Nvidia(US:NVDA) 券商中国·2025-08-14 01:22Core Viewpoint - Major global financial institutions, including JPMorgan Chase, Vanguard Group, and BlackRock, have significantly increased their holdings in technology giants, particularly Nvidia, as revealed in their recent 13F filings for Q2 2025 [1][2][6]. Group 1: JPMorgan Chase Holdings - As of June 30, 2025, JPMorgan Chase's U.S. equity investment portfolio reached a total market value of $1.53 trillion, reflecting an 11.7% increase from the previous quarter [3]. - The top five holdings of JPMorgan Chase are all technology companies, accounting for 25.16% of the total portfolio value [4]. - The largest positions include Microsoft (MSFT) at approximately $78.12 billion (5.11%), Nvidia (NVDA) at about $73.09 billion (4.78%), and Apple (AAPL) at around $44.03 billion (2.88%) [4][5]. Group 2: Vanguard Group Holdings - Vanguard Group's U.S. equity holdings reached a total market value of $6.18 trillion as of June 30, 2025, with the top ten holdings representing 28.81% of the portfolio [6]. - Vanguard increased its positions in Nvidia and Microsoft by 39.47 million shares and 13.69 million shares, respectively, during Q2 2025 [6]. Group 3: BlackRock Holdings - BlackRock's U.S. equity holdings totaled $5.25 trillion as of June 30, 2025, with the top ten holdings making up 28.07% of the portfolio [6]. - The largest holding for BlackRock is Nvidia, with a total of 1.91 billion shares, and it also increased its positions in Apple and Amazon during Q2 2025 [6].