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 | |
|---|---|---|---|---|---|---|
3201
CALL
Fidelity National Information Services
FIS
$22.1B
| $5.28M | ﹤0.01% |
80,000
| – | – |
|
3202
Albany International
AIN
$1.84B
| $5.27M | ﹤0.01% |
98,806
+23,928
| +32% | +$1.52M |
|
3203
Invesco S&P 500 GARP ETF
SPGP
$2.33B
| $5.26M | ﹤0.01% |
46,304
-1,297
| -3% | -$144K |
|
3204
Veeco
VECO
$3.2B
| $5.25M | ﹤0.01% |
172,598
+113,314
| +191% | +$2.7M |
|
3205
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.74B
| $5.25M | ﹤0.01% |
43,923
+7,228
| +20% | +$847K |
|
3206
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
| $5.24M | ﹤0.01% |
59,420
+12,409
| +26% | +$1.06M |
|
3207
Cohu
COHU
$2.81B
| $5.24M | ﹤0.01% |
257,610
+27,381
| +12% | +$552K |
|
3208
Xerox
XRX
$407M
| $5.23M | ﹤0.01% |
1,392,028
+669,810
| +93% | +$2.96M |
|
3209
iShares ESG Advanced MSCI EAFE ETF
DMXF
$972M
| $5.23M | ﹤0.01% |
69,018
-133,856
| -66% | -$9.97M |
|
3210
Photronics
PLAB
$1.96B
| $5.23M | ﹤0.01% |
227,742
-45,904
| -17% | -$982K |
|
3211
VanEck Retail ETF
RTH
$259M
| $5.21M | ﹤0.01% |
20,753
+753
| +4% | +$185K |
|
3212
KB Financial Group
KB
$42.1B
| $5.21M | ﹤0.01% |
62,786
+19,608
| +45% | +$1.61M |
|
3213
Grindr
GRND
$2.78B
| $5.2M | ﹤0.01% |
346,122
+87,076
| +34% | +$1.53M |
|
3214
Redwire
RDW
$3.39B
| $5.19M | ﹤0.01% |
577,271
+555,536
| +2,556% | +$6.5M |
|
|
KREF
3215
KKR Real Estate Finance Trust
KREF
$490M
| $5.19M | ﹤0.01% |
576,209
-131,088
| -19% | -$1.22M |
|
|
IPFF
3216
CALL
DELISTED
iShares International Preferred Stock ETF
IPFF
| $5.18M | ﹤0.01% |
99,500
-100,000
| -50% | -$5.21M |
|
3217
Artivion
AORT
$1.42B
| $5.17M | ﹤0.01% |
122,199
+94,312
| +338% | +$3.55M |
|
3218
CALL
Liquidia Corp
LQDA
$6.66B
| $5.17M | ﹤0.01% |
+227,500
| New | +$4.93M |
|
3219
Addus HomeCare
ADUS
$2.17B
| $5.17M | ﹤0.01% |
43,802
-34,750
| -44% | -$3.9M |
|
3220
Global Ship Lease
GSL
$1.52B
| $5.17M | ﹤0.01% |
168,327
+14,424
| +9% | +$430K |
|
3221
PUT
Dollar General
DG
$27.2B
| $5.17M | ﹤0.01% |
50,000
| – | – |
|
3222
CALL
Take-Two Interactive
TTWO
$46.2B
| $5.17M | ﹤0.01% |
20,000
| – | – |
|
|
3223
PUT
Take-Two Interactive
TTWO
$46.2B
| $5.17M | ﹤0.01% |
20,000
-200
| -1% | -$47.3K |
|
3224
Community Trust Bancorp
CTBI
$1.43B
| $5.16M | ﹤0.01% |
92,224
+18,387
| +25% | +$1.03M |
|
3225
PUT
Corning
GLW
$143B
| $5.14M | ﹤0.01% |
62,700
+62,000
| +8,857% | +$4.05M |
|
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.