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 | |
|---|---|---|---|---|---|---|
5001
Insteel Industries
IIIN
$631M
| $361K | ﹤0.01% |
9,421
+508
| +6% | +$19.2K |
|
5002
Dimensional Global Credit ETF
DGCB
$1.08B
| $360K | ﹤0.01% |
6,494
+78
| +1% | +$4.27K |
|
5003
ATN International
ATNI
$488M
| $359K | ﹤0.01% |
23,971
+19,102
| +392% | +$316K |
|
5004
i3 Verticals
IIIV
$294M
| $358K | ﹤0.01% |
11,028
-1,355
| -11% | -$40.8K |
|
5005
Montauk Renewables
MNTK
$268M
| $357K | ﹤0.01% |
177,855
+113,083
| +175% | +$242K |
|
5006
Oaktree Specialty Lending
OCSL
$1.14B
| $357K | ﹤0.01% |
27,361
-21,779
| -44% | -$300K |
|
5007
Neuberger Option Strategy ETF
NBOS
$528M
| $357K | ﹤0.01% |
13,280
+3,613
| +37% | +$95.5K |
|
5008
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.81B
| $357K | ﹤0.01% |
3,937
+3,835
| +3,760% | +$333K |
|
|
QLTI
5009
GMO International Quality ETF
QLTI
$298M
| $356K | ﹤0.01% |
13,952
+8,193
| +142% | +$208K |
|
|
AMRN
5010
Amarin Corp
AMRN
$297M
| $356K | ﹤0.01% |
21,754
+18,324
| +534% | +$285K |
|
|
DAAQ
5011
Digital Asset Acquisition Corp
DAAQ
$240M
| $356K | ﹤0.01% |
34,840
-5,267
| -13% | -$54.3K |
|
5012
CALL
Antero Resources
AR
$11.5B
| $356K | ﹤0.01% |
10,600
+10,100
| +2,020% | +$337K |
|
5013
TFS Financial
TFSL
$4.95B
| $355K | ﹤0.01% |
26,950
-2,430
| -8% | -$32.1K |
|
5014
Malibu Boats
MBUU
$576M
| $355K | ﹤0.01% |
10,936
+441
| +4% | +$15.1K |
|
5015
Purple Innovation
PRPL
$29.7M
| $354K | ﹤0.01% |
15,164
-452
| -3% | -$10.6K |
|
|
USARW
5016
DELISTED
USA Rare Earth Inc Warrant
USARW
| – | – |
0
| – | – |
|
|
ZH
5017
Zhihu
ZH
$272M
| $353K | ﹤0.01% |
69,582
-62,803
| -47% | -$297K |
|
5018
PDF Solutions
PDFS
$2.15B
| $352K | ﹤0.01% |
13,648
-38,338
| -74% | -$837K |
|
5019
ARS Pharmaceuticals
SPRY
$562M
| $352K | ﹤0.01% |
35,059
+499
| +1% | +$7.16K |
|
5020
Global X MLP ETF
MLPA
$2.3B
| $352K | ﹤0.01% |
7,270
-106
| -1% | -$5.27K |
|
5021
Sanara MedTech
SMTI
$314M
| $351K | ﹤0.01% |
11,057
+2,315
| +26% | +$69.9K |
|
5022
PUT
Groupon
GRPN
$875M
| $350K | ﹤0.01% |
+15,000
| New | +$431K |
|
5023
Inspired Entertainment
INSE
$164M
| $350K | ﹤0.01% |
37,337
+25,306
| +210% | +$228K |
|
5024
PUT
Tencent Music
TME
$14.5B
| $350K | ﹤0.01% |
+15,000
| New | +$348K |
|
5025
Vident US Bond Strategy ETF
VBND
$525M
| $350K | ﹤0.01% |
7,902
-510
| -6% | -$22.3K |
|
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.