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 | |
|---|---|---|---|---|---|---|
3101
Universal Insurance Holdings
UVE
$1.2B
| $5.9M | ﹤0.01% |
224,175
+7,088
| +3% | +$175K |
|
3102
Aurinia Pharmaceuticals
AUPH
$2.06B
| $5.89M | ﹤0.01% |
533,290
+94,941
| +22% | +$1.04M |
|
3103
Gold Royalty Corp
GROY
$725M
| $5.88M | ﹤0.01% |
1,523,522
+481,381
| +46% | +$1.49M |
|
|
SCDS
3104
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$9.36M
| $5.88M | ﹤0.01% |
100,000
| – | – |
|
3105
iShares Micro-Cap ETF
IWC
$1.52B
| $5.88M | ﹤0.01% |
39,430
-2,131
| -5% | -$296K |
|
3106
PUT
Archer Daniels Midland
ADM
$38.8B
| $5.88M | ﹤0.01% |
98,400
| – | – |
|
3107
PUT
Warner Bros
WBD
$70.2B
| $5.87M | ﹤0.01% |
300,700
-2,809,300
| -90% | -$38.3M |
|
|
CNTA
3108
DELISTED
Centessa Pharmaceuticals
CNTA
| $5.87M | ﹤0.01% |
241,895
-186,539
| -44% | -$3.32M |
|
3109
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
| $5.85M | ﹤0.01% |
128,893
+80,199
| +165% | +$3.48M |
|
3110
Leggett & Platt
LEG
$1.32B
| $5.84M | ﹤0.01% |
657,997
+410,171
| +166% | +$3.91M |
|
3111
Fortrea Holdings
FTRE
$1.66B
| $5.83M | ﹤0.01% |
692,702
+274,209
| +66% | +$2.1M |
|
3112
CALL
Antero Midstream
AM
$10.7B
| $5.83M | ﹤0.01% |
300,000
| – | – |
|
3113
Patterson-UTI
PTEN
$4.34B
| $5.83M | ﹤0.01% |
1,125,582
-676,147
| -38% | -$3.89M |
|
3114
Perrigo
PRGO
$1.81B
| $5.83M | ﹤0.01% |
261,747
-14,716
| -5% | -$360K |
|
3115
DigitalBridge
DBRG
$2.94B
| $5.82M | ﹤0.01% |
497,750
+9,353
| +2% | +$104K |
|
3116
Horizon Bancorp
HBNC
$1.06B
| $5.82M | ﹤0.01% |
363,548
+297,799
| +453% | +$4.77M |
|
|
DEA
3117
Easterly Government Properties
DEA
$1.17B
| $5.82M | ﹤0.01% |
253,786
+10,660
| +4% | +$242K |
|
|
DFAI
3118
Dimensional International Core Equity Market ETF
DFAI
$18B
| $5.82M | ﹤0.01% |
160,057
+3,007
| +2% | +$106K |
|
3119
Appian
APPN
$2.54B
| $5.81M | ﹤0.01% |
190,165
-18,667
| -9% | -$561K |
|
3120
Myers Industries
MYE
$1.24B
| $5.81M | ﹤0.01% |
343,045
+175,684
| +105% | +$2.79M |
|
3121
CALL
Lamb Weston
LW
$7.3B
| $5.81M | ﹤0.01% |
100,000
-7,600
| -7% | -$415K |
|
3122
RadNet
RDNT
$6.01B
| $5.8M | ﹤0.01% |
76,138
-4,490
| -6% | -$292K |
|
|
MCDS
3123
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$8.45M
| $5.8M | ﹤0.01% |
100,000
| – | – |
|
|
PBPB
3124
DELISTED
Potbelly
PBPB
| $5.79M | ﹤0.01% |
339,576
+327,437
| +2,697% | +$4.44M |
|
3125
United States Lime & Minerals
USLM
$3.37B
| $5.78M | ﹤0.01% |
43,964
+16,223
| +58% | +$1.87M |
|
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.