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 | Miscellaneous | 24.09% |
| 3 | Financials | 9.6% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2501
Camden National
CAC
$958M
| $12M | ﹤0.01% |
311,170
+13,849
| +5% | +$557K |
2017 Q4
31 quarters
|
|
2502
Microvast
MVST
$258M
| $12M | ﹤0.01% |
3,117,663
-1,008
| -0% | -$3.15K |
2025 Q1
2 quarters
|
|
2503
iShares Core US REIT ETF
USRT
$4.27B
| $12M | ﹤0.01% |
203,860
-4,192
| -2% | -$241K |
2018 Q4
27 quarters
|
|
|
GPGI
2504
GPGI Inc
GPGI
$3.71B
| $12M | ﹤0.01% |
574,171
+281,488
| +96% | +$4.87M |
2022 Q1
14 quarters
|
|
2505
PUT
Aflac
AFL
$55.6B
| $12M | ﹤0.01% |
107,000
+100,000
| +1,429% | +$10.5M |
2022 Q3
12 quarters
|
|
2506
Lear
LEA
$5.96B
| $11.9M | ﹤0.01% |
118,695
+1,516
| +1% | +$157K |
2013 Q2
49 quarters
|
|
|
CRCL
2507
PUT
Circle Internet Group
CRCL
$20.8B
| $11.9M | ﹤0.01% |
+90,000
| New | +$14.2M |
2025 Q3
0 quarters
|
|
|
HPP
2508
Hudson Pacific Properties
HPP
$616M
| $11.9M | ﹤0.01% |
617,260
+170,424
| +38% | +$3.21M |
2014 Q4
43 quarters
|
|
2509
Cheesecake Factory
CAKE
$5.4B
| $11.9M | ﹤0.01% |
218,001
+113,326
| +108% | +$6.94M |
2013 Q2
49 quarters
|
|
2510
Progress Software
PRGS
$1.48B
| $11.9M | ﹤0.01% |
270,954
-149,471
| -36% | -$6.89M |
2013 Q2
49 quarters
|
|
|
GTY
2511
Getty Realty Corp
GTY
$1.75B
| $11.9M | ﹤0.01% |
443,409
-36,005
| -8% | -$1M |
2013 Q2
49 quarters
|
|
2512
Apogee Enterprises
APOG
$744M
| $11.9M | ﹤0.01% |
272,969
+21,764
| +9% | +$934K |
2015 Q3
40 quarters
|
|
2513
CALL
Live Nation Entertainment
LYV
$39.1B
| $11.9M | ﹤0.01% |
72,700
+7,700
| +12% | +$1.22M |
2024 Q3
4 quarters
|
|
2514
Capital Group Dividend Value ETF
CGDV
$38.5B
| $11.9M | ﹤0.01% |
282,103
+83,790
| +42% | +$3.44M |
2023 Q1
10 quarters
|
|
2515
DoubleVerify
DV
$2.11B
| $11.8M | ﹤0.01% |
988,869
+220,639
| +29% | +$3.27M |
2021 Q2
17 quarters
|
|
2516
ANI Pharmaceuticals
ANIP
$1.65B
| $11.8M | ﹤0.01% |
129,096
-133,839
| -51% | -$10.9M |
2016 Q1
38 quarters
|
|
2517
Travere Therapeutics
TVTX
$5.33B
| $11.8M | ﹤0.01% |
493,841
-277,989
| -36% | -$5.23M |
2016 Q4
35 quarters
|
|
2518
PUT
Lowe's Companies
LOW
$102B
| $11.8M | ﹤0.01% |
46,900
-200
| -0.4% | -$49.1K |
2017 Q1
34 quarters
|
|
2519
Vanguard Materials ETF
VAW
$2.85B
| $11.8M | ﹤0.01% |
57,465
+1,730
| +3% | +$351K |
2015 Q4
39 quarters
|
|
2520
Bread Financial
BFH
$3.78B
| $11.8M | ﹤0.01% |
211,043
-19,362
| -8% | -$1.19M |
2013 Q2
49 quarters
|
|
2521
Vanguard Global ex-US Real Estate ETF
VNQI
$3.23B
| $11.8M | ﹤0.01% |
246,499
+12,607
| +5% | +$590K |
2018 Q2
29 quarters
|
|
|
JPSV
2522
JPMorgan Active Small Cap Value ETF
JPSV
$26M
| $11.7M | ﹤0.01% |
200,000
| – | – |
2023 Q1
10 quarters
|
|
2523
Ericsson
ERIC
$30.3B
| $11.7M | ﹤0.01% |
1,417,915
-2,107,013
| -60% | -$16.5M |
2013 Q2
49 quarters
|
|
2524
PUT
Roku
ROKU
$22.6B
| $11.7M | ﹤0.01% |
116,400
+9,200
| +9% | +$848K |
2021 Q1
18 quarters
|
|
2525
CALL
State Street
STT
$48.2B
| $11.6M | ﹤0.01% |
100,000
| – | – |
2024 Q3
4 quarters
|
|
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 479 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 Miscellaneous and Financials.
- 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 479 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.