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 | |
|---|---|---|---|---|---|---|
351
Lennar Class A
LEN
$21.1B
| $711M | 0.04% |
5,637,235
+537,003
| +11% | +$66.7M |
|
352
Canadian Imperial Bank of Commerce
CM
$109B
| $701M | 0.04% |
8,777,092
-1,300,054
| -13% | -$97.8M |
|
353
PUT
Alphabet (Google) Class C
GOOG
$4.21T
| $694M | 0.04% |
2,851,200
+1,066,000
| +60% | +$224M |
|
354
Otis Worldwide
OTIS
$27.9B
| $688M | 0.04% |
7,521,111
-14,593,475
| -66% | -$1.32B |
|
355
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$844M
| $683M | 0.04% |
10,782,310
-5,585,046
| -34% | -$338M |
|
356
Vanguard Dividend Appreciation ETF
VIG
$114B
| $673M | 0.04% |
3,116,939
-41,978
| -1% | -$8.82M |
|
357
Packaging Corp of America
PKG
$23B
| $672M | 0.04% |
3,085,196
+370,573
| +14% | +$76.4M |
|
358
Ulta Beauty
ULTA
$23.4B
| $669M | 0.04% |
1,223,522
-6,433
| -0.5% | -$3.3M |
|
359
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.95B
| $668M | 0.04% |
10,536,082
+23,428
| +0.2% | +$1.45M |
|
360
iShares MSCI Canada ETF
EWC
$6.48B
| $668M | 0.04% |
13,207,764
-81,805
| -0.6% | -$3.92M |
|
361
Neurocrine Biosciences
NBIX
$16.5B
| $664M | 0.04% |
4,730,152
+468,405
| +11% | +$63.5M |
|
362
Carnival Corporation Ltd
CCL
$37.8B
| $663M | 0.04% |
22,930,439
-2,542,522
| -10% | -$76.8M |
|
363
Omnicom Group
OMC
$23.5B
| $661M | 0.04% |
8,107,021
+1,893,316
| +30% | +$143M |
|
364
Truist Financial
TFC
$63.9B
| $661M | 0.04% |
14,450,490
-617,803
| -4% | -$27.9M |
|
365
Vanguard Morningstar Value ETF
VTV
$192B
| $657M | 0.04% |
3,522,564
-15,074
| -0.4% | -$2.73M |
|
366
HDFC Bank
HDB
$120B
| $656M | 0.04% |
19,204,783
+412,997
| +2% | +$15.2M |
|
367
Flutter Entertainment
FLUT
$17.2B
| $655M | 0.04% |
2,580,009
-254,775
| -9% | -$74.6M |
|
|
SPYM
368
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
| $646M | 0.04% |
8,247,272
+221,655
| +3% | +$16.7M |
|
369
Coinbase
COIN
$38.7B
| $646M | 0.04% |
1,913,635
+26,204
| +1% | +$8.88M |
|
370
Leidos
LDOS
$17.7B
| $646M | 0.04% |
3,417,810
-110,820
| -3% | -$19.3M |
|
371
Motorola Solutions
MSI
$76.7B
| $641M | 0.04% |
1,402,047
-401,305
| -22% | -$181M |
|
372
Teradyne
TER
$58.7B
| $641M | 0.04% |
4,653,536
+544,217
| +13% | +$59.5M |
|
373
iShares Russell Mid-Cap ETF
IWR
$57.7B
| $640M | 0.04% |
6,623,770
+47,842
| +0.7% | +$4.53M |
|
374
Vertiv
VRT
$107B
| $638M | 0.04% |
4,226,701
+35,195
| +0.8% | +$4.69M |
|
375
TD Synnex
SNX
$20.4B
| $633M | 0.04% |
3,863,486
-366,573
| -9% | -$54M |
|
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 481 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 481 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.