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 | |
|---|---|---|---|---|---|---|
|
VISN
2576
Vistance Networks Inc
VISN
$2.62B
| $10.8M | ﹤0.01% |
697,178
-186,477
| -21% | -$2.42M |
|
2577
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
| $10.8M | ﹤0.01% |
141,318
-5,588
| -4% | -$421K |
|
2578
Centrus Energy
LEU
$3.83B
| $10.8M | ﹤0.01% |
34,754
+26,257
| +309% | +$5.81M |
|
2579
PUT
Vertex Pharmaceuticals
VRTX
$133B
| $10.8M | ﹤0.01% |
27,500
-3,900
| -12% | -$1.63M |
|
2580
PUT
Monster Beverage
MNST
$91.4B
| $10.8M | ﹤0.01% |
320,000
+220,000
| +220% | +$6.87M |
|
|
CRCL
2581
Circle Internet Group
CRCL
$19.1B
| $10.7M | ﹤0.01% |
81,079
-278,900
| -77% | -$44.1M |
|
2582
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
| $10.7M | ﹤0.01% |
208,354
-141,512
| -40% | -$7.32M |
|
2583
PUT
Hims & Hers Health
HIMS
$6.71B
| $10.7M | ﹤0.01% |
189,200
+188,900
| +62,967% | +$9.68M |
|
2584
Dutch Bros
BROS
$8.93B
| $10.7M | ﹤0.01% |
204,705
+49,194
| +32% | +$3.11M |
|
2585
Methanex
MEOH
$4.17B
| $10.7M | ﹤0.01% |
269,374
+227,723
| +547% | +$8.09M |
|
2586
Iridium Communications
IRDM
$5.27B
| $10.7M | ﹤0.01% |
612,610
+50,239
| +9% | +$1.24M |
|
2587
LeMaitre Vascular
LMAT
$1.87B
| $10.7M | ﹤0.01% |
121,988
-27,800
| -19% | -$2.48M |
|
2588
UroGen Pharma
URGN
$2.34B
| $10.7M | ﹤0.01% |
534,545
+144,181
| +37% | +$2.59M |
|
|
GLDD
2589
DELISTED
Great Lakes Dredge & Dock
GLDD
| $10.7M | ﹤0.01% |
888,739
+99,463
| +13% | +$1.15M |
|
2590
First American
FAF
$7.56B
| $10.7M | ﹤0.01% |
165,798
-33,213
| -17% | -$2.09M |
|
2591
NCR Voyix
VYX
$1.17B
| $10.7M | ﹤0.01% |
848,673
+213,724
| +34% | +$2.82M |
|
2592
Blackstone Mortgage Trust
BXMT
$2.41B
| $10.6M | ﹤0.01% |
578,444
+155,421
| +37% | +$3M |
|
2593
Clear Channel Outdoor Holdings
CCO
$1.23B
| $10.6M | ﹤0.01% |
6,737,879
-37,199
| -0.5% | -$46.4K |
|
2594
CALL
Jefferies Financial Group
JEF
$12.9B
| $10.6M | ﹤0.01% |
+162,700
| New | +$9.92M |
|
2595
iShares US Tech Independence Focused ETF
IETC
$733M
| $10.6M | ﹤0.01% |
104,371
+412
| +0.4% | +$40.5K |
|
2596
PUT
Nasdaq
NDAQ
$54.6B
| $10.6M | ﹤0.01% |
120,200
| – | – |
|
2597
CALL
Travere Therapeutics
TVTX
$5.79B
| $10.6M | ﹤0.01% |
444,800
+433,200
| +3,734% | +$8.14M |
|
2598
Honda
HMC
$40.6B
| $10.6M | ﹤0.01% |
344,038
+225,140
| +189% | +$7.34M |
|
2599
The Bancorp
TBBK
$2.83B
| $10.6M | ﹤0.01% |
141,250
-112,141
| -44% | -$7.82M |
|
2600
Biglari Holdings Class B
BH
$1.22B
| $10.6M | ﹤0.01% |
32,656
+5,650
| +21% | +$1.72M |
|
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.