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 | |
|---|---|---|---|---|---|---|
3501
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
| $3.65M | ﹤0.01% |
138,868
+3,833
| +3% | +$97.3K |
|
3502
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.36B
| $3.65M | ﹤0.01% |
17,215
-5,444
| -24% | -$1.04M |
|
3503
NovoCure
NVCR
$1.97B
| $3.65M | ﹤0.01% |
282,184
+144,024
| +104% | +$1.92M |
|
3504
iShares US Industrials ETF
IYJ
$1.97B
| $3.63M | ﹤0.01% |
24,902
+4,902
| +25% | +$710K |
|
3505
Genmab
GMAB
$19.6B
| $3.62M | ﹤0.01% |
118,181
-815,128
| -87% | -$19.9M |
|
3506
Takeda Pharmaceutical
TAK
$56.3B
| $3.62M | ﹤0.01% |
247,529
+67,770
| +38% | +$1.01M |
|
3507
Global X MSCI Argentina ETF
ARGT
$808M
| $3.62M | ﹤0.01% |
51,909
-3,510
| -6% | -$280K |
|
3508
SunCoke Energy
SXC
$794M
| $3.61M | ﹤0.01% |
442,693
+115,968
| +35% | +$924K |
|
|
GRID
3509
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
| $3.61M | ﹤0.01% |
23,879
+9,504
| +66% | +$1.37M |
|
3510
ASP Isotopes
ASPI
$538M
| $3.6M | ﹤0.01% |
374,716
+155,611
| +71% | +$1.43M |
|
|
YHNA
3511
YHN Acquisition I Ltd
YHNA
| $3.6M | ﹤0.01% |
+344,106
| New | +$3.59M |
|
3512
Vinci Compass Investments Ltd
VINP
$626M
| $3.6M | ﹤0.01% |
334,743
+38,154
| +13% | +$379K |
|
3513
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$85.4M
| $3.6M | ﹤0.01% |
60,430
| – | – |
|
3514
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
| $3.59M | ﹤0.01% |
71,239
-43,838
| -38% | -$2.16M |
|
3515
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
| $3.59M | ﹤0.01% |
147,706
-48,296
| -25% | -$1.16M |
|
3516
CALL
CF Industries
CF
$17.9B
| $3.59M | ﹤0.01% |
40,000
| – | – |
|
3517
HNI Corp
HNI
$3.53B
| $3.59M | ﹤0.01% |
76,528
-13,591
| -15% | -$644K |
|
3518
CALL
NetApp
NTAP
$40.6B
| $3.55M | ﹤0.01% |
30,000
| – | – |
|
|
3519
PUT
NetApp
NTAP
$40.6B
| $3.55M | ﹤0.01% |
30,000
| – | – |
|
3520
Plains GP Holdings
PAGP
$5.11B
| $3.54M | ﹤0.01% |
193,910
+7,712
| +4% | +$147K |
|
3521
Gray Television
GTN
$538M
| $3.53M | ﹤0.01% |
611,007
+38,862
| +7% | +$211K |
|
3522
Adaptive Biotechnologies
ADPT
$3.94B
| $3.53M | ﹤0.01% |
235,668
-799,246
| -77% | -$9.74M |
|
3523
Varex Imaging
VREX
$779M
| $3.52M | ﹤0.01% |
284,227
+225,238
| +382% | +$2.23M |
|
3524
Ziff Davis
ZD
$1.9B
| $3.52M | ﹤0.01% |
92,418
+38,622
| +72% | +$1.35M |
|
3525
State Street SPDR S&P Software & Services ETF
XSW
$505M
| $3.52M | ﹤0.01% |
17,799
-1,072
| -6% | -$205K |
|
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.