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 | |
|---|---|---|---|---|---|---|
2751
MillerKnoll
MLKN
$1.62B
| $8.94M | ﹤0.01% |
504,107
-39,869
| -7% | -$807K |
|
2752
Sonic Automotive
SAH
$2.54B
| $8.9M | ﹤0.01% |
116,909
-28,756
| -20% | -$2.29M |
|
2753
Olin
OLN
$2.16B
| $8.88M | ﹤0.01% |
355,442
-31,124
| -8% | -$691K |
|
2754
Coty
COTY
$2.47B
| $8.88M | ﹤0.01% |
2,198,397
+1,101,090
| +100% | +$5.05M |
|
2755
NETSCOUT
NTCT
$2.88B
| $8.87M | ﹤0.01% |
343,551
+136,377
| +66% | +$3.23M |
|
2756
Invesco China Technology ETF
CQQQ
$3.17B
| $8.86M | ﹤0.01% |
150,116
+122,333
| +440% | +$6.11M |
|
2757
ScottsMiracle-Gro
SMG
$3.56B
| $8.86M | ﹤0.01% |
155,498
+27,422
| +21% | +$1.73M |
|
2758
OppFi
OPFI
$613M
| $8.84M | ﹤0.01% |
780,258
+483,859
| +163% | +$5.43M |
|
2759
BrightSpring Health Services
BTSG
$12.1B
| $8.83M | ﹤0.01% |
298,750
+42,603
| +17% | +$990K |
|
2760
Marten Transport
MRTN
$1.25B
| $8.83M | ﹤0.01% |
828,224
+29,094
| +4% | +$354K |
|
2761
CleanSpark
CLSK
$2.98B
| $8.83M | ﹤0.01% |
608,655
+234,730
| +63% | +$2.65M |
|
2762
Danaos Corp
DAC
$2.56B
| $8.82M | ﹤0.01% |
98,179
+15,345
| +19% | +$1.41M |
|
2763
GigaCloud Technology
GCT
$1.89B
| $8.81M | ﹤0.01% |
310,383
-29,502
| -9% | -$769K |
|
2764
PUT
Kodiak Gas Services
KGS
$6.52B
| $8.79M | ﹤0.01% |
+237,800
| New | +$8.02M |
|
2765
PUT
Ferrovial N.V. Ordinary Shares
FER
$46.4B
| $8.79M | ﹤0.01% |
+151,448
| New | +$8.16M |
|
2766
PUT
Diamondback Energy
FANG
$56.7B
| $8.79M | ﹤0.01% |
+61,400
| New | +$8.74M |
|
2767
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
| $8.78M | ﹤0.01% |
352,120
+60,614
| +21% | +$1.48M |
|
2768
JPMorgan High Yield Municipal ETF
JMHI
$294M
| $8.76M | ﹤0.01% |
173,447
+35,110
| +25% | +$1.74M |
|
2769
Kulicke & Soffa
KLIC
$5.01B
| $8.74M | ﹤0.01% |
215,060
-163,538
| -43% | -$6.06M |
|
2770
Vanguard ESG US Stock ETF
ESGV
$13.7B
| $8.74M | ﹤0.01% |
73,784
-1,284
| -2% | -$146K |
|
2771
CrossAmerica Partners
CAPL
$897M
| $8.74M | ﹤0.01% |
415,476
-10,034
| -2% | -$210K |
|
2772
Simplify MBS ETF
MTBA
$1.5B
| $8.73M | ﹤0.01% |
173,482
+49,765
| +40% | +$2.5M |
|
2773
Concentrix
CNXC
$1.55B
| $8.73M | ﹤0.01% |
189,176
+5,771
| +3% | +$308K |
|
|
IBDQ
2774
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $8.72M | ﹤0.01% |
346,137
-103,924
| -23% | -$2.61M |
|
|
CLDT
2775
Chatham Lodging
CLDT
$600M
| $8.7M | ﹤0.01% |
1,296,831
-91,160
| -7% | -$652K |
|
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.