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 | |
|---|---|---|---|---|---|---|
3176
Carriage Services
CSV
$579M
| $5.4M | ﹤0.01% |
121,273
+24,752
| +26% | +$1.12M |
|
|
LINE
3177
Lineage Inc
LINE
$9.51B
| $5.4M | ﹤0.01% |
139,702
+124,833
| +840% | +$5.19M |
|
3178
Radware
RDWR
$1.23B
| $5.39M | ﹤0.01% |
203,586
-59,333
| -23% | -$1.58M |
|
3179
Fidelity MSCI Health Care Index ETF
FHLC
$3.4B
| $5.39M | ﹤0.01% |
80,638
-8,791
| -10% | -$568K |
|
3180
ReNew
RNW
$2.48B
| $5.39M | ﹤0.01% |
699,905
+57,508
| +9% | +$438K |
|
3181
CALL
Monster Beverage
MNST
$91.7B
| $5.38M | ﹤0.01% |
+160,000
| New | +$4.99M |
|
|
JDIV
3182
JPMorgan Dividend Leaders ETF
JDIV
$13.2M
| $5.38M | ﹤0.01% |
100,037
+37
| +0% | +$1.95K |
|
3183
Unisys
UIS
$209M
| $5.37M | ﹤0.01% |
1,376,253
-338,440
| -20% | -$1.37M |
|
3184
Franklin Responsibly Sourced Gold ETF
FGDL
$452M
| $5.36M | ﹤0.01% |
+103,696
| New | +$4.79M |
|
|
3185
CALL
Danaher
DHR
$142B
| $5.35M | ﹤0.01% |
27,000
| – | – |
|
|
SEE
3186
DELISTED
Sealed Air
SEE
| $5.32M | ﹤0.01% |
150,538
+16,652
| +12% | +$531K |
|
3187
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$112M
| $5.32M | ﹤0.01% |
175,217
-19,332
| -10% | -$585K |
|
3188
VanEck Long Muni ETF
MLN
$681M
| $5.31M | ﹤0.01% |
304,019
-111,825
| -27% | -$1.89M |
|
3189
Cannae Holdings
CNNE
$635M
| $5.31M | ﹤0.01% |
289,963
+132,166
| +84% | +$2.61M |
|
3190
Northwest Bancshares
NWBI
$2.31B
| $5.31M | ﹤0.01% |
428,432
+31,025
| +8% | +$390K |
|
3191
Fluence Energy
FLNC
$2.43B
| $5.3M | ﹤0.01% |
490,956
-248,608
| -34% | -$2.08M |
|
3192
Dimensional International Small Cap Value ETF
DISV
$5.19B
| $5.3M | ﹤0.01% |
148,426
+12,559
| +9% | +$431K |
|
|
MRLN
3193
Merlin Inc
MRLN
$362M
| $5.3M | ﹤0.01% |
+509,829
| New | +$5.28M |
|
3194
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| $5.29M | ﹤0.01% |
139,462
+572
| +0.4% | +$20.5K |
|
3195
PUT
Coupang
CPNG
$29B
| $5.29M | ﹤0.01% |
+164,300
| New | +$4.97M |
|
3196
VictoryShares Free Cash Flow ETF
VFLO
$10.1B
| $5.29M | ﹤0.01% |
141,068
+29,138
| +26% | +$1.06M |
|
3197
Dentsply Sirona
XRAY
$2.31B
| $5.29M | ﹤0.01% |
416,856
-98,640
| -19% | -$1.43M |
|
|
AIV
3198
Aimco
AIV
$383M
| $5.29M | ﹤0.01% |
666,654
+190,738
| +40% | +$1.55M |
|
3199
REX American Resources
REX
$1.47B
| $5.29M | ﹤0.01% |
172,612
-18,604
| -10% | -$530K |
|
3200
JPMorgan Equity Focus ETF
JPEF
$2.07B
| $5.28M | ﹤0.01% |
71,237
+1,534
| +2% | +$110K |
|
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.