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 | |
|---|---|---|---|---|---|---|
4351
Vuzix
VUZI
$262M
| $1.08M | ﹤0.01% |
343,854
-92,599
| -21% | -$218K |
|
4352
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$892M
| $1.08M | ﹤0.01% |
24,009
-556
| -2% | -$24.7K |
|
4353
Chegg
CHGG
$87.5M
| $1.07M | ﹤0.01% |
711,860
+606,364
| +575% | +$852K |
|
4354
Cogent Biosciences
COGT
$6.58B
| $1.07M | ﹤0.01% |
74,812
+5,533
| +8% | +$65.6K |
|
4355
iShares MSCI Kuwait ETF
KWT
$69.2M
| $1.07M | ﹤0.01% |
27,144
+23,113
| +573% | +$901K |
|
4356
Fidelity Low Duration Bond ETF
FLDB
$418M
| $1.07M | ﹤0.01% |
21,231
+1,759
| +9% | +$89K |
|
|
ALMS
4357
Alumis Inc
ALMS
$3.28B
| $1.07M | ﹤0.01% |
268,667
-23,514
| -8% | -$96.9K |
|
4358
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.26B
| $1.07M | ﹤0.01% |
11,365
+3,337
| +42% | +$307K |
|
|
TRST
4359
Trustco Bank Corp NY
TRST
$977M
| $1.07M | ﹤0.01% |
29,479
+8,636
| +41% | +$315K |
|
|
TACOU
4360
Berto Acquisition Corp Unit
TACOU
| $1.07M | ﹤0.01% |
100,000
| – | – |
|
|
FERAU
4361
Fifth Era Acquisition Corp I Units
FERAU
| $1.07M | ﹤0.01% |
101,700
| – | – |
|
4362
Turkcell
TKC
$4.75B
| $1.06M | ﹤0.01% |
176,731
+168,902
| +2,157% | +$987K |
|
|
AIOT
4363
PowerFleet Inc
AIOT
$417M
| $1.06M | ﹤0.01% |
202,849
-19,804
| -9% | -$91.4K |
|
4364
Liberty Latin America Class A
LILA
$1.69B
| $1.06M | ﹤0.01% |
185,855
+10,372
| +6% | +$51.9K |
|
|
MSB
4365
Mesabi Trust
MSB
$301M
| $1.06M | ﹤0.01% |
36,204
-1,016
| -3% | -$29.8K |
|
|
PCAPU
4366
ProCap Acquisition Corp Unit
PCAPU
| $1.06M | ﹤0.01% |
100,000
-51,123
| -34% | -$537K |
|
4367
Alpha Architect 1-3 Month Box ETF
BOXX
$13.5B
| $1.06M | ﹤0.01% |
9,300
-7,539
| -45% | -$854K |
|
4368
iShares Russell 2500 ETF
SMMD
$3.78B
| $1.06M | ﹤0.01% |
14,335
-5,591
| -28% | -$398K |
|
4369
SandRidge Energy
SD
$520M
| $1.06M | ﹤0.01% |
93,568
+27,850
| +42% | +$307K |
|
4370
NerdWallet
NRDS
$629M
| $1.05M | ﹤0.01% |
98,023
+78,447
| +401% | +$836K |
|
|
DDL
4371
Dingdong
DDL
$523M
| $1.05M | ﹤0.01% |
509,310
-459,095
| -47% | -$994K |
|
|
AAM
4372
DELISTED
AA Mission Acquisition Corp
AAM
| $1.05M | ﹤0.01% |
100,000
-391,300
| -80% | -$4.1M |
|
4373
Allegiant Air
ALGT
$2.34B
| $1.05M | ﹤0.01% |
17,305
-1,030
| -6% | -$59.1K |
|
|
BEAGU
4374
Bold Eagle Acquisition Corp Units
BEAGU
| $1.05M | ﹤0.01% |
98,906
| – | – |
|
4375
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
| $1.05M | ﹤0.01% |
41,289
+773
| +2% | +$18.9K |
|
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.