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 | |
|---|---|---|---|---|---|---|
3726
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.14B
| $2.63M | ﹤0.01% |
21,609
+14
| +0.1% | +$1.66K |
|
3727
Capital City Bank Group
CCBG
$898M
| $2.62M | ﹤0.01% |
62,766
+6,428
| +11% | +$268K |
|
3728
CALL
Keurig Dr Pepper
KDP
$42.8B
| $2.62M | ﹤0.01% |
102,700
+101,200
| +6,747% | +$3.17M |
|
3729
Werner Enterprises
WERN
$2.33B
| $2.62M | ﹤0.01% |
99,528
+22,761
| +30% | +$638K |
|
3730
CALL
LyondellBasell Industries
LYB
$20.6B
| $2.62M | ﹤0.01% |
53,400
+50,000
| +1,471% | +$2.82M |
|
3731
CALL
Cummins
CMI
$86.9B
| $2.62M | ﹤0.01% |
6,200
| – | – |
|
3732
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
| $2.61M | ﹤0.01% |
40,684
+26,832
| +194% | +$1.7M |
|
3733
CP High Yield Trend ETF
HYTR
$291M
| $2.61M | ﹤0.01% |
+119,091
| New | +$2.6M |
|
3734
ImmunityBio
IBRX
$8.02B
| $2.6M | ﹤0.01% |
1,057,968
-13,768
| -1% | -$35.5K |
|
3735
CTS Corp
CTS
$1.81B
| $2.6M | ﹤0.01% |
65,058
-4,219
| -6% | -$175K |
|
3736
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$96.6M
| $2.6M | ﹤0.01% |
121,813
+405
| +0.3% | +$8.53K |
|
3737
CALL
UWM Holdings
UWMC
$2.55B
| $2.59M | ﹤0.01% |
425,000
+225,000
| +113% | +$1.18M |
|
|
WDI
3738
Western Asset Diversified Income Fund
WDI
$686M
| $2.58M | ﹤0.01% |
175,709
+31,950
| +22% | +$479K |
|
3739
Celcuity
CELC
$4.5B
| $2.57M | ﹤0.01% |
52,045
+38,334
| +280% | +$1.53M |
|
3740
Vir Biotechnology
VIR
$1.56B
| $2.57M | ﹤0.01% |
449,518
+6,143
| +1% | +$31.4K |
|
3741
PUT
Liquidia Corp
LQDA
$6.66B
| $2.56M | ﹤0.01% |
+112,500
| New | +$2.44M |
|
3742
First Trust Water ETF
FIW
$1.92B
| $2.56M | ﹤0.01% |
22,754
-3,513
| -13% | -$391K |
|
3743
Coursera
COUR
$1.53B
| $2.56M | ﹤0.01% |
218,303
-591,743
| -73% | -$6.43M |
|
3744
Invesco Solar ETF
TAN
$1.36B
| $2.56M | ﹤0.01% |
58,569
-74,211
| -56% | -$2.97M |
|
3745
Tootsie Roll Industries
TR
$3.08B
| $2.55M | ﹤0.01% |
62,690
+35,484
| +130% | +$1.34M |
|
3746
Denali Therapeutics
DNLI
$3.9B
| $2.54M | ﹤0.01% |
175,021
-16,592
| -9% | -$238K |
|
3747
Stoneridge
SRI
$205M
| $2.54M | ﹤0.01% |
332,845
-281,693
| -46% | -$2.23M |
|
3748
Helmerich & Payne
HP
$4.42B
| $2.53M | ﹤0.01% |
114,637
-109,893
| -49% | -$2.03M |
|
3749
ARK Web x.0 ETF
ARKW
$1.8B
| $2.53M | ﹤0.01% |
14,495
+508
| +4% | +$80.6K |
|
|
MULT
3750
Franklin Multisector Income ETF
MULT
$15M
| $2.53M | ﹤0.01% |
+100,000
| New | +$2.53M |
|
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.