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 | |
|---|---|---|---|---|---|---|
651
iShares Core Dividend Growth ETF
DGRO
$43.7B
| $226M | 0.01% |
3,319,402
-210,717
| -6% | -$13.9M |
|
652
iShares Core S&P US Value ETF
IUSV
$27.8B
| $226M | 0.01% |
2,260,538
+188,234
| +9% | +$18.3M |
|
653
Allegro MicroSystems
ALGM
$7.93B
| $226M | 0.01% |
7,731,267
-282,231
| -4% | -$9.13M |
|
654
Virtus Reaves Utilities ETF
UTES
$1.3B
| $225M | 0.01% |
+2,702,319
| New | +$215M |
|
655
iShares Global Tech ETF
IXN
$9.2B
| $225M | 0.01% |
2,183,682
-143,067
| -6% | -$13.8M |
|
656
Graphic Packaging
GPK
$3.54B
| $225M | 0.01% |
11,501,251
+2,828,094
| +33% | +$61.5M |
|
657
Chemed
CHE
$7.02B
| $224M | 0.01% |
499,968
+275,423
| +123% | +$125M |
|
658
W.W. Grainger
GWW
$61.3B
| $223M | 0.01% |
234,518
-585,444
| -71% | -$588M |
|
659
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
| $223M | 0.01% |
870,892
+54,040
| +7% | +$13.2M |
|
660
RPM International
RPM
$14.9B
| $223M | 0.01% |
1,894,143
-320,377
| -14% | -$38.4M |
|
661
Evergy
EVRG
$18.9B
| $223M | 0.01% |
2,929,230
+864,271
| +42% | +$61.6M |
|
662
Equity Lifestyle Properties
ELS
$12.4B
| $223M | 0.01% |
3,666,353
-1,058,162
| -22% | -$64.2M |
|
663
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
| $220M | 0.01% |
1,512,944
-10,586
| -0.7% | -$1.48M |
|
664
iShares Select Dividend ETF
DVY
$23.7B
| $220M | 0.01% |
1,549,408
+24,718
| +2% | +$3.42M |
|
665
BJs Wholesale Club
BJ
$12B
| $219M | 0.01% |
2,352,381
+981,479
| +72% | +$100M |
|
666
Broadridge
BR
$19.5B
| $219M | 0.01% |
918,700
+292,801
| +47% | +$72.9M |
|
667
Boston Properties
BXP
$10.8B
| $218M | 0.01% |
2,937,867
-1,034,593
| -26% | -$73M |
|
668
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
| $218M | 0.01% |
3,786,602
+1,321,856
| +54% | +$72.3M |
|
669
eBay
EBAY
$47.2B
| $218M | 0.01% |
2,392,356
-1,239,707
| -34% | -$110M |
|
670
Mid-America Apartment Communities
MAA
$15.3B
| $217M | 0.01% |
1,555,859
-467,516
| -23% | -$67.6M |
|
671
CubeSmart
CUBE
$9.2B
| $217M | 0.01% |
5,340,869
+91,694
| +2% | +$3.74M |
|
672
NRG Energy
NRG
$25.2B
| $216M | 0.01% |
1,332,694
+43,017
| +3% | +$6.7M |
|
673
Colgate-Palmolive
CL
$73.6B
| $216M | 0.01% |
2,699,348
-129,635
| -5% | -$11.1M |
|
674
Penumbra
PEN
$12.9B
| $214M | 0.01% |
843,697
+92,828
| +12% | +$23.4M |
|
675
Globus Medical
GMED
$11.4B
| $211M | 0.01% |
3,681,957
+341,201
| +10% | +$19.6M |
|
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.