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 | |
|---|---|---|---|---|---|---|
576
monday.com
MNDY
$3.7B
| $290M | 0.02% |
1,495,201
-337,799
| -18% | -$77.8M |
|
|
CRWV
577
CoreWeave
CRWV
$49.3B
| $289M | 0.02% |
2,115,011
-228,588
| -10% | -$27M |
|
578
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
| $288M | 0.02% |
7,632,220
-17,646,350
| -70% | -$661M |
|
579
Rockwell Automation
ROK
$49.6B
| $287M | 0.02% |
819,708
+451,038
| +122% | +$156M |
|
580
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $285M | 0.02% |
12,136,400
-288,817
| -2% | -$6.71M |
|
581
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
| $283M | 0.02% |
1,114,108
+51,057
| +5% | +$12.7M |
|
582
Super Micro Computer
SMCI
$20.4B
| $283M | 0.02% |
5,905,519
+3,546,184
| +150% | +$169M |
|
583
Corteva
CTVA
$50.9B
| $282M | 0.02% |
4,169,715
-908,319
| -18% | -$65.8M |
|
584
General Motors
GM
$78.4B
| $281M | 0.02% |
4,614,427
+147,200
| +3% | +$8.21M |
|
585
Jabil
JBL
$37.4B
| $281M | 0.02% |
1,293,181
-1,009,126
| -44% | -$220M |
|
|
EA
586
DELISTED
Electronic Arts
EA
| $281M | 0.02% |
1,391,222
+316,842
| +29% | +$52.4M |
|
587
Airbnb
ABNB
$111B
| $280M | 0.02% |
2,302,291
-510,856
| -18% | -$66.1M |
|
588
Verisk Analytics
VRSK
$23.6B
| $279M | 0.02% |
1,111,211
-65,667
| -6% | -$18M |
|
589
PUT
Alphabet (Google) Class A
GOOGL
$4.2T
| $278M | 0.02% |
1,143,900
+605,100
| +112% | +$127M |
|
590
Ralph Lauren
RL
$23.7B
| $277M | 0.02% |
883,504
-124,241
| -12% | -$37M |
|
591
Estee Lauder
EL
$31.8B
| $276M | 0.02% |
3,134,392
+1,278,877
| +69% | +$114M |
|
592
Global X Copper Miners ETF NEW
COPX
$8.25B
| $276M | 0.02% |
4,618,057
+3,858,174
| +508% | +$186M |
|
593
Middleby
MIDD
$5.43B
| $275M | 0.02% |
2,069,824
-702,156
| -25% | -$97.5M |
|
594
Bright Horizons
BFAM
$3.76B
| $274M | 0.02% |
2,521,094
-1,193,394
| -32% | -$138M |
|
595
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
| $274M | 0.02% |
4,089,606
+480,775
| +13% | +$31.7M |
|
596
Tradeweb Markets
TW
$22B
| $272M | 0.02% |
2,449,101
-148,996
| -6% | -$19.2M |
|
|
SGI
597
Somnigroup International
SGI
$13.7B
| $270M | 0.02% |
3,196,255
+813,799
| +34% | +$64.1M |
|
598
PUT
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
| $269M | 0.02% |
3,315,100
+868,700
| +36% | +$214M |
|
|
CYBR
599
DELISTED
CyberArk
CYBR
| $268M | 0.02% |
555,109
-89,148
| -14% | -$38.3M |
|
600
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
| $268M | 0.02% |
8,386,478
+896,496
| +12% | +$27.3M |
|
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 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.