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 | |
|---|---|---|---|---|---|---|
1301
CALL
Adobe
ADBE
$103B
| $59.3M | ﹤0.01% |
168,200
-38,700
| -19% | -$13.9M |
|
1302
PUT
NextEra Energy
NEE
$179B
| $59.1M | ﹤0.01% |
783,500
+654,700
| +508% | +$47.8M |
|
1303
PUT
Baidu
BIDU
$35.6B
| $59.1M | ﹤0.01% |
448,600
+374,300
| +504% | +$37.1M |
|
1304
Telus
TU
$15B
| $59.1M | ﹤0.01% |
3,745,341
-5,474
| -0.1% | -$88.8K |
|
1305
PUT
Estee Lauder
EL
$31.7B
| $58.9M | ﹤0.01% |
668,500
-100,000
| -13% | -$8.9M |
|
1306
Littelfuse
LFUS
$11.7B
| $58.8M | ﹤0.01% |
227,071
-40,725
| -15% | -$10.2M |
|
1307
The Mosaic Company
MOS
$7.18B
| $58.8M | ﹤0.01% |
1,694,228
+564,531
| +50% | +$19.4M |
|
1308
CALL
Pfizer
PFE
$150B
| $58.8M | ﹤0.01% |
2,305,900
+978,500
| +74% | +$24.2M |
|
1309
Vanguard Health Care ETF
VHT
$19B
| $58.7M | ﹤0.01% |
226,139
-24,735
| -10% | -$6.21M |
|
1310
Hudbay
HBM
$12.4B
| $58.5M | ﹤0.01% |
3,861,247
-339,943
| -8% | -$3.89M |
|
1311
Nuveen ESG Large-Cap Growth ETF
NULG
$2.79B
| $58.4M | ﹤0.01% |
587,150
+507,812
| +640% | +$49.4M |
|
1312
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
| $58.4M | ﹤0.01% |
412,610
-1,984
| -0.5% | -$274K |
|
1313
Hillman Solutions
HLMN
$1.73B
| $58.4M | ﹤0.01% |
6,357,074
-1,698,543
| -21% | -$15.3M |
|
1314
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
| $58.3M | ﹤0.01% |
526,020
-85,135
| -14% | -$9.34M |
|
|
SION
1315
Sionna Therapeutics
SION
$283M
| $58.2M | ﹤0.01% |
1,978,626
-242,562
| -11% | -$5.28M |
|
1316
Fidelity High Dividend ETF
FDVV
$10.4B
| $58.2M | ﹤0.01% |
1,044,083
+108,544
| +12% | +$5.9M |
|
1317
Ascendis Pharma A/S
ASND
$16.8B
| $58.1M | ﹤0.01% |
292,396
+84,255
| +40% | +$15.7M |
|
1318
Hamilton Lane
HLNE
$5.69B
| $58M | ﹤0.01% |
429,993
-52,386
| -11% | -$7.9M |
|
1319
New Oriental
EDU
$8.49B
| $57.7M | ﹤0.01% |
1,087,849
-241,404
| -18% | -$11.9M |
|
1320
First Hawaiian
FHB
$3.36B
| $57.6M | ﹤0.01% |
2,319,555
-378,210
| -14% | -$9.55M |
|
1321
Capital Group Growth ETF
CGGR
$25B
| $57.5M | ﹤0.01% |
1,384,925
+400,108
| +41% | +$16.9M |
|
1322
iShares MSCI ACWI ex US ETF
ACWX
$12B
| $57.2M | ﹤0.01% |
879,686
-280,047
| -24% | -$17.5M |
|
1323
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
| $57.1M | ﹤0.01% |
2,210,194
-289,524
| -12% | -$7.41M |
|
1324
Western Midstream Partners
WES
$19.9B
| $57.1M | ﹤0.01% |
1,452,851
-410,416
| -22% | -$16M |
|
1325
Janus International
JBI
$664M
| $56.9M | ﹤0.01% |
5,768,948
-1,524,410
| -21% | -$14.7M |
|
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.