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 | |
|---|---|---|---|---|---|---|
201
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $1.65B | 0.1% |
5,032,532
-205,111
| -4% | -$64.8M |
|
202
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $1.61B | 0.1% |
10,458,001
+354,496
| +4% | +$53.7M |
|
203
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
| $1.61B | 0.1% |
28,007,112
-1,156,022
| -4% | -$64.2M |
|
|
204
Intuitive Surgical
ISRG
$141B
| $1.57B | 0.09% |
3,500,274
-4,175,405
| -54% | -$2B |
|
205
JPMorgan Chase
JPM
$963B
| $1.53B | 0.09% |
4,851,560
+48,371
| +1% | +$14.4M |
|
206
iShares Core MSCI EAFE ETF
IEFA
$195B
| $1.53B | 0.09% |
17,510,008
+27,291
| +0.2% | +$2.32M |
|
207
Dover
DOV
$28.1B
| $1.52B | 0.09% |
9,108,049
-284,788
| -3% | -$51.1M |
|
208
Williams Companies
WMB
$88.8B
| $1.52B | 0.09% |
23,920,384
+1,358,971
| +6% | +$79.8M |
|
209
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
| $1.5B | 0.09% |
25,550,595
+198,593
| +0.8% | +$11.7M |
|
210
Nu Holdings
NU
$65.3B
| $1.5B | 0.09% |
93,386,543
-2,053,374
| -2% | -$28.6M |
|
211
Accenture
ACN
$109B
| $1.49B | 0.09% |
6,053,129
+1,211,057
| +25% | +$316M |
|
212
Chubb
CB
$134B
| $1.48B | 0.09% |
5,246,800
+252,947
| +5% | +$69.6M |
|
213
Norfolk Southern
NSC
$75.4B
| $1.46B | 0.09% |
4,866,907
-813,901
| -14% | -$226M |
|
214
Cencora
COR
$63B
| $1.46B | 0.09% |
4,677,797
+771,198
| +20% | +$227M |
|
215
Keurig Dr Pepper
KDP
$39.5B
| $1.46B | 0.09% |
57,073,913
-11,917,132
| -17% | -$373M |
|
216
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
| $1.45B | 0.09% |
28,695,157
+2,858,242
| +11% | +$144M |
|
|
BNY
217
Bank of New York Mellon
BNY
$109B
| $1.45B | 0.09% |
13,301,451
+1,089,048
| +9% | +$111M |
|
218
Western Digital
WDC
$152B
| $1.44B | 0.09% |
12,020,110
+711,607
| +6% | +$58.2M |
|
219
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
| $1.44B | 0.09% |
9,877,644
-152,744
| -2% | -$21.4M |
|
220
Intercontinental Exchange
ICE
$84.6B
| $1.43B | 0.09% |
8,480,523
+383,893
| +5% | +$68.6M |
|
221
UBS Group
UBS
$176B
| $1.43B | 0.09% |
34,776,844
+3,215,721
| +10% | +$125M |
|
222
Cheniere Energy
LNG
$55.3B
| $1.42B | 0.09% |
6,042,422
+168,960
| +3% | +$39.7M |
|
223
Welltower
WELL
$164B
| $1.39B | 0.08% |
7,814,683
-83,708
| -1% | -$13.8M |
|
224
CMS Energy
CMS
$21.8B
| $1.39B | 0.08% |
18,924,105
-1,894,572
| -9% | -$136M |
|
225
Apollo Global Management
APO
$80.7B
| $1.37B | 0.08% |
10,299,256
+4,737,062
| +85% | +$671M |
|
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.