JP Morgan Chase Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.98B |
| 2 |
NVIDIA
NVDA
|
+$4.54B |
| 3 |
Palantir
PLTR
|
+$3.01B |
| 4 |
GE Vernova
GEV
|
+$2.54B |
| 5 |
Danaher
DHR
|
+$2.24B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.97B |
| 2 |
Visa
V
|
+$2.5B |
| 3 |
Amazon
AMZN
|
+$2.29B |
| 4 |
ExxonMobil
XOM
|
+$2.19B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
HIMU
1001
iShares High Yield Muni Active ETF
HIMU
$2.44B
| $99.3M | 0.01% |
2,019,529
+112,744
| +6% | +$5.41M |
|
1002
CALL
Chevron
CVX
$386B
| $99.1M | 0.01% |
638,200
-60,400
| -9% | -$9.35M |
|
1003
American Water Works
AWK
$26.8B
| $99M | 0.01% |
710,871
-98,256
| -12% | -$13.9M |
|
1004
C.H. Robinson
CHRW
$17.1B
| $98.7M | 0.01% |
745,451
-34,677
| -4% | -$4.07M |
|
1005
DT Midstream
DTM
$13.9B
| $98.5M | 0.01% |
871,636
+63,438
| +8% | +$6.63M |
|
1006
Box
BOX
$4.48B
| $97.9M | 0.01% |
3,032,998
-697,779
| -19% | -$22.6M |
|
1007
Restaurant Brands International
QSR
$26.1B
| $97.7M | 0.01% |
1,522,523
-8,242
| -0.5% | -$542K |
|
1008
UL Solutions
ULS
$15.5B
| $97.5M | 0.01% |
1,376,122
-1,443,794
| -51% | -$98.4M |
|
|
DAY
1009
DELISTED
Dayforce
DAY
| $97.3M | 0.01% |
1,412,430
+940,499
| +199% | +$58.5M |
|
1010
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $96.9M | 0.01% |
314,832
-5,757
| -2% | -$1.7M |
|
1011
Imperial Oil
IMO
$63.1B
| $96.9M | 0.01% |
1,067,657
+195,730
| +22% | +$16.9M |
|
1012
iShares MSCI South Korea ETF
EWY
$27.2B
| $96.8M | 0.01% |
1,208,253
+141,996
| +13% | +$10.6M |
|
1013
Commerce Bancshares
CBSH
$8.56B
| $96.3M | 0.01% |
1,692,188
+77,663
| +5% | +$4.57M |
|
1014
Reliance Steel & Aluminium
RS
$21.8B
| $96.3M | 0.01% |
342,796
+113,378
| +49% | +$34M |
|
1015
Cenovus Energy
CVE
$55.6B
| $96.2M | 0.01% |
5,663,816
-438,487
| -7% | -$6.85M |
|
1016
Piper Sandler
PIPR
$5.34B
| $96.1M | 0.01% |
1,107,720
-53,708
| -5% | -$4.38M |
|
1017
Citizens Financial Group
CFG
$31.1B
| $96M | 0.01% |
1,806,646
-1,297,626
| -42% | -$64.6M |
|
|
NGD
1018
DELISTED
New Gold Inc
NGD
| $95.9M | 0.01% |
13,357,047
+1,891,468
| +16% | +$10.2M |
|
1019
CALL
Oracle
ORCL
$442B
| $95.9M | 0.01% |
340,900
+167,400
| +96% | +$42.6M |
|
1020
CALL
Deutsche Bank
DB
$72.4B
| $95.8M | 0.01% |
2,705,000
+1,795,600
| +197% | +$61.2M |
|
1021
Aecom
ACM
$7.85B
| $95.4M | 0.01% |
731,321
+12,664
| +2% | +$1.53M |
|
1022
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
| $95.3M | 0.01% |
791,125
+317,178
| +67% | +$36.4M |
|
|
CMA
1023
DELISTED
Comerica
CMA
| $94.7M | 0.01% |
1,382,766
+171,268
| +14% | +$11.5M |
|
1024
WIX.com
WIX
$2.88B
| $94.5M | 0.01% |
532,030
+147,019
| +38% | +$22.1M |
|
1025
Teck Resources
TECK
$32.4B
| $94.5M | 0.01% |
2,152,540
-146,890
| -6% | -$5.34M |
|
Similar funds
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.