天天基金网·2025-08-14 05:06Core Viewpoint - Major global financial institutions, including JPMorgan Chase, Vanguard Group, and BlackRock, have significantly increased their holdings in technology giants, particularly Nvidia, in the second quarter of 2025, as revealed in their 13F filings [1][2][6]. Group 1: JPMorgan Chase Holdings - As of June 30, 2025, JPMorgan Chase's U.S. stock 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 [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. stock holdings reached a total market value of $6.18 trillion as of June 30, 2025, with the top ten holdings comprising a significant portion of the portfolio [6][7]. - The top five holdings include Nvidia, Microsoft, Apple, Amazon, and META, with Vanguard increasing its positions in these stocks during the second quarter [7]. Group 3: BlackRock Holdings - BlackRock's U.S. stock holdings totaled $5.25 trillion as of June 30, 2025, with the top ten holdings representing 28.07% of the total portfolio [7]. - Nvidia is the largest holding for BlackRock, with a total of 1.91 billion shares, and the firm also increased its stakes in Apple and Amazon during the second quarter [7].