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 | |
|---|---|---|---|---|---|---|
1101
Boyd Gaming
BYD
$6.03B
| $82.2M | ﹤0.01% |
951,125
-159,685
| -14% | -$13.4M |
|
1102
CALL
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
| $82.1M | ﹤0.01% |
177,100
+9,300
| +6% | +$4.19M |
|
1103
Atmos Energy
ATO
$28.7B
| $81.8M | ﹤0.01% |
479,308
+56,604
| +13% | +$9.14M |
|
|
PRMB
1104
Primo Brands
PRMB
$8.65B
| $81.7M | ﹤0.01% |
3,698,550
+751,250
| +25% | +$19.4M |
|
1105
First Industrial Realty Trust
FR
$8.4B
| $81.7M | ﹤0.01% |
1,586,367
+127,915
| +9% | +$6.43M |
|
1106
ICU Medical
ICUI
$4.48B
| $81.1M | ﹤0.01% |
676,370
-80,013
| -11% | -$10.1M |
|
|
CON
1107
Concentra Group Holdings
CON
$4.4B
| $81.1M | ﹤0.01% |
3,874,283
+445,449
| +13% | +$9.5M |
|
1108
Principal Financial Group
PFG
$24.4B
| $81.1M | ﹤0.01% |
977,625
-46,225
| -5% | -$3.69M |
|
1109
PUT
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
| $80.9M | ﹤0.01% |
1,846,400
-1,127,600
| -38% | -$51M |
|
1110
Group 1 Automotive
GPI
$3.17B
| $80.8M | ﹤0.01% |
184,732
+33,542
| +22% | +$15M |
|
1111
PennyMac Financial
PFSI
$4B
| $80.3M | ﹤0.01% |
647,878
-74,881
| -10% | -$8.1M |
|
1112
Dropbox
DBX
$7.31B
| $79.8M | ﹤0.01% |
2,641,715
+25,334
| +1% | +$725K |
|
1113
Enterprise Products Partners
EPD
$81.9B
| $79.7M | ﹤0.01% |
2,549,261
-51,195
| -2% | -$1.62M |
|
1114
PUT
Uber
UBER
$154B
| $79.6M | ﹤0.01% |
812,900
+176,600
| +28% | +$16.5M |
|
1115
Toll Brothers
TOL
$13.9B
| $79.5M | ﹤0.01% |
575,834
+139,567
| +32% | +$18.2M |
|
1116
CALL
Marvell Technology
MRVL
$195B
| $79.5M | ﹤0.01% |
945,500
+637,600
| +207% | +$46.9M |
|
1117
Illumina
ILMN
$29.1B
| $79.1M | ﹤0.01% |
832,690
+124,246
| +18% | +$12.3M |
|
1118
Match Group
MTCH
$8.4B
| $78.7M | ﹤0.01% |
2,229,054
+150,181
| +7% | +$5.36M |
|
1119
Ollie's Bargain Outlet
OLLI
$4.73B
| $78.7M | ﹤0.01% |
612,750
-26,667
| -4% | -$3.54M |
|
1120
Hess Midstream
HESM
$5.14B
| $78.4M | ﹤0.01% |
2,269,146
+1,456,627
| +179% | +$57.8M |
|
1121
Gulfport Energy Corp
GPOR
$3B
| $78.3M | ﹤0.01% |
432,768
-1,773
| -0.4% | -$309K |
|
1122
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.31B
| $78.3M | ﹤0.01% |
2,076,667
+2,018,580
| +3,475% | +$73.8M |
|
1123
Booz Allen Hamilton
BAH
$9.43B
| $78.2M | ﹤0.01% |
782,274
-585,826
| -43% | -$62.6M |
|
1124
Paycom
PAYC
$9.52B
| $78.1M | ﹤0.01% |
375,019
+32,868
| +10% | +$7.4M |
|
1125
MarketAxess Holdings
MKTX
$5.72B
| $78.1M | ﹤0.01% |
447,925
+28,881
| +7% | +$5.65M |
|
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.