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 | |
|---|---|---|---|---|---|---|
3901
Standard Motor Products
SMP
$870M
| $2.08M | ﹤0.01% |
50,990
+40,898
| +405% | +$1.5M |
|
3902
Third Coast Bancshares
TCBX
$768M
| $2.08M | ﹤0.01% |
54,721
+17,184
| +46% | +$652K |
|
3903
iShares Morningstar Mid-Cap ETF
IMCB
$1.73B
| $2.07M | ﹤0.01% |
24,977
-915
| -4% | -$74.6K |
|
3904
Rackspace Technology
RXT
$1.07B
| $2.06M | ﹤0.01% |
1,464,389
+26,510
| +2% | +$35.5K |
|
3905
Enviri
NVRI
$579M
| $2.06M | ﹤0.01% |
162,450
+89,227
| +122% | +$923K |
|
3906
F&G Annuities & Life
FG
$3.59B
| $2.06M | ﹤0.01% |
65,847
+25,644
| +64% | +$847K |
|
3907
Alliance Resource Partners
ARLP
$3.27B
| $2.05M | ﹤0.01% |
81,244
-99,541
| -55% | -$2.49M |
|
3908
PUT
United Therapeutics
UTHR
$21.4B
| $2.05M | ﹤0.01% |
4,900
-8,100
| -62% | -$2.72M |
|
3909
CryoPort
CYRX
$772M
| $2.05M | ﹤0.01% |
216,501
-23,531
| -10% | -$198K |
|
3910
NWPX Infrastructure Inc
NWPX
$1.12B
| $2.05M | ﹤0.01% |
38,754
-9,467
| -20% | -$452K |
|
3911
Fidelity Low Volatility Factor ETF
FDLO
$1.45B
| $2.05M | ﹤0.01% |
31,134
-44,982
| -59% | -$2.89M |
|
|
SDHIU
3912
Siddhi Acquisition Corp Unit
SDHIU
| $2.05M | ﹤0.01% |
199,300
-700
| -0.4% | -$7.22K |
|
|
MUND
3913
Northern Trust 2055 Tax-Exempt Distributing Ladder ETF
MUND
$10.1M
| $2.05M | ﹤0.01% |
+20,000
| New | +$2.03M |
|
3914
Recursion Pharmaceuticals
RXRX
$1.69B
| $2.05M | ﹤0.01% |
419,618
+20,115
| +5% | +$106K |
|
|
TAXT
3915
Northern Trust Tax-Exempt Bond ETF
TAXT
$61.3M
| $2.05M | ﹤0.01% |
+40,000
| New | +$2.03M |
|
3916
PUT
Hewlett Packard
HPE
$77.7B
| $2.05M | ﹤0.01% |
+83,300
| New | +$1.84M |
|
3917
CALL
Universal Health Services
UHS
$10B
| $2.04M | ﹤0.01% |
+10,000
| New | +$1.8M |
|
|
USAS
3918
Americas Gold and Silver
USAS
$1.77B
| $2.04M | ﹤0.01% |
549,176
+167,062
| +44% | +$437K |
|
3919
PureCycle Technologies
PCT
$1.4B
| $2.04M | ﹤0.01% |
155,347
-9,415
| -6% | -$131K |
|
|
DOCU
3920
PUT
DocuSign
DOCU
$11.8B
| $2.04M | ﹤0.01% |
+28,300
| New | +$2.18M |
|
3921
BOK Financial
BOKF
$8.88B
| $2.04M | ﹤0.01% |
18,292
+899
| +5% | +$96.1K |
|
3922
Xometry
XMTR
$5.52B
| $2.03M | ﹤0.01% |
37,334
-3,783
| -9% | -$164K |
|
3923
AMN Healthcare
AMN
$1.34B
| $2.03M | ﹤0.01% |
104,784
-21,560
| -17% | -$421K |
|
3924
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$971M
| $2.03M | ﹤0.01% |
43,430
-360
| -0.8% | -$16.6K |
|
|
OS
3925
DELISTED
OneStream Inc
OS
| $2.02M | ﹤0.01% |
109,843
+82,329
| +299% | +$1.81M |
|
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.