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 | |
|---|---|---|---|---|---|---|
4651
Covenant Logistics
CVLG
$886M
| $690K | ﹤0.01% |
31,853
+10,947
| +52% | +$262K |
|
|
HONE
4652
DELISTED
HarborOne Bancorp
HONE
| $689K | ﹤0.01% |
50,671
+10,916
| +27% | +$136K |
|
4653
WisdomTree International Quality Dividend Growth Fund
IQDG
$732M
| $689K | ﹤0.01% |
17,279
-119,434
| -87% | -$4.68M |
|
|
TRML
4654
DELISTED
Tourmaline Bio
TRML
| $684K | ﹤0.01% |
14,291
-1,308
| -8% | -$36.3K |
|
|
PMTR
4655
Perimeter Acquisition Corp I
PMTR
| $683K | ﹤0.01% |
+66,680
| New | +$681K |
|
4656
Global X SuperDividend US ETF
DIV
$786M
| $683K | ﹤0.01% |
38,630
-3,524
| -8% | -$62.4K |
|
4657
Invesco Dorsey Wright Technology Momentum ETF
PTF
$676M
| $683K | ﹤0.01% |
9,133
+6,490
| +246% | +$452K |
|
4658
Franklin FTSE Germany ETF
FLGR
$39.5M
| $682K | ﹤0.01% |
20,681
-2,972
| -13% | -$98.4K |
|
4659
CALL
BridgeBio Pharma
BBIO
$15.6B
| $680K | ﹤0.01% |
13,100
-27,200
| -67% | -$1.33M |
|
4660
PUT
Builders FirstSource
BLDR
$7.8B
| $679K | ﹤0.01% |
5,600
+3,100
| +124% | +$411K |
|
4661
Pharvaris
PHVS
$2.46B
| $676K | ﹤0.01% |
27,085
+23,743
| +710% | +$527K |
|
4662
Tredegar Corp
TG
$276M
| $673K | ﹤0.01% |
83,787
+4,288
| +5% | +$35.3K |
|
4663
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.62M
| $670K | ﹤0.01% |
21,442
+6,424
| +43% | +$198K |
|
|
GPMT
4664
Granite Point Mortgage Trust
GPMT
$57.4M
| $669K | ﹤0.01% |
222,900
-10,844
| -5% | -$30K |
|
4665
Geron
GERN
$943M
| $668K | ﹤0.01% |
487,249
-52,839
| -10% | -$70.4K |
|
4666
FS Bancorp
FSBW
$323M
| $667K | ﹤0.01% |
16,718
+131
| +0.8% | +$5.38K |
|
4667
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
| $666K | ﹤0.01% |
25,300
+24,977
| +7,733% | +$653K |
|
4668
PUT
KE Holdings
BEKE
$18.8B
| $665K | ﹤0.01% |
+35,000
| New | +$656K |
|
4669
CALL
DaVita
DVA
$11.5B
| $664K | ﹤0.01% |
5,000
| – | – |
|
4670
PUT
argenx
ARGX
$53.3B
| $664K | ﹤0.01% |
900
| – | – |
|
4671
Ambev
ABEV
$43.2B
| $663K | ﹤0.01% |
297,159
-119,229
| -29% | -$273K |
|
4672
GoodRx Holdings
GDRX
$1.27B
| $661K | ﹤0.01% |
156,277
-170,621
| -52% | -$750K |
|
|
MYCG
4673
State Street My2027 Corporate Bond ETF
MYCG
$37.4M
| $661K | ﹤0.01% |
26,322
-10,306
| -28% | -$258K |
|
4674
Omega Flex
OFLX
$289M
| $659K | ﹤0.01% |
21,130
+2,841
| +16% | +$96.3K |
|
4675
CALL
Ultragenyx Pharmaceutical
RARE
$2.61B
| $659K | ﹤0.01% |
21,900
-95,600
| -81% | -$2.87M |
|
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.