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 | |
|---|---|---|---|---|---|---|
|
HTFL
2376
Heartflow Inc
HTFL
$2.67B
| $13.9M | ﹤0.01% |
+412,565
| New | +$13.3M |
|
2377
AXIS Capital
AXS
$7.26B
| $13.9M | ﹤0.01% |
144,904
-129,683
| -47% | -$12.6M |
|
2378
CALL
Linde
LIN
$221B
| $13.9M | ﹤0.01% |
29,200
-26,400
| -47% | -$12.5M |
|
2379
iShares US Real Estate ETF
IYR
$4.58B
| $13.9M | ﹤0.01% |
142,856
-872,030
| -86% | -$83.9M |
|
2380
CVR Energy
CVI
$3.52B
| $13.9M | ﹤0.01% |
380,127
+106,350
| +39% | +$3.18M |
|
2381
Pediatrix Medical
MD
$2.15B
| $13.9M | ﹤0.01% |
827,075
+140,577
| +20% | +$2.11M |
|
2382
Mueller Water Products
MWA
$4.09B
| $13.8M | ﹤0.01% |
542,468
-101,797
| -16% | -$2.6M |
|
2383
PUT
Norwegian Cruise Line
NCLH
$8.69B
| $13.8M | ﹤0.01% |
561,800
+211,800
| +61% | +$5.15M |
|
2384
Costamare
CMRE
$1.71B
| $13.8M | ﹤0.01% |
1,161,408
+131,214
| +13% | +$1.44M |
|
2385
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
| $13.8M | ﹤0.01% |
539,982
+120,533
| +29% | +$3.07M |
|
2386
Mativ Holdings
MATV
$690M
| $13.8M | ﹤0.01% |
1,222,212
+658,748
| +117% | +$6.53M |
|
2387
Independent Bank Corp
IBCP
$854M
| $13.8M | ﹤0.01% |
445,911
+24,772
| +6% | +$800K |
|
|
EXE
2388
CALL
Expand Energy Corp
EXE
$22.3B
| $13.8M | ﹤0.01% |
+130,000
| New | +$13M |
|
2389
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.72B
| $13.8M | ﹤0.01% |
322,245
-14,331
| -4% | -$588K |
|
2390
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
| $13.8M | ﹤0.01% |
288,409
-59,376
| -17% | -$2.78M |
|
|
KOYN
2391
CSLM Digital Asset Acquisition Corp III
KOYN
$322M
| $13.7M | ﹤0.01% |
+1,384,698
| New | +$13.8M |
|
|
FOPC
2392
Frontier Asset Opportunistic Credit ETF
FOPC
$33.1M
| $13.7M | ﹤0.01% |
534,470
+9,586
| +2% | +$246K |
|
2393
Hawaiian Electric Industries
HE
$2.06B
| $13.7M | ﹤0.01% |
1,243,332
+753,549
| +154% | +$8.58M |
|
|
AKRO
2394
DELISTED
Akero Therapeutics
AKRO
| $13.7M | ﹤0.01% |
288,970
-24,523
| -8% | -$1.19M |
|
2395
Yelp
YELP
$1.28B
| $13.7M | ﹤0.01% |
439,525
+15,439
| +4% | +$506K |
|
2396
Pampa Energía
PAM
$4.26B
| $13.7M | ﹤0.01% |
228,039
-89,959
| -28% | -$6.22M |
|
2397
PUT
MGM Resorts International
MGM
$11.1B
| $13.7M | ﹤0.01% |
395,000
| – | – |
|
2398
Haemonetics
HAE
$4.11B
| $13.6M | ﹤0.01% |
278,978
+102,704
| +58% | +$6.36M |
|
2399
Azenta
AZTA
$1.47B
| $13.6M | ﹤0.01% |
473,315
+33,393
| +8% | +$1.04M |
|
2400
Impinj
PI
$5.49B
| $13.6M | ﹤0.01% |
75,165
-1,267
| -2% | -$200K |
|
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.