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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.81T
1-Year Est. Return 41.13%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.33%
1 Year Est. Return
+41.13%
3 Year Est. Return
+122.17%
5 Year Est. Return
+152.24%
10 Year Est. Return
+601.59%
AUM
$1.67T
AUM Growth
+$140B
Cap. Flow
+$27.6B
Cap. Flow %
1.65%
Top 10 Hldgs %
26.36%
Holding
7,834
New
820
Increased
3,056
Reduced
2,648
Closed
481

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.98B
2
NVDA icon
NVIDIA
NVDA
+$4.54B
3
PLTR icon
Palantir
PLTR
+$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.97B
2
V icon
Visa
V
+$2.5B
3
AMZN icon
Amazon
AMZN
+$2.29B
4
XOM icon
ExxonMobil
XOM
+$2.19B
5
ISRG icon
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
APA icon
1426
APA Corp
APA
$13.9B
$48.7M ﹤0.01%
2,004,359
+140,019
+8% +$2.96M
BEN icon
1427
Franklin Resources
BEN
$17.2B
$48.6M ﹤0.01%
2,101,000
+554,842
+36% +$13.7M
SONY icon
1428
Sony
SONY
$137B
$48.6M ﹤0.01%
1,687,691
+145,761
+9% +$3.92M
FSV icon
1429
FirstService
FSV
$6.21B
$48.5M ﹤0.01%
254,586
-21,263
-8% -$4.11M
SMMU icon
1430
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$48.5M ﹤0.01%
958,785
+65,491
+7% +$3.3M
SPSC icon
1431
SPS Commerce
SPSC
$2.76B
$48.4M ﹤0.01%
464,957
-57,923
-11% -$6.89M
VALE icon
1432
Vale
VALE
$59.2B
$48.3M ﹤0.01%
4,450,479
+1,140,470
+34% +$11.6M
RELX icon
1433
RELX
RELX
$59.4B
$48.1M ﹤0.01%
1,007,921
+153,821
+18% +$7.61M
INGR icon
1434
Ingredion
INGR
$6.63B
$48.1M ﹤0.01%
393,923
-31,410
-7% -$4.05M
SIG icon
1435
Signet Jewelers
SIG
$3.61B
$48M ﹤0.01%
500,589
+340,228
+212% +$29.2M
SHOP icon
1436
CALL
Shopify
SHOP
$198B
$47.9M ﹤0.01%
322,500
-1,400
-0.4% -$190K
UHS icon
1437
Universal Health Services
UHS
$10B
$47.9M ﹤0.01%
234,093
-42,469
-15% -$7.64M
RGLD icon
1438
Royal Gold
RGLD
$19.4B
$47.8M ﹤0.01%
238,201
+39,073
+20% +$6.76M
NYT icon
1439
New York Times
NYT
$10.3B
$47.7M ﹤0.01%
831,023
+86,817
+12% +$4.95M
APG icon
1440
APi Group
APG
$18.7B
$47.6M ﹤0.01%
1,386,049
-53,062
-4% -$1.85M
SCHW
1441
PUT
Charles Schwab
SCHW
$189B
$47.6M ﹤0.01%
498,400
+190,700
+62% +$18.1M
INFA
1442
DELISTED
Informatica
INFA
$47.6M ﹤0.01%
1,915,516
-138,255
-7% -$3.41M
KRC icon
1443
Kilroy Realty
KRC
$4.31B
$47.5M ﹤0.01%
1,124,010
+14,410
+1% +$568K
TPL icon
1444
Texas Pacific Land
TPL
$23.8B
$47.4M ﹤0.01%
152,241
-4,905
-3% -$1.54M
SCHE icon
1445
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$47.3M ﹤0.01%
1,418,649
+160,961
+13% +$5.07M
ALB icon
1446
Albemarle
ALB
$15.6B
$47.3M ﹤0.01%
583,395
+116,517
+25% +$8.99M
PEB icon
1447
Pebblebrook Hotel Trust
PEB
$2.04B
$47.3M ﹤0.01%
4,149,838
+1,960,700
+90% +$21.1M
FTV icon
1448
Fortive
FTV
$18.5B
$47.1M ﹤0.01%
960,729
-908,882
-49% -$44.8M
IYF icon
1449
iShares US Financials ETF
IYF
$4.42B
$47M ﹤0.01%
370,798
+27,583
+8% +$3.41M
OSCR icon
1450
Oscar Health
OSCR
$9.23B
$46.9M ﹤0.01%
2,476,645
-7,446,943
-75% -$123M
56 57
58
59 60

Similar funds

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.