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 | |
|---|---|---|---|---|---|---|
2101
Dimensional Core Fixed Income ETF
DFCF
$10.9B
| $19.2M | ﹤0.01% |
448,789
+30,425
| +7% | +$1.29M |
|
2102
CALL
Dell
DELL
$320B
| $19.2M | ﹤0.01% |
135,100
+9,400
| +7% | +$1.22M |
|
2103
Progyny
PGNY
$1.99B
| $19.1M | ﹤0.01% |
888,721
-346,587
| -28% | -$7.88M |
|
2104
Paymentus
PAY
$5.31B
| $19.1M | ﹤0.01% |
623,586
+14,373
| +2% | +$475K |
|
2105
GXO Logistics
GXO
$5.56B
| $19.1M | ﹤0.01% |
360,259
-16,217
| -4% | -$834K |
|
2106
CALL
NextEra Energy
NEE
$179B
| $19M | ﹤0.01% |
251,800
+103,000
| +69% | +$7.53M |
|
|
FEGE
2107
First Eagle Global Equity ETF
FEGE
$2.33B
| $19M | ﹤0.01% |
429,202
+189,102
| +79% | +$7.92M |
|
|
SPR
2108
DELISTED
Spirit AeroSystems
SPR
| $19M | ﹤0.01% |
491,415
-60,190
| -11% | -$2.41M |
|
2109
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
| $19M | ﹤0.01% |
748,108
+51,147
| +7% | +$1.29M |
|
2110
CALL
Teva Pharmaceuticals
TEVA
$42.6B
| $18.9M | ﹤0.01% |
937,800
+466,100
| +99% | +$8.19M |
|
2111
Clearway Energy Class C
CWEN
$7.02B
| $18.9M | ﹤0.01% |
670,279
+191,288
| +40% | +$5.79M |
|
2112
Oceaneering
OII
$5.11B
| $18.9M | ﹤0.01% |
763,907
+371,586
| +95% | +$8.52M |
|
2113
Scansource
SCSC
$1.06B
| $18.9M | ﹤0.01% |
430,267
+58,947
| +16% | +$2.51M |
|
2114
iShares MSCI Singapore ETF
EWS
$1.16B
| $18.9M | ﹤0.01% |
666,145
-185,695
| -22% | -$5.12M |
|
2115
PUT
SLB Ltd
SLB
$77.3B
| $18.8M | ﹤0.01% |
547,500
-262,500
| -32% | -$9.13M |
|
|
LX
2116
LexinFintech Holdings
LX
$236M
| $18.8M | ﹤0.01% |
3,528,164
+1,423,034
| +68% | +$9.1M |
|
2117
Coca-Cola Femsa
KOF
$22.9B
| $18.7M | ﹤0.01% |
225,626
+14,687
| +7% | +$1.27M |
|
2118
Liberty Live Group Series C
LLYVK
$9.92B
| $18.7M | ﹤0.01% |
193,230
-375,238
| -66% | -$33.9M |
|
|
HTBK
2119
DELISTED
Heritage Commerce
HTBK
| $18.7M | ﹤0.01% |
1,883,705
+44,948
| +2% | +$451K |
|
2120
Global Partners
GLP
$1.69B
| $18.7M | ﹤0.01% |
389,277
+55,304
| +17% | +$2.84M |
|
2121
NorthWestern Energy
NWE
$4.4B
| $18.7M | ﹤0.01% |
318,669
+22,365
| +8% | +$1.23M |
|
2122
Wipro
WIT
$19.4B
| $18.7M | ﹤0.01% |
7,096,868
+1,384,264
| +24% | +$3.9M |
|
2123
Cavco Industries
CVCO
$4.67B
| $18.6M | ﹤0.01% |
32,057
+13,694
| +75% | +$6.7M |
|
2124
Roivant Sciences
ROIV
$26.2B
| $18.6M | ﹤0.01% |
1,229,197
+445,270
| +57% | +$5.51M |
|
2125
Darling Ingredients
DAR
$10.4B
| $18.6M | ﹤0.01% |
601,263
+258,942
| +76% | +$8.65M |
|
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.