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 | |
|---|---|---|---|---|---|---|
4276
Amplify Blockchain Technology ETF
BLOK
$1.08B
| $1.21M | ﹤0.01% |
18,081
+6,399
| +55% | +$388K |
|
4277
Perion Network
PERI
$385M
| $1.21M | ﹤0.01% |
126,211
-36,406
| -22% | -$364K |
|
|
APLS
4278
DELISTED
Apellis Pharmaceuticals
APLS
| $1.21M | ﹤0.01% |
53,516
-181,285
| -77% | -$4.23M |
|
4279
Flywire
FLYW
$2.29B
| $1.21M | ﹤0.01% |
89,427
-54,189
| -38% | -$666K |
|
4280
Vitamin Cottage Natural Grocers
NGVC
$648M
| $1.21M | ﹤0.01% |
30,216
+7,521
| +33% | +$290K |
|
4281
Wabash National
WNC
$512M
| $1.21M | ﹤0.01% |
122,311
+82,879
| +210% | +$885K |
|
4282
Ceco Environmental
CECO
$4.66B
| $1.21M | ﹤0.01% |
23,559
+6,587
| +39% | +$279K |
|
4283
ProShares UltraPro QQQ
TQQQ
$38.5B
| $1.21M | ﹤0.01% |
23,314
-15,826
| -40% | -$722K |
|
4284
Sierra Bancorp
BSRR
$532M
| $1.2M | ﹤0.01% |
41,624
+3,127
| +8% | +$94.3K |
|
4285
Barings BDC
BBDC
$975M
| $1.2M | ﹤0.01% |
137,323
+21,174
| +18% | +$199K |
|
|
AEVA
4286
Aeva Technologies
AEVA
$1.62B
| $1.2M | ﹤0.01% |
82,705
-267,726
| -76% | -$5.07M |
|
4287
Hovnanian Enterprises
HOV
$785M
| $1.19M | ﹤0.01% |
9,283
+144
| +2% | +$19.2K |
|
4288
Bumble
BMBL
$358M
| $1.19M | ﹤0.01% |
195,329
-518,526
| -73% | -$3.54M |
|
|
PCAP
4289
ProCap Acquisition Corp
PCAP
$327M
| $1.19M | ﹤0.01% |
+115,747
| New | +$1.19M |
|
4290
CALL
Toast
TOST
$20.1B
| $1.19M | ﹤0.01% |
32,500
-7,800
| -19% | -$339K |
|
4291
iShares MSCI China Small-Cap ETF
ECNS
$66.3M
| $1.18M | ﹤0.01% |
+30,000
| New | +$1.09M |
|
|
HDUS
4292
Hartford Disciplined US Equity ETF
HDUS
$213M
| $1.18M | ﹤0.01% |
18,380
+2,030
| +12% | +$126K |
|
4293
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $1.18M | ﹤0.01% |
54,823
-1,661
| -3% | -$34.7K |
|
4294
TriMas Corp
TRS
$1.4B
| $1.18M | ﹤0.01% |
30,540
-2,736
| -8% | -$97.2K |
|
4295
Nuveen ESG Emerging Markets Equity ETF
NUEM
$401M
| $1.18M | ﹤0.01% |
33,061
-2,301
| -7% | -$78.7K |
|
4296
PUT
BridgeBio Pharma
BBIO
$15.6B
| $1.18M | ﹤0.01% |
22,700
-17,300
| -43% | -$844K |
|
|
RAC
4297
Rithm Acquisition Corp
RAC
| $1.18M | ﹤0.01% |
115,000
-100,000
| -47% | -$1.02M |
|
4298
CALL
Ally Financial
ALLY
$13.7B
| $1.17M | ﹤0.01% |
29,800
+14,300
| +92% | +$573K |
|
4299
Pro-Dex
PDEX
$214M
| $1.17M | ﹤0.01% |
34,420
-1,457
| -4% | -$62.7K |
|
4300
PUT
Polaris
PII
$3.95B
| $1.16M | ﹤0.01% |
20,000
-25,000
| -56% | -$1.35M |
|
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.