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 | |
|---|---|---|---|---|---|---|
4976
AB Tax-Aware Long Municipal ETF
TAFL
$62.2M
| $381K | ﹤0.01% |
15,255
| – | – |
|
4977
Foster
FSTR
$408M
| $379K | ﹤0.01% |
14,063
+5,264
| +60% | +$130K |
|
4978
CALL
AeroVironment
AVAV
$9.76B
| $378K | ﹤0.01% |
1,200
-500
| -29% | -$129K |
|
4979
Magnachip Semiconductor
MX
$139M
| $376K | ﹤0.01% |
120,132
-10,278
| -8% | -$34.8K |
|
4980
Fidelity MSCI Materials Index ETF
FMAT
$614M
| $375K | ﹤0.01% |
7,152
-5,461
| -43% | -$284K |
|
4981
CALL
Stratasys
SSYS
$781M
| $374K | ﹤0.01% |
+33,400
| New | +$360K |
|
4982
Innovator US Equity Power Buffer ETF May
PMAY
$820M
| $374K | ﹤0.01% |
9,617
-3,495
| -27% | -$134K |
|
4983
Altimmune
ALT
$572M
| $374K | ﹤0.01% |
99,191
-5,506
| -5% | -$21.3K |
|
4984
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$465M
| $373K | ﹤0.01% |
+5,894
| New | +$356K |
|
4985
Spire Global
SPIR
$567M
| $372K | ﹤0.01% |
33,877
+14,758
| +77% | +$152K |
|
|
GAU
4986
Galiano Gold
GAU
$547M
| $372K | ﹤0.01% |
169,962
+16,006
| +10% | +$29.9K |
|
4987
First Trust Long Duration Opportunities ETF
LGOV
$622M
| $370K | ﹤0.01% |
17,005
-66
| -0.4% | -$1.42K |
|
4988
Deluxe
DLX
$1.1B
| $370K | ﹤0.01% |
19,100
-1,991
| -9% | -$36.3K |
|
4989
Dream Finders Homes
DFH
$1.42B
| $369K | ﹤0.01% |
14,240
-4,003
| -22% | -$110K |
|
4990
Shore Bancshares
SHBI
$800M
| $369K | ﹤0.01% |
22,482
+7,642
| +51% | +$126K |
|
4991
Yext
YEXT
$594M
| $369K | ﹤0.01% |
43,288
-12,283
| -22% | -$104K |
|
4992
Seanergy Maritime Holdings
SHIP
$363M
| $367K | ﹤0.01% |
44,467
+15,991
| +56% | +$121K |
|
|
CD
4993
Chaince Digital Holdings
CD
$436M
| $367K | ﹤0.01% |
14,919
+10,999
| +281% | +$69.5K |
|
4994
CALL
Edwards Lifesciences
EW
$52.8B
| $366K | ﹤0.01% |
4,700
-71,200
| -94% | -$5.56M |
|
4995
Morgan Stanley Direct Lending Fund
MSDL
$1.3B
| $365K | ﹤0.01% |
22,674
-51,049
| -69% | -$931K |
|
4996
CuriosityStream
CURI
$211M
| $364K | ﹤0.01% |
68,638
+53,470
| +353% | +$246K |
|
4997
Fidelity Yield Enhanced Equity ETF
FYEE
$227M
| $362K | ﹤0.01% |
+12,919
| New | +$350K |
|
4998
PUT
Vertiv
VRT
$113B
| $362K | ﹤0.01% |
+2,400
| New | +$320K |
|
4999
CALL
Q2 Holdings
QTWO
$4.04B
| $362K | ﹤0.01% |
5,000
| – | – |
|
5000
First Bancorp
FNLC
$402M
| $362K | ﹤0.01% |
13,783
-1,192
| -8% | -$31.4K |
|
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.