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 | |
|---|---|---|---|---|---|---|
1726
First Bancorp
FBP
$4.49B
| $31M | ﹤0.01% |
1,407,825
+184,769
| +15% | +$4M |
|
1727
Lyft
LYFT
$6.48B
| $31M | ﹤0.01% |
1,410,223
+926,177
| +191% | +$15.5M |
|
1728
Banco Santander
SAN
$211B
| $31M | ﹤0.01% |
2,954,166
+95,069
| +3% | +$885K |
|
1729
First Watch Restaurant Group
FWRG
$800M
| $30.9M | ﹤0.01% |
1,977,268
-236,486
| -11% | -$4.12M |
|
1730
Kohl's
KSS
$2.22B
| $30.9M | ﹤0.01% |
2,011,182
+1,948,783
| +3,123% | +$26M |
|
1731
CALL
Ferguson
FERG
$48B
| $30.9M | ﹤0.01% |
+137,500
| New | +$31.1M |
|
1732
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12.1B
| $30.9M | ﹤0.01% |
1,289,549
+41,093
| +3% | +$976K |
|
1733
PUT
Union Pacific
UNP
$177B
| $30.9M | ﹤0.01% |
130,600
+117,500
| +897% | +$26.5M |
|
1734
Webster Financial
WBS
$12.8B
| $30.9M | ﹤0.01% |
519,265
+80,038
| +18% | +$4.77M |
|
1735
Amdocs
DOX
$6.23B
| $30.9M | ﹤0.01% |
376,039
+109,915
| +41% | +$9.53M |
|
1736
Guardant Health
GH
$21.4B
| $30.9M | ﹤0.01% |
493,821
+300,519
| +155% | +$16.3M |
|
1737
CALL
Blackstone
BX
$112B
| $30.8M | ﹤0.01% |
180,100
+100,100
| +125% | +$17.2M |
|
1738
Moog Inc Class A
MOG.A
$13.5B
| $30.7M | ﹤0.01% |
148,045
+7,978
| +6% | +$1.54M |
|
1739
Invesco S&P 500 Quality ETF
SPHQ
$20.1B
| $30.7M | ﹤0.01% |
419,094
+140,246
| +50% | +$10.1M |
|
1740
Meritage Homes
MTH
$4.8B
| $30.6M | ﹤0.01% |
422,752
+63,765
| +18% | +$4.74M |
|
1741
PUT
Nike
NKE
$61.2B
| $30.6M | ﹤0.01% |
438,300
+145,200
| +50% | +$10.8M |
|
1742
PUT
ServiceNow
NOW
$132B
| $30.6M | ﹤0.01% |
166,000
+38,500
| +30% | +$7.19M |
|
|
REVG
1743
DELISTED
REV Group
REVG
| $30.6M | ﹤0.01% |
539,133
+283,706
| +111% | +$15.1M |
|
1744
PUT
Texas Instruments
TXN
$250B
| $30.5M | ﹤0.01% |
166,000
+95,000
| +134% | +$18.6M |
|
1745
Axsome Therapeutics
AXSM
$11.2B
| $30.4M | ﹤0.01% |
250,513
+62,785
| +33% | +$7.07M |
|
1746
PUT
Gilead Sciences
GILD
$171B
| $30.3M | ﹤0.01% |
273,100
+57,400
| +27% | +$6.52M |
|
1747
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
| $30.3M | ﹤0.01% |
657,797
+38,690
| +6% | +$1.79M |
|
1748
TFI International
TFII
$12.1B
| $30.2M | ﹤0.01% |
342,889
-59,675
| -15% | -$5.46M |
|
1749
Avnet
AVT
$7.87B
| $30.2M | ﹤0.01% |
576,725
+106,160
| +23% | +$5.71M |
|
1750
PTC Therapeutics
PTCT
$6.01B
| $30.1M | ﹤0.01% |
490,934
-110,626
| -18% | -$5.76M |
|
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.