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 | |
|---|---|---|---|---|---|---|
3451
dLocal
DLO
$4.17B
| $3.9M | ﹤0.01% |
273,400
+261,220
| +2,145% | +$3.32M |
|
|
CNL
3452
Collective Mining Ltd. Common Shares
CNL
$1.37B
| $3.9M | ﹤0.01% |
270,014
+8,671
| +3% | +$98.4K |
|
|
PSTL
3453
Postal Realty Trust
PSTL
$696M
| $3.9M | ﹤0.01% |
248,656
+197,361
| +385% | +$2.99M |
|
3454
First Trust Dorsey Wright Focus 5 ETF
FV
$3.82B
| $3.89M | ﹤0.01% |
62,859
-11,919
| -16% | -$726K |
|
3455
3D Systems Corp
DDD
$616M
| $3.89M | ﹤0.01% |
1,342,142
+787,627
| +142% | +$1.62M |
|
3456
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $3.88M | ﹤0.01% |
130,592
+59,092
| +83% | +$1.73M |
|
3457
Skyward Specialty Insurance
SKWD
$2.42B
| $3.88M | ﹤0.01% |
81,498
-24,541
| -23% | -$1.23M |
|
3458
PUT
Rocket Companies
RKT
$41.8B
| $3.88M | ﹤0.01% |
200,000
| – | – |
|
3459
Artisan Partners
APAM
$2.99B
| $3.88M | ﹤0.01% |
89,298
-4,299
| -5% | -$198K |
|
|
EFXT
3460
Enerflex
EFXT
$2.74B
| $3.87M | ﹤0.01% |
359,434
-68,950
| -16% | -$640K |
|
3461
Payoneer
PAYO
$2.42B
| $3.86M | ﹤0.01% |
638,225
+358,922
| +129% | +$2.41M |
|
3462
MGP Ingredients
MGPI
$379M
| $3.85M | ﹤0.01% |
159,234
+1,655
| +1% | +$48K |
|
|
WSR
3463
DELISTED
Whitestone REIT
WSR
| $3.85M | ﹤0.01% |
313,291
+85,409
| +37% | +$1.08M |
|
3464
CALL
ON Semiconductor
ON
$32.2B
| $3.85M | ﹤0.01% |
78,000
-24,700
| -24% | -$1.3M |
|
|
TDAY
3465
USA Today Co
TDAY
$1.03B
| $3.83M | ﹤0.01% |
928,100
+488,229
| +111% | +$1.96M |
|
3466
Global X Cybersecurity ETF
BUG
$1.51B
| $3.83M | ﹤0.01% |
108,867
-16,557
| -13% | -$574K |
|
3467
Alarm.com
ALRM
$2.73B
| $3.83M | ﹤0.01% |
72,071
-101,732
| -59% | -$5.68M |
|
3468
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
| $3.82M | ﹤0.01% |
189,025
| – | – |
|
3469
Tompkins Financial
TMP
$1.46B
| $3.81M | ﹤0.01% |
57,557
-6,854
| -11% | -$459K |
|
3470
Virtus SEIX Senior Loan ETF
SEIX
$253M
| $3.81M | ﹤0.01% |
161,455
+143,955
| +823% | +$3.4M |
|
3471
PUT
Futu Holdings
FUTU
$14.8B
| $3.81M | ﹤0.01% |
21,900
+900
| +4% | +$149K |
|
3472
Invesco Total Return Bond ETF
GTO
$2.47B
| $3.79M | ﹤0.01% |
79,740
-2,272
| -3% | -$107K |
|
|
PRA
3473
DELISTED
ProAssurance
PRA
| $3.79M | ﹤0.01% |
157,891
+58,382
| +59% | +$1.39M |
|
3474
Vishay Precision Group
VPG
$969M
| $3.79M | ﹤0.01% |
118,150
-10,136
| -8% | -$293K |
|
3475
Planet Labs
PL
$8.8B
| $3.79M | ﹤0.01% |
291,658
-26,162
| -8% | -$202K |
|
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.