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 | |
|---|---|---|---|---|---|---|
3001
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
| $6.8M | ﹤0.01% |
330,730
+330,216
| +64,244% | +$6.78M |
|
3002
VanEck Vietnam ETF
VNM
$496M
| $6.8M | ﹤0.01% |
381,239
+144,296
| +61% | +$2.43M |
|
|
AGNT
3003
AGNT Inc
AGNT
$727M
| $6.78M | ﹤0.01% |
636,479
-73,522
| -10% | -$778K |
|
3004
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
| $6.77M | ﹤0.01% |
319,029
+175,548
| +122% | +$3.7M |
|
3005
ADMA Biologics
ADMA
$2.12B
| $6.77M | ﹤0.01% |
461,698
+33,395
| +8% | +$572K |
|
3006
Sonos
SONO
$1.93B
| $6.76M | ﹤0.01% |
427,846
+298,838
| +232% | +$3.84M |
|
|
HAPN
3007
Happen Inc
HAPN
$2.26B
| $6.76M | ﹤0.01% |
445,005
-140,158
| -24% | -$2.13M |
|
3008
Fulgent Genetics
FLGT
$511M
| $6.76M | ﹤0.01% |
299,014
+264,524
| +767% | +$5.45M |
|
3009
Amphastar Pharmaceuticals
AMPH
$889M
| $6.75M | ﹤0.01% |
253,232
+95,118
| +60% | +$2.46M |
|
3010
PUT
Match Group
MTCH
$8.71B
| $6.75M | ﹤0.01% |
191,000
-72,300
| -27% | -$2.58M |
|
3011
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
| $6.74M | ﹤0.01% |
304,382
+188,371
| +162% | +$4.15M |
|
3012
Zeta Global
ZETA
$7.29B
| $6.74M | ﹤0.01% |
339,042
-128,924
| -28% | -$2.32M |
|
3013
National Healthcare
NHC
$3.5B
| $6.71M | ﹤0.01% |
55,210
+3,698
| +7% | +$399K |
|
|
CHCT
3014
Community Healthcare Trust
CHCT
$432M
| $6.71M | ﹤0.01% |
438,417
+145,834
| +50% | +$2.28M |
|
3015
PUT
Nu Holdings
NU
$73.6B
| $6.69M | ﹤0.01% |
418,000
-2,355,100
| -85% | -$32.9M |
|
|
CIVI
3016
DELISTED
Civitas Resources
CIVI
| $6.69M | ﹤0.01% |
205,797
-466,921
| -69% | -$14.9M |
|
3017
America Movil
AMX
$70.3B
| $6.69M | ﹤0.01% |
318,492
-9,031
| -3% | -$172K |
|
|
AVNS
3018
DELISTED
Avanos Medical
AVNS
| $6.68M | ﹤0.01% |
577,889
+311,317
| +117% | +$3.65M |
|
3019
Hamilton Insurance Group
HG
$2.36B
| $6.67M | ﹤0.01% |
269,118
-82,967
| -24% | -$1.89M |
|
3020
Viridian Therapeutics
VRDN
$2.5B
| $6.67M | ﹤0.01% |
309,133
-106,856
| -26% | -$1.93M |
|
3021
Cohen & Steers
CNS
$4.36B
| $6.66M | ﹤0.01% |
101,520
-29,199
| -22% | -$2.14M |
|
|
ECHO
3022
CALL
EchoStar
ECHO
$26.7B
| $6.66M | ﹤0.01% |
87,200
+85,200
| +4,260% | +$3.86M |
|
3023
Herc Holdings
HRI
$5.8B
| $6.65M | ﹤0.01% |
56,976
-53,683
| -49% | -$6.93M |
|
3024
Ooma
OOMA
$572M
| $6.64M | ﹤0.01% |
553,916
+44,589
| +9% | +$546K |
|
3025
OneSpaWorld
OSW
$2.73B
| $6.62M | ﹤0.01% |
313,140
-31,766
| -9% | -$695K |
|
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.