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 | |
|---|---|---|---|---|---|---|
|
HTO
2601
H2O America
HTO
$2.66B
| $10.6M | ﹤0.01% |
216,747
+68,240
| +46% | +$3.41M |
|
2602
iShares MSCI Saudi Arabia ETF
KSA
$625M
| $10.5M | ﹤0.01% |
259,649
+254,552
| +4,994% | +$9.67M |
|
|
BBU
2603
DELISTED
Brookfield Business Partners
BBU
| $10.5M | ﹤0.01% |
322,899
+286,872
| +796% | +$7.66M |
|
2604
Ubiquiti
UI
$35.1B
| $10.5M | ﹤0.01% |
15,841
-223
| -1% | -$111K |
|
2605
Tennant Co
TNC
$1.18B
| $10.4M | ﹤0.01% |
128,882
+8,903
| +7% | +$728K |
|
2606
Baidu
BIDU
$35.3B
| $10.4M | ﹤0.01% |
79,266
-134,995
| -63% | -$13.4M |
|
2607
CALL
American Airlines Group
AAL
$9.98B
| $10.4M | ﹤0.01% |
928,700
+669,500
| +258% | +$8.25M |
|
|
ELME
2608
Elme Communities
ELME
$146M
| $10.4M | ﹤0.01% |
619,009
+203,487
| +49% | +$3.37M |
|
|
WW
2609
WW International
WW
$142M
| $10.4M | ﹤0.01% |
+381,231
| New | +$13.1M |
|
2610
IPG Photonics
IPGP
$3.56B
| $10.4M | ﹤0.01% |
131,543
-21,573
| -14% | -$1.69M |
|
2611
FTI Consulting
FCN
$4.2B
| $10.4M | ﹤0.01% |
64,417
-26,286
| -29% | -$4.37M |
|
2612
Arlo Technologies
ARLO
$1.54B
| $10.4M | ﹤0.01% |
614,182
-123,080
| -17% | -$2.09M |
|
2613
Glacier Bancorp
GBCI
$6.48B
| $10.4M | ﹤0.01% |
213,302
-11,334
| -5% | -$531K |
|
2614
Smith & Nephew
SNN
$12.5B
| $10.4M | ﹤0.01% |
285,929
-924,726
| -76% | -$31.9M |
|
2615
Palomar
PLMR
$3.35B
| $10.4M | ﹤0.01% |
88,841
+9,831
| +12% | +$1.25M |
|
2616
Inter&Co
INTR
$2.3B
| $10.4M | ﹤0.01% |
1,123,143
+1,121,566
| +71,120% | +$8.81M |
|
2617
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
| $10.4M | ﹤0.01% |
204,777
-19,451
| -9% | -$983K |
|
|
SCIU
2618
PUT
DELISTED
Global X Scientific Beta US ETF
SCIU
| $10.3M | ﹤0.01% |
215,300
+208,300
| +2,976% | +$10M |
|
2619
CALL
Accenture
ACN
$108B
| $10.3M | ﹤0.01% |
41,900
-13,600
| -25% | -$3.55M |
|
|
PCL
2620
PGIM Corporate Bond 10+ Year ETF
PCL
$74.3M
| $10.3M | ﹤0.01% |
+200,000
| New | +$10.2M |
|
2621
Howard Hughes
HHH
$4.01B
| $10.3M | ﹤0.01% |
125,217
-62,768
| -33% | -$4.65M |
|
2622
Excelerate Energy
EE
$1.12B
| $10.3M | ﹤0.01% |
408,152
+110,970
| +37% | +$2.77M |
|
2623
Financial Institutions
FISI
$831M
| $10.3M | ﹤0.01% |
377,740
+34,906
| +10% | +$931K |
|
2624
T. Rowe Price US Equity Research ETF
TSPA
$4.47B
| $10.3M | ﹤0.01% |
245,010
+101,653
| +71% | +$4.1M |
|
2625
Invesco DB Agriculture Fund
DBA
$1.24B
| $10.3M | ﹤0.01% |
383,644
-43,653
| -10% | -$1.16M |
|
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.