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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.81T
1-Year Est. Return 41.13%
 

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
+41.13%
3 Year Est. Return
+122.17%
5 Year Est. Return
+152.24%
10 Year Est. Return
+601.59%
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
WH icon
876
Wyndham Hotels & Resorts
WH
$5.46B
$127M 0.01%
1,585,935
+46,459
+3% +$4M
WING icon
877
Wingstop
WING
$3.06B
$127M 0.01%
503,188
+430,583
+593% +$134M
XNTK icon
878
CALL
State Street SPDR NYSE Technology ETF
XNTK
$2.26B
$126M 0.01%
1,382,600
-1,599,100
-54% -$394M
ROL icon
879
Rollins
ROL
$17.7B
$126M 0.01%
2,151,573
+130,521
+6% +$7.42M
FHN icon
880
First Horizon
FHN
$12.2B
$126M 0.01%
5,576,134
-1,162,294
-17% -$25.8M
SCHD icon
881
Schwab US Dividend Equity ETF
SCHD
$107B
$126M 0.01%
4,616,851
+95,857
+2% +$2.62M
SNY icon
882
Sanofi
SNY
$104B
$125M 0.01%
2,655,394
+173,463
+7% +$8.37M
PLTR icon
883
PUT
Palantir
PLTR
$413B
$125M 0.01%
686,200
-263,800
-28% -$42.8M
PPLI
884
People Inc
PPLI
$3.05B
$124M 0.01%
3,649,957
-2,918,970
-44% -$109M
FND icon
885
Floor & Decor
FND
$6.31B
$124M 0.01%
1,684,030
+222,401
+15% +$18.2M
XYL icon
886
Xylem
XYL
$28.4B
$124M 0.01%
839,259
-216,244
-20% -$30M
ZS icon
887
Zscaler
ZS
$28.4B
$124M 0.01%
412,578
+22,215
+6% +$6.33M
CWAN
888
DELISTED
Clearwater Analytics
CWAN
$124M 0.01%
6,853,859
+1,079,574
+19% +$21.9M
LULU icon
889
lululemon athletica
LULU
$13.8B
$123M 0.01%
692,772
+72,322
+12% +$14.5M
FFIV icon
890
F5
FFIV
$23.7B
$123M 0.01%
381,350
+39,445
+12% +$12.3M
SCHR
891
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$123M 0.01%
4,896,742
+241,925
+5% +$6.05M
FLS icon
892
Flowserve
FLS
$10.3B
$123M 0.01%
2,314,195
+1,992,621
+620% +$108M
RACE icon
893
CALL
Ferrari
RACE
$71.4B
$123M 0.01%
253,200
+1,000
+0.4% +$479K
PAA icon
894
Plains All American Pipeline
PAA
$16.4B
$123M 0.01%
7,198,958
+967,059
+16% +$17.3M
NXT icon
895
Nextpower Inc
NXT
$15.7B
$122M 0.01%
1,650,999
-145,658
-8% -$9.39M
DEO icon
896
Diageo
DEO
$52B
$122M 0.01%
1,276,576
+4,227
+0.3% +$444K
AIG icon
897
American International
AIG
$40B
$121M 0.01%
1,546,436
-122,905
-7% -$9.82M
SE icon
898
PUT
Sea Limited
SE
$78.2B
$121M 0.01%
679,500
+162,200
+31% +$27.8M
RARE icon
899
Ultragenyx Pharmaceutical
RARE
$2.64B
$121M 0.01%
4,011,429
+750,561
+23% +$22.5M
VNO icon
900
Vornado Realty Trust
VNO
$7.31B
$121M 0.01%
2,973,951
-2,030,510
-41% -$79.1M
34 35
36
37 38

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Bank of America
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Invesco
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Susquehanna International Group
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Goldman Sachs
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T. Rowe Price Associates
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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.