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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.56T
1-Year Est. Return 27.86%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.33%
1 Year Est. Return
+27.86%
3 Year Est. Return
+90.49%
5 Year Est. Return
+115.47%
10 Year Est. Return
+472.96%
AUM
$1.67T
AUM Growth
+$140B
Cap. Flow
+$27.6B
Cap. Flow %
1.65%
Top 10 Hldgs %
26.36%
Holding
7,834
New
820
Increased
3,056
Reduced
2,648
Closed
481

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.98B
2
NVDA icon
NVIDIA
NVDA
+$4.54B
3
PLTR icon
Palantir
PLTR
+$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.97B
2
V icon
Visa
V
+$2.5B
3
AMZN icon
Amazon
AMZN
+$2.29B
4
XOM icon
ExxonMobil
XOM
+$2.19B
5
ISRG icon
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
ARKK icon
526
ARK Innovation ETF
ARKK
$6.38B
$335M 0.02%
3,886,920
+1,320,420
+51% +$101M
TCOM icon
527
Trip.com Group
TCOM
$29.1B
$334M 0.02%
4,435,696
-510,050
-10% -$34.1M
FTNT icon
528
Fortinet
FTNT
$119B
$332M 0.02%
3,954,320
+481,447
+14% +$43M
VLTO icon
529
Veralto
VLTO
$23.9B
$332M 0.02%
3,112,217
-54,127
-2% -$5.71M
KVUE icon
530
Kenvue
KVUE
$36.6B
$331M 0.02%
20,414,854
-473,462
-2% -$9.66M
CTRA
531
DELISTED
Coterra Energy
CTRA
$331M 0.02%
13,994,032
-1,175,438
-8% -$28.3M
MET icon
532
MetLife
MET
$61.5B
$330M 0.02%
4,010,859
+167,317
+4% +$13.2M
PPG icon
533
PPG Industries
PPG
$25.8B
$328M 0.02%
3,124,182
-119,036
-4% -$13.2M
MHK icon
534
Mohawk Industries
MHK
$9.26B
$328M 0.02%
2,543,558
-968,414
-28% -$120M
SLGN icon
535
Silgan Holdings
SLGN
$4.35B
$327M 0.02%
7,597,335
+1,822,797
+32% +$88.2M
IP icon
536
International Paper
IP
$22.1B
$327M 0.02%
7,042,214
-638,555
-8% -$31.2M
SYY icon
537
Sysco
SYY
$40.3B
$326M 0.02%
3,963,647
+890,619
+29% +$71.2M
JEF icon
538
Jefferies Financial Group
JEF
$12.7B
$326M 0.02%
4,986,012
+487,858
+11% +$29.8M
FISV
539
Fiserv Inc
FISV
$28B
$326M 0.02%
2,528,568
-4,019,054
-61% -$576M
AER icon
540
AerCap
AER
$23.5B
$323M 0.02%
2,666,849
-207,023
-7% -$24.2M
EFG icon
541
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$320M 0.02%
2,810,579
-1,794,991
-39% -$200M
B
542
Barrick Mining
B
$67.2B
$320M 0.02%
9,761,513
+780,713
+9% +$19.8M
USMV icon
543
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$318M 0.02%
3,344,287
-85,642
-2% -$8.02M
PYPL icon
544
PayPal
PYPL
$50.5B
$318M 0.02%
4,737,523
+129,284
+3% +$9.11M
LHX icon
545
L3Harris
LHX
$53.3B
$318M 0.02%
1,039,635
+33,736
+3% +$9.22M
GDX icon
546
PUT
VanEck Gold Miners ETF
GDX
$27.5B
$316M 0.02%
2,362,300
+398,600
+20% +$24M
WPC icon
547
W.P. Carey
WPC
$15.9B
$316M 0.02%
4,671,692
-429,369
-8% -$28.1M
IGV icon
548
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$314M 0.02%
2,733,186
-686,350
-20% -$76M
AEP icon
549
American Electric Power
AEP
$67.3B
$314M 0.02%
2,790,151
+85,261
+3% +$9.33M
TIGO icon
550
Millicom
TIGO
$15.9B
$314M 0.02%
6,459,716
+5,020,602
+349% +$220M
20 21
22
23 24

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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 481 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 481 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.