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 | |
|---|---|---|---|---|---|---|
|
CWEN.A
3151
DELISTED
Clearway Energy Class A
CWEN.A
| $5.56M | ﹤0.01% |
206,281
-38,230
| -16% | -$1.09M |
|
|
SILA
3152
DELISTED
Sila Realty Trust
SILA
| $5.55M | ﹤0.01% |
221,264
+98,662
| +80% | +$2.46M |
|
3153
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
| $5.55M | ﹤0.01% |
232,168
+66,597
| +40% | +$1.55M |
|
3154
PUT
Hertz
HTZ
$798M
| $5.55M | ﹤0.01% |
815,900
-120,000
| -13% | -$771K |
|
3155
United Natural Foods
UNFI
$2.93B
| $5.55M | ﹤0.01% |
147,401
-103,499
| -41% | -$2.84M |
|
3156
BNY Mellon Concentrated International ETF
BKCI
$134M
| $5.54M | ﹤0.01% |
107,593
+7,840
| +8% | +$400K |
|
3157
Mirion Technologies
MIR
$3.96B
| $5.54M | ﹤0.01% |
238,340
-586,929
| -71% | -$12.7M |
|
|
FPI
3158
Farmland Partners
FPI
$433M
| $5.54M | ﹤0.01% |
509,394
+216,544
| +74% | +$2.37M |
|
3159
PUT
JetBlue
JBLU
$2.13B
| $5.54M | ﹤0.01% |
1,125,000
+625,000
| +125% | +$3M |
|
3160
Ardelyx
ARDX
$1.05B
| $5.53M | ﹤0.01% |
1,003,289
+754,362
| +303% | +$4.1M |
|
|
NVMI
3161
Nova
NVMI
$13.3B
| $5.52M | ﹤0.01% |
17,270
+8,528
| +98% | +$2.35M |
|
|
TRTX
3162
TPG RE Finance Trust
TRTX
$609M
| $5.5M | ﹤0.01% |
642,740
+47,410
| +8% | +$418K |
|
3163
Robert Half
RHI
$4.42B
| $5.5M | ﹤0.01% |
161,742
-717,572
| -82% | -$26.9M |
|
3164
CALL
Ecolab
ECL
$77.4B
| $5.48M | ﹤0.01% |
20,000
| – | – |
|
3165
ePlus
PLUS
$2.31B
| $5.47M | ﹤0.01% |
77,025
-14,397
| -16% | -$1.02M |
|
3166
V2X
VVX
$2.6B
| $5.47M | ﹤0.01% |
94,090
-157,447
| -63% | -$8.42M |
|
3167
PUT
Teck Resources
TECK
$31.2B
| $5.46M | ﹤0.01% |
+124,400
| New | +$4.52M |
|
3168
First Busey Corp
BUSE
$2.58B
| $5.45M | ﹤0.01% |
235,611
-175,089
| -43% | -$4.17M |
|
3169
PUT
Sanofi
SNY
$105B
| $5.45M | ﹤0.01% |
+115,500
| New | +$5.57M |
|
3170
Orion
OEC
$364M
| $5.44M | ﹤0.01% |
717,902
+130,959
| +22% | +$1.32M |
|
3171
Camtek
CAMT
$7.72B
| $5.43M | ﹤0.01% |
51,694
+15,490
| +43% | +$1.39M |
|
3172
CALL
General Motors
GM
$76.1B
| $5.43M | ﹤0.01% |
89,000
-97,100
| -52% | -$5.41M |
|
3173
Horace Mann Educators
HMN
$2.13B
| $5.42M | ﹤0.01% |
120,002
+34,348
| +40% | +$1.51M |
|
3174
Kelly Services Class A
KELYA
$558M
| $5.41M | ﹤0.01% |
412,211
+383,357
| +1,329% | +$5.11M |
|
3175
Hartford Core Bond ETF
HCRB
$406M
| $5.41M | ﹤0.01% |
152,343
-8,019
| -5% | -$282K |
|
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.