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 | |
|---|---|---|---|---|---|---|
1226
Primoris Services
PRIM
$4.39B
| $66.8M | ﹤0.01% |
486,200
+85,044
| +21% | +$9.13M |
|
1227
PUT
Salesforce
CRM
$158B
| $66.5M | ﹤0.01% |
280,800
+63,600
| +29% | +$16M |
|
|
EMA
1228
Emera Inc
EMA
$15.7B
| $66.4M | ﹤0.01% |
1,384,891
+121,681
| +10% | +$5.69M |
|
1229
IDEX
IEX
$17.7B
| $66.3M | ﹤0.01% |
407,052
-75,763
| -16% | -$12.8M |
|
1230
Domino's
DPZ
$11.7B
| $66.2M | ﹤0.01% |
153,394
-98,326
| -39% | -$44.6M |
|
1231
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
| $66.2M | ﹤0.01% |
708,847
+30,659
| +5% | +$2.83M |
|
1232
Viatris
VTRS
$18.5B
| $65.9M | ﹤0.01% |
6,655,366
+297,810
| +5% | +$2.9M |
|
1233
Baxter International
BAX
$13.9B
| $65.7M | ﹤0.01% |
2,883,880
-788,746
| -21% | -$20M |
|
1234
McCormick & Company Non-Voting
MKC
$14.2B
| $65.6M | ﹤0.01% |
979,794
+191,625
| +24% | +$13.4M |
|
1235
iShares MSCI Brazil ETF
EWZ
$8.57B
| $65.4M | ﹤0.01% |
2,110,619
+879,500
| +71% | +$25.2M |
|
1236
Avery Dennison
AVY
$13.7B
| $65.3M | ﹤0.01% |
402,539
-91,895
| -19% | -$15.8M |
|
1237
JPMorgan Active Bond ETF
JBND
$8.55B
| $65.3M | ﹤0.01% |
1,205,117
+635,086
| +111% | +$34.1M |
|
1238
Acushnet Holdings
GOLF
$5.2B
| $65.2M | ﹤0.01% |
830,995
-34,880
| -4% | -$2.71M |
|
1239
CALL
Strategy Inc
MSTR
$37.3B
| $65.2M | ﹤0.01% |
202,200
-374,700
| -65% | -$139M |
|
1240
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
| $65M | ﹤0.01% |
1,243,849
+74,920
| +6% | +$3.86M |
|
|
DFUS
1241
Dimensional US Equity ETF
DFUS
$21.6B
| $65M | ﹤0.01% |
897,094
-15,296
| -2% | -$1.07M |
|
1242
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
| $65M | ﹤0.01% |
786,874
-246,669
| -24% | -$19.6M |
|
1243
Sanmina
SANM
$11.2B
| $65M | ﹤0.01% |
564,417
-38,234
| -6% | -$4.3M |
|
1244
Cousins Properties
CUZ
$4.85B
| $64.7M | ﹤0.01% |
2,237,113
-110,551
| -5% | -$3.14M |
|
1245
Sun Communities
SUI
$14.4B
| $64.7M | ﹤0.01% |
501,267
-336,789
| -40% | -$42.6M |
|
1246
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.95B
| $64.3M | ﹤0.01% |
1,441,963
-9,162
| -0.6% | -$385K |
|
1247
Genesis Energy
GEL
$1.94B
| $64.1M | ﹤0.01% |
3,836,094
-1,047,618
| -21% | -$17.6M |
|
1248
Fidelity National Financial
FNF
$12.8B
| $63.8M | ﹤0.01% |
1,055,400
-115,552
| -10% | -$6.71M |
|
1249
Brunswick
BC
$5.21B
| $63.8M | ﹤0.01% |
1,009,379
-312,191
| -24% | -$19.4M |
|
1250
Watts Water Technologies
WTS
$12.9B
| $63.7M | ﹤0.01% |
228,177
-17,564
| -7% | -$4.71M |
|
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.