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 | |
|---|---|---|---|---|---|---|
2926
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $7.29M | ﹤0.01% |
159,088
-5,801
| -4% | -$267K |
|
2927
CALL
Cigna
CI
$74.6B
| $7.26M | ﹤0.01% |
25,200
-200
| -0.8% | -$59.2K |
|
2928
CALL
Thor Industries
THO
$4.12B
| $7.26M | ﹤0.01% |
+70,000
| New | +$7.05M |
|
2929
CALL
Amgen
AMGN
$224B
| $7.25M | ﹤0.01% |
25,700
-33,500
| -57% | -$9.72M |
|
|
VSTA
2930
DELISTED
Vasta Platform
VSTA
| $7.24M | ﹤0.01% |
1,456,702
+78,140
| +6% | +$342K |
|
2931
Cathay General Bancorp
CATY
$4.32B
| $7.23M | ﹤0.01% |
150,601
+42,868
| +40% | +$2.06M |
|
2932
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
| $7.23M | ﹤0.01% |
245,734
+85,060
| +53% | +$2.5M |
|
2933
CALL
TJX Companies
TJX
$168B
| $7.23M | ﹤0.01% |
50,000
| – | – |
|
2934
White Mountains Insurance
WTM
$5.1B
| $7.22M | ﹤0.01% |
4,322
+1,999
| +86% | +$3.57M |
|
2935
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
| $7.22M | ﹤0.01% |
151,887
+15,556
| +11% | +$733K |
|
2936
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
| $7.21M | ﹤0.01% |
96,232
-2,770
| -3% | -$199K |
|
2937
The Greenbrier Companies
GBX
$1.4B
| $7.19M | ﹤0.01% |
155,772
+42,504
| +38% | +$2.03M |
|
2938
Prothena Corp
PRTA
$461M
| $7.18M | ﹤0.01% |
735,765
+608,814
| +480% | +$4.68M |
|
2939
Scholastic
SCHL
$784M
| $7.17M | ﹤0.01% |
261,960
-19,774
| -7% | -$489K |
|
2940
PUT
Macy's
M
$6.19B
| $7.17M | ﹤0.01% |
+400,000
| New | +$5.66M |
|
2941
iShares US Healthcare ETF
IYH
$3.75B
| $7.16M | ﹤0.01% |
121,864
+5,709
| +5% | +$325K |
|
2942
CALL
Walmart Inc
WMT
$920B
| $7.14M | ﹤0.01% |
69,300
-96,200
| -58% | -$9.58M |
|
2943
Lakeland Financial Corp
LKFN
$1.56B
| $7.14M | ﹤0.01% |
111,213
+44,395
| +66% | +$2.88M |
|
2944
Calix
CALX
$2.51B
| $7.14M | ﹤0.01% |
116,295
-80,989
| -41% | -$4.66M |
|
2945
PUT
Honeywell
HON
$74.3B
| $7.14M | ﹤0.01% |
35,968
+35,437
| +6,674% | +$7.4M |
|
2946
Distillate US Fundamental Stability & Value ETF
DSTL
$2.08B
| $7.13M | ﹤0.01% |
123,100
+41,886
| +52% | +$2.37M |
|
|
NEE.PRT
2947
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.47B
| $7.13M | ﹤0.01% |
151,657
-57,041
| -27% | -$2.62M |
|
2948
MGE Energy Inc
MGEE
$3.09B
| $7.13M | ﹤0.01% |
84,700
+27,899
| +49% | +$2.38M |
|
2949
CALL
Seagate
STX
$220B
| $7.13M | ﹤0.01% |
+30,200
| New | +$5.15M |
|
|
SEM
2950
DELISTED
Select Medical
SEM
| $7.12M | ﹤0.01% |
554,203
+109,788
| +25% | +$1.46M |
|
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.