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 | |
|---|---|---|---|---|---|---|
2401
Shinhan Financial Group
SHG
$34.6B
| $13.6M | ﹤0.01% |
269,470
-92,789
| -26% | -$4.54M |
|
2402
PUT
Philip Morris
PM
$290B
| $13.6M | ﹤0.01% |
83,600
+18,600
| +29% | +$3.13M |
|
|
UNIT
2403
Uniti Group
UNIT
$2.31B
| $13.5M | ﹤0.01% |
2,211,878
+1,279,190
| +137% | +$7.66M |
|
|
2404
PUT
GE Vernova
GEV
$279B
| $13.5M | ﹤0.01% |
+22,000
| New | +$13.3M |
|
|
VBTX
2405
DELISTED
Veritex Holdings
VBTX
| $13.5M | ﹤0.01% |
403,125
-245,554
| -38% | -$7.92M |
|
2406
PUT
Twilio
TWLO
$37.9B
| $13.5M | ﹤0.01% |
135,000
| – | – |
|
2407
California Resources
CRC
$4.69B
| $13.5M | ﹤0.01% |
253,699
+26,358
| +12% | +$1.32M |
|
2408
Old Second Bancorp
OSBC
$1.31B
| $13.5M | ﹤0.01% |
780,001
-69,867
| -8% | -$1.26M |
|
2409
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
| $13.5M | ﹤0.01% |
429,642
+13,142
| +3% | +$399K |
|
2410
Avista
AVA
$3.23B
| $13.5M | ﹤0.01% |
356,035
+86,145
| +32% | +$3.2M |
|
2411
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.35B
| $13.5M | ﹤0.01% |
121,849
-1,772
| -1% | -$189K |
|
2412
PagSeguro Digital
PAGS
$2.4B
| $13.4M | ﹤0.01% |
1,343,621
-374,967
| -22% | -$3.38M |
|
|
LIF
2413
Life360
LIF
$4B
| $13.4M | ﹤0.01% |
126,390
-59,701
| -32% | -$5.03M |
|
2414
The RealReal
REAL
$1.36B
| $13.4M | ﹤0.01% |
1,263,601
+61,198
| +5% | +$453K |
|
2415
PUT
Duolingo
DUOL
$6.74B
| $13.4M | ﹤0.01% |
41,700
+41,500
| +20,750% | +$13.9M |
|
2416
CALL
Blackrock
BLK
$180B
| $13.4M | ﹤0.01% |
+11,500
| New | +$12.9M |
|
2417
Metropolitan Bank Holding Corp
MCB
$1.17B
| $13.3M | ﹤0.01% |
178,363
+62,327
| +54% | +$4.68M |
|
2418
Central Garden & Pet Co Class A
CENTA
$2.43B
| $13.3M | ﹤0.01% |
450,673
-14,185
| -3% | -$472K |
|
2419
CALL
EQT Corp
EQT
$33.8B
| $13.3M | ﹤0.01% |
244,000
+190,000
| +352% | +$10M |
|
2420
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
| $13.3M | ﹤0.01% |
277,216
+51,671
| +23% | +$2.45M |
|
|
TBIL
2421
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
| $13.3M | ﹤0.01% |
265,113
+113,730
| +75% | +$5.68M |
|
2422
Viasat
VSAT
$12B
| $13.2M | ﹤0.01% |
452,064
-48,723
| -10% | -$1.17M |
|
2423
NETGEAR
NTGR
$658M
| $13.2M | ﹤0.01% |
408,619
-14,797
| -3% | -$404K |
|
|
CSR
2424
Centerspace
CSR
$925M
| $13.2M | ﹤0.01% |
224,583
+21,337
| +10% | +$1.23M |
|
|
ARIS
2425
DELISTED
Aris Water Solutions
ARIS
| $13.2M | ﹤0.01% |
535,865
+79,521
| +17% | +$1.84M |
|
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.