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 | |
|---|---|---|---|---|---|---|
3276
Kennametal
KMT
$2.38B
| $4.88M | ﹤0.01% |
233,172
-506,664
| -68% | -$11.4M |
|
3277
Titan International
TWI
$445M
| $4.87M | ﹤0.01% |
644,586
-269,682
| -29% | -$2.41M |
|
3278
Overlay Shares Large Cap Equity ETF
OVL
$382M
| $4.87M | ﹤0.01% |
93,132
-4,170
| -4% | -$209K |
|
3279
Harbor International Compounders ETF
OSEA
$492M
| $4.87M | ﹤0.01% |
164,580
+68,390
| +71% | +$2M |
|
3280
Establishment Labs
ESTA
$2.37B
| $4.86M | ﹤0.01% |
118,584
-254,528
| -68% | -$10.4M |
|
3281
PUT
Royal Caribbean
RCL
$81.6B
| $4.85M | ﹤0.01% |
15,000
-14,100
| -48% | -$4.71M |
|
|
TIXT
3282
DELISTED
TELUS International
TIXT
| $4.85M | ﹤0.01% |
+1,082,023
| New | +$4.39M |
|
3283
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
| $4.85M | ﹤0.01% |
163,251
-5,449
| -3% | -$161K |
|
3284
Genesco
GCO
$391M
| $4.85M | ﹤0.01% |
167,155
+161,755
| +2,995% | +$4.45M |
|
3285
Vitesse Energy
VTS
$683M
| $4.84M | ﹤0.01% |
208,250
+5,356
| +3% | +$132K |
|
3286
8x8 Inc
EGHT
$300M
| $4.83M | ﹤0.01% |
2,280,336
-235,896
| -9% | -$474K |
|
3287
1st Source
SRCE
$2.13B
| $4.83M | ﹤0.01% |
78,426
+22,525
| +40% | +$1.41M |
|
3288
Sprinklr
CXM
$1.61B
| $4.82M | ﹤0.01% |
624,918
+192,683
| +45% | +$1.62M |
|
3289
AMC Entertainment Holdings
AMC
$2.23B
| $4.82M | ﹤0.01% |
1,663,068
-157,337
| -9% | -$467K |
|
3290
Banco Macro
BMA
$4.96B
| $4.82M | ﹤0.01% |
113,983
+34,036
| +43% | +$2.08M |
|
3291
Intrepid Potash
IPI
$493M
| $4.82M | ﹤0.01% |
157,542
-54,766
| -26% | -$1.72M |
|
3292
First Trust Managed Municipal ETF
FMB
$2.06B
| $4.81M | ﹤0.01% |
94,938
-6,502
| -6% | -$325K |
|
3293
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$339M
| $4.81M | ﹤0.01% |
37,755
-3,194
| -8% | -$400K |
|
3294
Aurora
AUR
$13.7B
| $4.8M | ﹤0.01% |
890,454
-162,354
| -15% | -$952K |
|
3295
Harmony Biosciences
HRMY
$2.22B
| $4.8M | ﹤0.01% |
174,008
-19,842
| -10% | -$684K |
|
|
GTLS.PRB
3296
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
| $4.79M | ﹤0.01% |
67,457
+1,845
| +3% | +$127K |
|
3297
PUT
Thor Industries
THO
$4.11B
| $4.79M | ﹤0.01% |
+46,200
| New | +$4.65M |
|
3298
Celldex Therapeutics
CLDX
$3.29B
| $4.78M | ﹤0.01% |
184,775
-49,046
| -21% | -$1.14M |
|
3299
CALL
United Rentals
URI
$71.8B
| $4.77M | ﹤0.01% |
+5,000
| New | +$4.46M |
|
3300
CALL
Global Payments
GPN
$24.6B
| $4.77M | ﹤0.01% |
57,400
+7,400
| +15% | +$623K |
|
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.