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 | |
|---|---|---|---|---|---|---|
3626
Denison Mines
DNN
$2.92B
| $3.03M | ﹤0.01% |
+1,102,594
| New | +$2.44M |
|
3627
Amprius Technologies
AMPX
$1.83B
| $3.03M | ﹤0.01% |
287,716
-729,501
| -72% | -$5.74M |
|
3628
Sturm, Ruger & Co
RGR
$602M
| $3.03M | ﹤0.01% |
69,625
-13,611
| -16% | -$491K |
|
3629
Huron Consulting
HURN
$2.42B
| $3.02M | ﹤0.01% |
20,600
-619
| -3% | -$84.4K |
|
3630
UFP Technologies
UFPT
$2.49B
| $3.02M | ﹤0.01% |
15,124
+2,389
| +19% | +$525K |
|
3631
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.03B
| $3.02M | ﹤0.01% |
116,508
+111,791
| +2,370% | +$2.84M |
|
3632
Lennar Class B
LEN.B
$20.6B
| $3.02M | ﹤0.01% |
25,143
-5,887
| -19% | -$698K |
|
3633
CALL
Caterpillar
CAT
$394B
| $3.01M | ﹤0.01% |
6,300
-29,100
| -82% | -$12.4M |
|
|
SEI
3634
Solaris Energy Infrastructure
SEI
$4.17B
| $3M | ﹤0.01% |
75,019
+5,722
| +8% | +$179K |
|
3635
Putnam Focused Large Cap Value ETF
PVAL
$13.9B
| $3M | ﹤0.01% |
70,111
+42,244
| +152% | +$1.75M |
|
3636
GeneDx Holdings
WGS
$2.33B
| $2.99M | ﹤0.01% |
27,794
+7,592
| +38% | +$827K |
|
3637
CALL
O'Reilly Automotive
ORLY
$73.7B
| $2.99M | ﹤0.01% |
+27,700
| New | +$2.78M |
|
3638
Allot
ALLT
$383M
| $2.98M | ﹤0.01% |
281,505
+21,242
| +8% | +$180K |
|
3639
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.41B
| $2.97M | ﹤0.01% |
57,016
-137
| -0.2% | -$6.9K |
|
3640
CALL
SoFi Technologies
SOFI
$23.6B
| $2.96M | ﹤0.01% |
112,000
+102,700
| +1,104% | +$2.44M |
|
3641
DHT Holdings
DHT
$3.15B
| $2.96M | ﹤0.01% |
247,436
-152,632
| -38% | -$1.77M |
|
3642
Stepan Co
SCL
$1.48B
| $2.95M | ﹤0.01% |
61,888
+7,586
| +14% | +$394K |
|
3643
PUT
Phillips 66
PSX
$93.2B
| $2.95M | ﹤0.01% |
21,700
+1,200
| +6% | +$154K |
|
3644
Hallador Energy
HNRG
$762M
| $2.95M | ﹤0.01% |
150,735
-94,143
| -38% | -$1.62M |
|
3645
Gogo Inc
GOGO
$383M
| $2.94M | ﹤0.01% |
342,549
-171,821
| -33% | -$2.18M |
|
3646
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.19B
| $2.94M | ﹤0.01% |
45,354
-22,570
| -33% | -$1.35M |
|
3647
AMERISAFE
AMSF
$513M
| $2.94M | ﹤0.01% |
67,071
-9,746
| -13% | -$437K |
|
|
CDTX
3648
DELISTED
Cidara Therapeutics
CDTX
| $2.94M | ﹤0.01% |
30,671
+22,718
| +286% | +$1.45M |
|
3649
PUT
Zoetis
ZTS
$30.5B
| $2.93M | ﹤0.01% |
+20,000
| New | +$3.02M |
|
3650
AllianceBernstein
AB
$3.41B
| $2.92M | ﹤0.01% |
76,359
+5,540
| +8% | +$222K |
|
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.