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 | |
|---|---|---|---|---|---|---|
|
SHCO
5251
DELISTED
Soho House & Co
SHCO
| $225K | ﹤0.01% |
25,373
-91,464
| -78% | -$721K |
|
5252
Citizens
CIA
$201M
| $224K | ﹤0.01% |
42,753
+1,166
| +3% | +$5.45K |
|
5253
Superior Group of Companies
SGC
$208M
| $224K | ﹤0.01% |
20,922
+14,321
| +217% | +$164K |
|
5254
VanEck Short High Yield Muni ETF
SHYD
$456M
| $224K | ﹤0.01% |
9,774
+4,464
| +84% | +$101K |
|
5255
Viant Technology
DSP
$275M
| $223K | ﹤0.01% |
25,801
-1,320
| -5% | -$15.1K |
|
5256
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$482M
| $221K | ﹤0.01% |
+3,857
| New | +$195K |
|
5257
G. Willi-Food International
WILC
$400M
| $220K | ﹤0.01% |
10,903
+8,757
| +408% | +$180K |
|
5258
Solid Biosciences
SLDB
$986M
| $220K | ﹤0.01% |
35,703
+1,324
| +4% | +$7.74K |
|
5259
Main Sector Rotation ETF
SECT
$2.91B
| $219K | ﹤0.01% |
3,482
+3,301
| +1,824% | +$198K |
|
5260
Invesco RAFI Strategic US ETF
IUS
$958M
| $219K | ﹤0.01% |
3,966
-25
| -0.6% | -$1.33K |
|
5261
iShares MSCI Turkey ETF
TUR
$222M
| $219K | ﹤0.01% |
6,394
-27
| -0.4% | -$919 |
|
5262
Princeton Bancorp
BPRN
$296M
| $219K | ﹤0.01% |
6,863
+892
| +15% | +$28.8K |
|
5263
Teucrium Wheat Fund
WEAT
$305M
| $218K | ﹤0.01% |
10,616
+7,661
| +259% | +$165K |
|
5264
Franklin FTSE India ETF
FLIN
$2.66B
| $218K | ﹤0.01% |
5,837
+4,947
| +556% | +$190K |
|
5265
Monro
MNRO
$359M
| $217K | ﹤0.01% |
12,098
-158,230
| -93% | -$2.6M |
|
|
BIOA
5266
BioAge Labs
BIOA
$487M
| $217K | ﹤0.01% |
36,848
+25,638
| +229% | +$120K |
|
|
SUPX
5267
SuperX AI Technology Ltd
SUPX
$302M
| $216K | ﹤0.01% |
+3,351
| New | +$112K |
|
5268
Kodiak Sciences
KOD
$2.6B
| $216K | ﹤0.01% |
13,194
-2,275
| -15% | -$19.6K |
|
5269
Fidelity D&D Bancorp
FDBC
$324M
| $216K | ﹤0.01% |
4,925
+870
| +21% | +$38.2K |
|
|
TTSH
5270
DELISTED
Tile Shop Holdings
TTSH
| $216K | ﹤0.01% |
35,631
+6,756
| +23% | +$43.3K |
|
5271
OneAscent International Equity ETF
OAIM
$383M
| $215K | ﹤0.01% |
5,353
+5,350
| +178,333% | +$209K |
|
5272
MarineMax
HZO
$1.15B
| $215K | ﹤0.01% |
8,482
-1,293
| -13% | -$33K |
|
5273
Solid Power
SLDP
$552M
| $214K | ﹤0.01% |
61,776
-6,732
| -10% | -$25.4K |
|
5274
CALL
McCormick & Company Non-Voting
MKC
$14.7B
| $214K | ﹤0.01% |
+3,200
| New | +$224K |
|
|
5275
PUT
McCormick & Company Non-Voting
MKC
$14.7B
| $214K | ﹤0.01% |
+3,200
| New | +$224K |
|
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.