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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
NUVL
826
DELISTED
Nuvalent
NUVL
$145M 0.01%
1,674,009
+476,822
+40% +$37.7M
BTI icon
827
British American Tobacco
BTI
$121B
$145M 0.01%
2,724,117
-24,207
-0.9% -$1.31M
NFLX icon
828
PUT
Netflix
NFLX
$307B
$144M 0.01%
1,205,000
+447,000
+59% +$54.6M
OHI icon
829
Omega Healthcare
OHI
$13.9B
$144M 0.01%
3,417,240
+1,496,059
+78% +$60.3M
LBRDK icon
830
Liberty Broadband Class C
LBRDK
$5.08B
$144M 0.01%
2,270,557
+1,887,742
+493% +$132M
SAIA icon
831
Saia
SAIA
$9.8B
$144M 0.01%
481,725
-421,117
-47% -$127M
JNK icon
832
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$144M 0.01%
1,467,132
+865,123
+144% +$84M
LAMR icon
833
Lamar Advertising Co
LAMR
$15.7B
$144M 0.01%
1,173,897
-42,300
-3% -$5.25M
BA icon
834
PUT
Boeing
BA
$182B
$144M 0.01%
665,100
+204,400
+44% +$46.1M
ADC icon
835
Agree Realty
ADC
$9.24B
$143M 0.01%
2,016,722
+799,185
+66% +$57.9M
CCK icon
836
Crown Holdings
CCK
$13.1B
$142M 0.01%
1,474,038
+1,022,789
+227% +$103M
MU icon
837
CALL
Micron Technology
MU
$1.04T
$142M 0.01%
849,400
+426,900
+101% +$54.6M
FMX icon
838
Fomento Económico Mexicano
FMX
$40B
$142M 0.01%
1,436,130
-907,541
-39% -$84.3M
EXE
839
Expand Energy Corp
EXE
$22.5B
$140M 0.01%
1,322,318
-26,926
-2% -$2.7M
BEKE icon
840
KE Holdings
BEKE
$19.1B
$140M 0.01%
7,386,850
-4,724,854
-39% -$88.6M
UDR icon
841
UDR
UDR
$12B
$140M 0.01%
3,764,120
-395,402
-10% -$15.4M
SWX icon
842
Southwest Gas
SWX
$6.66B
$139M 0.01%
1,773,068
+1,054,963
+147% +$82.2M
AA icon
843
Alcoa
AA
$13.8B
$139M 0.01%
4,220,713
+185,218
+5% +$5.76M
FTAI icon
844
FTAI Aviation
FTAI
$23.6B
$139M 0.01%
831,414
+664,037
+397% +$94.4M
NDAQ icon
845
Nasdaq
NDAQ
$53.3B
$139M 0.01%
1,568,185
+288,986
+23% +$26.8M
MUSA icon
846
Murphy USA
MUSA
$10.1B
$139M 0.01%
357,187
+146,662
+70% +$58.1M
SCCO icon
847
Southern Copper
SCCO
$164B
$139M 0.01%
1,187,596
-618,401
-34% -$60M
BDYN
848
iShares Dynamic Equity Active ETF
BDYN
$3.15B
$138M 0.01%
+5,467,848
New +$138M
AMCR icon
849
Amcor
AMCR
$21.6B
$138M 0.01%
3,368,226
+1,428,198
+74% +$64M
SCZ icon
850
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$137M 0.01%
1,791,812
+19,400
+1% +$1.45M
32 33
34
35 36

Similar funds

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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.