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 | |
|---|---|---|---|---|---|---|
5326
Palladyne AI
PDYN
$326M
| $193K | ﹤0.01% |
22,474
-2,388
| -10% | -$19.8K |
|
|
NXDT
5327
NexPoint Diversified Real Estate Trust
NXDT
$271M
| $193K | ﹤0.01% |
52,289
+6,401
| +14% | +$27.2K |
|
5328
CALL
PENN Entertainment
PENN
$2.52B
| $193K | ﹤0.01% |
10,000
-3,500
| -26% | -$65.6K |
|
|
NB
5329
NioCorp Developments
NB
$744M
| $193K | ﹤0.01% |
28,831
+4,298
| +18% | +$18.1K |
|
5330
iShares US Insurance ETF
IAK
$539M
| $192K | ﹤0.01% |
1,436
+1,386
| +2,772% | +$181K |
|
|
ABTC
5331
American Bitcoin Corp
ABTC
$529M
| $192K | ﹤0.01% |
+1,902
| New | +$191K |
|
|
CUK
5332
DELISTED
Carnival PLC
CUK
| $192K | ﹤0.01% |
7,269
-1,210
| -14% | -$33.3K |
|
5333
iShares MSCI Japan Small-Cap ETF
SCJ
$265M
| $192K | ﹤0.01% |
2,088
-109
| -5% | -$9.69K |
|
5334
VictoryShares US 500 Volatility Wtd ETF
CFA
$556M
| $192K | ﹤0.01% |
2,111
-19
| -0.9% | -$1.7K |
|
|
VSDM
5335
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$837M
| $192K | ﹤0.01% |
+2,503
| New | +$191K |
|
5336
First United
FUNC
$293M
| $191K | ﹤0.01% |
5,208
+431
| +9% | +$15.2K |
|
5337
ProShares Ultra Bloomberg Crude Oil
UCO
$430M
| $191K | ﹤0.01% |
+8,511
| New | +$200K |
|
5338
National Bankshares
NKSH
$270M
| $191K | ﹤0.01% |
6,493
+1,774
| +38% | +$52.4K |
|
5339
PUT
W.W. Grainger
GWW
$62.3B
| $191K | ﹤0.01% |
+200
| New | +$201K |
|
5340
Innovator US Equity Ultra Buffer ETF March
UMAR
$196M
| $190K | ﹤0.01% |
+4,877
| New | +$187K |
|
5341
PUT
Summit Therapeutics
SMMT
$10.6B
| $190K | ﹤0.01% |
+9,200
| New | +$223K |
|
5342
West Bancorporation
WTBA
$508M
| $190K | ﹤0.01% |
9,334
+1,585
| +20% | +$31.2K |
|
5343
Cullinan Oncology
CGEM
$1.31B
| $189K | ﹤0.01% |
31,868
-65,201
| -67% | -$477K |
|
5344
AngioDynamics
ANGO
$655M
| $189K | ﹤0.01% |
16,913
-55,503
| -77% | -$536K |
|
|
SGRT
5345
SMART Earnings Growth 30 ETF
SGRT
$60.1M
| $189K | ﹤0.01% |
+8,021
| New | +$174K |
|
5346
American Battery Technology Co
ABAT
$340M
| $189K | ﹤0.01% |
38,840
+497
| +1% | +$1.3K |
|
5347
TrueShares Structured Outcome August ETF
AUGZ
$44M
| $188K | ﹤0.01% |
4,382
+862
| +24% | +$35.9K |
|
5348
Kura Sushi USA
KRUS
$643M
| $188K | ﹤0.01% |
3,169
-43,558
| -93% | -$3.47M |
|
5349
Ennis
EBF
$559M
| $188K | ﹤0.01% |
10,295
-1,601
| -13% | -$29.1K |
|
5350
Verastem
VSTM
$596M
| $188K | ﹤0.01% |
21,297
-537
| -2% | -$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.