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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
TRI icon
701
Thomson Reuters
TRI
$45.4B
$196M 0.01%
1,244,715
+397,917
+47% +$74.2M
IWV icon
702
iShares Russell 3000 ETF
IWV
$20.4B
$196M 0.01%
517,588
-18,371
-3% -$6.7M
OWL icon
703
Blue Owl Capital
OWL
$19.2B
$196M 0.01%
11,572,226
+1,667,608
+17% +$31.7M
OKTA icon
704
Okta
OKTA
$26.1B
$196M 0.01%
2,136,121
-911,576
-30% -$85.1M
DB icon
705
PUT
Deutsche Bank
DB
$71.8B
$196M 0.01%
5,524,100
+426,400
+8% +$14.5M
SDY icon
706
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$195M 0.01%
1,395,059
-56,409
-4% -$7.87M
MP icon
707
MP Materials
MP
$9.84B
$195M 0.01%
2,905,552
-291,759
-9% -$18.4M
COLB icon
708
Columbia Banking Systems
COLB
$8.97B
$194M 0.01%
7,536,008
+929,862
+14% +$23.6M
INTC icon
709
PUT
Intel
INTC
$493B
$194M 0.01%
5,771,600
+1,982,000
+52% +$48M
WAB icon
710
Wabtec
WAB
$50.3B
$192M 0.01%
956,915
-570,487
-37% -$113M
WSC icon
711
WillScot Mobile Mini Holdings
WSC
$4.15B
$192M 0.01%
9,086,350
+183,915
+2% +$4.74M
KNSL icon
712
Kinsale Capital Group
KNSL
$8.53B
$191M 0.01%
450,044
+25,428
+6% +$11.5M
RYAAY icon
713
Ryanair
RYAAY
$30.8B
$191M 0.01%
3,176,538
+376,145
+13% +$22.9M
PLTR icon
714
CALL
Palantir
PLTR
$420B
$191M 0.01%
1,045,500
-911,900
-47% -$148M
CPA icon
715
Copa Holdings
CPA
$5.49B
$190M 0.01%
1,602,945
-405,993
-20% -$46.5M
EMGF icon
716
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$190M 0.01%
3,364,071
+555,561
+20% +$30M
GNTX icon
717
Gentex
GNTX
$5.04B
$190M 0.01%
6,725,426
+1,206,060
+22% +$32M
JCPB icon
718
JPMorgan Core Plus Bond ETF
JCPB
$14.1B
$190M 0.01%
3,987,312
+91,136
+2% +$4.29M
COOP
719
DELISTED
Mr. Cooper
COOP
$188M 0.01%
894,144
+588,567
+193% +$108M
INFL icon
720
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.56B
$188M 0.01%
4,208,467
-566,938
-12% -$24.1M
LMND icon
721
Lemonade
LMND
$4.09B
$188M 0.01%
3,506,171
+832,022
+31% +$40.6M
EQR icon
722
Equity Residential
EQR
$24.4B
$187M 0.01%
2,889,385
-353,797
-11% -$23.1M
SNDK
723
Sandisk
SNDK
$186B
$186M 0.01%
1,655,356
+94,751
+6% +$5.53M
IONQ icon
724
IonQ
IONQ
$17.6B
$185M 0.01%
3,008,001
+333,653
+12% +$15.7M
CPT icon
725
Camden Property Trust
CPT
$10.9B
$185M 0.01%
1,728,721
-140,917
-8% -$15.5M
27 28
29
30 31

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Bank of America
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Fidelity Investments
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VPM
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Invesco
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Susquehanna International Group
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Goldman Sachs
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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.