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 | |
|---|---|---|---|---|---|---|
3476
iShares MSCI Emerging Markets Asia ETF
EEMA
$870M
| $3.78M | ﹤0.01% |
41,249
-299
| -0.7% | -$25.8K |
|
3477
CALL
DoorDash
DASH
$94B
| $3.78M | ﹤0.01% |
13,900
| – | – |
|
3478
Orthofix Medical
OFIX
$421M
| $3.78M | ﹤0.01% |
258,035
+64,486
| +33% | +$847K |
|
3479
CALL
Carvana
CVNA
$83.1B
| $3.77M | ﹤0.01% |
50,000
| – | – |
|
3480
iShares US Energy ETF
IYE
$1.82B
| $3.76M | ﹤0.01% |
79,151
-162,939
| -67% | -$7.59M |
|
3481
ProShares S&P 500 ex-Energy ETF
SPXE
$87.7M
| $3.76M | ﹤0.01% |
52,090
| – | – |
|
3482
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.07B
| $3.76M | ﹤0.01% |
160,004
+107,010
| +202% | +$2.5M |
|
3483
Arcturus Therapeutics
ARCT
$234M
| $3.75M | ﹤0.01% |
203,607
-3,292
| -2% | -$52.9K |
|
|
ARDT
3484
Ardent Health
ARDT
$1.54B
| $3.75M | ﹤0.01% |
283,061
-59,738
| -17% | -$747K |
|
3485
Sotera Health
SHC
$5.39B
| $3.74M | ﹤0.01% |
237,576
+3,323
| +1% | +$46.7K |
|
3486
Capitol Federal Financial
CFFN
$1.08B
| $3.74M | ﹤0.01% |
588,434
-119,440
| -17% | -$747K |
|
3487
iShares MSCI Spain ETF
EWP
$2.22B
| $3.73M | ﹤0.01% |
75,389
+40,867
| +118% | +$1.91M |
|
3488
Axogen
AXGN
$2.62B
| $3.73M | ﹤0.01% |
209,003
-170,067
| -45% | -$2.47M |
|
3489
Stock Yards Bancorp
SYBT
$2.64B
| $3.73M | ﹤0.01% |
53,259
+17,112
| +47% | +$1.32M |
|
3490
CALL
CAVA Group
CAVA
$8.69B
| $3.72M | ﹤0.01% |
61,600
+49,400
| +405% | +$3.74M |
|
3491
Manitowoc
MTW
$746M
| $3.72M | ﹤0.01% |
371,233
+6,318
| +2% | +$70.2K |
|
3492
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.9B
| $3.71M | ﹤0.01% |
44,510
+22,302
| +100% | +$1.84M |
|
3493
Privia Health
PRVA
$2.81B
| $3.7M | ﹤0.01% |
148,709
+30,845
| +26% | +$664K |
|
3494
Vanguard Russell 2000 Value ETF
VTWV
$1.38B
| $3.7M | ﹤0.01% |
23,716
+546
| +2% | +$81.3K |
|
3495
QuidelOrtho
QDEL
$981M
| $3.7M | ﹤0.01% |
125,501
-746,313
| -86% | -$20.4M |
|
|
XRN
3496
Chiron Real Estate Inc
XRN
$491M
| $3.68M | ﹤0.01% |
109,144
+28,920
| +36% | +$1.03M |
|
|
NAGE
3497
Niagen Bioscience
NAGE
$239M
| $3.68M | ﹤0.01% |
394,166
-101,102
| -20% | -$1.02M |
|
3498
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
| $3.66M | ﹤0.01% |
158,484
+7,510
| +5% | +$170K |
|
|
HTB
3499
HomeTrust Bancshares
HTB
$834M
| $3.66M | ﹤0.01% |
89,330
+4,438
| +5% | +$178K |
|
3500
Peapack-Gladstone Financial
PGC
$828M
| $3.66M | ﹤0.01% |
132,506
-14,848
| -10% | -$417K |
|
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.