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 | |
|---|---|---|---|---|---|---|
251
Royal Caribbean
RCL
$81.4B
| $1.17B | 0.07% |
3,622,655
+101,097
| +3% | +$33.8M |
|
252
Yum China
YUMC
$16.2B
| $1.17B | 0.07% |
27,245,506
-1,905,161
| -7% | -$86.6M |
|
253
Qualcomm
QCOM
$170B
| $1.17B | 0.07% |
7,027,948
+101,267
| +1% | +$16.1M |
|
254
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.16B | 0.07% |
11,618,735
+620,855
| +6% | +$61.6M |
|
255
Hewlett Packard
HPE
$72.3B
| $1.16B | 0.07% |
47,357,807
+233,768
| +0.5% | +$5.17M |
|
256
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $1.16B | 0.07% |
8,251,168
+1,230,878
| +18% | +$163M |
|
257
Boeing
BA
$185B
| $1.16B | 0.07% |
5,385,511
+437,152
| +9% | +$98.6M |
|
258
PUT
Microsoft
MSFT
$3.73T
| $1.13B | 0.07% |
2,186,900
+363,300
| +20% | +$185M |
|
259
Credo Technology Group
CRDO
$45.1B
| $1.12B | 0.07% |
7,699,456
+1,190,522
| +18% | +$146M |
|
260
Reddit
RDDT
$30.5B
| $1.12B | 0.07% |
4,859,037
+2,807,862
| +137% | +$573M |
|
261
M&T Bank
MTB
$36.6B
| $1.12B | 0.07% |
5,649,762
-107,134
| -2% | -$21M |
|
262
JPMorgan Active Value ETF
JAVA
$7.19B
| $1.1B | 0.07% |
15,963,524
+2,098,043
| +15% | +$141M |
|
263
Nike
NKE
$60.6B
| $1.1B | 0.07% |
15,729,618
-2,555,433
| -14% | -$190M |
|
264
Twilio
TWLO
$39.2B
| $1.09B | 0.07% |
10,938,252
-1,223,651
| -10% | -$138M |
|
265
T-Mobile US
TMUS
$194B
| $1.09B | 0.07% |
4,551,366
+694,401
| +18% | +$168M |
|
266
CALL
Alphabet (Google) Class A
GOOGL
$4.25T
| $1.09B | 0.07% |
4,479,800
+1,075,000
| +32% | +$225M |
|
267
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $1.09B | 0.07% |
11,400,265
+2,899,399
| +34% | +$271M |
|
268
Constellation Energy
CEG
$98.1B
| $1.08B | 0.06% |
3,293,001
+676,482
| +26% | +$218M |
|
269
Royal Bank of Canada
RY
$294B
| $1.07B | 0.06% |
7,296,221
+740,276
| +11% | +$102M |
|
270
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $1.07B | 0.06% |
16,397,195
-1,013,854
| -6% | -$65.2M |
|
271
Sherwin-Williams
SHW
$88.3B
| $1.06B | 0.06% |
3,052,021
+12,715
| +0.4% | +$4.48M |
|
272
PNC Financial Services
PNC
$101B
| $1.04B | 0.06% |
5,178,111
-2,076,618
| -29% | -$411M |
|
273
United Rentals
URI
$71.5B
| $1.04B | 0.06% |
1,087,028
-787,099
| -42% | -$701M |
|
274
Veeva Systems
VEEV
$38.5B
| $1.04B | 0.06% |
3,476,258
+159,984
| +5% | +$45M |
|
275
Ingersoll Rand
IR
$32.9B
| $1.03B | 0.06% |
12,478,481
-5,757,338
| -32% | -$472M |
|
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.