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 | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$83.2B
| $2.29B | 0.14% |
4,072,326
+132,708
| +3% | +$75M |
|
152
AutoZone
AZO
$50.1B
| $2.29B | 0.14% |
533,461
-98,184
| -16% | -$394M |
|
153
Cloudflare
NET
$111B
| $2.27B | 0.14% |
10,561,205
+3,435,573
| +48% | +$701M |
|
154
Equinix
EQIX
$103B
| $2.25B | 0.13% |
2,875,355
+589,367
| +26% | +$461M |
|
155
Carrier Global
CARR
$52.3B
| $2.21B | 0.13% |
36,953,026
-1,583,275
| -4% | -$108M |
|
156
Advanced Micro Devices
AMD
$767B
| $2.19B | 0.13% |
13,565,172
+816,350
| +6% | +$132M |
|
157
Chipotle Mexican Grill
CMG
$40.7B
| $2.18B | 0.13% |
55,577,543
-8,367,087
| -13% | -$377M |
|
158
US Bancorp
USB
$100B
| $2.17B | 0.13% |
44,942,068
+3,679,990
| +9% | +$174M |
|
159
Honeywell
HON
$77B
| $2.17B | 0.13% |
10,941,420
+643,123
| +6% | +$134M |
|
160
Travelers Companies
TRV
$78.3B
| $2.16B | 0.13% |
7,746,231
+119,481
| +2% | +$32M |
|
161
McKesson
MCK
$103B
| $2.16B | 0.13% |
2,792,649
-2,020,197
| -42% | -$1.42B |
|
162
Vistra
VST
$48.2B
| $2.14B | 0.13% |
10,935,188
+2,074,364
| +23% | +$411M |
|
163
Amphenol
APH
$207B
| $2.1B | 0.13% |
16,934,112
+1,873,586
| +12% | +$206M |
|
164
iShares MSCI Japan ETF
EWJ
$22.6B
| $2.09B | 0.13% |
26,102,320
+662,373
| +3% | +$51.2M |
|
165
Ventas
VTR
$47.2B
| $2.08B | 0.12% |
29,701,300
+387,495
| +1% | +$26M |
|
166
Alnylam Pharmaceuticals
ALNY
$29B
| $2.07B | 0.12% |
4,543,770
+2,481,762
| +120% | +$1.01B |
|
167
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $2.02B | 0.12% |
38,467,573
+19,142,064
| +99% | +$1B |
|
168
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $1.98B | 0.12% |
25,124,045
-7,074,296
| -22% | -$556M |
|
169
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $1.97B | 0.12% |
16,513,521
+4,523,903
| +38% | +$538M |
|
170
Ross Stores
ROST
$81.7B
| $1.96B | 0.12% |
12,872,501
-3,693,839
| -22% | -$527M |
|
171
Spotify
SPOT
$105B
| $1.96B | 0.12% |
2,805,910
-2,458,542
| -47% | -$1.72B |
|
172
Edwards Lifesciences
EW
$53B
| $1.95B | 0.12% |
25,058,526
-1,714,961
| -6% | -$134M |
|
173
PUT
iShares Morningstar Value ETF
ILCV
$1.36B
| $1.95B | 0.12% |
23,986,900
-1,891,700
| -7% | -$164M |
|
174
Cigna
CI
$73.6B
| $1.92B | 0.12% |
6,670,195
+207,242
| +3% | +$61.3M |
|
175
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $1.92B | 0.12% |
13,810,675
+998,856
| +8% | +$135M |
|
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.