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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
LPLA icon
551
LPL Financial
LPLA
$29.2B
$312M 0.02%
938,755
-221,566
-19% -$80.3M
IWO icon
552
iShares Russell 2000 Growth ETF
IWO
$14.9B
$312M 0.02%
975,628
+412,741
+73% +$125M
MFC icon
553
Manulife Financial
MFC
$72.7B
$311M 0.02%
9,976,679
-339,520
-3% -$10.5M
GPC icon
554
Genuine Parts
GPC
$18.6B
$310M 0.02%
2,237,408
-217,747
-9% -$29.2M
TTD icon
555
Trade Desk
TTD
$6.37B
$310M 0.02%
6,324,851
-2,301,607
-27% -$146M
SNPE icon
556
Xtrackers S&P 500 ESG ETF
SNPE
$2.76B
$309M 0.02%
5,153,609
-37,831
-0.7% -$2.18M
LH icon
557
Labcorp
LH
$26.1B
$308M 0.02%
1,074,041
-229,266
-18% -$61.4M
IDEV icon
558
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$305M 0.02%
3,807,818
-49,164
-1% -$3.82M
POST icon
559
Post Holdings
POST
$3.56B
$305M 0.02%
2,837,372
+132,739
+5% +$14.2M
SU icon
560
Suncor Energy
SU
$74B
$305M 0.02%
7,287,119
-481,124
-6% -$19.3M
ITUB icon
561
Itaú Unibanco
ITUB
$82.7B
$304M 0.02%
42,628,703
+380,559
+0.9% +$2.51M
PLNT icon
562
Planet Fitness
PLNT
$3.62B
$303M 0.02%
2,915,051
-164,510
-5% -$17.5M
MMYT icon
563
MakeMyTrip
MMYT
$5.78B
$303M 0.02%
3,232,712
+553,385
+21% +$53.8M
ZBRA icon
564
Zebra Technologies
ZBRA
$18.1B
$302M 0.02%
1,015,482
+9,753
+1% +$3.12M
ITW icon
565
Illinois Tool Works
ITW
$83.5B
$301M 0.02%
1,156,043
+155,105
+15% +$40.4M
NVO
566
Novo Nordisk
NVO
$207B
$300M 0.02%
5,408,381
+2,083,583
+63% +$122M
GIS icon
567
General Mills
GIS
$20.2B
$299M 0.02%
5,922,954
-363,065
-6% -$18.2M
YMM icon
568
Full Truck Alliance
YMM
$9.7B
$299M 0.02%
23,019,709
-7,337,066
-24% -$90.9M
SAP icon
569
SAP
SAP
$242B
$298M 0.02%
1,116,675
+28,924
+3% +$8.13M
JPRE icon
570
JPMorgan Realty Income ETF
JPRE
$467M
$298M 0.02%
6,220,324
+235,460
+4% +$11.2M
TSCO icon
571
Tractor Supply
TSCO
$18.4B
$298M 0.02%
5,231,965
-2,931,050
-36% -$173M
AVGO icon
572
PUT
Broadcom
AVGO
$1.98T
$294M 0.02%
890,900
+212,700
+31% +$65.3M
BAI
573
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$293M 0.02%
8,576,103
+4,637,810
+118% +$146M
TTAN
574
ServiceTitan Inc
TTAN
$8.43B
$292M 0.02%
2,893,959
+1,569,136
+118% +$172M
A icon
575
Agilent Technologies
A
$42.2B
$290M 0.02%
2,256,980
+100,957
+5% +$12.2M
21 22
23
24 25

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Fidelity Investments
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VPM
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Invesco
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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.