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 | |
|---|---|---|---|---|---|---|
401
WEC Energy
WEC
$34.8B
| $568M | 0.03% |
4,957,762
-339,624
| -6% | -$36.8M |
|
402
Ferrari
RACE
$72.1B
| $567M | 0.03% |
1,168,212
-313,768
| -21% | -$150M |
|
403
ICICI Bank
IBN
$107B
| $558M | 0.03% |
18,447,555
+857,218
| +5% | +$28M |
|
404
Idexx Laboratories
IDXX
$46.2B
| $556M | 0.03% |
869,930
+326,348
| +60% | +$198M |
|
405
Autodesk
ADSK
$53.1B
| $553M | 0.03% |
1,740,492
+543,360
| +45% | +$166M |
|
406
Teledyne Technologies
TDY
$31.6B
| $553M | 0.03% |
942,825
+24,222
| +3% | +$13.3M |
|
407
CALL
iShares Morningstar Value ETF
ILCV
$1.35B
| $551M | 0.03% |
6,787,300
+3,885,300
| +134% | +$336M |
|
408
KKR & Co
KKR
$99.6B
| $549M | 0.03% |
4,225,307
-2,240,429
| -35% | -$318M |
|
409
Extra Space Storage
EXR
$31B
| $545M | 0.03% |
3,866,863
-646,932
| -14% | -$92.9M |
|
410
Marathon Petroleum
MPC
$94.5B
| $543M | 0.03% |
2,817,699
-546,205
| -16% | -$96.1M |
|
411
Healthpeak Properties
DOC
$14.1B
| $541M | 0.03% |
28,236,534
+8,212,504
| +41% | +$147M |
|
412
JPMorgan Inflation Managed Bond ETF
JCPI
$868M
| $538M | 0.03% |
11,031,673
+145,871
| +1% | +$7.07M |
|
413
Church & Dwight Co
CHD
$24.4B
| $538M | 0.03% |
6,136,330
+175,960
| +3% | +$16.5M |
|
|
ABFL
414
Abacus FCF Leaders ETF
ABFL
$543M
| $533M | 0.03% |
7,411,395
+358,965
| +5% | +$25.3M |
|
415
Bank of Montreal
BMO
$127B
| $525M | 0.03% |
4,034,186
-62,740
| -2% | -$7.43M |
|
416
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
| $525M | 0.03% |
2,769,667
-2,876,893
| -51% | -$536M |
|
417
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.19B
| $512M | 0.03% |
4,246,186
+521,394
| +14% | +$60.6M |
|
418
PG&E
PCG
$38.1B
| $510M | 0.03% |
33,825,899
-23,960,148
| -41% | -$349M |
|
419
Duke Energy
DUK
$96.1B
| $509M | 0.03% |
4,115,743
+633,581
| +18% | +$76.9M |
|
420
Darden Restaurants
DRI
$25B
| $508M | 0.03% |
2,666,919
+1,171,890
| +78% | +$241M |
|
|
FBCG
421
Fidelity Blue Chip Growth ETF
FBCG
$7.21B
| $499M | 0.03% |
9,308,010
+68,934
| +0.7% | +$3.51M |
|
422
Old Dominion Freight Line
ODFL
$43.4B
| $499M | 0.03% |
3,544,588
+622,275
| +21% | +$95.3M |
|
423
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
| $493M | 0.03% |
7,932,996
-716,278
| -8% | -$43M |
|
424
Moody's
MCO
$82.5B
| $493M | 0.03% |
1,034,134
-115,332
| -10% | -$58.1M |
|
425
Warner Music
WMG
$13.1B
| $492M | 0.03% |
14,444,914
-431,238
| -3% | -$13.7M |
|
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.