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 | |
|---|---|---|---|---|---|---|
2201
Protagonist Therapeutics
PTGX
$9.8B
| $16.8M | ﹤0.01% |
252,400
-193,292
| -43% | -$11M |
|
|
EA
2202
CALL
DELISTED
Electronic Arts
EA
| $16.8M | ﹤0.01% |
83,100
+68,100
| +454% | +$11.3M |
|
2203
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$582M
| $16.8M | ﹤0.01% |
178,679
-6,533
| -4% | -$594K |
|
|
HSII
2204
DELISTED
Heidrick & Struggles
HSII
| $16.7M | ﹤0.01% |
336,498
+116,275
| +53% | +$5.6M |
|
|
IPCX
2205
Inflection Point Acquisition Corp III
IPCX
$131M
| $16.7M | ﹤0.01% |
+1,659,759
| New | +$16.8M |
|
2206
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $16.7M | ﹤0.01% |
331,557
+41,148
| +14% | +$2.07M |
|
2207
Ultrapar
UGP
$6.55B
| $16.7M | ﹤0.01% |
4,084,186
+2,205,282
| +117% | +$7.5M |
|
2208
iShares Global Equity Factor ETF
GLOF
$225M
| $16.7M | ﹤0.01% |
323,411
-70,395
| -18% | -$3.51M |
|
2209
CALL
Ford
F
$55.4B
| $16.7M | ﹤0.01% |
1,395,600
+250,600
| +22% | +$2.89M |
|
2210
Schwab US Mid-Cap ETF
SCHM
$15.3B
| $16.7M | ﹤0.01% |
562,767
-2,829
| -0.5% | -$82.4K |
|
|
FOLD
2211
DELISTED
Amicus Therapeutics
FOLD
| $16.7M | ﹤0.01% |
2,116,166
-94,105
| -4% | -$670K |
|
2212
PUT
Blackstone
BX
$112B
| $16.7M | ﹤0.01% |
97,500
+42,300
| +77% | +$7.25M |
|
2213
Hilltop Holdings
HTH
$2.28B
| $16.7M | ﹤0.01% |
498,420
+8,343
| +2% | +$272K |
|
2214
PBF Energy
PBF
$8.81B
| $16.6M | ﹤0.01% |
551,849
-482,748
| -47% | -$12.6M |
|
2215
Avantis International Equity ETF
AVDE
$18.8B
| $16.6M | ﹤0.01% |
211,006
+37,319
| +21% | +$2.84M |
|
|
ONC
2216
BeOne Medicines Ltd
ONC
$40.3B
| $16.6M | ﹤0.01% |
48,812
-39,202
| -45% | -$11.9M |
|
2217
Voya Financial
VOYA
$9.16B
| $16.6M | ﹤0.01% |
222,292
-5,572
| -2% | -$411K |
|
2218
Brookfield Infrastructure Partners
BIP
$18.4B
| $16.6M | ﹤0.01% |
505,183
+178,534
| +55% | +$5.62M |
|
2219
Warrior Met Coal
HCC
$4.98B
| $16.6M | ﹤0.01% |
261,040
-16,673
| -6% | -$953K |
|
2220
OneMain Financial
OMF
$7.51B
| $16.4M | ﹤0.01% |
289,943
+72,688
| +33% | +$4.29M |
|
2221
Viper Energy
VNOM
$14.8B
| $16.4M | ﹤0.01% |
428,168
+124,259
| +41% | +$4.73M |
|
2222
PUT
United Parcel Service
UPS
$89.8B
| $16.3M | ﹤0.01% |
195,600
-15,000
| -7% | -$1.36M |
|
2223
Byline Bancorp
BY
$1.78B
| $16.3M | ﹤0.01% |
588,359
+140,219
| +31% | +$3.91M |
|
|
LBRX
2224
LB Pharmaceuticals
LBRX
$1.43B
| $16.3M | ﹤0.01% |
+1,032,603
| New | +$16.4M |
|
2225
iShares ESG Advanced Universal USD Bond ETF
EUSB
$713M
| $16.3M | ﹤0.01% |
371,055
-24,658
| -6% | -$1.07M |
|
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.