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 | |
|---|---|---|---|---|---|---|
3576
Stewart Information Services
STC
$2.08B
| $3.29M | ﹤0.01% |
44,935
+3,514
| +8% | +$242K |
|
3577
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.7B
| $3.29M | ﹤0.01% |
48,225
+14,996
| +45% | +$970K |
|
3578
Manchester United
MANU
$4.17B
| $3.28M | ﹤0.01% |
216,431
+8,700
| +4% | +$148K |
|
|
BKV
3579
BKV Corp
BKV
$2.93B
| $3.27M | ﹤0.01% |
141,448
-55,581
| -28% | -$1.21M |
|
3580
Navigator Holdings
NVGS
$1.29B
| $3.27M | ﹤0.01% |
210,797
+131,359
| +165% | +$2.1M |
|
3581
Backblaze
BLZE
$1.18B
| $3.26M | ﹤0.01% |
351,657
+172,165
| +96% | +$1.26M |
|
3582
Dimensional National Municipal Bond ETF
DFNM
$2.26B
| $3.26M | ﹤0.01% |
67,889
+9,095
| +15% | +$433K |
|
3583
CALL
ICICI Bank
IBN
$107B
| $3.25M | ﹤0.01% |
107,500
| – | – |
|
3584
iShares Core 5-10 Year USD Bond ETF
IMTB
$275M
| $3.25M | ﹤0.01% |
73,512
-11,675
| -14% | -$510K |
|
3585
iShares MSCI Australia ETF
EWA
$1.45B
| $3.25M | ﹤0.01% |
120,295
+57,386
| +91% | +$1.53M |
|
3586
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
| $3.25M | ﹤0.01% |
78,963
-29,335
| -27% | -$1.18M |
|
3587
Astec Industries
ASTE
$997M
| $3.24M | ﹤0.01% |
67,387
+19,871
| +42% | +$869K |
|
3588
Centuri Holdings
CTRI
$2.38B
| $3.24M | ﹤0.01% |
153,022
+138,349
| +943% | +$2.94M |
|
3589
PagerDuty
PD
$918M
| $3.24M | ﹤0.01% |
196,010
+10,888
| +6% | +$173K |
|
3590
Compass Diversified
CODI
$956M
| $3.23M | ﹤0.01% |
488,398
+4,711
| +1% | +$32.5K |
|
3591
Ocular Therapeutix
OCUL
$2.2B
| $3.23M | ﹤0.01% |
276,160
-435,940
| -61% | -$5.21M |
|
3592
Helix Energy Solutions
HLX
$1.54B
| $3.23M | ﹤0.01% |
492,079
-12,331
| -2% | -$77.6K |
|
3593
Petco
WOOF
$805M
| $3.22M | ﹤0.01% |
832,412
+613,591
| +280% | +$2.05M |
|
|
ARR
3594
Armour Residential REIT
ARR
$2.37B
| $3.22M | ﹤0.01% |
215,416
+141,568
| +192% | +$2.22M |
|
3595
CALL
BP
BP
$110B
| $3.22M | ﹤0.01% |
93,300
-41,300
| -31% | -$1.38M |
|
3596
Nicolet Bankshares
NIC
$3.75B
| $3.21M | ﹤0.01% |
23,889
+2,709
| +13% | +$359K |
|
3597
Vanguard Russell 2000 Growth ETF
VTWG
$1.57B
| $3.21M | ﹤0.01% |
13,729
+2,579
| +23% | +$568K |
|
3598
Bank First Corp
BFC
$1.75B
| $3.21M | ﹤0.01% |
26,452
+12,306
| +87% | +$1.53M |
|
3599
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$629M
| $3.21M | ﹤0.01% |
+34,270
| New | +$2.42M |
|
3600
Avantis US Small Cap Equity ETF
AVSC
$3.19B
| $3.2M | ﹤0.01% |
55,902
-8,818
| -14% | -$486K |
|
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.