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 | |
|---|---|---|---|---|---|---|
1751
CALL
Peabody Energy
BTU
$2.94B
| $30.1M | ﹤0.01% |
+1,134,200
| New | +$20.2M |
|
1752
Skywest
SKYW
$4.21B
| $30M | ﹤0.01% |
298,255
+83,705
| +39% | +$9.35M |
|
1753
iShare MSCI Eurozone ETF
EZU
$9.96B
| $30M | ﹤0.01% |
483,685
+65,883
| +16% | +$3.95M |
|
1754
Affiliated Managers Group
AMG
$9.7B
| $30M | ﹤0.01% |
125,643
-13,222
| -10% | -$2.91M |
|
1755
CALL
Vale
VALE
$58.7B
| $29.9M | ﹤0.01% |
2,750,000
+1,375,000
| +100% | +$14M |
|
1756
Agilysys
AGYS
$3.25B
| $29.8M | ﹤0.01% |
283,462
-66,978
| -19% | -$7.41M |
|
1757
Bank of N.T. Butterfield & Son
NTB
$2.51B
| $29.8M | ﹤0.01% |
693,287
-63,689
| -8% | -$2.87M |
|
1758
Valaris
VAL
$5.91B
| $29.7M | ﹤0.01% |
609,229
-16,276
| -3% | -$794K |
|
1759
Kadant
KAI
$3.91B
| $29.7M | ﹤0.01% |
99,703
+58,382
| +141% | +$19M |
|
|
NVO
1760
CALL
Novo Nordisk
NVO
$205B
| $29.6M | ﹤0.01% |
+532,900
| New | +$31.2M |
|
1761
iShares US Medical Devices ETF
IHI
$3.48B
| $29.5M | ﹤0.01% |
490,874
+223,216
| +83% | +$13.7M |
|
1762
TAL Education Group
TAL
$6.43B
| $29.5M | ﹤0.01% |
2,633,156
+307,790
| +13% | +$3.31M |
|
1763
Everest Group
EG
$14B
| $29.5M | ﹤0.01% |
84,158
-39,637
| -32% | -$13.4M |
|
1764
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
| $29.4M | ﹤0.01% |
645,987
-117,056
| -15% | -$5.24M |
|
1765
GitLab
GTLB
$7.32B
| $29.4M | ﹤0.01% |
651,656
-2,900,114
| -82% | -$133M |
|
|
SF
1766
Stifel
SF
$12.9B
| $29.3M | ﹤0.01% |
387,900
+22,384
| +6% | +$1.68M |
|
1767
CALL
Home Depot
HD
$341B
| $29.3M | ﹤0.01% |
72,400
+27,900
| +63% | +$11M |
|
1768
Columbia Research Enhanced Core ETF
RECS
$6.09B
| $29.3M | ﹤0.01% |
726,737
+40,811
| +6% | +$1.57M |
|
1769
PUT
PayPal
PYPL
$51.8B
| $29.2M | ﹤0.01% |
434,900
+181,000
| +71% | +$12.8M |
|
1770
United Bankshares
UBSI
$6.68B
| $29.1M | ﹤0.01% |
782,292
+307,159
| +65% | +$11.5M |
|
1771
Unitil
UTL
$992M
| $29.1M | ﹤0.01% |
608,084
+14,894
| +3% | +$727K |
|
1772
AutoNation
AN
$6.89B
| $29.1M | ﹤0.01% |
132,935
-14,360
| -10% | -$3.03M |
|
1773
Pathward Financial
CASH
$1.79B
| $29.1M | ﹤0.01% |
392,790
-45,112
| -10% | -$3.51M |
|
1774
PUT
Roblox
RBLX
$27.1B
| $29M | ﹤0.01% |
209,500
+139,500
| +199% | +$17.3M |
|
1775
Caesars Entertainment
CZR
$6.04B
| $29M | ﹤0.01% |
1,073,126
-1,356,817
| -56% | -$36.8M |
|
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.