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 | |
|---|---|---|---|---|---|---|
2076
Teekay Tankers
TNK
$2.9B
| $19.9M | ﹤0.01% |
393,359
-29,025
| -7% | -$1.38M |
|
2077
Dorman Products
DORM
$3.95B
| $19.8M | ﹤0.01% |
126,816
-18,068
| -12% | -$2.59M |
|
2078
CALL
lululemon athletica
LULU
$13.6B
| $19.8M | ﹤0.01% |
111,100
+46,800
| +73% | +$9.38M |
|
2079
iShares US Regional Banks ETF
IAT
$689M
| $19.7M | ﹤0.01% |
375,804
+15,185
| +4% | +$792K |
|
2080
CALL
Procter & Gamble
PG
$335B
| $19.7M | ﹤0.01% |
128,400
+9,800
| +8% | +$1.53M |
|
2081
American Healthcare REIT
AHR
$10.3B
| $19.7M | ﹤0.01% |
468,716
+19,273
| +4% | +$775K |
|
2082
PJT Partners
PJT
$4.57B
| $19.6M | ﹤0.01% |
110,454
+24,502
| +29% | +$4.41M |
|
|
HSAI
2083
Hesai Group
HSAI
$3.03B
| $19.6M | ﹤0.01% |
698,454
-1,188,603
| -63% | -$29.1M |
|
2084
PUT
Constellation Energy
CEG
$98.7B
| $19.6M | ﹤0.01% |
59,500
-31,200
| -34% | -$10.1M |
|
2085
CALL
Apollo Global Management
APO
$84.8B
| $19.6M | ﹤0.01% |
146,900
+63,000
| +75% | +$8.92M |
|
2086
Franklin Electric
FELE
$4.68B
| $19.6M | ﹤0.01% |
205,617
+113,962
| +124% | +$10.8M |
|
2087
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $19.5M | ﹤0.01% |
595,070
-162
| -0% | -$5.17K |
|
2088
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $19.5M | ﹤0.01% |
71,199
-592
| -0.8% | -$153K |
|
|
FLY
2089
Firefly Aerospace
FLY
$4.48B
| $19.5M | ﹤0.01% |
+664,099
| New | +$29.9M |
|
2090
Delek Logistics
DKL
$2.78B
| $19.4M | ﹤0.01% |
426,966
+99,500
| +30% | +$4.4M |
|
2091
Penske Automotive Group
PAG
$14.4B
| $19.4M | ﹤0.01% |
111,775
+19,561
| +21% | +$3.49M |
|
2092
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
| $19.4M | ﹤0.01% |
400,827
+15,764
| +4% | +$756K |
|
2093
PUT
Arista Networks
ANET
$257B
| $19.4M | ﹤0.01% |
133,200
+70,200
| +111% | +$9.04M |
|
2094
Sprott Physical Gold and Silver Trust
CEF
$8.17B
| $19.4M | ﹤0.01% |
528,754
+61,063
| +13% | +$1.96M |
|
2095
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
| $19.4M | ﹤0.01% |
175,606
+2,317
| +1% | +$252K |
|
2096
Simmons First National
SFNC
$3.46B
| $19.3M | ﹤0.01% |
1,008,857
+166,211
| +20% | +$3.32M |
|
2097
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
| $19.3M | ﹤0.01% |
416,554
+28,276
| +7% | +$1.27M |
|
2098
Kyndryl
KD
$3.04B
| $19.3M | ﹤0.01% |
642,388
+59,787
| +10% | +$2.05M |
|
2099
WesBanco
WSBC
$4.1B
| $19.3M | ﹤0.01% |
603,928
-79,914
| -12% | -$2.55M |
|
2100
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
| $19.3M | ﹤0.01% |
448,685
+44,275
| +11% | +$1.84M |
|
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.