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 | |
|---|---|---|---|---|---|---|
3526
Comstock Resources
CRK
$4.13B
| $3.52M | ﹤0.01% |
177,326
+42,416
| +31% | +$785K |
|
3527
PUT
Moderna
MRNA
$25.3B
| $3.52M | ﹤0.01% |
136,100
+101,500
| +293% | +$2.83M |
|
3528
StoneCo
STNE
$2.32B
| $3.51M | ﹤0.01% |
185,727
-66,786
| -26% | -$1.06M |
|
3529
Dimensional International High Profitability ETF
DIHP
$6.59B
| $3.51M | ﹤0.01% |
115,547
-10,499
| -8% | -$313K |
|
3530
PUT
Marathon Digital Holdings
MARA
$3.55B
| $3.51M | ﹤0.01% |
+192,100
| New | +$3.24M |
|
|
RYZ
3531
Ryerson Holding Corp
RYZ
$1.5B
| $3.5M | ﹤0.01% |
153,049
+81,511
| +114% | +$1.83M |
|
3532
Liberty Global Class C
LBTYK
$3.49B
| $3.49M | ﹤0.01% |
296,867
+11,915
| +4% | +$133K |
|
3533
Upwork
UPWK
$1.06B
| $3.49M | ﹤0.01% |
187,838
-44,563
| -19% | -$664K |
|
|
PPLT
3534
abrdn Physical Platinum Shares ETF
PPLT
$2.04B
| $3.49M | ﹤0.01% |
244,020
-192,970
| -44% | -$2.44M |
|
3535
CALL
American Water Works
AWK
$27.1B
| $3.48M | ﹤0.01% |
25,000
| – | – |
|
|
JOYY
3536
JOYY Inc
JOYY
$3.68B
| $3.48M | ﹤0.01% |
59,368
-51,104
| -46% | -$2.81M |
|
3537
U-Haul Holding Co Series N
UHAL.B
$12.7B
| $3.48M | ﹤0.01% |
68,327
-4,649
| -6% | -$248K |
|
3538
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
| $3.47M | ﹤0.01% |
35,184
-2,417
| -6% | -$236K |
|
3539
Hope Bancorp
HOPE
$1.85B
| $3.47M | ﹤0.01% |
321,852
-24,905
| -7% | -$270K |
|
3540
John Hancock Multifactor Mid Cap ETF
JHMM
$6.2B
| $3.46M | ﹤0.01% |
53,536
+722
| +1% | +$45.6K |
|
3541
Plug Power
PLUG
$3.24B
| $3.46M | ﹤0.01% |
1,484,806
-19,938
| -1% | -$33.8K |
|
3542
Nature's Sunshine
NATR
$266M
| $3.45M | ﹤0.01% |
222,300
-6,398
| -3% | -$102K |
|
3543
PUT
BP
BP
$110B
| $3.45M | ﹤0.01% |
100,000
-2,100
| -2% | -$70.3K |
|
3544
MiMedx Group
MDXG
$622M
| $3.45M | ﹤0.01% |
493,661
-133,744
| -21% | -$930K |
|
3545
Federal Agricultural Mortgage
AGM
$2.53B
| $3.44M | ﹤0.01% |
20,489
+3,099
| +18% | +$580K |
|
|
UHT
3546
Universal Health Realty Income Trust
UHT
$574M
| $3.44M | ﹤0.01% |
87,861
+1,274
| +1% | +$51.3K |
|
3547
iShares Morningstar Small-Cap Value ETF
ISCV
$712M
| $3.44M | ﹤0.01% |
51,605
-10,512
| -17% | -$683K |
|
3548
Goodyear
GT
$1.76B
| $3.43M | ﹤0.01% |
458,790
-1,582,728
| -78% | -$14.9M |
|
3549
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.33B
| $3.42M | ﹤0.01% |
71,499
-13,860
| -16% | -$641K |
|
3550
Organon & Co
OGN
$3.6B
| $3.42M | ﹤0.01% |
320,347
-12,800
| -4% | -$126K |
|
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 479 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 479 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.