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 | |
|---|---|---|---|---|---|---|
1826
CALL
Gilead Sciences
GILD
$171B
| $27.1M | ﹤0.01% |
244,500
-42,000
| -15% | -$4.77M |
|
1827
QCR Holdings
QCRH
$1.75B
| $27.1M | ﹤0.01% |
358,795
-23,087
| -6% | -$1.74M |
|
1828
ATI
ATI
$30.9B
| $27.1M | ﹤0.01% |
333,191
-100,478
| -23% | -$8.14M |
|
|
AUGO
1829
Aura Minerals Inc
AUGO
$6.28B
| $27.1M | ﹤0.01% |
+728,228
| New | +$20.9M |
|
1830
Assurant
AIZ
$13.9B
| $27.1M | ﹤0.01% |
124,993
+16,388
| +15% | +$3.33M |
|
|
SKE
1831
Skeena Resources
SKE
$4.07B
| $27.1M | ﹤0.01% |
1,467,864
+482,369
| +49% | +$7.89M |
|
1832
PUT
Coca-Cola
KO
$376B
| $27M | ﹤0.01% |
407,500
-120,800
| -23% | -$8.31M |
|
1833
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.07B
| $27M | ﹤0.01% |
1,203,378
-56,351
| -4% | -$1.25M |
|
|
ALEX
1834
DELISTED
Alexander & Baldwin
ALEX
| $27M | ﹤0.01% |
1,483,776
-31,528
| -2% | -$579K |
|
1835
iShares Russell Top 200 ETF
IWL
$2.29B
| $27M | ﹤0.01% |
162,352
-9,656
| -6% | -$1.54M |
|
1836
Hancock Whitney
HWC
$6.37B
| $26.9M | ﹤0.01% |
430,392
-179,047
| -29% | -$11M |
|
|
ZK
1837
DELISTED
Zeekr
ZK
| $26.9M | ﹤0.01% |
882,547
+509,722
| +137% | +$14.8M |
|
1838
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
| $26.9M | ﹤0.01% |
792,394
+627,933
| +382% | +$21.1M |
|
1839
Boise Cascade
BCC
$2.94B
| $26.9M | ﹤0.01% |
347,301
+25,452
| +8% | +$2.18M |
|
1840
Knowles
KN
$3.23B
| $26.8M | ﹤0.01% |
1,150,877
-168,346
| -13% | -$3.45M |
|
1841
Madison Square Garden
MSGS
$9.94B
| $26.8M | ﹤0.01% |
117,905
+12,412
| +12% | +$2.54M |
|
1842
Douglas Emmett
DEI
$1.99B
| $26.8M | ﹤0.01% |
1,718,393
+135,622
| +9% | +$2.12M |
|
1843
Arrowhead Research
ARWR
$12.1B
| $26.8M | ﹤0.01% |
775,717
+368,073
| +90% | +$8.09M |
|
1844
CALL
RTX Corp
RTX
$297B
| $26.7M | ﹤0.01% |
159,600
+49,600
| +45% | +$7.7M |
|
|
TPC
1845
Tutor Perini Cor
TPC
$4.98B
| $26.7M | ﹤0.01% |
406,546
+54,248
| +15% | +$3.02M |
|
1846
PUT
American Airlines Group
AAL
$9.97B
| $26.6M | ﹤0.01% |
2,369,800
-317,100
| -12% | -$3.91M |
|
1847
KB Home
KBH
$3.45B
| $26.6M | ﹤0.01% |
418,328
+82,592
| +25% | +$4.99M |
|
1848
Scholar Rock
SRRK
$6.46B
| $26.6M | ﹤0.01% |
713,988
+440,401
| +161% | +$15.4M |
|
1849
MSC Industrial Direct
MSM
$6.77B
| $26.6M | ﹤0.01% |
288,489
+38,088
| +15% | +$3.4M |
|
1850
OFG Bancorp
OFG
$2.26B
| $26.5M | ﹤0.01% |
608,572
+28,114
| +5% | +$1.23M |
|
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.