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 | |
|---|---|---|---|---|---|---|
3401
Northrim BanCorp
NRIM
$606M
| $4.16M | ﹤0.01% |
191,908
+6,588
| +4% | +$149K |
|
|
GOOD
3402
Gladstone Commercial Corp
GOOD
$626M
| $4.15M | ﹤0.01% |
336,791
+122,047
| +57% | +$1.63M |
|
3403
Univest Financial
UVSP
$1.19B
| $4.15M | ﹤0.01% |
138,124
+10,935
| +9% | +$336K |
|
3404
Invesco S&P 100 Equal Weight ETF
EQWL
$2.8B
| $4.14M | ﹤0.01% |
36,136
+4,496
| +14% | +$504K |
|
|
CEPF
3405
Cantor Equity Partners IV
CEPF
$596M
| $4.14M | ﹤0.01% |
+406,331
| New | +$4.12M |
|
3406
Getty Images
GETY
$129M
| $4.14M | ﹤0.01% |
2,089,694
-344,851
| -14% | -$639K |
|
3407
Capital Group US Multi-Sector Income ETF
CGMS
$5.42B
| $4.14M | ﹤0.01% |
149,053
+58,858
| +65% | +$1.63M |
|
3408
BrightSpring Health Services Unit
BTSGU
$1.63B
| $4.12M | ﹤0.01% |
40,800
-3,131
| -7% | -$256K |
|
3409
CI&T Inc
CINT
$469M
| $4.12M | ﹤0.01% |
800,105
-660,573
| -45% | -$3.58M |
|
3410
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.69B
| $4.12M | ﹤0.01% |
243,818
+26,764
| +12% | +$451K |
|
3411
Liberty Latin America Class C
LILAK
$1.66B
| $4.12M | ﹤0.01% |
527,214
-42,117
| -7% | -$288K |
|
3412
IDT Corp
IDT
$1.66B
| $4.09M | ﹤0.01% |
78,240
+8,121
| +12% | +$506K |
|
|
BBNX
3413
Beta Bionics
BBNX
$790M
| $4.09M | ﹤0.01% |
205,955
+199,785
| +3,238% | +$3.51M |
|
3414
AtaiBeckley Inc
ATAI
$2.69B
| $4.07M | ﹤0.01% |
769,600
+756,168
| +5,630% | +$3.07M |
|
3415
Invesco PHLX Semiconductor ETF
SOXQ
$2.93B
| $4.07M | ﹤0.01% |
81,118
+235
| +0.3% | +$10.8K |
|
3416
Direxion Daily FTSE China Bull 3X ETF
YINN
$653M
| $4.05M | ﹤0.01% |
74,675
-26,058
| -26% | -$1.21M |
|
3417
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.13B
| $4.05M | ﹤0.01% |
60,795
+610
| +1% | +$39.7K |
|
3418
PUT
Chewy
CHWY
$9.18B
| $4.04M | ﹤0.01% |
100,000
| – | – |
|
3419
United Fire Group
UFCS
$1.4B
| $4.04M | ﹤0.01% |
132,894
-44,303
| -25% | -$1.31M |
|
3420
CALL
Rivian
RIVN
$22.2B
| $4.04M | ﹤0.01% |
275,000
+200,000
| +267% | +$2.68M |
|
|
ARES.PRB
3421
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.38B
| $4.04M | ﹤0.01% |
81,209
-13,791
| -15% | -$764K |
|
3422
Diebold Nixdorf
DBD
$2.48B
| $4.03M | ﹤0.01% |
70,699
+58,388
| +474% | +$3.46M |
|
|
FSUN
3423
FirstSun Capital Bancorp
FSUN
$2.03B
| $4.03M | ﹤0.01% |
103,848
+16,337
| +19% | +$615K |
|
|
FOUR.PRA
3424
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$590M
| $4.02M | ﹤0.01% |
42,419
-2,581
| -6% | -$281K |
|
3425
Sprout Social
SPT
$599M
| $4.02M | ﹤0.01% |
311,353
+27,571
| +10% | +$450K |
|
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.