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 | |
|---|---|---|---|---|---|---|
5026
First Bank
FRBA
$471M
| $350K | ﹤0.01% |
21,464
+4,503
| +27% | +$72.1K |
|
|
WOW
5027
DELISTED
WideOpenWest
WOW
| $349K | ﹤0.01% |
67,602
-628,820
| -90% | -$2.82M |
|
5028
Innovator US Small Cap Power Buffer ETF October
KOCT
$131M
| $349K | ﹤0.01% |
10,557
+3,934
| +59% | +$125K |
|
5029
Bankwell Financial Group
BWFG
$543M
| $348K | ﹤0.01% |
7,875
+2,217
| +39% | +$91K |
|
5030
AB Tax-Aware Intermediate Municipal ETF
TAFM
$722M
| $348K | ﹤0.01% |
13,702
| – | – |
|
5031
E.W. Scripps
SSP
$320M
| $346K | ﹤0.01% |
140,628
-378,675
| -73% | -$1.17M |
|
5032
VanEck Morningstar SMID Moat ETF
SMOT
$340M
| $345K | ﹤0.01% |
9,573
+9,493
| +11,866% | +$341K |
|
|
NHICU
5033
NewHold Investment Corp III Units
NHICU
$217M
| $345K | ﹤0.01% |
33,366
-166,634
| -83% | -$1.72M |
|
5034
Sight Sciences
SGHT
$448M
| $344K | ﹤0.01% |
99,902
-33,826
| -25% | -$126K |
|
|
SRDX
5035
DELISTED
Surmodics
SRDX
| $343K | ﹤0.01% |
11,483
+1,865
| +19% | +$62.3K |
|
|
RTACU
5036
Renatus Tactical Acquisition Corp I Unit
RTACU
| $343K | ﹤0.01% |
30,000
-9,217
| -24% | -$110K |
|
|
KMTS
5037
Kestra Medical Technologies
KMTS
$1.64B
| $343K | ﹤0.01% |
14,425
-1,044
| -7% | -$18.7K |
|
5038
Southern First Bancshares
SFST
$608M
| $342K | ﹤0.01% |
7,760
+1,623
| +26% | +$69.3K |
|
5039
PUT
Viking Therapeutics
VKTX
$3.87B
| $342K | ﹤0.01% |
13,000
-37,000
| -74% | -$1.1M |
|
|
API
5040
Agora
API
$392M
| $342K | ﹤0.01% |
89,432
-90,298
| -50% | -$341K |
|
|
CHYM
5041
Chime Financial
CHYM
$12.1B
| $341K | ﹤0.01% |
16,931
-3,161
| -16% | -$89.8K |
|
5042
Aviat Networks
AVNW
$287M
| $341K | ﹤0.01% |
14,882
-463
| -3% | -$10.6K |
|
5043
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $341K | ﹤0.01% |
10,789
-1,193
| -10% | -$37.5K |
|
|
ITIC
5044
Investors Title Co
ITIC
$543M
| $341K | ﹤0.01% |
1,273
-3,608
| -74% | -$839K |
|
|
IFLN
5045
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
| $341K | ﹤0.01% |
18,343
+11,360
| +163% | +$210K |
|
|
RGTU
5046
Tradr 2X Long RGTI Daily ETF
RGTU
$12.7M
| $341K | ﹤0.01% |
+2,400
| New | +$141K |
|
5047
Lincoln Educational Services
LINC
$950M
| $340K | ﹤0.01% |
14,460
-22,479
| -61% | -$482K |
|
|
TEM
5048
CALL
Tempus AI
TEM
$9.4B
| $339K | ﹤0.01% |
+4,200
| New | +$294K |
|
|
BORR
5049
Borr Drilling
BORR
$1.37B
| $336K | ﹤0.01% |
125,019
-2,228
| -2% | -$5.54K |
|
5050
Roundhill Ball Metaverse ETF
METV
$213M
| $335K | ﹤0.01% |
16,263
+15,698
| +2,778% | +$297K |
|
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.