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 | |
|---|---|---|---|---|---|---|
3376
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
| $4.29M | ﹤0.01% |
228,120
-40,370
| -15% | -$757K |
|
3377
Spectrum Brands
SPB
$2.07B
| $4.28M | ﹤0.01% |
81,561
+27,993
| +52% | +$1.55M |
|
|
SFD
3378
Smithfield Foods
SFD
$8.96B
| $4.28M | ﹤0.01% |
182,449
+146,086
| +402% | +$3.57M |
|
3379
Worthington Enterprises
WOR
$2.87B
| $4.28M | ﹤0.01% |
77,110
+23,312
| +43% | +$1.47M |
|
3380
Compass
COMP
$9.99B
| $4.28M | ﹤0.01% |
532,477
-714,061
| -57% | -$5.78M |
|
3381
CALL
Albemarle
ALB
$16.1B
| $4.27M | ﹤0.01% |
52,700
-35,000
| -40% | -$2.7M |
|
3382
Employers Holdings
EIG
$875M
| $4.27M | ﹤0.01% |
100,553
+18,944
| +23% | +$824K |
|
3383
Fortuna Silver Mines
FSM
$3.16B
| $4.26M | ﹤0.01% |
475,798
-1,167,837
| -71% | -$8.52M |
|
3384
Ardagh Metal Packaging
AMBP
$3.13B
| $4.26M | ﹤0.01% |
1,068,046
+338,540
| +46% | +$1.35M |
|
3385
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
| $4.26M | ﹤0.01% |
43,215
+3,198
| +8% | +$298K |
|
3386
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $4.26M | ﹤0.01% |
85,540
-41,819
| -33% | -$2.07M |
|
3387
Bowman Consulting
BWMN
$733M
| $4.25M | ﹤0.01% |
100,309
+91,181
| +999% | +$3.42M |
|
|
CBL
3388
CBL Properties
CBL
$1.8B
| $4.25M | ﹤0.01% |
138,859
+21,992
| +19% | +$641K |
|
3389
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$334M
| $4.23M | ﹤0.01% |
73,241
+21,076
| +40% | +$1.2M |
|
3390
CALL
Sarepta Therapeutics
SRPT
$1.91B
| $4.22M | ﹤0.01% |
219,100
+112,800
| +106% | +$2.01M |
|
3391
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.9B
| $4.22M | ﹤0.01% |
110,880
+9,555
| +9% | +$354K |
|
|
CCRN
3392
DELISTED
Cross Country Healthcare
CCRN
| $4.19M | ﹤0.01% |
294,845
+88,407
| +43% | +$1.17M |
|
3393
PUT
Suncor Energy
SU
$77B
| $4.18M | ﹤0.01% |
100,000
| – | – |
|
3394
Zevra Therapeutics
ZVRA
$672M
| $4.17M | ﹤0.01% |
438,984
+410,823
| +1,459% | +$4.12M |
|
3395
Suzano
SUZ
$9.99B
| $4.17M | ﹤0.01% |
443,593
+197,898
| +81% | +$1.88M |
|
3396
KNOT Offshore Partners
KNOP
$369M
| $4.17M | ﹤0.01% |
472,632
-38,634
| -8% | -$296K |
|
3397
Ichor Holdings
ICHR
$2.66B
| $4.17M | ﹤0.01% |
237,863
-461,648
| -66% | -$8.77M |
|
|
CIM
3398
Chimera Investment
CIM
$988M
| $4.17M | ﹤0.01% |
315,117
+68,646
| +28% | +$955K |
|
|
SII
3399
CALL
Sprott
SII
$3B
| $4.16M | ﹤0.01% |
+50,000
| New | +$3.49M |
|
3400
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
| $4.16M | ﹤0.01% |
37,277
+4,060
| +12% | +$401K |
|
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.