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 | |
|---|---|---|---|---|---|---|
1876
PUT
S&P Global
SPGI
$125B
| $25.5M | ﹤0.01% |
52,300
+34,800
| +199% | +$18.6M |
|
|
LADR
1877
Ladder Capital
LADR
$1.27B
| $25.4M | ﹤0.01% |
2,331,545
-78,542
| -3% | -$884K |
|
1878
iShares Morningstar Value ETF
ILCV
$1.36B
| $25.4M | ﹤0.01% |
282,522
+1,843
| +0.7% | +$159K |
|
1879
Walker & Dunlop
WD
$1.47B
| $25.4M | ﹤0.01% |
303,242
+99,658
| +49% | +$8.03M |
|
|
1880
PUT
Intuitive Surgical
ISRG
$142B
| $25.3M | ﹤0.01% |
56,600
-8,100
| -13% | -$3.89M |
|
1881
Associated Banc-Corp
ASB
$6.07B
| $25.3M | ﹤0.01% |
984,537
+194,307
| +25% | +$4.98M |
|
1882
PUT
XPeng
XPEV
$11.3B
| $25.3M | ﹤0.01% |
1,080,300
-19,700
| -2% | -$395K |
|
1883
Eastern Bankshares
EBC
$5.37B
| $25.3M | ﹤0.01% |
1,393,923
+95,731
| +7% | +$1.58M |
|
1884
Franklin US Equity Index ETF
USPX
$2.09B
| $25.3M | ﹤0.01% |
431,681
+13,249
| +3% | +$746K |
|
1885
PUT
Jefferies Financial Group
JEF
$12.9B
| $25.3M | ﹤0.01% |
+386,400
| New | +$23.6M |
|
1886
PUT
Johnson & Johnson
JNJ
$632B
| $25.3M | ﹤0.01% |
136,200
-145,400
| -52% | -$24.9M |
|
1887
NatWest
NWG
$76.9B
| $25.2M | ﹤0.01% |
1,784,004
+162,313
| +10% | +$2.29M |
|
|
MRX
1888
Marex Group Limited Ordinary Shares
MRX
$5.2B
| $25M | ﹤0.01% |
744,921
-32,694
| -4% | -$1.18M |
|
1889
PUT
Ferrari
RACE
$72.5B
| $25M | ﹤0.01% |
51,600
+14,000
| +37% | +$6.71M |
|
1890
CALL
Boston Scientific
BSX
$74.9B
| $24.9M | ﹤0.01% |
255,300
+75,300
| +42% | +$7.8M |
|
1891
HF Sinclair
DINO
$16.3B
| $24.9M | ﹤0.01% |
475,653
-1,335
| -0.3% | -$63.3K |
|
1892
Fidelity Enhanced Large Cap Core ETF
FELC
$8.41B
| $24.9M | ﹤0.01% |
667,571
+69,382
| +12% | +$2.48M |
|
1893
Telephone and Data Systems
TDS
$4.03B
| $24.9M | ﹤0.01% |
633,676
-208,412
| -25% | -$8.02M |
|
1894
PUT
lululemon athletica
LULU
$13.6B
| $24.9M | ﹤0.01% |
139,700
+87,800
| +169% | +$17.6M |
|
1895
Harmony Gold Mining
HMY
$12B
| $24.8M | ﹤0.01% |
1,367,144
-735,885
| -35% | -$11.1M |
|
|
GRFS
1896
Grifois
GRFS
$5.4B
| $24.8M | ﹤0.01% |
2,488,294
+600,118
| +32% | +$6M |
|
1897
Innospec
IOSP
$2.31B
| $24.8M | ﹤0.01% |
320,982
-182
| -0.1% | -$15.2K |
|
1898
XP
XP
$8.18B
| $24.7M | ﹤0.01% |
1,316,596
-769,531
| -37% | -$13.8M |
|
|
HBI
1899
DELISTED
Hanesbrands
HBI
| $24.7M | ﹤0.01% |
3,752,817
+1,705,762
| +83% | +$9.42M |
|
1900
Diodes
DIOD
$4.48B
| $24.7M | ﹤0.01% |
464,429
+153,905
| +50% | +$8.25M |
|
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.