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 | |
|---|---|---|---|---|---|---|
426
iShares National Muni Bond ETF
MUB
$45.8B
| $487M | 0.03% |
4,576,697
+241,486
| +6% | +$25.3M |
|
427
Invesco KBW Bank ETF
KBWB
$6.77B
| $486M | 0.03% |
6,215,823
+2,712,112
| +77% | +$204M |
|
428
Agnico Eagle Mines
AEM
$92B
| $485M | 0.03% |
2,878,052
-26,741
| -0.9% | -$3.67M |
|
429
iShares Russell 1000 ETF
IWB
$50B
| $483M | 0.03% |
1,321,355
-23,327
| -2% | -$8.22M |
|
430
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
| $482M | 0.03% |
19,750,218
-500,886
| -2% | -$12.2M |
|
431
NetApp
NTAP
$38.9B
| $478M | 0.03% |
4,038,726
+1,781,340
| +79% | +$199M |
|
432
Lockheed Martin
LMT
$138B
| $472M | 0.03% |
944,550
-16,721
| -2% | -$7.59M |
|
433
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $469M | 0.03% |
8,215,825
-5,188,818
| -39% | -$295M |
|
434
Cummins
CMI
$87.1B
| $467M | 0.03% |
1,106,285
-23,585
| -2% | -$9.04M |
|
|
GRMN
435
Garmin
GRMN
$59.7B
| $462M | 0.03% |
1,875,032
-57,578
| -3% | -$13.3M |
|
436
Cardinal Health
CAH
$56.3B
| $455M | 0.03% |
2,898,738
+376,353
| +15% | +$58.1M |
|
437
Warner Bros
WBD
$67.9B
| $453M | 0.03% |
23,170,273
+5,494,651
| +31% | +$74.9M |
|
438
Brookfield
BN
$110B
| $451M | 0.03% |
9,858,642
+1,780,258
| +22% | +$78.9M |
|
439
Marvell Technology
MRVL
$191B
| $449M | 0.03% |
5,342,437
-1,389,394
| -21% | -$102M |
|
440
Canadian Natural Resources
CNQ
$98.1B
| $449M | 0.03% |
14,047,793
-44,844
| -0.3% | -$1.4M |
|
441
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
| $448M | 0.03% |
5,014,038
-2,895,397
| -37% | -$253M |
|
442
PUT
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
| $445M | 0.03% |
960,600
+382,800
| +66% | +$173M |
|
443
Pultegroup
PHM
$25.2B
| $445M | 0.03% |
3,370,295
+570,433
| +20% | +$70.8M |
|
444
Monster Beverage
MNST
$89.2B
| $445M | 0.03% |
13,221,374
-10,850,216
| -45% | -$339M |
|
|
445
PUT
Marvell Technology
MRVL
$191B
| $439M | 0.03% |
5,220,100
+5,163,100
| +9,058% | +$380M |
|
446
MGIC Investment
MTG
$6.23B
| $439M | 0.03% |
15,466,168
-2,864,952
| -16% | -$78.1M |
|
447
Kimco Realty
KIM
$16.1B
| $437M | 0.03% |
19,992,209
-1,104,920
| -5% | -$24M |
|
448
Eagle Materials
EXP
$6.57B
| $436M | 0.03% |
1,869,244
-160,000
| -8% | -$36.3M |
|
449
Cintas
CTAS
$82.1B
| $434M | 0.03% |
2,116,711
-261,410
| -11% | -$55.8M |
|
450
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$727M
| $432M | 0.03% |
5,829,308
-391,410
| -6% | -$27.6M |
|
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.