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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
VOT icon
1451
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.2B
$46.7M ﹤0.01%
159,024
-104
-0.1% -$30K
TTEK icon
1452
Tetra Tech
TTEK
$9.11B
$46.7M ﹤0.01%
1,398,293
+116,993
+9% +$4.25M
MRK icon
1453
PUT
Merck
MRK
$333B
$46.4M ﹤0.01%
552,800
+185,900
+51% +$15.3M
BCE icon
1454
BCE
BCE
$21.5B
$46.3M ﹤0.01%
1,980,816
-655,646
-25% -$15.8M
ARW icon
1455
Arrow Electronics
ARW
$10.7B
$46.3M ﹤0.01%
382,641
+11,288
+3% +$1.42M
UFPI icon
1456
UFP Industries
UFPI
$5.07B
$46.3M ﹤0.01%
494,721
-9,677
-2% -$977K
OXY icon
1457
CALL
Occidental Petroleum
OXY
$57.6B
$46.2M ﹤0.01%
978,300
+248,300
+34% +$11.2M
QCOM icon
1458
PUT
Qualcomm
QCOM
$174B
$46.1M ﹤0.01%
277,000
+34,100
+14% +$5.41M
PANW icon
1459
CALL
Palo Alto Networks
PANW
$320B
$46M ﹤0.01%
225,900
+25,000
+12% +$4.79M
NOW icon
1460
CALL
ServiceNow
NOW
$127B
$45.8M ﹤0.01%
249,000
+21,500
+9% +$4.02M
NEU icon
1461
NewMarket
NEU
$8.59B
$45.6M ﹤0.01%
55,073
+1,118
+2% +$861K
STLA icon
1462
CALL
Stellantis
STLA
$20.1B
$45.4M ﹤0.01%
4,860,300
+2,028,700
+72% +$19.4M
AVUV icon
1463
Avantis US Small Cap Value ETF
AVUV
$31B
$45.4M ﹤0.01%
455,750
+85,028
+23% +$8.23M
JMSI icon
1464
JPMorgan Sustainable Municipal Income ETF
JMSI
$385M
$45.3M ﹤0.01%
901,902
+259,287
+40% +$12.8M
SCS
1465
DELISTED
Steelcase
SCS
$45.2M ﹤0.01%
2,630,255
+1,757,767
+201% +$25.4M
APGE icon
1466
Apogee Therapeutics
APGE
$10.2B
$45.2M ﹤0.01%
1,137,731
+12,161
+1% +$464K
YOU icon
1467
Clear Secure
YOU
$4.73B
$45.2M ﹤0.01%
1,354,080
-125,514
-8% -$4.16M
CAVA icon
1468
CAVA Group
CAVA
$8.3B
$45.2M ﹤0.01%
747,810
-26,449
-3% -$2M
ENS icon
1469
EnerSys
ENS
$7.06B
$45.1M ﹤0.01%
399,419
+2,487
+0.6% +$245K
AXP icon
1470
CALL
American Express
AXP
$231B
$45.1M ﹤0.01%
135,800
+49,000
+56% +$15.6M
INGM
1471
Ingram Micro Holding
INGM
$6.55B
$45.1M ﹤0.01%
2,097,936
-90,614
-4% -$1.84M
MTZ icon
1472
MasTec
MTZ
$23.4B
$45.1M ﹤0.01%
211,695
-169,315
-44% -$31M
TXNM
1473
TXNM Energy Inc
TXNM
$5.92B
$45M ﹤0.01%
795,499
-193,118
-20% -$11M
RVTY icon
1474
Revvity
RVTY
$13B
$44.8M ﹤0.01%
511,360
+67,662
+15% +$6.14M
CCL icon
1475
PUT
Carnival Corporation Ltd
CCL
$38.7B
$44.8M ﹤0.01%
1,548,100
+617,100
+66% +$18.6M
57 58
59
60 61

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VPM
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Bank of America
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Invesco
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Susquehanna International Group
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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.