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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.56T
1-Year Est. Return 27.86%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.33%
1 Year Est. Return
+27.86%
3 Year Est. Return
+90.49%
5 Year Est. Return
+115.47%
10 Year Est. Return
+472.96%
AUM
$1.67T
AUM Growth
+$140B
Cap. Flow
+$27.6B
Cap. Flow %
1.65%
Top 10 Hldgs %
26.36%
Holding
7,834
New
820
Increased
3,056
Reduced
2,648
Closed
481

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.98B
2
NVDA icon
NVIDIA
NVDA
+$4.54B
3
PLTR icon
Palantir
PLTR
+$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.97B
2
V icon
Visa
V
+$2.5B
3
AMZN icon
Amazon
AMZN
+$2.29B
4
XOM icon
ExxonMobil
XOM
+$2.19B
5
ISRG icon
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
SMH icon
476
VanEck Semiconductor ETF
SMH
$70.6B
$395M 0.02%
1,210,753
-247,642
-17% -$73.3M
GLD icon
477
SPDR Gold Trust
GLD
$143B
$395M 0.02%
1,111,339
-861,448
-44% -$275M
BALL icon
478
Ball Corp
BALL
$16.6B
$393M 0.02%
7,803,482
-406,578
-5% -$22M
HTHT icon
479
Huazhu Hotels Group
HTHT
$12.8B
$393M 0.02%
10,059,294
+944,601
+10% +$33M
UPS icon
480
United Parcel Service
UPS
$88.8B
$392M 0.02%
4,691,835
-4,887,866
-51% -$443M
FTI icon
481
TechnipFMC
FTI
$29.5B
$391M 0.02%
9,904,604
-5,513,097
-36% -$202M
ELV icon
482
Elevance Health
ELV
$84.7B
$390M 0.02%
1,208,292
-265,415
-18% -$82.5M
LUV icon
483
Southwest Airlines
LUV
$22.3B
$390M 0.02%
12,218,086
+1,259,235
+11% +$41.2M
THRO
484
iShares U.S. Thematic Rotation Active ETF
THRO
$6.71B
$390M 0.02%
10,294,011
+272,964
+3% +$9.99M
EQT icon
485
EQT Corp
EQT
$34B
$387M 0.02%
7,105,828
+840,961
+13% +$44.4M
EAGG icon
486
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$385M 0.02%
8,025,280
+332,157
+4% +$15.8M
TEAM icon
487
Atlassian
TEAM
$39.1B
$383M 0.02%
2,398,853
-1,514,861
-39% -$274M
SCHP icon
488
Schwab US TIPS ETF
SCHP
$16.2B
$382M 0.02%
14,174,158
+531,185
+4% +$14.2M
HUBB icon
489
Hubbell
HUBB
$27.5B
$382M 0.02%
887,375
-158,459
-15% -$68.2M
ZTS icon
490
Zoetis
ZTS
$31.1B
$382M 0.02%
2,607,867
+37,169
+1% +$5.62M
WRB icon
491
W.R. Berkley
WRB
$26B
$376M 0.02%
4,913,540
-2,360,694
-32% -$168M
LOGI icon
492
Logitech
LOGI
$14.8B
$373M 0.02%
3,403,972
+1,810,652
+114% +$182M
AZN icon
493
AstraZeneca
AZN
$246B
$370M 0.02%
2,412,036
+524,369
+28% +$79.4M
FAST icon
494
Fastenal
FAST
$60.1B
$370M 0.02%
7,545,295
-36,490
-0.5% -$1.72M
BABA icon
495
PUT
Alibaba
BABA
$306B
$369M 0.02%
2,066,500
+1,245,900
+152% +$163M
NI icon
496
NiSource
NI
$20.1B
$368M 0.02%
8,495,320
+183,203
+2% +$7.58M
TOST icon
497
Toast
TOST
$20.2B
$362M 0.02%
9,914,507
-491,204
-5% -$21.3M
TLH icon
498
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$362M 0.02%
3,512,244
+481,326
+16% +$48.7M
OKE icon
499
Oneok
OKE
$57.7B
$362M 0.02%
4,956,563
-124,282
-2% -$9.52M
JTEK icon
500
JPMorgan US Tech Leaders ETF
JTEK
$4.48B
$361M 0.02%
3,924,851
+202,694
+5% +$17.5M
18 19
20
21 22

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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.