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 | |
|---|---|---|---|---|---|---|
3801
Papa John's
PZZA
$799M
| $2.37M | ﹤0.01% |
49,270
-61,766
| -56% | -$2.86M |
|
3802
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $2.37M | ﹤0.01% |
82,074
+917
| +1% | +$26.3K |
|
|
STEL
3803
DELISTED
Stellar Bancorp
STEL
| $2.37M | ﹤0.01% |
78,154
+1,545
| +2% | +$47K |
|
3804
iShares Global Comm Services ETF
IXP
$572M
| $2.37M | ﹤0.01% |
19,168
-6,015
| -24% | -$706K |
|
3805
Vanguard Total Corporate Bond ETF
VTC
$1.71B
| $2.36M | ﹤0.01% |
30,142
-78
| -0.3% | -$6.04K |
|
3806
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.77B
| $2.36M | ﹤0.01% |
13,154
-562
| -4% | -$95.7K |
|
3807
Lionsgate Studios
LION
$3.57B
| $2.36M | ﹤0.01% |
341,600
-116,841
| -25% | -$752K |
|
3808
CALL
Comcast
CMCSA
$92.9B
| $2.36M | ﹤0.01% |
75,000
+70,200
| +1,463% | +$2.35M |
|
|
ZIMV
3809
DELISTED
ZimVie
ZIMV
| $2.36M | ﹤0.01% |
124,404
-49,785
| -29% | -$842K |
|
3810
SmartFinancial
SMBK
$902M
| $2.36M | ﹤0.01% |
65,927
-8,273
| -11% | -$296K |
|
|
KKR.PRD
3811
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.51B
| $2.35M | ﹤0.01% |
44,981
+17,976
| +67% | +$1.01M |
|
3812
Select Water Solutions
WTTR
$2.69B
| $2.35M | ﹤0.01% |
219,738
-629,311
| -74% | -$5.75M |
|
3813
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.92B
| $2.35M | ﹤0.01% |
24,638
+239
| +1% | +$21.9K |
|
3814
Amplitude
AMPL
$1.63B
| $2.34M | ﹤0.01% |
218,555
-47,579
| -18% | -$564K |
|
|
EHAB
3815
DELISTED
Enhabit
EHAB
| $2.34M | ﹤0.01% |
291,823
-271,731
| -48% | -$2.04M |
|
3816
Invesco International Dividend Achievers ETF
PID
$917M
| $2.33M | ﹤0.01% |
109,760
+7,899
| +8% | +$166K |
|
3817
Invesco Water Resources ETF
PHO
$2.05B
| $2.33M | ﹤0.01% |
32,328
-933
| -3% | -$66.8K |
|
3818
Accel Entertainment
ACEL
$1.01B
| $2.33M | ﹤0.01% |
210,203
-19,877
| -9% | -$232K |
|
|
VTYX
3819
DELISTED
Ventyx Biosciences
VTYX
| $2.33M | ﹤0.01% |
748,088
+290,169
| +63% | +$769K |
|
|
AEXA
3820
American Exceptionalism Acquisition Corp
AEXA
$571M
| $2.32M | ﹤0.01% |
+212,681
| New | +$2.29M |
|
3821
Xponential Fitness
XPOF
$206M
| $2.32M | ﹤0.01% |
297,838
+127,631
| +75% | +$1.16M |
|
3822
Credit Acceptance
CACC
$6.1B
| $2.32M | ﹤0.01% |
4,966
-111
| -2% | -$55.4K |
|
|
CRWV
3823
CALL
CoreWeave
CRWV
$58.1B
| $2.31M | ﹤0.01% |
+16,900
| New | +$2M |
|
3824
Health Catalyst
HCAT
$139M
| $2.31M | ﹤0.01% |
810,767
-98,669
| -11% | -$338K |
|
3825
John B. Sanfilippo & Son
JBSS
$1.01B
| $2.31M | ﹤0.01% |
35,904
+4,685
| +15% | +$303K |
|
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.