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 | |
|---|---|---|---|---|---|---|
2226
BellRing Brands
BRBR
$1.28B
| $16.3M | ﹤0.01% |
447,951
-144,973
| -24% | -$6.55M |
|
2227
PUT
Shopify
SHOP
$204B
| $16.2M | ﹤0.01% |
109,200
+6,200
| +6% | +$841K |
|
|
MZTI
2228
The Marzetti Company
MZTI
$3.22B
| $16.2M | ﹤0.01% |
93,844
+23,655
| +34% | +$4.24M |
|
2229
Pinnacle Financial Partners Inc
PNFP
$16.2B
| $16.2M | ﹤0.01% |
172,684
-479,878
| -74% | -$47.9M |
|
2230
Seadrill
SDRL
$2.94B
| $16.2M | ﹤0.01% |
535,856
-78,993
| -13% | -$2.41M |
|
2231
iShares Latin America 40 ETF
ILF
$3.69B
| $16.1M | ﹤0.01% |
558,385
+122,610
| +28% | +$3.26M |
|
2232
Dole
DOLE
$1.26B
| $16.1M | ﹤0.01% |
1,198,417
-120,378
| -9% | -$1.69M |
|
2233
World Kinect Corp
WKC
$1.9B
| $16.1M | ﹤0.01% |
619,754
+63,226
| +11% | +$1.7M |
|
2234
CALL
Snap
SNAP
$8.96B
| $16.1M | ﹤0.01% |
+2,083,000
| New | +$17.3M |
|
|
UCTT
2235
Ultra Clean Holdings
UCTT
$4.21B
| $16.1M | ﹤0.01% |
589,055
+279,953
| +91% | +$6.88M |
|
2236
TriCo Bancshares
TCBK
$1.86B
| $16.1M | ﹤0.01% |
361,435
+42,657
| +13% | +$1.86M |
|
2237
PUT
FedEx
FDX
$80.3B
| $16M | ﹤0.01% |
68,000
-19,500
| -22% | -$4.5M |
|
2238
Genius Sports
GENI
$2.2B
| $16M | ﹤0.01% |
1,293,172
+572,607
| +79% | +$6.85M |
|
2239
PUT
McKesson
MCK
$99.9B
| $16M | ﹤0.01% |
20,700
+8,500
| +70% | +$5.99M |
|
2240
Advance Auto Parts
AAP
$3.46B
| $16M | ﹤0.01% |
260,129
-5,982
| -2% | -$354K |
|
|
KLAR
2241
Klarna Group
KLAR
$7.82B
| $16M | ﹤0.01% |
+435,787
| New | +$18.7M |
|
2242
Ondas Inc
ONDS
$5.08B
| $15.9M | ﹤0.01% |
2,064,056
+2,063,998
| +3,558,617% | +$8.56M |
|
2243
Ibotta
IBTA
$769M
| $15.9M | ﹤0.01% |
572,090
-82,786
| -13% | -$2.6M |
|
2244
Pan American Silver
PAAS
$19.9B
| $15.9M | ﹤0.01% |
411,285
+76,344
| +23% | +$2.45M |
|
|
MASI
2245
DELISTED
Masimo
MASI
| $15.9M | ﹤0.01% |
107,941
-30,149
| -22% | -$4.56M |
|
2246
First Financial Bankshares
FFIN
$5.04B
| $15.9M | ﹤0.01% |
472,557
+135,804
| +40% | +$4.88M |
|
2247
BHP
BHP
$222B
| $15.9M | ﹤0.01% |
285,054
+58,614
| +26% | +$3.12M |
|
2248
CALL
Tenet Healthcare
THC
$21.5B
| $15.9M | ﹤0.01% |
78,100
+28,100
| +56% | +$4.99M |
|
2249
PUT
PepsiCo
PEP
$192B
| $15.8M | ﹤0.01% |
112,500
| – | – |
|
2250
Bio-Rad Laboratories Class A
BIO
$9.66B
| $15.8M | ﹤0.01% |
56,250
+2,519
| +5% | +$685K |
|
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.