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 | |
|---|---|---|---|---|---|---|
2676
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$794M
| $9.66M | ﹤0.01% |
328,625
+739
| +0.2% | +$21.4K |
|
|
PLYM
2677
DELISTED
Plymouth Industrial REIT
PLYM
| $9.64M | ﹤0.01% |
431,847
-468,583
| -52% | -$8.6M |
|
|
DVAX
2678
DELISTED
Dynavax Technologies
DVAX
| $9.64M | ﹤0.01% |
970,775
+27,941
| +3% | +$291K |
|
2679
Phibro Animal Health
PAHC
$1.41B
| $9.63M | ﹤0.01% |
238,115
+225,110
| +1,731% | +$7.43M |
|
2680
InMode
INMD
$872M
| $9.61M | ﹤0.01% |
645,136
-198,293
| -24% | -$2.9M |
|
2681
Neogen
NEOG
$2.58B
| $9.59M | ﹤0.01% |
1,680,212
+278,886
| +20% | +$1.49M |
|
2682
PUT
Super Micro Computer
SMCI
$25.4B
| $9.59M | ﹤0.01% |
200,000
| – | – |
|
2683
PUT
Tenet Healthcare
THC
$21.5B
| $9.58M | ﹤0.01% |
47,200
+7,200
| +18% | +$1.28M |
|
|
TEM
2684
PUT
Tempus AI
TEM
$9.46B
| $9.58M | ﹤0.01% |
118,700
-53,300
| -31% | -$3.73M |
|
2685
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
| $9.57M | ﹤0.01% |
167,414
+24,503
| +17% | +$1.38M |
|
2686
PUT
Williams Companies
WMB
$90.3B
| $9.56M | ﹤0.01% |
150,900
-29,100
| -16% | -$1.71M |
|
2687
PUT
United Rentals
URI
$71.5B
| $9.55M | ﹤0.01% |
+10,000
| New | +$8.91M |
|
2688
Korro Bio
KRRO
$190M
| $9.54M | ﹤0.01% |
199,249
+196,079
| +6,185% | +$4.35M |
|
2689
WisdomTree US LargeCap Fund
EPS
$1.66B
| $9.53M | ﹤0.01% |
138,278
+182
| +0.1% | +$12.1K |
|
2690
Standex International
SXI
$3.99B
| $9.53M | ﹤0.01% |
44,968
-17,549
| -28% | -$3.31M |
|
2691
Xperi
XPER
$325M
| $9.53M | ﹤0.01% |
1,470,244
-90,434
| -6% | -$597K |
|
2692
VF Corp
VFC
$5.82B
| $9.47M | ﹤0.01% |
656,312
-18,574
| -3% | -$250K |
|
2693
iShares MSCI Poland ETF
EPOL
$823M
| $9.46M | ﹤0.01% |
293,902
-3,929
| -1% | -$128K |
|
2694
nLIGHT
LASR
$3B
| $9.46M | ﹤0.01% |
319,314
+14,724
| +5% | +$365K |
|
2695
MDU Resources
MDU
$4.33B
| $9.46M | ﹤0.01% |
531,218
-52,218
| -9% | -$872K |
|
|
CTRA
2696
PUT
DELISTED
Coterra Energy
CTRA
| $9.46M | ﹤0.01% |
400,000
| – | – |
|
2697
iShares US Small Cap Equity Factor ETF
SMLF
$4.33B
| $9.45M | ﹤0.01% |
127,129
+3,880
| +3% | +$278K |
|
2698
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $9.44M | ﹤0.01% |
311,700
-31,798,159
| -99% | -$959M |
|
2699
CALL
NXP Semiconductors
NXPI
$58.4B
| $9.41M | ﹤0.01% |
41,300
+28,300
| +218% | +$6.36M |
|
2700
Aspen Aerogels
ASPN
$494M
| $9.39M | ﹤0.01% |
1,349,749
+103,243
| +8% | +$728K |
|
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.