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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
FMC icon
776
FMC
FMC
$1.27B
$163M 0.01%
4,835,287
+1,312,821
+37% +$51.2M
WTRG icon
777
Essential Utilities
WTRG
$11.3B
$162M 0.01%
4,071,929
+3,479,762
+588% +$133M
AMAT icon
778
CALL
Applied Materials
AMAT
$434B
$162M 0.01%
793,100
+680,200
+602% +$123M
MTSI icon
779
MACOM Technology Solutions
MTSI
$24.2B
$162M 0.01%
1,299,205
-438,858
-25% -$57.9M
CSGP icon
780
CoStar Group
CSGP
$12.4B
$162M 0.01%
1,916,865
-373,986
-16% -$33M
SHLD icon
781
Global X Defense Tech ETF
SHLD
$7.69B
$162M 0.01%
2,299,472
+2,007,626
+688% +$126M
LITE icon
782
Lumentum
LITE
$68B
$160M 0.01%
983,882
+792,251
+413% +$98.8M
REXR icon
783
Rexford Industrial Realty
REXR
$8.04B
$160M 0.01%
3,887,918
+161,589
+4% +$6.33M
NFLX icon
784
CALL
Netflix
NFLX
$308B
$160M 0.01%
1,332,000
+499,000
+60% +$60.9M
HBAN icon
785
Huntington Bancshares
HBAN
$36B
$160M 0.01%
9,238,142
+314,544
+4% +$5.38M
ESS icon
786
Essex Property Trust
ESS
$18B
$159M 0.01%
594,450
+22,378
+4% +$6.05M
RKT icon
787
Rocket Companies
RKT
$39.2B
$159M 0.01%
8,209,785
-358,316
-4% -$6.25M
PTC icon
788
PTC
PTC
$16B
$159M 0.01%
782,385
+7,331
+0.9% +$1.49M
HPQ icon
789
HP
HPQ
$26B
$159M 0.01%
5,824,877
-307,435
-5% -$8.19M
XLB icon
790
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.63B
$158M 0.01%
3,538,200
-1,375,600
-28% -$62.2M
STIP icon
791
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$158M 0.01%
1,525,836
-17,656
-1% -$1.82M
NTR icon
792
Nutrien
NTR
$31.8B
$158M 0.01%
2,685,813
+160,549
+6% +$9.36M
ARM icon
793
Arm
ARM
$287B
$158M 0.01%
1,114,279
+960,792
+626% +$140M
CCEP icon
794
Coca-Cola Europacific Partners
CCEP
$47B
$158M 0.01%
1,743,596
-522,974
-23% -$48.5M
G icon
795
Genpact
G
$5.6B
$158M 0.01%
3,762,407
+549,117
+17% +$24.1M
ALAB icon
796
Astera Labs
ALAB
$56.8B
$157M 0.01%
803,512
-142,580
-15% -$23.4M
UAL icon
797
United Airlines
UAL
$40.6B
$157M 0.01%
1,629,613
-71,925
-4% -$6.92M
CWST icon
798
Casella Waste Systems
CWST
$5.86B
$157M 0.01%
1,656,213
-53,674
-3% -$5.4M
HDV
799
iShares Core High Dividend ETF
HDV
$14.9B
$157M 0.01%
6,391,250
+372,945
+6% +$9.01M
DSI icon
800
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$156M 0.01%
1,241,260
+45,045
+4% +$5.45M
30 31
32
33 34

Similar funds

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.