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 | |
|---|---|---|---|---|---|---|
|
NFBK
4251
DELISTED
Northfield Bancorp
NFBK
| $1.26M | ﹤0.01% |
106,467
-113,905
| -52% | -$1.31M |
|
4252
Digimarc Corp
DMRC
$169M
| $1.25M | ﹤0.01% |
128,443
+22,068
| +21% | +$238K |
|
4253
TAT Technologies
TATT
$542M
| $1.25M | ﹤0.01% |
28,461
-41,157
| -59% | -$1.46M |
|
4254
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $1.25M | ﹤0.01% |
24,757
-3,668
| -13% | -$181K |
|
4255
MoonLake Immunotherapeutics
MLTX
$1.4B
| $1.25M | ﹤0.01% |
174,161
+134,764
| +342% | +$7.02M |
|
|
CTEV
4256
Claritev Corp
CTEV
$646M
| $1.25M | ﹤0.01% |
23,464
+19,818
| +544% | +$1.09M |
|
4257
Cytek Biosciences
CTKB
$610M
| $1.24M | ﹤0.01% |
358,723
-71,385
| -17% | -$268K |
|
4258
PUT
Ally Financial
ALLY
$13.7B
| $1.24M | ﹤0.01% |
31,700
+16,200
| +105% | +$649K |
|
4259
Under Armour
UAA
$2.3B
| $1.24M | ﹤0.01% |
248,830
-119,544
| -32% | -$696K |
|
4260
Quanterix
QTRX
$122M
| $1.24M | ﹤0.01% |
227,771
-32,730
| -13% | -$174K |
|
|
NUVL
4261
PUT
DELISTED
Nuvalent
NUVL
| $1.24M | ﹤0.01% |
14,300
| – | – |
|
4262
Franklin US Low Volatility High Dividend Index ETF
LVHD
$632M
| $1.23M | ﹤0.01% |
29,829
-1,509
| -5% | -$61.5K |
|
4263
Conduent
CNDT
$236M
| $1.23M | ﹤0.01% |
439,105
+87,072
| +25% | +$236K |
|
|
OKLO
4264
CALL
Oklo
OKLO
$8.26B
| $1.23M | ﹤0.01% |
+11,000
| New | +$861K |
|
4265
Vanguard ESG International Stock ETF
VSGX
$6.83B
| $1.23M | ﹤0.01% |
17,662
+1,398
| +9% | +$93.9K |
|
|
NBIS
4266
CALL
Nebius Group N.V.
NBIS
$75.5B
| $1.22M | ﹤0.01% |
+10,900
| New | +$757K |
|
4267
iShares Global REIT ETF
REET
$5.09B
| $1.22M | ﹤0.01% |
47,827
-8,419
| -15% | -$211K |
|
4268
PUT
Arbor Realty Trust
ABR
$950M
| $1.22M | ﹤0.01% |
100,000
+80,000
| +400% | +$931K |
|
|
SBR
4269
Sabine Royalty Trust
SBR
$1.06B
| $1.22M | ﹤0.01% |
15,362
+11,345
| +282% | +$810K |
|
4270
OmniAb
OABI
$491M
| $1.22M | ﹤0.01% |
762,912
-30,822
| -4% | -$56.3K |
|
4271
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.08B
| $1.22M | ﹤0.01% |
14,351
-560
| -4% | -$46.8K |
|
|
TEF
4272
DELISTED
Telefonica
TEF
| $1.22M | ﹤0.01% |
239,352
+62,329
| +35% | +$331K |
|
|
VMEO
4273
DELISTED
Vimeo
VMEO
| $1.21M | ﹤0.01% |
156,734
+76,202
| +95% | +$375K |
|
4274
Immunovant
IMVT
$8.64B
| $1.21M | ﹤0.01% |
75,330
-402,933
| -84% | -$6.52M |
|
4275
Invesco Short Term Treasury ETF
TBLL
$2.85B
| $1.21M | ﹤0.01% |
11,488
+5,273
| +85% | +$557K |
|
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.