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 | |
|---|---|---|---|---|---|---|
4851
Franklin Financial Services
FRAF
$288M
| $494K | ﹤0.01% |
10,749
-4,052
| -27% | -$175K |
|
4852
PUT
Scorpio Tankers
STNG
$3.98B
| $493K | ﹤0.01% |
8,800
| – | – |
|
4853
CALL
Walt Disney
DIS
$184B
| $492K | ﹤0.01% |
4,300
-1,200
| -22% | -$141K |
|
4854
CALL
Host Hotels & Resorts
HST
$15.7B
| $490K | ﹤0.01% |
28,800
+3,500
| +14% | +$58.1K |
|
4855
Amylyx Pharmaceuticals
AMLX
$2.41B
| $487K | ﹤0.01% |
35,844
-52,145
| -59% | -$491K |
|
|
RZLV
4856
Rezolve AI
RZLV
$1.06B
| $486K | ﹤0.01% |
97,491
+53,242
| +120% | +$210K |
|
4857
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
| $485K | ﹤0.01% |
11,077
+5,486
| +98% | +$231K |
|
4858
Colony Bankcorp
CBAN
$473M
| $484K | ﹤0.01% |
28,429
+8,332
| +41% | +$142K |
|
|
ELVR
4859
Elevra Lithium Ltd
ELVR
$1.26B
| $483K | ﹤0.01% |
+20,104
| New | +$419K |
|
4860
PUT
Bloom Energy
BE
$67.7B
| $482K | ﹤0.01% |
5,700
-7,800
| -58% | -$362K |
|
4861
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
| $480K | ﹤0.01% |
22,537
-234
| -1% | -$4.88K |
|
4862
Innovator US Equity Buffer ETF January
BJAN
$349M
| $480K | ﹤0.01% |
+9,046
| New | +$467K |
|
4863
Hain Celestial
HAIN
$52.4M
| $479K | ﹤0.01% |
303,441
-268,238
| -47% | -$457K |
|
4864
CALL
Advance Auto Parts
AAP
$3.41B
| $479K | ﹤0.01% |
+7,800
| New | +$461K |
|
4865
CapForce IBD 50 ETF
FFTY
$81.2M
| $478K | ﹤0.01% |
+12,805
| New | +$443K |
|
4866
CALL
The RealReal
REAL
$1.39B
| $478K | ﹤0.01% |
45,000
| – | – |
|
4867
SoFi Select 500 ETF
SFY
$704M
| $478K | ﹤0.01% |
+3,700
| New | +$457K |
|
|
BTM
4868
DELISTED
Bitcoin Depot
BTM
| $477K | ﹤0.01% |
20,300
-2,502
| -11% | -$78.4K |
|
|
AINP
4869
Allspring Income Plus ETF
AINP
$219M
| $477K | ﹤0.01% |
18,807
-10,328
| -35% | -$261K |
|
|
FVR
4870
FrontView REIT
FVR
$483M
| $476K | ﹤0.01% |
34,731
-8,971
| -21% | -$115K |
|
4871
Gaotu Techedu
GOTU
$401M
| $474K | ﹤0.01% |
+145,421
| New | +$528K |
|
|
WENN
4872
Wen Acquisition Corp
WENN
$389M
| $473K | ﹤0.01% |
+46,722
| New | +$476K |
|
4873
CNA Financial
CNA
$13.8B
| $473K | ﹤0.01% |
10,176
+3,613
| +55% | +$168K |
|
4874
PUT
Amkor Technology
AMKR
$14.7B
| $471K | ﹤0.01% |
16,600
| – | – |
|
4875
FlexShares International Quality Dividend Index Fund
IQDF
$1.17B
| $470K | ﹤0.01% |
16,481
+2,383
| +17% | +$66.8K |
|
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.