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 | |
|---|---|---|---|---|---|---|
1401
Driven Brands
DRVN
$2.12B
| $50.7M | ﹤0.01% |
3,148,088
-172,684
| -5% | -$3.01M |
|
1402
Aramark
ARMK
$16.1B
| $50.7M | ﹤0.01% |
1,320,269
+667,528
| +102% | +$27M |
|
1403
Commercial Metals
CMC
$7.99B
| $50.7M | ﹤0.01% |
884,604
+64,491
| +8% | +$3.56M |
|
1404
OGE Energy
OGE
$9.74B
| $50.6M | ﹤0.01% |
1,092,661
+219,413
| +25% | +$9.82M |
|
1405
Generac Holdings
GNRC
$13.2B
| $50.1M | ﹤0.01% |
299,479
-61,710
| -17% | -$10.8M |
|
1406
PGIM AAA CLO ETF
PAAA
$11.3B
| $50.1M | ﹤0.01% |
973,087
+239,829
| +33% | +$12.3M |
|
1407
Solventum
SOLV
$14.6B
| $50.1M | ﹤0.01% |
686,397
+61,507
| +10% | +$4.51M |
|
|
1408
PUT
ExxonMobil
XOM
$653B
| $50M | ﹤0.01% |
443,800
-270,100
| -38% | -$30M |
|
1409
CareTrust REIT
CTRE
$9.27B
| $50M | ﹤0.01% |
1,442,168
+20,580
| +1% | +$677K |
|
1410
PUT
Costco
COST
$423B
| $49.9M | ﹤0.01% |
53,900
-27,600
| -34% | -$26.5M |
|
|
CCC
1411
CCC Intelligent Solutions
CCC
$4.05B
| $49.8M | ﹤0.01% |
5,467,418
-487,253
| -8% | -$4.71M |
|
1412
Disc Medicine
IRON
$3.08B
| $49.8M | ﹤0.01% |
752,879
-90,737
| -11% | -$5.4M |
|
1413
Otter Tail
OTTR
$3.88B
| $49.6M | ﹤0.01% |
605,504
+264,009
| +77% | +$21.4M |
|
1414
PUT
Wynn Resorts
WYNN
$10.6B
| $49.6M | ﹤0.01% |
386,900
+145,000
| +60% | +$16.7M |
|
1415
Charles River Laboratories
CRL
$13.7B
| $49.6M | ﹤0.01% |
317,179
+40,073
| +14% | +$6.36M |
|
1416
PUT
Wayfair
W
$14B
| $49.2M | ﹤0.01% |
551,000
+386,800
| +236% | +$28.3M |
|
1417
PUT
Walmart Inc
WMT
$920B
| $49.2M | ﹤0.01% |
477,400
+1,700
| +0.4% | +$169K |
|
1418
PUT
e.l.f. Beauty
ELF
$5.45B
| $49M | ﹤0.01% |
370,000
| – | – |
|
1419
Peloton Interactive
PTON
$2.39B
| $49M | ﹤0.01% |
5,446,292
+2,007,521
| +58% | +$14.9M |
|
1420
Ormat Technologies
ORA
$7.04B
| $49M | ﹤0.01% |
509,168
+139,508
| +38% | +$12.6M |
|
1421
Campbell Soup
CPB
$6.93B
| $48.9M | ﹤0.01% |
1,547,831
+530,276
| +52% | +$17.1M |
|
1422
A.O. Smith
AOS
$8.48B
| $48.9M | ﹤0.01% |
665,793
+139,117
| +26% | +$9.93M |
|
|
FLOC
1423
Flowco Holdings
FLOC
$1.03B
| $48.9M | ﹤0.01% |
3,290,164
+1,206,020
| +58% | +$20.4M |
|
1424
Maplebear
CART
$11.4B
| $48.9M | ﹤0.01% |
1,328,968
+288,839
| +28% | +$13.3M |
|
1425
iShares MSCI USA Value Factor ETF
VLUE
$9.71B
| $48.7M | ﹤0.01% |
389,442
-2,771
| -0.7% | -$326K |
|
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.