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 | |
|---|---|---|---|---|---|---|
3426
CALL
PNC Financial Services
PNC
$103B
| $4.02M | ﹤0.01% |
20,000
+9,000
| +82% | +$1.78M |
|
3427
Matrix Service
MTRX
$335M
| $4.01M | ﹤0.01% |
306,848
+93,927
| +44% | +$1.33M |
|
|
MOFG
3428
DELISTED
MidWestOne Financial Group
MOFG
| $4.01M | ﹤0.01% |
141,671
+3,459
| +3% | +$101K |
|
3429
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
| $4.01M | ﹤0.01% |
199,330
+60,500
| +44% | +$1.22M |
|
3430
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
| $4.01M | ﹤0.01% |
186,577
-106,658
| -36% | -$2.27M |
|
3431
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$472M
| $4.01M | ﹤0.01% |
107,750
-33,626
| -24% | -$1.22M |
|
3432
Innoviva
INVA
$1.53B
| $4M | ﹤0.01% |
218,963
-30,435
| -12% | -$593K |
|
|
BFS
3433
Saul Centers
BFS
$860M
| $3.99M | ﹤0.01% |
125,345
+68,018
| +119% | +$2.25M |
|
3434
PUT
Rio Tinto
RIO
$156B
| $3.99M | ﹤0.01% |
60,500
+10,500
| +21% | +$649K |
|
3435
Myriad Genetics
MYGN
$290M
| $3.99M | ﹤0.01% |
552,232
-113,338
| -17% | -$673K |
|
3436
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
| $3.98M | ﹤0.01% |
58,338
-650
| -1% | -$43.6K |
|
3437
JPMorgan International Growth ETF
JIG
$509M
| $3.98M | ﹤0.01% |
52,808
-53,014
| -50% | -$3.83M |
|
|
BTC
3438
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
| $3.98M | ﹤0.01% |
78,581
+3,632
| +5% | +$184K |
|
3439
Encore Capital Group
ECPG
$2.2B
| $3.97M | ﹤0.01% |
95,216
+56,472
| +146% | +$2.32M |
|
3440
Grid Dynamics Holdings
GDYN
$629M
| $3.96M | ﹤0.01% |
513,677
+375,254
| +271% | +$3.35M |
|
3441
Patria Investments
PAX
$1.86B
| $3.96M | ﹤0.01% |
271,137
-2,297
| -0.8% | -$32.1K |
|
3442
Vermilion Energy
VET
$1.73B
| $3.94M | ﹤0.01% |
504,136
-189,652
| -27% | -$1.47M |
|
3443
iShares Dow Jones US ETF
IYY
$3.09B
| $3.94M | ﹤0.01% |
24,253
+17,860
| +279% | +$2.79M |
|
3444
Navitas Semiconductor
NVTS
$3.77B
| $3.94M | ﹤0.01% |
545,303
-883,083
| -62% | -$5.91M |
|
3445
CALL
Emerson Electric
EMR
$91B
| $3.94M | ﹤0.01% |
+30,000
| New | +$4.09M |
|
|
3446
PUT
Emerson Electric
EMR
$91B
| $3.94M | ﹤0.01% |
+30,000
| New | +$4.09M |
|
3447
Preferred Bank
PFBC
$1.28B
| $3.93M | ﹤0.01% |
43,476
-18,523
| -30% | -$1.72M |
|
3448
Digital Turbine
APPS
$1.51B
| $3.92M | ﹤0.01% |
613,074
-73,253
| -11% | -$364K |
|
3449
Intapp
INTA
$3.09B
| $3.92M | ﹤0.01% |
95,745
+20,106
| +27% | +$869K |
|
3450
Syndax Pharmaceuticals
SNDX
$1.77B
| $3.91M | ﹤0.01% |
253,850
-19,024
| -7% | -$249K |
|
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.