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 | |
|---|---|---|---|---|---|---|
1676
Tanger
SKT
$4.42B
| $33.3M | ﹤0.01% |
984,836
+207,199
| +27% | +$6.75M |
|
1677
Liberty Live Group Series A
LLYVA
$9.59B
| $33.1M | ﹤0.01% |
351,420
-35,285
| -9% | -$3.11M |
|
|
GAP
1678
The Gap Inc
GAP
$7.34B
| $33.1M | ﹤0.01% |
1,548,023
+401,163
| +35% | +$8.67M |
|
1679
Doximity
DOCS
$4.74B
| $33.1M | ﹤0.01% |
452,604
-26,508
| -6% | -$1.73M |
|
1680
Qiagen
QGEN
$8.93B
| $33.1M | ﹤0.01% |
740,649
-512,299
| -41% | -$24.5M |
|
1681
New Jersey Resources
NJR
$5.64B
| $33.1M | ﹤0.01% |
687,125
+17,035
| +3% | +$794K |
|
|
SCHW
1682
CALL
Charles Schwab
SCHW
$190B
| $33M | ﹤0.01% |
346,000
+13,300
| +4% | +$1.26M |
|
1683
Texas Roadhouse
TXRH
$13.6B
| $33M | ﹤0.01% |
198,757
-92,975
| -32% | -$16.4M |
|
1684
SS&C Technologies
SSNC
$19.3B
| $33M | ﹤0.01% |
371,889
-40,902
| -10% | -$3.54M |
|
1685
iShares Gold Trust Micro
IAUM
$6.88B
| $33M | ﹤0.01% |
856,687
+165,954
| +24% | +$5.73M |
|
1686
H&R Block
HRB
$6.76B
| $32.9M | ﹤0.01% |
649,834
-89,293
| -12% | -$4.72M |
|
1687
ACV Auctions
ACVA
$1.35B
| $32.8M | ﹤0.01% |
3,312,634
-656,919
| -17% | -$8.41M |
|
|
BNY
1688
CALL
Bank of New York Mellon
BNY
$110B
| $32.8M | ﹤0.01% |
301,200
+101,200
| +51% | +$10.3M |
|
1689
ASE Group
ASX
$103B
| $32.8M | ﹤0.01% |
2,958,901
+1,057,046
| +56% | +$11.1M |
|
1690
BGC Group
BGC
$5.2B
| $32.8M | ﹤0.01% |
3,468,427
+170,217
| +5% | +$1.7M |
|
|
AAUC
1691
Allied Gold Corp
AAUC
$3.19B
| $32.7M | ﹤0.01% |
1,867,201
+75,931
| +4% | +$1.07M |
|
|
MIAX
1692
Miami International Holdings
MIAX
$4.36B
| $32.7M | ﹤0.01% |
+811,711
| New | +$29.7M |
|
1693
Enphase Energy
ENPH
$5.39B
| $32.7M | ﹤0.01% |
923,309
+518,118
| +128% | +$19.2M |
|
1694
iShares MSCI Chile ETF
ECH
$1.03B
| $32.6M | ﹤0.01% |
988,892
+561,165
| +131% | +$17.9M |
|
1695
Griffon
GFF
$4.8B
| $32.6M | ﹤0.01% |
427,674
+25,681
| +6% | +$1.98M |
|
1696
OSI Systems
OSIS
$3.77B
| $32.5M | ﹤0.01% |
130,276
+75,838
| +139% | +$17.3M |
|
1697
BioMarin Pharmaceuticals
BMRN
$13.3B
| $32.4M | ﹤0.01% |
599,048
-48,324
| -7% | -$2.76M |
|
1698
ING
ING
$102B
| $32.4M | ﹤0.01% |
1,243,033
-71,672
| -5% | -$1.73M |
|
|
SCHV
1699
Schwab US Large-Cap Value ETF
SCHV
$16.3B
| $32.4M | ﹤0.01% |
1,113,413
+13,884
| +1% | +$394K |
|
1700
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
| $32.4M | ﹤0.01% |
547,178
-16,065
| -3% | -$913K |
|
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.