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 | |
|---|---|---|---|---|---|---|
|
NXRT
3651
NexPoint Residential Trust
NXRT
$626M
| $2.92M | ﹤0.01% |
90,557
+11,493
| +15% | +$379K |
|
|
HOUS
3652
DELISTED
Anywhere Real Estate
HOUS
| $2.91M | ﹤0.01% |
274,937
-31,365
| -10% | -$184K |
|
3653
Eagle Bancorp
EGBN
$878M
| $2.9M | ﹤0.01% |
143,480
+128,396
| +851% | +$2.49M |
|
3654
iShares US Consumer Discretionary ETF
IYC
$1.22B
| $2.9M | ﹤0.01% |
27,672
-896
| -3% | -$91.8K |
|
3655
Tiptree Inc
TIPT
$672M
| $2.9M | ﹤0.01% |
151,279
-50,592
| -25% | -$1.13M |
|
3656
Traeger
COOK
$164M
| $2.89M | ﹤0.01% |
47,363
+46,849
| +9,115% | +$3.59M |
|
3657
United States Natural Gas Fund
UNG
$487M
| $2.88M | ﹤0.01% |
220,620
+159,117
| +259% | +$2.13M |
|
3658
PubMatic
PUBM
$801M
| $2.88M | ﹤0.01% |
348,185
-36,278
| -9% | -$369K |
|
3659
LSB Industries
LXU
$737M
| $2.88M | ﹤0.01% |
365,601
+187,108
| +105% | +$1.52M |
|
3660
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
| $2.88M | ﹤0.01% |
109,702
-36,947
| -25% | -$959K |
|
3661
Liberty Media Series A
FWONA
$23.9B
| $2.88M | ﹤0.01% |
30,204
-4,237
| -12% | -$387K |
|
3662
PrimeEnergy Resources
PNRG
$325M
| $2.87M | ﹤0.01% |
17,210
+16,959
| +6,757% | +$2.76M |
|
|
STKL
3663
DELISTED
SunOpta
STKL
| $2.87M | ﹤0.01% |
490,006
-46,887
| -9% | -$291K |
|
|
AXON
3664
CALL
Axon Enterprise
AXON
$49.8B
| $2.87M | ﹤0.01% |
4,000
+3,500
| +700% | +$2.66M |
|
3665
Radiant Logistics
RLGT
$408M
| $2.86M | ﹤0.01% |
484,848
-45,627
| -9% | -$281K |
|
|
NNE
3666
Nano Nuclear Energy
NNE
$1.06B
| $2.85M | ﹤0.01% |
74,009
+60,336
| +441% | +$2.14M |
|
3667
Energizer
ENR
$1.56B
| $2.85M | ﹤0.01% |
114,620
-44,669
| -28% | -$1.17M |
|
3668
PC Connection
CNXN
$2.05B
| $2.85M | ﹤0.01% |
46,021
+17,808
| +63% | +$1.14M |
|
3669
Editas Medicine
EDIT
$433M
| $2.85M | ﹤0.01% |
820,667
-245,055
| -23% | -$684K |
|
|
MFA
3670
MFA Financial
MFA
$926M
| $2.84M | ﹤0.01% |
308,980
-223,240
| -42% | -$2.16M |
|
3671
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
| $2.84M | ﹤0.01% |
61,558
-4,428
| -7% | -$201K |
|
3672
iShares MSCI Italy ETF
EWI
$1.08B
| $2.82M | ﹤0.01% |
54,356
+30,586
| +129% | +$1.53M |
|
3673
Summit Therapeutics
SMMT
$10.6B
| $2.82M | ﹤0.01% |
136,626
-69,481
| -34% | -$1.68M |
|
3674
Rapid7
RPD
$876M
| $2.82M | ﹤0.01% |
150,450
-115,025
| -43% | -$2.43M |
|
3675
ProShares UltraPro Short QQQ
SQQQ
$1.68B
| $2.82M | ﹤0.01% |
36,977
+32,888
| +804% | +$2.91M |
|
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.