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 |
Apple
AAPL
|
+$4.98B |
| 2 |
NVIDIA
NVDA
|
+$4.54B |
| 3 |
Palantir
PLTR
|
+$3.01B |
| 4 |
GE Vernova
GEV
|
+$2.54B |
| 5 |
Danaher
DHR
|
+$2.24B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.97B |
| 2 |
Visa
V
|
+$2.5B |
| 3 |
Amazon
AMZN
|
+$2.29B |
| 4 |
ExxonMobil
XOM
|
+$2.19B |
| 5 |
Intuitive Surgical
ISRG
|
+$2B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.64% |
| 2 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
Camden National
CAC
$990M
| $12M | ﹤0.01% |
311,170
+13,849
| +5% | +$557K |
|
2502
Microvast
MVST
$341M
| $12M | ﹤0.01% |
3,117,663
-1,008
| -0% | -$3.15K |
|
2503
iShares Core US REIT ETF
USRT
$4.63B
| $12M | ﹤0.01% |
203,860
-4,192
| -2% | -$241K |
|
|
GPGI
2504
GPGI Inc
GPGI
$3.85B
| $12M | ﹤0.01% |
574,171
+281,488
| +96% | +$4.87M |
|
2505
PUT
Aflac
AFL
$60.5B
| $12M | ﹤0.01% |
107,000
+100,000
| +1,429% | +$10.5M |
|
2506
Lear
LEA
$8.16B
| $11.9M | ﹤0.01% |
118,695
+1,516
| +1% | +$157K |
|
|
CRCL
2507
PUT
Circle Internet Group
CRCL
$19.1B
| $11.9M | ﹤0.01% |
+90,000
| New | +$14.2M |
|
|
HPP
2508
Hudson Pacific Properties
HPP
$777M
| $11.9M | ﹤0.01% |
617,260
+170,424
| +38% | +$3.21M |
|
2509
Cheesecake Factory
CAKE
$5.57B
| $11.9M | ﹤0.01% |
218,001
+113,326
| +108% | +$6.94M |
|
2510
Progress Software
PRGS
$1.79B
| $11.9M | ﹤0.01% |
270,954
-149,471
| -36% | -$6.89M |
|
|
GTY
2511
Getty Realty Corp
GTY
$2.04B
| $11.9M | ﹤0.01% |
443,409
-36,005
| -8% | -$1M |
|
2512
Apogee Enterprises
APOG
$897M
| $11.9M | ﹤0.01% |
272,969
+21,764
| +9% | +$934K |
|
2513
CALL
Live Nation Entertainment
LYV
$43.2B
| $11.9M | ﹤0.01% |
72,700
+7,700
| +12% | +$1.22M |
|
2514
Capital Group Dividend Value ETF
CGDV
$39.1B
| $11.9M | ﹤0.01% |
282,103
+83,790
| +42% | +$3.44M |
|
2515
DoubleVerify
DV
$2.04B
| $11.8M | ﹤0.01% |
988,869
+220,639
| +29% | +$3.27M |
|
2516
ANI Pharmaceuticals
ANIP
$1.72B
| $11.8M | ﹤0.01% |
129,096
-133,839
| -51% | -$10.9M |
|
2517
Travere Therapeutics
TVTX
$5.79B
| $11.8M | ﹤0.01% |
493,841
-277,989
| -36% | -$5.23M |
|
2518
PUT
Lowe's Companies
LOW
$122B
| $11.8M | ﹤0.01% |
46,900
-200
| -0.4% | -$49.1K |
|
2519
Vanguard Materials ETF
VAW
$3.05B
| $11.8M | ﹤0.01% |
57,465
+1,730
| +3% | +$351K |
|
2520
Bread Financial
BFH
$4.46B
| $11.8M | ﹤0.01% |
211,043
-19,362
| -8% | -$1.19M |
|
2521
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
| $11.8M | ﹤0.01% |
246,499
+12,607
| +5% | +$590K |
|
|
JPSV
2522
JPMorgan Active Small Cap Value ETF
JPSV
$28M
| $11.7M | ﹤0.01% |
200,000
| – | – |
|
2523
Ericsson
ERIC
$33.4B
| $11.7M | ﹤0.01% |
1,417,915
-2,107,013
| -60% | -$16.5M |
|
2524
PUT
Roku
ROKU
$22.9B
| $11.7M | ﹤0.01% |
116,400
+9,200
| +9% | +$848K |
|
2525
CALL
State Street
STT
$52.2B
| $11.6M | ﹤0.01% |
100,000
| – | – |
|
Similar funds
JP Morgan Chase's Q3 2025 Portfolio in Review
As of Q3 2025, JP Morgan Chase held 7,834 positions worth $1.67T, up 9.1% from $1.53T the previous quarter. Its ten largest holdings account for 26% of the portfolio.
JP Morgan Chase's Q3 2025 filing shows 820 new, 3,056 increased, 2,648 reduced and 481 closed positions. Its largest new stake was Virtus Reaves Utilities ETF: 2,702,319 shares worth $225M. The largest sale was iShares Core S&P 500 ETF, an estimated $3.97B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.
- JP Morgan Chase's largest Q3 2025 buy was Virtus Reaves Utilities ETF: 2,702,319 shares worth $225M.
- JP Morgan Chase added most to Apple in Q3 2025, an estimated $4.98B increase.
- JP Morgan Chase's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $3.97B.
- JP Morgan Chase fully exited The AZEK Co in Q3 2025, selling an estimated $387M.
- JP Morgan Chase's ten largest holdings make up 26% of its $1.67T portfolio in Q3 2025.
- JP Morgan Chase opened 820 new positions and closed 481 in Q3 2025.
- JP Morgan Chase's portfolio value rose 9.1% quarter-over-quarter to $1.67T.
Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.