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 | |
|---|---|---|---|---|---|---|
1526
CALL
American International
AIG
$39.7B
| $41.2M | ﹤0.01% |
524,700
+383,600
| +272% | +$30.7M |
|
1527
PUT
Newmont
NEM
$119B
| $41.2M | ﹤0.01% |
488,600
+33,600
| +7% | +$2.34M |
|
1528
Centene
CNC
$32.8B
| $41.1M | ﹤0.01% |
1,153,045
-640,860
| -36% | -$19.4M |
|
1529
CALL
Verizon
VZ
$199B
| $41.1M | ﹤0.01% |
935,700
+856,100
| +1,076% | +$37.1M |
|
1530
Advanced Energy
AEIS
$13.6B
| $41.1M | ﹤0.01% |
241,682
-58,776
| -20% | -$8.85M |
|
1531
Loar Holdings
LOAR
$6.91B
| $41.1M | ﹤0.01% |
513,323
+214,978
| +72% | +$16.2M |
|
1532
Cemex
CX
$16B
| $40.7M | ﹤0.01% |
4,529,612
+2,080,341
| +85% | +$17.8M |
|
1533
Fluor
FLR
$7.01B
| $40.7M | ﹤0.01% |
967,693
-362,689
| -27% | -$16.7M |
|
|
PCH
1534
DELISTED
PotlatchDeltic
PCH
| $40.6M | ﹤0.01% |
997,231
-19,129
| -2% | -$793K |
|
1535
PUT
Freeport-McMoran
FCX
$93.9B
| $40.6M | ﹤0.01% |
1,035,500
+685,500
| +196% | +$29.7M |
|
|
PENG
1536
Penguin Solutions Inc
PENG
$3.2B
| $40.6M | ﹤0.01% |
1,544,500
+557,867
| +57% | +$13.6M |
|
1537
CALL
D.R. Horton
DHI
$41.5B
| $40.5M | ﹤0.01% |
+239,100
| New | +$37.6M |
|
1538
CALL
Booking.com
BKNG
$159B
| $40.5M | ﹤0.01% |
187,500
-2,500
| -1% | -$558K |
|
1539
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
| $40.4M | ﹤0.01% |
501,465
+84,855
| +20% | +$6.51M |
|
1540
Bio-Techne
TECH
$11.3B
| $40.3M | ﹤0.01% |
725,085
-633,738
| -47% | -$33.9M |
|
1541
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $40.3M | ﹤0.01% |
1,306,086
+1,078,702
| +474% | +$33.2M |
|
1542
Park Hotels & Resorts
PK
$3.02B
| $40.3M | ﹤0.01% |
3,634,643
+636,049
| +21% | +$7.15M |
|
1543
Idacorp
IDA
$8.16B
| $40.2M | ﹤0.01% |
304,269
-13,837
| -4% | -$1.71M |
|
|
COOP
1544
PUT
DELISTED
Mr. Cooper
COOP
| $40.1M | ﹤0.01% |
+190,300
| New | +$35M |
|
1545
Donaldson
DCI
$11.1B
| $40.1M | ﹤0.01% |
490,001
+25,156
| +5% | +$1.9M |
|
1546
Lantheus
LNTH
$6.58B
| $40.1M | ﹤0.01% |
781,834
-113,879
| -13% | -$7.12M |
|
1547
iShares MSCI Switzerland ETF
EWL
$2.22B
| $40.1M | ﹤0.01% |
725,576
+425,970
| +142% | +$23.3M |
|
1548
Eastman Chemical
EMN
$8.37B
| $40M | ﹤0.01% |
635,162
-202,394
| -24% | -$14.1M |
|
1549
Sterling Infrastructure
STRL
$17B
| $40M | ﹤0.01% |
117,724
-4,899
| -4% | -$1.39M |
|
1550
RenaissanceRe
RNR
$13.3B
| $39.9M | ﹤0.01% |
157,208
-82,122
| -34% | -$19.9M |
|
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.