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 | |
|---|---|---|---|---|---|---|
3251
Ouster
OUST
$3.51B
| $5.01M | ﹤0.01% |
185,198
+155,063
| +515% | +$4.32M |
|
3252
Indivior Pharmaceuticals
INDV
$4.6B
| $5M | ﹤0.01% |
207,588
-183,798
| -47% | -$3.85M |
|
3253
PUT
Karyopharm Therapeutics
KPTI
$45.8M
| $5M | ﹤0.01% |
764,600
+755,100
| +7,948% | +$4.06M |
|
3254
Dimensional Global Real Estate ETF
DFGR
$3.85B
| $5M | ﹤0.01% |
183,007
+46,321
| +34% | +$1.25M |
|
|
BBBY
3255
Bed Bath & Beyond
BBBY
$415M
| $5M | ﹤0.01% |
561,561
+124,715
| +29% | +$1.03M |
|
3256
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
| $4.98M | ﹤0.01% |
103,318
+99,291
| +2,466% | +$4.79M |
|
3257
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$306M
| $4.98M | ﹤0.01% |
88,463
+35,443
| +67% | +$1.93M |
|
3258
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
| $4.97M | ﹤0.01% |
194,651
+193,301
| +14,319% | +$4.91M |
|
3259
CALL
Nu Holdings
NU
$73.6B
| $4.97M | ﹤0.01% |
310,200
-1,207,400
| -80% | -$16.8M |
|
3260
PUT
Sarepta Therapeutics
SRPT
$1.91B
| $4.96M | ﹤0.01% |
257,400
+137,400
| +115% | +$2.45M |
|
3261
CALL
Logitech
LOGI
$14.8B
| $4.96M | ﹤0.01% |
45,200
+19,100
| +73% | +$1.92M |
|
3262
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
| $4.95M | ﹤0.01% |
251,036
+19,805
| +9% | +$390K |
|
3263
Turning Point Brands
TPB
$1.75B
| $4.94M | ﹤0.01% |
49,970
+21,131
| +73% | +$1.91M |
|
|
NHYM
3264
Nuveen High Yield Municipal Income ETF
NHYM
$136M
| $4.94M | ﹤0.01% |
200,000
| – | – |
|
3265
CALL
Constellation Energy
CEG
$100B
| $4.94M | ﹤0.01% |
15,000
-86,500
| -85% | -$27.9M |
|
3266
BlueLinx
BXC
$680M
| $4.92M | ﹤0.01% |
67,364
-2,007
| -3% | -$158K |
|
3267
OneSpan
OSPN
$602M
| $4.91M | ﹤0.01% |
309,312
-27,053
| -8% | -$411K |
|
3268
Westamerica Bancorp
WABC
$1.38B
| $4.91M | ﹤0.01% |
98,266
+29,964
| +44% | +$1.48M |
|
3269
CALL
Shell
SHEL
$250B
| $4.9M | ﹤0.01% |
68,500
+68,300
| +34,150% | +$4.92M |
|
|
3270
PUT
Shell
SHEL
$250B
| $4.9M | ﹤0.01% |
+68,500
| New | +$4.93M |
|
3271
Korea Electric Power
KEP
$15.1B
| $4.9M | ﹤0.01% |
375,442
+374,652
| +47,424% | +$5.1M |
|
|
NUMI
3272
Nuveen Municipal Income ETF
NUMI
$83.9M
| $4.9M | ﹤0.01% |
196,421
-3,579
| -2% | -$87.4K |
|
|
UMH
3273
UMH Properties
UMH
$1.4B
| $4.89M | ﹤0.01% |
329,525
+29,635
| +10% | +$474K |
|
3274
First Trust Short Duration Managed Municipal ETF
FSMB
$628M
| $4.88M | ﹤0.01% |
243,106
-2,868
| -1% | -$57.4K |
|
3275
iShares New York Muni Bond ETF
NYF
$1.41B
| $4.88M | ﹤0.01% |
91,481
+3,721
| +4% | +$195K |
|
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.