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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
ED icon
726
Consolidated Edison
ED
$39.8B
$184M 0.01%
1,831,756
+36,997
+2% +$3.71M
IGSB icon
727
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$184M 0.01%
3,466,237
+586,487
+20% +$31M
VCR icon
728
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$184M 0.01%
463,862
-16,103
-3% -$6.13M
WWD icon
729
Woodward
WWD
$21.1B
$182M 0.01%
722,087
-369,603
-34% -$91.8M
BRO icon
730
Brown & Brown
BRO
$23.9B
$181M 0.01%
1,931,839
+1,217,171
+170% +$119M
K
731
DELISTED
Kellanova
K
$181M 0.01%
2,201,524
-211,059
-9% -$16.8M
C icon
732
PUT
Citigroup
C
$228B
$180M 0.01%
1,772,900
+125,200
+8% +$11.9M
ACWI icon
733
iShares MSCI ACWI ETF
ACWI
$33.3B
$180M 0.01%
1,300,844
+122,558
+10% +$16.3M
EHC icon
734
Encompass Health
EHC
$12.4B
$179M 0.01%
1,410,335
+70,387
+5% +$8.38M
SPTL icon
735
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$179M 0.01%
6,639,607
+555,771
+9% +$14.7M
USFD icon
736
US Foods
USFD
$23.9B
$179M 0.01%
2,332,957
-55,861
-2% -$4.44M
DTE icon
737
DTE Energy
DTE
$28.6B
$178M 0.01%
1,256,284
+226,747
+22% +$31.1M
BIIB icon
738
Biogen
BIIB
$30.1B
$178M 0.01%
1,268,350
+265,848
+27% +$35.9M
TSM icon
739
CALL
TSMC
TSM
$2.19T
$178M 0.01%
636,000
+203,100
+47% +$49.7M
FICO icon
740
Fair Isaac
FICO
$22.4B
$177M 0.01%
118,339
-442,593
-79% -$666M
PINS icon
741
Pinterest
PINS
$13.4B
$177M 0.01%
5,498,074
+610,619
+12% +$22.1M
HAYW icon
742
Hayward Holdings
HAYW
$3.3B
$177M 0.01%
11,683,580
+2,627,348
+29% +$40.3M
BZ icon
743
Kanzhun
BZ
$7.49B
$176M 0.01%
7,531,562
-1,923,671
-20% -$41.3M
WFC icon
744
PUT
Wells Fargo
WFC
$264B
$176M 0.01%
2,095,500
+33,900
+2% +$2.75M
FXI icon
745
iShares China Large-Cap ETF
FXI
$4.25B
$176M 0.01%
4,266,142
+3,131,897
+276% +$121M
COHR icon
746
Coherent
COHR
$64.3B
$175M 0.01%
1,624,577
-178,167
-10% -$17.8M
EVR icon
747
Evercore
EVR
$11.7B
$175M 0.01%
518,093
-88,285
-15% -$27.7M
TLN
748
Talen Energy Corp
TLN
$17.1B
$174M 0.01%
410,061
+145,970
+55% +$52.7M
LYV icon
749
Live Nation Entertainment
LYV
$42.7B
$174M 0.01%
1,065,903
-166,558
-14% -$26.3M
EXC icon
750
Exelon
EXC
$46.2B
$174M 0.01%
3,866,821
-55,996
-1% -$2.46M
28 29
30
31 32

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VPM
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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.