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 | |
|---|---|---|---|---|---|---|
1776
BorgWarner
BWA
$13.8B
| $29M | ﹤0.01% |
659,646
-498,302
| -43% | -$19.9M |
|
1777
Graham Holdings Company
GHC
$4.97B
| $29M | ﹤0.01% |
24,617
+3,286
| +15% | +$3.4M |
|
1778
Spire
SR
$4.9B
| $28.9M | ﹤0.01% |
353,974
+1,597
| +0.5% | +$121K |
|
1779
Laureate Education
LAUR
$5.15B
| $28.8M | ﹤0.01% |
913,548
+49,832
| +6% | +$1.31M |
|
1780
PUT
Procter & Gamble
PG
$335B
| $28.8M | ﹤0.01% |
187,400
+24,700
| +15% | +$3.86M |
|
1781
PUT
Linde
LIN
$220B
| $28.8M | ﹤0.01% |
60,600
+49,200
| +432% | +$23.3M |
|
1782
KraneShares CSI China Internet ETF
KWEB
$5.31B
| $28.8M | ﹤0.01% |
684,396
+626,475
| +1,082% | +$23.5M |
|
|
PGRE
1783
DELISTED
Paramount Group
PGRE
| $28.7M | ﹤0.01% |
4,391,256
+3,189,695
| +265% | +$21.2M |
|
1784
Coca-Cola Consolidated
COKE
$12.7B
| $28.7M | ﹤0.01% |
244,805
+24,278
| +11% | +$2.81M |
|
1785
Prestige Consumer Healthcare
PBH
$2.43B
| $28.7M | ﹤0.01% |
459,228
+106,224
| +30% | +$7.39M |
|
1786
Twist Bioscience
TWST
$7.86B
| $28.7M | ﹤0.01% |
1,018,234
-420,892
| -29% | -$12.7M |
|
1787
iShares ESG Advanced MSCI USA ETF
USXF
$1.52B
| $28.6M | ﹤0.01% |
499,440
+6,410
| +1% | +$358K |
|
1788
Avient
AVNT
$4.23B
| $28.6M | ﹤0.01% |
868,083
+42,118
| +5% | +$1.46M |
|
1789
Qorvo
QRVO
$8.68B
| $28.5M | ﹤0.01% |
313,156
+115,890
| +59% | +$10.3M |
|
|
FGSM
1790
Frontier Asset Global Small Cap Equity ETF
FGSM
$53M
| $28.5M | ﹤0.01% |
973,548
+6,253
| +0.6% | +$177K |
|
1791
Stanley Black & Decker
SWK
$15.4B
| $28.5M | ﹤0.01% |
383,463
+25,022
| +7% | +$1.83M |
|
|
AAT
1792
American Assets Trust
AAT
$1.41B
| $28.5M | ﹤0.01% |
1,402,665
+918,635
| +190% | +$18.5M |
|
1793
CALL
Corning
GLW
$137B
| $28.5M | ﹤0.01% |
+347,000
| New | +$22.7M |
|
1794
Levi Strauss
LEVI
$8.63B
| $28.4M | ﹤0.01% |
1,220,938
+1,083,208
| +786% | +$23M |
|
1795
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
| $28.4M | ﹤0.01% |
221,713
-3,543
| -2% | -$435K |
|
1796
nCino
NCNO
$2.26B
| $28.4M | ﹤0.01% |
1,046,781
-170,687
| -14% | -$4.99M |
|
|
FLCE
1797
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$83.4M
| $28.4M | ﹤0.01% |
1,011,706
+3,789
| +0.4% | +$102K |
|
1798
PUT
Walt Disney
DIS
$181B
| $28.3M | ﹤0.01% |
247,300
+195,600
| +378% | +$23M |
|
1799
Antero Midstream
AM
$10.5B
| $28.3M | ﹤0.01% |
1,456,155
+29,084
| +2% | +$526K |
|
1800
PUT
Target
TGT
$70.6B
| $28.3M | ﹤0.01% |
315,000
+110,000
| +54% | +$10.8M |
|
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.