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 | |
|---|---|---|---|---|---|---|
1276
CALL
AbbVie
ABBV
$440B
| $61.8M | ﹤0.01% |
267,100
-63,700
| -19% | -$13M |
|
1277
PUT
Energy Transfer Partners
ET
$72.1B
| $61.8M | ﹤0.01% |
3,600,500
| – | – |
|
1278
CALL
Morgan Stanley
MS
$342B
| $61.7M | ﹤0.01% |
388,300
-226,000
| -37% | -$33.4M |
|
1279
Freshworks
FRSH
$3.22B
| $61.6M | ﹤0.01% |
5,233,435
-120,119
| -2% | -$1.62M |
|
1280
Melco Resorts & Entertainment
MLCO
$2.14B
| $61.6M | ﹤0.01% |
6,713,288
-2,373,578
| -26% | -$21.7M |
|
1281
CALL
Merck
MRK
$328B
| $61.4M | ﹤0.01% |
731,900
+120,000
| +20% | +$9.88M |
|
1282
Schwab US Large- Cap ETF
SCHX
$74.5B
| $61.3M | ﹤0.01% |
2,327,677
-13,412
| -0.6% | -$341K |
|
1283
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
| $61.3M | ﹤0.01% |
1,200,503
+188,546
| +19% | +$9.61M |
|
1284
iShares Floating Rate Bond ETF
FLOT
$10.5B
| $61M | ﹤0.01% |
1,194,638
-279,921
| -19% | -$14.3M |
|
1285
TKO Group
TKO
$14.3B
| $60.9M | ﹤0.01% |
301,585
+50,534
| +20% | +$9.24M |
|
1286
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
| $60.8M | ﹤0.01% |
799,438
+26,337
| +3% | +$1.95M |
|
1287
Semtech
SMTC
$13B
| $60.7M | ﹤0.01% |
849,769
+88,114
| +12% | +$4.78M |
|
1288
PUT
Intuit
INTU
$91.6B
| $60.6M | ﹤0.01% |
88,800
+29,700
| +50% | +$21.4M |
|
1289
Etsy
ETSY
$7.31B
| $60.5M | ﹤0.01% |
911,202
+407,186
| +81% | +$24.3M |
|
1290
Televisa
TV
$1.49B
| $60.3M | ﹤0.01% |
22,426,972
+1,367,578
| +6% | +$3.45M |
|
1291
WEX
WEX
$6.48B
| $59.9M | ﹤0.01% |
380,467
-705,328
| -65% | -$117M |
|
|
SNV
1292
DELISTED
Synovus
SNV
| $59.9M | ﹤0.01% |
1,219,850
+878,149
| +257% | +$45M |
|
1293
PUT
Chevron
CVX
$386B
| $59.8M | ﹤0.01% |
385,100
+21,100
| +6% | +$3.27M |
|
1294
Cincinnati Financial
CINF
$26.5B
| $59.7M | ﹤0.01% |
377,500
-16,096
| -4% | -$2.44M |
|
1295
Mueller Industries
MLI
$15.1B
| $59.7M | ﹤0.01% |
1,180,094
-406,538
| -26% | -$18.7M |
|
1296
UGI
UGI
$7.53B
| $59.6M | ﹤0.01% |
1,791,182
+171,014
| +11% | +$5.98M |
|
1297
VSE Corp
VSEC
$6.81B
| $59.6M | ﹤0.01% |
358,326
+338,323
| +1,691% | +$51.6M |
|
1298
American Financial Group
AFG
$12B
| $59.4M | ﹤0.01% |
407,772
+99,898
| +32% | +$13.3M |
|
|
JBTM
1299
JBT Marel
JBTM
$6.15B
| $59.3M | ﹤0.01% |
422,503
-11,478
| -3% | -$1.57M |
|
1300
Alerian MLP Index ETNs due January 28 2044
AMJB
$874M
| $59.3M | ﹤0.01% |
2,010,023
+130,000
| +7% | +$3.94M |
|
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.