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 | |
|---|---|---|---|---|---|---|---|
2651
Hilton Grand Vacations
HGV
$2.71B
| $9.94M | ﹤0.01% |
237,836
+37,907
| +19% | +$1.74M |
2017 Q1
34 quarters
|
|
2652
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.9B
| $9.9M | ﹤0.01% |
70,171
-2,965
| -4% | -$408K |
2023 Q3
8 quarters
|
|
2653
Noble Corp
NE
$6.5B
| $9.89M | ﹤0.01% |
349,834
-12,370
| -3% | -$350K |
2021 Q3
16 quarters
|
|
|
BRSP
2654
BrightSpire Capital
BRSP
$481M
| $9.89M | ﹤0.01% |
1,821,391
+54,652
| +3% | +$297K |
2018 Q2
29 quarters
|
|
2655
FormFactor
FORM
$11.7B
| $9.89M | ﹤0.01% |
271,535
-66,700
| -20% | -$2.15M |
2017 Q3
32 quarters
|
|
|
BLSH
2656
Bullish
BLSH
$5.18B
| $9.86M | ﹤0.01% |
+155,066
| New | +$9.51M |
2025 Q3
0 quarters
|
|
2657
Navient
NAVI
$863M
| $9.86M | ﹤0.01% |
749,903
+12,153
| +2% | +$165K |
2014 Q2
45 quarters
|
|
|
KW
2658
DELISTED
Kennedy-Wilson Holdings
KW
| $9.84M | ﹤0.01% |
1,183,187
+124,492
| +12% | +$999K |
2015 Q1
42 quarters
|
|
|
AGGM
2659
iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
$114M
| $9.84M | ﹤0.01% |
93,387
+4,051
| +5% | +$423K |
2023 Q3
8 quarters
|
|
2660
iShares MSCI Malaysia ETF
EWM
$284M
| $9.79M | ﹤0.01% |
377,851
+204,553
| +118% | +$5.07M |
2013 Q2
49 quarters
|
|
2661
PUT
Dynatrace
DT
$17.1B
| $9.79M | ﹤0.01% |
202,000
| – | – |
2024 Q2
5 quarters
|
|
2662
Stagwell
STGW
$2.05B
| $9.78M | ﹤0.01% |
1,736,644
+644,654
| +59% | +$3.42M |
2021 Q2
17 quarters
|
|
2663
ZTO Express
ZTO
$14.6B
| $9.76M | ﹤0.01% |
508,152
+104,487
| +26% | +$2M |
2016 Q4
35 quarters
|
|
2664
CALL
Baker Hughes
BKR
$55.6B
| $9.74M | ﹤0.01% |
200,000
| – | – |
2023 Q3
8 quarters
|
|
|
2665
PUT
Baker Hughes
BKR
$55.6B
| $9.74M | ﹤0.01% |
200,000
| – | – |
2023 Q3
8 quarters
|
|
2666
Andersons Inc
ANDE
$2.3B
| $9.74M | ﹤0.01% |
244,691
-18,706
| -7% | -$721K |
2013 Q2
49 quarters
|
|
2667
Trex
TREX
$4.44B
| $9.74M | ﹤0.01% |
188,504
-10,434
| -5% | -$635K |
2013 Q2
49 quarters
|
|
2668
Douglas Dynamics
PLOW
$935M
| $9.73M | ﹤0.01% |
311,165
+30,138
| +11% | +$943K |
2013 Q2
49 quarters
|
|
2669
Minerals Technologies
MTX
$2.07B
| $9.73M | ﹤0.01% |
156,584
+30,443
| +24% | +$1.86M |
2013 Q2
49 quarters
|
|
2670
Mobileye
MBLY
$6.32B
| $9.7M | ﹤0.01% |
686,976
+266,672
| +63% | +$3.97M |
2022 Q4
11 quarters
|
|
2671
Lloyds Banking Group
LYG
$79.1B
| $9.69M | ﹤0.01% |
2,134,374
+622,061
| +41% | +$2.72M |
2013 Q2
49 quarters
|
|
2672
CALL
Rocket Companies
RKT
$33.1B
| $9.69M | ﹤0.01% |
+500,000
| New | +$8.72M |
2025 Q3
0 quarters
|
|
2673
Core Scientific
CORZ
$5.29B
| $9.67M | ﹤0.01% |
539,194
-313,009
| -37% | -$4.59M |
2024 Q1
6 quarters
|
|
2674
Korn Ferry
KFY
$4.02B
| $9.66M | ﹤0.01% |
138,068
+4,115
| +3% | +$300K |
2013 Q2
49 quarters
|
|
2675
Mercantile Bank Corp
MBWM
$1.03B
| $9.66M | ﹤0.01% |
214,647
+58,743
| +38% | +$2.79M |
2016 Q2
37 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.