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 | |
|---|---|---|---|---|---|---|
4326
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$578M
| $1.12M | ﹤0.01% |
+51,989
| New | +$1.12M |
|
4327
CALL
Flutter Entertainment
FLUT
$17.6B
| $1.12M | ﹤0.01% |
4,400
-16,900
| -79% | -$4.95M |
|
4328
Edgewise Therapeutics
EWTX
$4.8B
| $1.11M | ﹤0.01% |
68,720
-8,896
| -11% | -$126K |
|
4329
Certara
CERT
$1.22B
| $1.11M | ﹤0.01% |
91,117
-1,940
| -2% | -$21.2K |
|
4330
SEACOR Marine Holdings
SMHI
$268M
| $1.11M | ﹤0.01% |
171,390
+29,955
| +21% | +$182K |
|
4331
B&G Foods
BGS
$294M
| $1.11M | ﹤0.01% |
249,757
-26,978
| -10% | -$118K |
|
|
DHIL
4332
DELISTED
Diamond Hill
DHIL
| $1.11M | ﹤0.01% |
7,894
+78
| +1% | +$11.4K |
|
4333
CALL
Builders FirstSource
BLDR
$7.8B
| $1.1M | ﹤0.01% |
9,100
+8,900
| +4,450% | +$1.18M |
|
4334
CALL
Middleby
MIDD
$5.33B
| $1.1M | ﹤0.01% |
8,300
-900,000
| -99% | -$125M |
|
4335
Fidelity International High Dividend ETF
FIDI
$365M
| $1.1M | ﹤0.01% |
45,077
-20,897
| -32% | -$502K |
|
|
MLNK
4336
DELISTED
MeridianLink
MLNK
| $1.1M | ﹤0.01% |
55,095
-59,678
| -52% | -$1.1M |
|
4337
PUT
Mineralys Therapeutics
MLYS
$2.27B
| $1.1M | ﹤0.01% |
+28,900
| New | +$625K |
|
4338
Fiverr
FVRR
$324M
| $1.1M | ﹤0.01% |
44,886
-35,490
| -44% | -$870K |
|
4339
PUT
Alnylam Pharmaceuticals
ALNY
$30.6B
| $1.09M | ﹤0.01% |
2,400
-3,000
| -56% | -$1.22M |
|
4340
STAAR Surgical
STAA
$1.31B
| $1.09M | ﹤0.01% |
40,722
-112,649
| -73% | -$2.69M |
|
4341
Trump Media & Technology Group
DJT
$2.3B
| $1.09M | ﹤0.01% |
66,624
-42,633
| -39% | -$756K |
|
4342
Zentalis Pharmaceuticals
ZNTL
$255M
| $1.09M | ﹤0.01% |
723,075
+172,628
| +31% | +$259K |
|
4343
Fidelity Small-Mid Multifactor ETF
FSMD
$2.64B
| $1.09M | ﹤0.01% |
24,785
+6,172
| +33% | +$265K |
|
4344
WisdomTree US Multifactor Fund
USMF
$305M
| $1.09M | ﹤0.01% |
20,851
+1,833
| +10% | +$94.2K |
|
|
DCH
4345
Dauch Corp
DCH
$1.6B
| $1.09M | ﹤0.01% |
180,685
+80,957
| +81% | +$433K |
|
4346
Dimensional California Municipal Bond ETF
DFCA
$711M
| $1.09M | ﹤0.01% |
21,779
+7,870
| +57% | +$389K |
|
|
AD
4347
Array Digital Infrastructure
AD
$3.11B
| $1.09M | ﹤0.01% |
21,698
-4,747
| -18% | -$295K |
|
4348
CALL
Celestica
CLS
$42.3B
| $1.08M | ﹤0.01% |
4,400
+2,800
| +175% | +$565K |
|
4349
CALL
Peloton Interactive
PTON
$2.47B
| $1.08M | ﹤0.01% |
120,200
-197,100
| -62% | -$1.47M |
|
|
VZLA
4350
Vizsla Silver
VZLA
$1.32B
| $1.08M | ﹤0.01% |
250,145
+145,434
| +139% | +$504K |
|
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.