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 | |
|---|---|---|---|---|---|---|
676
CALL
VanEck Gold Miners ETF
GDX
$27.5B
| $210M | 0.01% |
2,144,700
+1,231,400
| +135% | +$74.2M |
|
677
Macerich
MAC
$6.96B
| $210M | 0.01% |
11,521,554
+4,868,844
| +73% | +$84.3M |
|
678
Iron Mountain
IRM
$36.4B
| $210M | 0.01% |
2,056,448
+83,450
| +4% | +$8.04M |
|
679
Target
TGT
$69.2B
| $210M | 0.01% |
2,336,749
-96,208
| -4% | -$9.47M |
|
680
Paychex
PAYX
$43.1B
| $209M | 0.01% |
1,645,897
-897,004
| -35% | -$124M |
|
681
Kontoor Brands
KTB
$4.14B
| $208M | 0.01% |
2,606,199
+53,107
| +2% | +$3.8M |
|
682
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $208M | 0.01% |
2,061,849
-995,015
| -33% | -$100M |
|
683
Aflac
AFL
$60.7B
| $207M | 0.01% |
1,854,925
-663,030
| -26% | -$69.6M |
|
684
Johnson Controls International
JCI
$93.7B
| $207M | 0.01% |
1,879,684
-1,475,502
| -44% | -$158M |
|
685
CALL
Bank of America
BAC
$448B
| $206M | 0.01% |
4,002,300
+192,200
| +5% | +$9.38M |
|
686
Vicor
VICR
$9.72B
| $206M | 0.01% |
4,133,958
-316,760
| -7% | -$15.4M |
|
687
Aptiv
APTV
$10.3B
| $205M | 0.01% |
2,371,789
+205,718
| +9% | +$15.5M |
|
688
iShares MSCI China ETF
MCHI
$6.27B
| $204M | 0.01% |
3,102,717
+2,604,585
| +523% | +$156M |
|
689
Bloom Energy
BE
$62.2B
| $203M | 0.01% |
2,404,989
+1,207,032
| +101% | +$56.1M |
|
690
Ford
F
$55.7B
| $203M | 0.01% |
16,990,242
-1,314,545
| -7% | -$15.1M |
|
691
Invitation Homes
INVH
$17.7B
| $202M | 0.01% |
6,884,278
+1,516,886
| +28% | +$46.8M |
|
692
Warby Parker
WRBY
$3.1B
| $201M | 0.01% |
7,303,341
+2,120,768
| +41% | +$53.6M |
|
693
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
| $201M | 0.01% |
5,066,641
-1,208,604
| -19% | -$46.6M |
|
694
Alcon
ALC
$36.4B
| $200M | 0.01% |
2,680,723
+779,554
| +41% | +$65.1M |
|
695
Allstate
ALL
$66.3B
| $200M | 0.01% |
930,412
-36,210
| -4% | -$7.31M |
|
696
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
| $200M | 0.01% |
334,973
-80,601
| -19% | -$47.3M |
|
697
Nucor
NUE
$61.9B
| $198M | 0.01% |
1,465,558
-99,903
| -6% | -$14.1M |
|
698
iShares US Home Construction ETF
ITB
$2.4B
| $198M | 0.01% |
1,848,103
+1,469,896
| +389% | +$155M |
|
699
Ribbon Communications
RBBN
$356M
| $198M | 0.01% |
52,037,577
| – | – |
|
700
Equifax
EFX
$21.4B
| $197M | 0.01% |
767,982
+163,866
| +27% | +$41.2M |
|
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.