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 | |
|---|---|---|---|---|---|---|---|
2676
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$854M
| $9.66M | ﹤0.01% |
328,625
+739
| +0.2% | +$21.4K |
2018 Q3
28 quarters
|
|
|
PLYM
2677
DELISTED
Plymouth Industrial REIT
PLYM
| $9.64M | ﹤0.01% |
431,847
-468,583
| -52% | -$8.6M |
2018 Q3
28 quarters
|
|
|
DVAX
2678
DELISTED
Dynavax Technologies
DVAX
| $9.64M | ﹤0.01% |
970,775
+27,941
| +3% | +$291K |
2016 Q3
36 quarters
|
|
2679
Phibro Animal Health
PAHC
$1.51B
| $9.63M | ﹤0.01% |
238,115
+225,110
| +1,731% | +$7.43M |
2014 Q2
45 quarters
|
|
2680
InMode
INMD
$811M
| $9.61M | ﹤0.01% |
645,136
-198,293
| -24% | -$2.9M |
2019 Q4
23 quarters
|
|
2681
Neogen
NEOG
$2.65B
| $9.59M | ﹤0.01% |
1,680,212
+278,886
| +20% | +$1.49M |
2015 Q3
40 quarters
|
|
2682
PUT
Super Micro Computer
SMCI
$28.7B
| $9.59M | ﹤0.01% |
200,000
| – | – |
2023 Q4
7 quarters
|
|
2683
PUT
Tenet Healthcare
THC
$20.8B
| $9.58M | ﹤0.01% |
47,200
+7,200
| +18% | +$1.28M |
2024 Q3
4 quarters
|
|
|
TEM
2684
PUT
Tempus AI
TEM
$13.9B
| $9.58M | ﹤0.01% |
118,700
-53,300
| -31% | -$3.73M |
2025 Q2
1 quarter
|
|
2685
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
| $9.57M | ﹤0.01% |
167,414
+24,503
| +17% | +$1.38M |
2022 Q1
14 quarters
|
|
2686
PUT
Williams Companies
WMB
$86.3B
| $9.56M | ﹤0.01% |
150,900
-29,100
| -16% | -$1.71M |
2022 Q1
14 quarters
|
|
2687
PUT
United Rentals
URI
$67.3B
| $9.55M | ﹤0.01% |
+10,000
| New | +$8.91M |
2025 Q3
0 quarters
|
|
2688
Korro Bio
KRRO
$142M
| $9.54M | ﹤0.01% |
199,249
+196,079
| +6,185% | +$4.35M |
2019 Q4
23 quarters
|
|
2689
WisdomTree US LargeCap Fund
EPS
$1.66B
| $9.53M | ﹤0.01% |
138,278
+182
| +0.1% | +$12.1K |
2022 Q1
14 quarters
|
|
2690
Standex International
SXI
$3.54B
| $9.53M | ﹤0.01% |
44,968
-17,549
| -28% | -$3.31M |
2013 Q2
49 quarters
|
|
2691
Xperi
XPER
$265M
| $9.53M | ﹤0.01% |
1,470,244
-90,434
| -6% | -$597K |
2022 Q4
11 quarters
|
|
2692
VF Corp
VFC
$5.63B
| $9.47M | ﹤0.01% |
656,312
-18,574
| -3% | -$250K |
2013 Q2
49 quarters
|
|
2693
iShares MSCI Poland ETF
EPOL
$800M
| $9.46M | ﹤0.01% |
293,902
-3,929
| -1% | -$128K |
2023 Q2
9 quarters
|
|
2694
nLIGHT
LASR
$2.34B
| $9.46M | ﹤0.01% |
319,314
+14,724
| +5% | +$365K |
2018 Q2
29 quarters
|
|
2695
MDU Resources
MDU
$3.91B
| $9.46M | ﹤0.01% |
531,218
-52,218
| -9% | -$872K |
2013 Q2
49 quarters
|
|
|
CTRA
2696
PUT
DELISTED
Coterra Energy
CTRA
| $9.46M | ﹤0.01% |
400,000
| – | – |
2023 Q3
8 quarters
|
|
2697
iShares US Small Cap Equity Factor ETF
SMLF
$4.11B
| $9.45M | ﹤0.01% |
127,129
+3,880
| +3% | +$278K |
2022 Q4
11 quarters
|
|
2698
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.9B
| $9.44M | ﹤0.01% |
311,700
-31,798,159
| -99% | -$959M |
2014 Q2
45 quarters
|
|
2699
CALL
NXP Semiconductors
NXPI
$61.4B
| $9.41M | ﹤0.01% |
41,300
+28,300
| +218% | +$6.36M |
2023 Q2
9 quarters
|
|
2700
Aspen Aerogels
ASPN
$472M
| $9.39M | ﹤0.01% |
1,349,749
+103,243
| +8% | +$728K |
2020 Q2
21 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.