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 | |
|---|---|---|---|---|---|---|
4951
Skillsoft
SKIL
$74.2M
| $406K | ﹤0.01% |
31,174
+1,772
| +6% | +$26K |
|
|
LOKV
4952
DELISTED
Live Oak Acquisition Corp V
LOKV
| $405K | ﹤0.01% |
39,787
-8,834
| -18% | -$90.9K |
|
4953
Alector
ALEC
$219M
| $404K | ﹤0.01% |
136,385
+90,894
| +200% | +$200K |
|
4954
CALL
Novavax
NVAX
$1.33B
| $403K | ﹤0.01% |
+46,500
| New | +$362K |
|
4955
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$351M
| $402K | ﹤0.01% |
11,127
+9,248
| +492% | +$329K |
|
4956
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$758M
| $402K | ﹤0.01% |
7,106
-372
| -5% | -$20.6K |
|
4957
Anavex Life Sciences
AVXL
$298M
| $401K | ﹤0.01% |
45,065
-4,073
| -8% | -$41.3K |
|
|
CHA
4958
Chagee Holdings Ltd
CHA
$1.96B
| $401K | ﹤0.01% |
24,208
+23,213
| +2,333% | +$504K |
|
|
UFG
4959
Uni-Fuels Holdings
UFG
$18.8M
| $399K | ﹤0.01% |
+48,054
| New | +$221K |
|
4960
PUT
Dave Inc
DAVE
$4.27B
| $399K | ﹤0.01% |
+2,000
| New | +$432K |
|
|
VOYG
4961
Voyager Technologies
VOYG
$2.6B
| $398K | ﹤0.01% |
13,380
+13,352
| +47,686% | +$462K |
|
4962
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$56M
| $398K | ﹤0.01% |
13,370
-5,081
| -28% | -$146K |
|
4963
PUT
Transocean
RIG
$6.43B
| $398K | ﹤0.01% |
+127,600
| New | +$385K |
|
4964
CALL
Compass
COMP
$9.99B
| $395K | ﹤0.01% |
+49,200
| New | +$399K |
|
4965
Rocky Brands
RCKY
$356M
| $394K | ﹤0.01% |
13,220
+9,787
| +285% | +$263K |
|
|
BCAX
4966
Bicara Therapeutics
BCAX
$1.61B
| $394K | ﹤0.01% |
24,935
-2,523
| -9% | -$28.2K |
|
4967
Portillo's
PTLO
$374M
| $392K | ﹤0.01% |
60,724
-480,924
| -89% | -$4.06M |
|
4968
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
| $390K | ﹤0.01% |
18,514
+4,483
| +32% | +$94.6K |
|
|
GRVY
4969
GRAVITY
GRVY
$489M
| $390K | ﹤0.01% |
6,094
+2,637
| +76% | +$169K |
|
4970
PUT
Shift4
FOUR
$3.58B
| $387K | ﹤0.01% |
+5,000
| New | +$465K |
|
|
RSVR
4971
Reservoir Media
RSVR
$657M
| $386K | ﹤0.01% |
47,377
+8,443
| +22% | +$66K |
|
4972
Green Dot
GDOT
$771M
| $384K | ﹤0.01% |
28,556
-53,880
| -65% | -$665K |
|
4973
Vanguard US Quality Factor ETF
VFQY
$506M
| $383K | ﹤0.01% |
2,538
+685
| +37% | +$102K |
|
4974
CALL
Idaho Strategic Resources
IDR
$505M
| $382K | ﹤0.01% |
+11,300
| New | +$267K |
|
4975
Immunome
IMNM
$3.09B
| $382K | ﹤0.01% |
32,603
-543,527
| -94% | -$5.41M |
|
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.