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 | |
|---|---|---|---|---|---|---|
3701
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
| $2.73M | ﹤0.01% |
91,984
-20,663
| -18% | -$605K |
|
|
PHLT
3702
DELISTED
Performant Healthcare Inc
PHLT
| $2.72M | ﹤0.01% |
352,265
+171,952
| +95% | +$1.09M |
|
3703
Keros Therapeutics
KROS
$200M
| $2.72M | ﹤0.01% |
171,941
+124,287
| +261% | +$1.84M |
|
|
WYFI
3704
WhiteFiber Inc
WYFI
$1.15B
| $2.72M | ﹤0.01% |
+100,047
| New | +$1.95M |
|
3705
BNY Mellon High Yield Beta ETF
BKHY
$161M
| $2.72M | ﹤0.01% |
55,772
-43,262
| -44% | -$2.09M |
|
3706
Akebia Therapeutics
AKBA
$242M
| $2.71M | ﹤0.01% |
994,181
-658,565
| -40% | -$2.19M |
|
|
ODP
3707
DELISTED
ODP
ODP
| $2.71M | ﹤0.01% |
97,407
+83,444
| +598% | +$1.71M |
|
3708
CALL
Karyopharm Therapeutics
KPTI
$45.8M
| $2.71M | ﹤0.01% |
414,300
+220,400
| +114% | +$1.19M |
|
|
DQ
3709
Daqo New Energy
DQ
$991M
| $2.71M | ﹤0.01% |
96,270
+2
| +0% | +$47 |
|
3710
Capital Group Core Plus Income ETF
CGCP
$8.51B
| $2.71M | ﹤0.01% |
119,078
+61,650
| +107% | +$1.39M |
|
3711
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.98B
| $2.7M | ﹤0.01% |
59,873
+3,913
| +7% | +$170K |
|
3712
Pacer Swan SOS Fund of Funds ETF
PSFF
$598M
| $2.69M | ﹤0.01% |
85,272
+5,963
| +8% | +$185K |
|
3713
Astronics
ATRO
$4.61B
| $2.69M | ﹤0.01% |
70,787
-413,238
| -85% | -$12.6M |
|
3714
Hafnia
HAFN
$3.87B
| $2.69M | ﹤0.01% |
448,644
+215,112
| +92% | +$1.23M |
|
3715
Oil-Dri
ODC
$1.31B
| $2.68M | ﹤0.01% |
43,921
+29,583
| +206% | +$1.8M |
|
3716
Dianthus Therapeutics
DNTH
$6.49B
| $2.68M | ﹤0.01% |
68,124
+58,746
| +626% | +$1.5M |
|
3717
NextDecade
NEXT
$1.91B
| $2.68M | ﹤0.01% |
394,476
+247,618
| +169% | +$2.4M |
|
3718
Amalgamated Financial
AMAL
$1.53B
| $2.67M | ﹤0.01% |
98,391
-72,108
| -42% | -$2.14M |
|
3719
Woori Financial
WF
$17.3B
| $2.67M | ﹤0.01% |
47,531
-32,899
| -41% | -$1.79M |
|
3720
Avantis Emerging Markets ex-China Equity ETF
AVXC
$408M
| $2.67M | ﹤0.01% |
44,521
-8,450
| -16% | -$488K |
|
3721
Iovance Biotherapeutics
IOVA
$3.16B
| $2.66M | ﹤0.01% |
1,223,831
-19,040
| -2% | -$45K |
|
3722
Huntsman Corp
HUN
$1.81B
| $2.65M | ﹤0.01% |
294,931
+127,723
| +76% | +$1.34M |
|
3723
Harbor Ares Systematic High Yield ETF
SIHY
$150M
| $2.65M | ﹤0.01% |
57,109
-43,323
| -43% | -$1.99M |
|
3724
Aquestive Therapeutics
AQST
$533M
| $2.65M | ﹤0.01% |
473,579
+37,607
| +9% | +$163K |
|
3725
QuantumScape Corp
QS
$3.81B
| $2.64M | ﹤0.01% |
213,884
-1,768,694
| -89% | -$17.3M |
|
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.