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 | |
|---|---|---|---|---|---|---|
3226
National Beverage
FIZZ
$2.93B
| $5.14M | ﹤0.01% |
139,302
+42,970
| +45% | +$1.86M |
|
3227
Invesco S&P 500 High Beta ETF
SPHB
$957M
| $5.14M | ﹤0.01% |
46,767
-3,228
| -6% | -$336K |
|
3228
Oppenheimer Holdings
OPY
$1.25B
| $5.13M | ﹤0.01% |
69,438
+24,596
| +55% | +$1.78M |
|
|
TERN
3229
DELISTED
Terns Pharmaceuticals
TERN
| $5.13M | ﹤0.01% |
682,708
+324,502
| +91% | +$2.07M |
|
3230
PUT
Halliburton
HAL
$28.7B
| $5.13M | ﹤0.01% |
208,400
+128,400
| +161% | +$2.84M |
|
3231
J&J Snack Foods
JJSF
$1.67B
| $5.12M | ﹤0.01% |
53,325
+10,079
| +23% | +$1.12M |
|
3232
Janux Therapeutics
JANX
$986M
| $5.11M | ﹤0.01% |
209,183
-38,241
| -15% | -$931K |
|
3233
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$273M
| $5.11M | ﹤0.01% |
97,893
+57,342
| +141% | +$3.99M |
|
3234
Viavi Solutions
VIAV
$10.7B
| $5.09M | ﹤0.01% |
400,886
+72,930
| +22% | +$802K |
|
3235
Vital Farms
VITL
$468M
| $5.08M | ﹤0.01% |
123,482
-19,446
| -14% | -$844K |
|
3236
Edgewell Personal Care
EPC
$1.31B
| $5.08M | ﹤0.01% |
249,524
-165,566
| -40% | -$3.89M |
|
3237
Perella Weinberg Partners
PWP
$1.29B
| $5.07M | ﹤0.01% |
238,018
+205,334
| +628% | +$4.39M |
|
3238
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$312M
| $5.07M | ﹤0.01% |
65,138
+538
| +0.8% | +$41.5K |
|
3239
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.91B
| $5.06M | ﹤0.01% |
50,804
-2,580
| -5% | -$256K |
|
3240
SITE Centers
SITC
$155M
| $5.06M | ﹤0.01% |
561,110
+88,398
| +19% | +$940K |
|
3241
OraSure Technologies
OSUR
$265M
| $5.04M | ﹤0.01% |
1,571,228
-145,692
| -8% | -$457K |
|
3242
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
| $5.04M | ﹤0.01% |
150,895
-163,679
| -52% | -$5.34M |
|
3243
Acadia Healthcare
ACHC
$2.87B
| $5.04M | ﹤0.01% |
203,658
+37,107
| +22% | +$828K |
|
3244
Sundial Growers
SNDL
$313M
| $5.04M | ﹤0.01% |
+1,880,182
| New | +$3.77M |
|
3245
iShares MSCI Hong Kong ETF
EWH
$1.21B
| $5.04M | ﹤0.01% |
233,727
+41,705
| +22% | +$875K |
|
3246
WisdomTree US High Dividend Fund
DHS
$1.6B
| $5.03M | ﹤0.01% |
49,937
+5,630
| +13% | +$559K |
|
3247
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
| $5.03M | ﹤0.01% |
217,975
-1,617
| -0.7% | -$36.9K |
|
3248
RE/MAX Holdings
RMAX
$268M
| $5.03M | ﹤0.01% |
533,201
+260,416
| +95% | +$2.3M |
|
3249
PUT
US Bancorp Series B Preferred Stock
USB.PRH
$742M
| $5.03M | ﹤0.01% |
104,000
+31,300
| +43% | +$639K |
|
3250
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$923M
| $5.01M | ﹤0.01% |
113,254
-50,416
| -31% | -$2.21M |
|
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.