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 | |
|---|---|---|---|---|---|---|
176
iShares MSCI EAFE ETF
EFA
$80.1B
| $1.91B | 0.11% |
20,476,335
-763,070
| -4% | -$69.4M |
|
|
JMTG
177
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
| $1.91B | 0.11% |
37,477,457
+26,659,037
| +246% | +$1.34B |
|
178
PGIM Ultra Short Bond ETF
PULS
$18.4B
| $1.88B | 0.11% |
37,779,580
+4,065,547
| +12% | +$202M |
|
179
Verizon
VZ
$196B
| $1.87B | 0.11% |
42,654,708
+4,208,404
| +11% | +$182M |
|
180
iShares Russell 2000 ETF
IWM
$81.8B
| $1.87B | 0.11% |
7,745,332
-433,589
| -5% | -$99.5M |
|
181
Natera
NTRA
$46B
| $1.87B | 0.11% |
11,628,914
+1,003,129
| +9% | +$159M |
|
182
Martin Marietta Materials
MLM
$33.1B
| $1.85B | 0.11% |
2,934,783
-20,356
| -0.7% | -$12.1M |
|
183
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.12B
| $1.82B | 0.11% |
17,508,831
-330,388
| -2% | -$33.6M |
|
184
iShares Russell 1000 Value ETF
IWD
$84.1B
| $1.81B | 0.11% |
8,912,762
-240,238
| -3% | -$47.8M |
|
|
185
PUT
NVIDIA
NVDA
$5.31T
| $1.79B | 0.11% |
9,597,900
-277,300
| -3% | -$48.3M |
|
186
D.R. Horton
DHI
$41.6B
| $1.78B | 0.11% |
10,532,594
-202,537
| -2% | -$31.9M |
|
187
Air Products & Chemicals
APD
$69B
| $1.78B | 0.11% |
6,537,831
+103,603
| +2% | +$30M |
|
188
Ecolab
ECL
$79.8B
| $1.78B | 0.11% |
6,491,563
+2,889,475
| +80% | +$785M |
|
189
General Dynamics
GD
$107B
| $1.77B | 0.11% |
5,192,742
-321,587
| -6% | -$101M |
|
190
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
| $1.76B | 0.11% |
14,712,756
-289,598
| -2% | -$33.1M |
|
191
Burlington
BURL
$23B
| $1.74B | 0.1% |
6,841,913
+973,876
| +17% | +$265M |
|
192
Cadence Design Systems
CDNS
$89.3B
| $1.74B | 0.1% |
4,951,721
+679,110
| +16% | +$234M |
|
193
Marriott International
MAR
$90.9B
| $1.73B | 0.1% |
6,654,554
-2,813,231
| -30% | -$755M |
|
194
Citigroup
C
$228B
| $1.72B | 0.1% |
16,911,753
+5,991,374
| +55% | +$569M |
|
195
Xcel Energy
XEL
$47.9B
| $1.7B | 0.1% |
21,026,015
+831,639
| +4% | +$60.2M |
|
196
Dominion Energy
D
$59.1B
| $1.69B | 0.1% |
27,662,315
-1,827,820
| -6% | -$109M |
|
197
Northrop Grumman
NOC
$81.8B
| $1.68B | 0.1% |
2,760,668
-123,039
| -4% | -$69.8M |
|
198
Caterpillar
CAT
$390B
| $1.68B | 0.1% |
3,524,810
+287,596
| +9% | +$123M |
|
199
TransDigm Group
TDG
$68.5B
| $1.66B | 0.1% |
1,262,316
-733,453
| -37% | -$1.05B |
|
200
PUT
Tesla
TSLA
$1.32T
| $1.66B | 0.1% |
3,730,400
+1,611,400
| +76% | +$559M |
|
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.