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 | |
|---|---|---|---|---|---|---|
1976
CALL
Valero Energy
VLO
$98.7B
| $22.4M | ﹤0.01% |
131,700
+116,700
| +778% | +$17.4M |
|
1977
VanEck Intermediate Muni ETF
ITM
$2.14B
| $22.4M | ﹤0.01% |
479,900
+78,104
| +19% | +$3.58M |
|
1978
Insight Enterprises
NSIT
$4.6B
| $22.3M | ﹤0.01% |
196,950
+76,992
| +64% | +$10M |
|
1979
Texas Capital Bancshares
TCBI
$4.38B
| $22.3M | ﹤0.01% |
263,975
+14,240
| +6% | +$1.22M |
|
1980
Autoliv
ALV
$8.89B
| $22.3M | ﹤0.01% |
180,208
+18,673
| +12% | +$2.23M |
|
1981
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
| $22.2M | ﹤0.01% |
185,493
-42,010
| -18% | -$4.99M |
|
1982
Sunoco
SUN
$14B
| $22.2M | ﹤0.01% |
443,616
-328,360
| -43% | -$17.1M |
|
1983
CALL
Sea Limited
SE
$75.5B
| $22.2M | ﹤0.01% |
124,100
| – | – |
|
1984
Applied Digital
APLD
$8.81B
| $22.1M | ﹤0.01% |
965,132
-374,320
| -28% | -$5.54M |
|
1985
Yeti Holdings
YETI
$3.44B
| $22.1M | ﹤0.01% |
666,723
+22,551
| +4% | +$788K |
|
1986
Terex
TEX
$7.57B
| $22.1M | ﹤0.01% |
430,860
-273,984
| -39% | -$14M |
|
1987
PUT
Datadog
DDOG
$90.6B
| $22.1M | ﹤0.01% |
155,200
+132,300
| +578% | +$18.2M |
|
1988
Asbury Automotive
ABG
$3.78B
| $22.1M | ﹤0.01% |
90,313
-2,234
| -2% | -$543K |
|
1989
CALL
Union Pacific
UNP
$177B
| $22.1M | ﹤0.01% |
93,400
+42,600
| +84% | +$9.6M |
|
1990
PUT
Humana
HUM
$46.2B
| $22.1M | ﹤0.01% |
+84,800
| New | +$22.3M |
|
1991
PUT
ARK Innovation ETF
ARKK
$6.54B
| $22M | ﹤0.01% |
255,400
-322,600
| -56% | -$24.7M |
|
1992
PUT
Caterpillar
CAT
$393B
| $21.9M | ﹤0.01% |
46,000
+42,900
| +1,384% | +$18.3M |
|
1993
Madrigal Pharmaceuticals
MDGL
$11.7B
| $21.9M | ﹤0.01% |
47,824
-8,030
| -14% | -$3M |
|
1994
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
| $21.9M | ﹤0.01% |
349,771
+14,677
| +4% | +$898K |
|
1995
SLM Corp
SLM
$5.22B
| $21.9M | ﹤0.01% |
791,569
+79,600
| +11% | +$2.48M |
|
1996
Kirby Corp
KEX
$7.26B
| $21.9M | ﹤0.01% |
262,044
+63,185
| +32% | +$6.35M |
|
|
SAFE
1997
Safehold
SAFE
$1.1B
| $21.9M | ﹤0.01% |
1,411,158
+279,664
| +25% | +$4.32M |
|
1998
CALL
Snowflake
SNOW
$117B
| $21.8M | ﹤0.01% |
96,600
+94,800
| +5,267% | +$20.4M |
|
1999
Safety Insurance
SAFT
$1.52B
| $21.7M | ﹤0.01% |
307,331
-2,741
| -0.9% | -$199K |
|
2000
PENN Entertainment
PENN
$2.53B
| $21.7M | ﹤0.01% |
1,127,074
-354,654
| -24% | -$6.65M |
|
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.