — | ≤ Q2 2013 Held for 12y 4m+ |
24  Johnson & Johnson JNJ | Drug Manufacturers - General Healthcare | $8.6B 0.591% | 2.33% 56.1M shares | 54.1M → 56.1M +$311.7M | +3.77% | $366.18B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
25  Eaton Corporation ETN | Industrial - Machinery Industrials | $8.5B 0.588% | 6.11% 23.9M shares | 22.0M → 23.9M +$693.1M | +8.84% | $134.32B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
26  Philip Morris International PM | Tobacco Consumer Defensive | $8.4B 0.576% | 2.95% 45.9M shares | 36.9M → 45.9M +$1.7B | +24.6% | $287.16B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
27  JPMorgan BetaBuilders Japan BBJP | ETF ETF | $8.3B 0.572% | — 134.4M shares | 133.8M → 134.4M +$35.5M | +0.43% | — — | Q2 2018 Held for 7y 4m |
28  Bank of America BAC | Banks - Diversified Financial Services | $8.3B 0.571% | 2.33% 175.2M shares | 165.3M → 175.2M +$469.9M | +6.01% | $351.44B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
29  Visa V | Financial - Credit Services Financial Services | $8.1B 0.558% | 1.17% 22.8M shares | 26.6M → 22.8M −$1.4B | -14.44% | $686.91B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
30  Lowe's Companies LOW | Home Improvement Consumer Cyclical | $7.0B 0.482% | 5.62% 31.5M shares | 27.7M → 31.5M +$844.7M | +13.74% | $123.29B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
31  Intuit INTU | Software - Application Technology | $6.9B 0.479% | 3.16% 8.8M shares | 8.9M → 8.8M −$26.6M | -0.38% | $211.73B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
32  Walt Disney DIS | Entertainment Communication Services | $6.9B 0.473% | 3.08% 55.4M shares | 34.6M → 55.4M +$2.6B | +59.86% | $213.30B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
33  ServiceNow NOW | Software - Application Technology | $6.8B 0.469% | 3.19% 6.6M shares | 7.2M → 6.6M −$596.7M | -8.07% | $206.39B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
34  Nextra Energy NEE | Regulated Electric Utilities | $6.7B 0.465% | 4.72% 97.2M shares | 92.1M → 97.2M +$357.1M | +5.59% | $146.99B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
35  Berkshire Hathaway BRK.B | Insurance - Diversified Financial Services | $6.7B 0.461% | 0.638% 13.8M shares | 16.2M → 13.8M −$1.2B | -15.08% | $1.06T Mega Cap | Q4 2019 Held for 5y 9m |
36  International Business Machines IBM | Information Technology Services Technology | $6.6B 0.455% | 2.41% 22.4M shares | 20.7M → 22.4M +$484.9M | +7.94% | $273.05B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
37  Charles Schwab Corporation SCHW | Financial - Capital Markets Financial Services | $6.4B 0.444% | 3.89% 70.6M shares | 54.2M → 70.6M +$1.5B | +30.36% | $162.29B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
38  Taiwan Semiconductor Manufacturing Company TSM | Semiconductors Technology | $6.4B 0.443% | — 28.4M shares | 27.5M → 28.4M +$190.1M | +3.05% | — — | Q1 2023 Held for 2y 7m |
39  Southern Company SO | Regulated Electric Utilities | $6.3B 0.436% | 6.27% 69.0M shares | 63.6M → 69.0M +$494.0M | +8.46% | $100.0B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
40  3M MMM | Conglomerates Industrials | $6.3B 0.433% | 7.68% 41.3M shares | 27.5M → 41.3M +$2.1B | +50.38% | $80.7B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
41  Analog Devices ADI | Semiconductors Technology | $6.3B 0.432% | 5.3% 26.3M shares | 23.3M → 26.3M +$708.4M | +12.75% | $116.61B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
42  Texas Instruments TXN | Semiconductors Technology | $6.3B 0.431% | 3.31% 30.1M shares | 27.4M → 30.1M +$570.4M | +10.04% | $186.97B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
43  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $6.2B 0.43% | 2.2% 20.0M shares | 26.3M → 20.0M −$2.0B | -23.95% | $277.24B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
44  Booking Holdings Inc. BKNG | Travel Services Consumer Cyclical | $6.2B 0.428% | 3.3% 1.1M shares | 1.0M → 1.1M +$284.4M | +4.8% | $178.39B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
45  Trane Technologies TT | Construction Industrials | $6.2B 0.425% | 6.32% 14.1M shares | 15.7M → 14.1M −$713.5M | -10.37% | $95.7B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |
46  JPMorgan BetaBuilders Canada BBCA | ETF ETF | $6.2B 0.424% | — 76.2M shares | 76.4M → 76.2M −$14.6M | -0.24% | — — | Q3 2018 Held for 7y 1m |
47  American Express AXP | Financial - Credit Services Financial Services | $6.1B 0.419% | 2.72% 19.0M shares | 18.4M → 19.0M +$218.9M | +3.74% | $216.05B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
48  Financial Select Sector SPDR Fund XLF | ETF ETF | $6.0B 0.413% | — 114.4M shares | 150.0M → 114.4M −$1.9B | -23.76% | — — | ≤ Q2 2013 Held for 12y 4m+ |
49  Howmet Aerospace HWM | Industrial - Machinery Industrials | $5.9B 0.408% | 7.88% 31.8M shares | 24.5M → 31.8M +$1.4B | +30.09% | $71.3B Large Cap | Q4 2016 Held for 8y 9m |
50  Deere & Company DE | Agricultural - Machinery Industrials | $5.7B 0.395% | 4.16% 11.3M shares | 9.8M → 11.3M +$753.9M | +15.17% | $139.23B Large Cap | ≤ Q2 2013 Held for 12y 4m+ |