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 | |
|---|---|---|---|---|---|---|
2701
Global Net Lease
GNL
$1.88B
| $9.38M | ﹤0.01% |
1,153,817
+85,304
| +8% | +$651K |
|
2702
CALL
Zillow
Z
$7.78B
| $9.38M | ﹤0.01% |
121,700
+121,400
| +40,467% | +$9.92M |
|
2703
CALL
XPeng
XPEV
$11.2B
| $9.37M | ﹤0.01% |
400,000
+100,000
| +33% | +$2.01M |
|
2704
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.79B
| $9.37M | ﹤0.01% |
212,904
-7,283
| -3% | -$319K |
|
2705
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.37B
| $9.35M | ﹤0.01% |
294,622
+4,591
| +2% | +$141K |
|
|
CSGS
2706
DELISTED
CSG Systems International
CSGS
| $9.33M | ﹤0.01% |
144,998
-4,893
| -3% | -$312K |
|
2707
US Physical Therapy
USPH
$1.18B
| $9.33M | ﹤0.01% |
109,837
+56,752
| +107% | +$4.55M |
|
2708
Invesco S&P MidCap Low Volatility ETF
XMLV
$749M
| $9.32M | ﹤0.01% |
146,705
+6,479
| +5% | +$406K |
|
2709
Healthcare Services Group
HCSG
$1.48B
| $9.32M | ﹤0.01% |
553,663
+175,880
| +47% | +$2.62M |
|
2710
Urban Edge Properties
UE
$2.78B
| $9.31M | ﹤0.01% |
454,939
-14,390
| -3% | -$287K |
|
2711
CRA International
CRAI
$1.06B
| $9.31M | ﹤0.01% |
44,631
+28,365
| +174% | +$5.45M |
|
2712
VanEck Short Muni ETF
SMB
$314M
| $9.28M | ﹤0.01% |
532,734
+20,280
| +4% | +$352K |
|
2713
CALL
GameStop
GME
$8.34B
| $9.28M | ﹤0.01% |
+340,000
| New | +$8.06M |
|
2714
Valvoline
VVV
$4.34B
| $9.27M | ﹤0.01% |
258,081
-125,176
| -33% | -$4.78M |
|
2715
Marriott Vacations Worldwide
VAC
$4.21B
| $9.27M | ﹤0.01% |
139,245
-94,312
| -40% | -$7.27M |
|
2716
Sensient Technologies
SXT
$5.54B
| $9.26M | ﹤0.01% |
98,683
+31,777
| +47% | +$3.48M |
|
2717
CALL
US Bancorp Series B Preferred Stock
USB.PRH
$742M
| $9.26M | ﹤0.01% |
191,500
+118,800
| +163% | +$2.43M |
|
2718
Dimensional International Small Cap ETF
DFIS
$5.92B
| $9.25M | ﹤0.01% |
292,436
-6,128
| -2% | -$188K |
|
2719
Principal Active High Yield ETF
YLD
$584M
| $9.25M | ﹤0.01% |
475,448
+37,150
| +8% | +$717K |
|
2720
CorVel
CRVL
$3.3B
| $9.23M | ﹤0.01% |
119,257
-5,032
| -4% | -$449K |
|
2721
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.23B
| $9.22M | ﹤0.01% |
255,162
+23,896
| +10% | +$845K |
|
2722
CALL
Phillips 66
PSX
$93.5B
| $9.22M | ﹤0.01% |
67,800
+7,800
| +13% | +$999K |
|
2723
Valley National Bancorp
VLY
$8.32B
| $9.21M | ﹤0.01% |
868,747
-66,961
| -7% | -$669K |
|
2724
Grupo Aeroportuario del Pacifico
PAC
$12.3B
| $9.2M | ﹤0.01% |
38,789
-365
| -0.9% | -$87.6K |
|
2725
Ezcorp Inc
EZPW
$1.79B
| $9.2M | ﹤0.01% |
483,211
+299,920
| +164% | +$4.7M |
|
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.