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 | |
|---|---|---|---|---|---|---|
2001
Procept Biorobotics
PRCT
$1.26B
| $21.7M | ﹤0.01% |
607,929
-157,068
| -21% | -$7.17M |
|
2002
Popular Inc
BPOP
$11.3B
| $21.7M | ﹤0.01% |
170,698
-1,527
| -0.9% | -$183K |
|
2003
CALL
Alibaba
BABA
$293B
| $21.7M | ﹤0.01% |
121,200
-380,300
| -76% | -$49.8M |
|
2004
DNOW Inc
DNOW
$2.95B
| $21.7M | ﹤0.01% |
1,420,279
+77,186
| +6% | +$1.16M |
|
2005
Procore
PCOR
$9.45B
| $21.6M | ﹤0.01% |
296,841
-2,985,741
| -91% | -$208M |
|
2006
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.61B
| $21.6M | ﹤0.01% |
338,452
+2,690
| +0.8% | +$170K |
|
2007
KBR
KBR
$4.81B
| $21.6M | ﹤0.01% |
456,295
-154,539
| -25% | -$7.5M |
|
2008
Franklin US Core Bond ETF
FLCB
$3.05B
| $21.5M | ﹤0.01% |
991,386
+44,489
| +5% | +$957K |
|
2009
Alamo Group
ALG
$1.99B
| $21.5M | ﹤0.01% |
112,743
-2,479
| -2% | -$533K |
|
2010
iShares Convertible Bond ETF
ICVT
$7.64B
| $21.5M | ﹤0.01% |
215,078
+25,807
| +14% | +$2.43M |
|
2011
Century Communities
CCS
$2.04B
| $21.5M | ﹤0.01% |
338,699
+71,688
| +27% | +$4.52M |
|
2012
Brinker International
EAT
$10.2B
| $21.3M | ﹤0.01% |
168,467
+52,547
| +45% | +$8.2M |
|
2013
Churchill Downs
CHDN
$6.2B
| $21.3M | ﹤0.01% |
219,834
+16,646
| +8% | +$1.71M |
|
2014
Macy's
M
$6.27B
| $21.3M | ﹤0.01% |
1,187,260
+440,278
| +59% | +$6.23M |
|
|
EXE
2015
PUT
Expand Energy Corp
EXE
$21.9B
| $21.2M | ﹤0.01% |
+200,000
| New | +$20.1M |
|
2016
Western Alliance Bancorporation
WAL
$8.92B
| $21.2M | ﹤0.01% |
244,989
-16,790
| -6% | -$1.42M |
|
2017
Axcelis
ACLS
$4.42B
| $21.2M | ﹤0.01% |
217,394
+39,527
| +22% | +$3.18M |
|
|
OPTU
2018
Optimum Communications Inc
OPTU
$228M
| $21.2M | ﹤0.01% |
8,803,557
+879,589
| +11% | +$2.16M |
|
2019
CALL
Zoetis
ZTS
$31.3B
| $21.2M | ﹤0.01% |
+145,000
| New | +$21.9M |
|
2020
Provident Financial Services
PFS
$3.26B
| $21.1M | ﹤0.01% |
1,096,733
+279,216
| +34% | +$5.33M |
|
|
TLN
2021
CALL
Talen Energy Corp
TLN
$17.2B
| $21.1M | ﹤0.01% |
+49,700
| New | +$18M |
|
2022
Boot Barn
BOOT
$4.92B
| $21.1M | ﹤0.01% |
127,322
-8,854
| -7% | -$1.53M |
|
2023
Travel + Leisure Co
TNL
$4.58B
| $21.1M | ﹤0.01% |
354,598
+47,170
| +15% | +$2.83M |
|
2024
CALL
Biogen
BIIB
$31.1B
| $21M | ﹤0.01% |
+150,000
| New | +$20.3M |
|
2025
Schwab International Equity ETF
SCHF
$69.3B
| $21M | ﹤0.01% |
901,906
+118,813
| +15% | +$2.68M |
|
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.