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 | |
|---|---|---|---|---|---|---|---|
2776
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$304M
| $8.69M | ﹤0.01% |
162,987
+29,781
| +22% | +$1.54M |
2023 Q3
8 quarters
|
|
2777
CALL
Marathon Petroleum
MPC
$119B
| $8.67M | ﹤0.01% |
45,000
-18,900
| -30% | -$3.32M |
2021 Q1
18 quarters
|
|
2778
Intuitive Machines
LUNR
$2.37B
| $8.67M | ﹤0.01% |
824,432
+283,395
| +52% | +$2.87M |
2023 Q2
9 quarters
|
|
2779
Fidelity Enhanced International ETF
FENI
$11.4B
| $8.67M | ﹤0.01% |
245,816
+61,326
| +33% | +$2.09M |
2023 Q4
7 quarters
|
|
2780
Corebridge Financial
CRBG
$15.2B
| $8.66M | ﹤0.01% |
270,165
-230,692
| -46% | -$7.88M |
2022 Q3
12 quarters
|
|
2781
SoundHound AI
SOUN
$2.59B
| $8.66M | ﹤0.01% |
538,457
+199,411
| +59% | +$2.65M |
2023 Q2
9 quarters
|
|
2782
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.3B
| $8.65M | ﹤0.01% |
239,329
+36,332
| +18% | +$1.25M |
2022 Q3
12 quarters
|
|
2783
ProPetro Holding
PUMP
$1.14B
| $8.64M | ﹤0.01% |
1,648,055
+837,776
| +103% | +$4.45M |
2017 Q1
34 quarters
|
|
|
AVDL
2784
DELISTED
Avadel Pharmaceuticals
AVDL
| $8.63M | ﹤0.01% |
565,471
+453,582
| +405% | +$5.9M |
2018 Q2
29 quarters
|
|
2785
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.26B
| $8.62M | ﹤0.01% |
101,623
+549
| +0.5% | +$46.3K |
2013 Q4
47 quarters
|
|
2786
AB InBev
BUD
$145B
| $8.61M | ﹤0.01% |
144,420
+11,474
| +9% | +$722K |
2013 Q2
49 quarters
|
|
|
CALY
2787
Callaway Golf Company
CALY
$2.58B
| $8.61M | ﹤0.01% |
906,178
+643,932
| +246% | +$5.99M |
2014 Q4
43 quarters
|
|
2788
PUT
Lyft
LYFT
$5.85B
| $8.6M | ﹤0.01% |
390,900
+190,900
| +95% | +$3.19M |
2022 Q3
12 quarters
|
|
2789
BioCryst Pharmaceuticals
BCRX
$2.09B
| $8.59M | ﹤0.01% |
1,132,377
-451,829
| -29% | -$3.76M |
2017 Q4
31 quarters
|
|
2790
MaxLinear
MXL
$9.61B
| $8.58M | ﹤0.01% |
533,743
+95,988
| +22% | +$1.51M |
2016 Q2
37 quarters
|
|
2791
Brady Corp
BRC
$3.98B
| $8.58M | ﹤0.01% |
109,977
-6,315
| -5% | -$467K |
2013 Q2
49 quarters
|
|
2792
JPMorgan International Value ETF
JIVE
$3.99B
| $8.58M | ﹤0.01% |
113,727
+75,730
| +199% | +$5.48M |
2025 Q2
1 quarter
|
|
2793
Atlantic Union Bankshares
AUB
$5.54B
| $8.56M | ﹤0.01% |
242,508
-15,697
| -6% | -$534K |
2013 Q2
49 quarters
|
|
2794
Southside Bancshares
SBSI
$916M
| $8.55M | ﹤0.01% |
302,627
-4,943
| -2% | -$150K |
2014 Q4
43 quarters
|
|
2795
CALL
HCA Healthcare
HCA
$92.4B
| $8.52M | ﹤0.01% |
+20,000
| New | +$7.75M |
2025 Q3
0 quarters
|
|
|
2796
PUT
HCA Healthcare
HCA
$92.4B
| $8.52M | ﹤0.01% |
+20,000
| New | +$7.75M |
2025 Q3
0 quarters
|
|
2797
Atlanta Braves Holdings Series B
BATRK
$3.34B
| $8.52M | ﹤0.01% |
204,929
+64,968
| +46% | +$2.87M |
2016 Q2
37 quarters
|
|
|
SII
2798
Sprott
SII
$2.99B
| $8.52M | ﹤0.01% |
102,416
-112,839
| -52% | -$7.87M |
2020 Q2
21 quarters
|
|
|
MPT
2799
Medical Properties Trust
MPT
$1.95B
| $8.51M | ﹤0.01% |
1,677,731
-30,152
| -2% | -$133K |
2013 Q2
49 quarters
|
|
2800
CALL
Capital One
COF
$119B
| $8.5M | ﹤0.01% |
+40,000
| New | +$8.76M |
2025 Q3
0 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.