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 | |
|---|---|---|---|---|---|---|
1376
STAG Industrial
STAG
$7.17B
| $52.8M | ﹤0.01% |
1,495,511
+170,639
| +13% | +$6.08M |
|
1377
Vanguard Russell 1000 Value ETF
VONV
$22B
| $52.6M | ﹤0.01% |
588,931
+11,704
| +2% | +$1.02M |
|
1378
Crinetics Pharmaceuticals
CRNX
$8.98B
| $52.4M | ﹤0.01% |
1,258,722
+926,765
| +279% | +$29.6M |
|
1379
Cheniere Energy
CQP
$33.4B
| $52.4M | ﹤0.01% |
973,118
-24,122
| -2% | -$1.31M |
|
1380
CALL
Avis
CAR
$4.94B
| $52.4M | ﹤0.01% |
326,100
-160,100
| -33% | -$27M |
|
1381
Vail Resorts
MTN
$5.12B
| $52.4M | ﹤0.01% |
350,084
-7,815
| -2% | -$1.21M |
|
1382
EPR Properties
EPR
$4.76B
| $52.3M | ﹤0.01% |
901,813
+195,850
| +28% | +$11M |
|
1383
iShares ESG MSCI USA Leaders ETF
SUSL
$1.22B
| $52.2M | ﹤0.01% |
446,171
-14,472
| -3% | -$1.63M |
|
1384
Manhattan Associates
MANH
$11.4B
| $52.1M | ﹤0.01% |
254,062
-21,487
| -8% | -$4.54M |
|
1385
Unum
UNM
$14.8B
| $51.9M | ﹤0.01% |
667,619
-29,394
| -4% | -$2.2M |
|
1386
Knight Transportation
KNX
$11.9B
| $51.9M | ﹤0.01% |
1,312,474
-58,280
| -4% | -$2.52M |
|
1387
Compañía de Minas Buenaventura
BVN
$8.79B
| $51.8M | ﹤0.01% |
2,130,912
-160,926
| -7% | -$3.02M |
|
1388
LCI Industries
LCII
$2.62B
| $51.8M | ﹤0.01% |
556,178
-106,696
| -16% | -$10.7M |
|
1389
Annaly Capital Management
NLY
$17.5B
| $51.7M | ﹤0.01% |
2,560,269
-7,426
| -0.3% | -$154K |
|
1390
CALL
Vertex Pharmaceuticals
VRTX
$133B
| $51.6M | ﹤0.01% |
131,800
+124,300
| +1,657% | +$51.9M |
|
1391
CALL
Applovin
APP
$105B
| $51.6M | ﹤0.01% |
71,800
+23,800
| +50% | +$11M |
|
1392
Invesco Preferred ETF
PGX
$3.77B
| $51.5M | ﹤0.01% |
4,437,063
+298,013
| +7% | +$3.41M |
|
|
TMHC
1393
DELISTED
Taylor Morrison
TMHC
| $51.3M | ﹤0.01% |
777,353
+218,514
| +39% | +$14.4M |
|
1394
Carpenter Technology
CRS
$26.2B
| $51.3M | ﹤0.01% |
208,919
+10,148
| +5% | +$2.6M |
|
1395
TeraWulf
WULF
$8.63B
| $51.1M | ﹤0.01% |
4,478,088
+3,544,672
| +380% | +$27.1M |
|
1396
Clean Harbors
CLH
$16.8B
| $51.1M | ﹤0.01% |
219,862
+15,872
| +8% | +$3.76M |
|
1397
First Advantage
FA
$3.68B
| $51M | ﹤0.01% |
3,315,150
+255,641
| +8% | +$4.24M |
|
1398
Grupo Cibest SA
CIB
$22.5B
| $50.9M | ﹤0.01% |
980,426
+40,447
| +4% | +$1.95M |
|
1399
Resideo Technologies
REZI
$3.15B
| $50.9M | ﹤0.01% |
1,177,769
+177,403
| +18% | +$5.54M |
|
1400
Coeur Mining
CDE
$18.9B
| $50.8M | ﹤0.01% |
2,708,493
-173,291
| -6% | -$2.12M |
|
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.