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 | |
|---|---|---|---|---|---|---|
|
SMLR
5476
DELISTED
Semler Scientific
SMLR
| $148K | ﹤0.01% |
4,942
+799
| +19% | +$27.5K |
|
|
QMNV
5477
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.6M
| $148K | ﹤0.01% |
+6,647
| New | +$145K |
|
5478
BARK
BARK
$91.4M
| $148K | ﹤0.01% |
8,906
-1,151
| -11% | -$20.3K |
|
|
DRD
5479
DRDGold
DRD
$2.1B
| $148K | ﹤0.01% |
5,357
-24,736
| -82% | -$443K |
|
|
GRMN
5480
CALL
Garmin
GRMN
$59.8B
| $148K | ﹤0.01% |
600
| – | – |
|
|
GRMN
5481
PUT
Garmin
GRMN
$59.8B
| $148K | ﹤0.01% |
600
| – | – |
|
5482
BCB Bancorp
BCBP
$163M
| $148K | ﹤0.01% |
17,013
-886
| -5% | -$7.74K |
|
5483
Invesco KBW High Dividend Yield Financial ETF
KBWD
$431M
| $148K | ﹤0.01% |
10,906
-3,573
| -25% | -$50.1K |
|
|
WBTN
5484
WEBTOON Entertainment Inc
WBTN
$1.12B
| $147K | ﹤0.01% |
7,573
-911
| -11% | -$12.1K |
|
5485
Ironwood Pharmaceuticals
IRWD
$712M
| $147K | ﹤0.01% |
112,157
-1,127
| -1% | -$1.17K |
|
|
VOXR
5486
Vox Royalty Corp
VOXR
$359M
| $147K | ﹤0.01% |
34,135
+11,571
| +51% | +$39.7K |
|
5487
Aptus Behavioral Momentum ETF
ADME
$308M
| $147K | ﹤0.01% |
2,872
+1,492
| +108% | +$73.7K |
|
5488
Invesco MSCI Sustainable Future ETF
ERTH
$138M
| $147K | ﹤0.01% |
3,075
| – | – |
|
|
ASA
5489
ASA Gold and Precious Metals
ASA
$1.1B
| $147K | ﹤0.01% |
3,199
+1,257
| +65% | +$45.6K |
|
|
XOMA
5490
DELISTED
Xoma
XOMA
| $146K | ﹤0.01% |
3,796
-644
| -15% | -$20K |
|
|
TSSI
5491
TSS Inc
TSSI
$273M
| $146K | ﹤0.01% |
8,077
-549
| -6% | -$11K |
|
5492
Mama's Creations
MAMA
$802M
| $146K | ﹤0.01% |
13,901
-2,234
| -14% | -$20.3K |
|
|
OXLC
5493
Oxford Lane Capital
OXLC
$938M
| $146K | ﹤0.01% |
+8,627
| New | +$158K |
|
5494
Microvision
MVIS
$53.2M
| $146K | ﹤0.01% |
7,829
-1,287
| -14% | -$23K |
|
|
WRD
5495
PUT
WeRide Inc
WRD
$1.92B
| $146K | ﹤0.01% |
+14,700
| New | +$139K |
|
|
ZBIO
5496
Zenas BioPharma
ZBIO
$1.92B
| $145K | ﹤0.01% |
6,548
-1,128
| -15% | -$18.4K |
|
|
SY
5497
So-Young International
SY
$225M
| $145K | ﹤0.01% |
+37,555
| New | +$160K |
|
5498
XPeng
XPEV
$11.2B
| $145K | ﹤0.01% |
6,204
-1,823,901
| -100% | -$36.6M |
|
5499
Hawthorn Bancshares
HWBK
$275M
| $145K | ﹤0.01% |
4,663
+1,906
| +69% | +$58K |
|
5500
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$295M
| $145K | ﹤0.01% |
2,899
-863
| -23% | -$42.8K |
|
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.