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 | |
|---|---|---|---|---|---|---|---|
2526
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.05B
| $11.6M | ﹤0.01% |
501,945
-5,222
| -1% | -$117K |
2015 Q4
39 quarters
|
|
2527
PUT
DaVita
DVA
$11.4B
| $11.6M | ﹤0.01% |
87,100
| – | – |
2025 Q1
2 quarters
|
|
2528
Archrock
AROC
$5.41B
| $11.5M | ﹤0.01% |
438,624
+64,041
| +17% | +$1.54M |
2013 Q2
49 quarters
|
|
2529
Invesco S&P 500 Revenue ETF
RWL
$9.71B
| $11.5M | ﹤0.01% |
104,077
+23,371
| +29% | +$2.49M |
2021 Q1
18 quarters
|
|
2530
Towne Bank
TOWN
$3.32B
| $11.4M | ﹤0.01% |
330,937
+59,770
| +22% | +$2.14M |
2015 Q4
39 quarters
|
|
2531
CALL
The Mosaic Company
MOS
$6.76B
| $11.4M | ﹤0.01% |
329,600
+129,600
| +65% | +$4.46M |
2023 Q4
7 quarters
|
|
2532
PUT
Regions Financial
RF
$23.1B
| $11.4M | ﹤0.01% |
431,000
| – | – |
2024 Q2
5 quarters
|
|
2533
Federated Hermes
FHI
$4.24B
| $11.4M | ﹤0.01% |
218,741
-43,052
| -16% | -$2.18M |
2013 Q2
49 quarters
|
|
2534
Shift4
FOUR
$2.84B
| $11.3M | ﹤0.01% |
146,468
-74,668
| -34% | -$6.94M |
2020 Q3
20 quarters
|
|
2535
JPMorgan Active China ETF
JCHI
$14.1M
| $11.3M | ﹤0.01% |
190,000
| – | – |
2023 Q1
10 quarters
|
|
2536
CALL
Royal Caribbean
RCL
$74.2B
| $11.3M | ﹤0.01% |
35,000
+15,000
| +75% | +$5.01M |
2024 Q3
4 quarters
|
|
2537
CALL
Futu Holdings
FUTU
$14.3B
| $11.3M | ﹤0.01% |
+65,100
| New | +$10.8M |
2025 Q3
0 quarters
|
|
2538
Extreme Networks
EXTR
$3.07B
| $11.3M | ﹤0.01% |
547,675
-294,086
| -35% | -$5.84M |
2013 Q2
49 quarters
|
|
2539
Capital Group Core Equity ETF
CGUS
$12B
| $11.3M | ﹤0.01% |
286,661
+264,636
| +1,202% | +$10.2M |
2024 Q2
5 quarters
|
|
2540
SiTime
SITM
$21.6B
| $11.3M | ﹤0.01% |
37,528
-4,712
| -11% | -$1.09M |
2020 Q1
22 quarters
|
|
2541
Interparfums
IPAR
$3.61B
| $11.3M | ﹤0.01% |
114,625
+24,673
| +27% | +$2.91M |
2013 Q2
49 quarters
|
|
2542
McEwen Inc
MUX
$1.09B
| $11.3M | ﹤0.01% |
659,079
+460,308
| +232% | +$5.51M |
2020 Q1
22 quarters
|
|
2543
CALL
PepsiCo
PEP
$171B
| $11.3M | ﹤0.01% |
80,200
-26,300
| -25% | -$3.76M |
2018 Q2
29 quarters
|
|
2544
Construction Partners
ROAD
$5.2B
| $11.3M | ﹤0.01% |
88,673
-52,069
| -37% | -$5.94M |
2019 Q2
25 quarters
|
|
2545
Fulton Financial
FULT
$4.32B
| $11.2M | ﹤0.01% |
603,553
+191,764
| +47% | +$3.63M |
2013 Q2
49 quarters
|
|
2546
PGIM Active High Yield Bond ETF
PHYL
$1.4B
| $11.2M | ﹤0.01% |
314,520
+5,496
| +2% | +$195K |
2024 Q4
3 quarters
|
|
2547
Pacira BioSciences
PCRX
$1.01B
| $11.2M | ﹤0.01% |
436,198
+94,192
| +28% | +$2.31M |
2013 Q2
49 quarters
|
|
|
CSW
2548
CSW Industrials
CSW
$4.94B
| $11.2M | ﹤0.01% |
46,274
+5,408
| +13% | +$1.45M |
2017 Q4
31 quarters
|
|
2549
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.82B
| $11.2M | ﹤0.01% |
221,254
+126,945
| +135% | +$6.43M |
2020 Q1
22 quarters
|
|
2550
PUT
Waste Management
WM
$81.4B
| $11.2M | ﹤0.01% |
50,800
+50,400
| +12,600% | +$11.4M |
2025 Q2
1 quarter
|
|
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.