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 | |
|---|---|---|---|---|---|---|
4051
WisdomTree International High Dividend Fund
DTH
$662M
| $1.67M | ﹤0.01% |
34,011
+5,714
| +20% | +$275K |
|
4052
Sharplink Inc
SBET
$1.36B
| $1.67M | ﹤0.01% |
98,268
-226,932
| -70% | -$4.46M |
|
|
COE
4053
51Talk Online Education Group
COE
$118M
| $1.67M | ﹤0.01% |
37,673
-129
| -0.3% | -$4.64K |
|
4054
CALL
Centene
CNC
$33.3B
| $1.66M | ﹤0.01% |
+46,600
| New | +$1.41M |
|
4055
BlackRock Intermediate Muni Income Bond ETF
INMU
$547M
| $1.65M | ﹤0.01% |
68,973
+62,365
| +944% | +$1.47M |
|
4056
PUT
Live Nation Entertainment
LYV
$43.9B
| $1.65M | ﹤0.01% |
+10,100
| New | +$1.6M |
|
4057
SelectQuote
SLQT
$129M
| $1.65M | ﹤0.01% |
840,348
-536,999
| -39% | -$1.14M |
|
4058
United States Antimony
UAMY
$825M
| $1.65M | ﹤0.01% |
265,547
+138,454
| +109% | +$579K |
|
4059
Heritage Insurance Holdings
HRTG
$1.01B
| $1.65M | ﹤0.01% |
65,365
-75,514
| -54% | -$1.72M |
|
4060
Cooper-Standard Automotive
CPS
$506M
| $1.65M | ﹤0.01% |
44,564
+28,264
| +173% | +$861K |
|
|
FLNA
4061
Filana Therapeutics
FLNA
$44.1M
| $1.65M | ﹤0.01% |
565,439
-191,622
| -25% | -$441K |
|
|
ORC
4062
Orchid Island Capital
ORC
$1.32B
| $1.65M | ﹤0.01% |
234,720
+175,311
| +295% | +$1.25M |
|
4063
Woodside Energy
WDS
$44B
| $1.65M | ﹤0.01% |
109,312
+42,472
| +64% | +$700K |
|
4064
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
| $1.65M | ﹤0.01% |
63,513
+193
| +0.3% | +$4.89K |
|
|
MTAL
4065
DELISTED
Metals Acquisition
MTAL
| $1.64M | ﹤0.01% |
134,516
+41,696
| +45% | +$505K |
|
4066
Outset Medical
OM
$84.8M
| $1.64M | ﹤0.01% |
116,306
+107,854
| +1,276% | +$1.68M |
|
4067
iShares Core Conservative Allocation ETF
AOK
$794M
| $1.64M | ﹤0.01% |
+40,825
| New | +$1.61M |
|
4068
Schrodinger
SDGR
$1.32B
| $1.63M | ﹤0.01% |
81,283
-2,207
| -3% | -$44.3K |
|
4069
NEOS S&P 500 High Income ETF
SPYI
$11.4B
| $1.63M | ﹤0.01% |
31,173
+30,697
| +6,449% | +$1.58M |
|
4070
Hertz
HTZ
$798M
| $1.63M | ﹤0.01% |
239,597
-14,608
| -6% | -$93.8K |
|
4071
Heron Therapeutics
HRTX
$63.9M
| $1.63M | ﹤0.01% |
1,292,444
+339,364
| +36% | +$538K |
|
4072
Structure Therapeutics
GPCR
$3.87B
| $1.63M | ﹤0.01% |
58,148
+15,706
| +37% | +$313K |
|
|
EVMO
4073
Eaton Vance Mortgage Opportunities ETF
EVMO
$861M
| $1.63M | ﹤0.01% |
+32,208
| New | +$1.62M |
|
4074
Fidelity Investment Grade Securitized ETF
FSEC
$4.64B
| $1.63M | ﹤0.01% |
36,904
+17,855
| +94% | +$781K |
|
4075
PUT
Hershey
HSY
$37B
| $1.63M | ﹤0.01% |
+8,700
| New | +$1.58M |
|
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.