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 | |
|---|---|---|---|---|---|---|---|
2801
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
| $8.5M | ﹤0.01% |
201,819
-376,063
| -65% | -$15.7M |
2016 Q2
37 quarters
|
|
2802
Gibraltar Industries
ROCK
$1.19B
| $8.5M | ﹤0.01% |
135,341
-45,093
| -25% | -$2.82M |
2013 Q2
49 quarters
|
|
2803
iShares International Treasury Bond ETF
IGOV
$1.3B
| $8.48M | ﹤0.01% |
199,133
-5,449,266
| -96% | -$231M |
2022 Q3
12 quarters
|
|
2804
La-Z-Boy
LZB
$1.2B
| $8.47M | ﹤0.01% |
246,885
+295
| +0.1% | +$10.8K |
2013 Q2
49 quarters
|
|
2805
Vericel Corp
VCEL
$2.06B
| $8.46M | ﹤0.01% |
268,983
+2,530
| +0.9% | +$90.8K |
2018 Q1
30 quarters
|
|
2806
Bally's
BALY
$711M
| $8.42M | ﹤0.01% |
758,411
+754,945
| +21,781% | +$7.59M |
2025 Q2
1 quarter
|
|
|
SARO
2807
StandardAero Inc
SARO
$6.97B
| $8.42M | ﹤0.01% |
308,384
+92,514
| +43% | +$2.6M |
2024 Q4
3 quarters
|
|
2808
Champion Homes
SKY
$4.78B
| $8.4M | ﹤0.01% |
110,046
-17,792
| -14% | -$1.26M |
2016 Q4
35 quarters
|
|
2809
Brighthouse Financial
BHF
$2.88B
| $8.39M | ﹤0.01% |
158,121
-2,856
| -2% | -$139K |
2017 Q3
32 quarters
|
|
2810
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.89B
| $8.39M | ﹤0.01% |
83,715
+9,609
| +13% | +$961K |
2023 Q2
9 quarters
|
|
2811
Interface
TILE
$2.02B
| $8.37M | ﹤0.01% |
289,092
+87,462
| +43% | +$2.21M |
2015 Q2
41 quarters
|
|
2812
Lincoln National
LNC
$7.72B
| $8.35M | ﹤0.01% |
207,129
-210,901
| -50% | -$8.16M |
2013 Q2
49 quarters
|
|
|
SHYM
2813
iShares Short Duration High Yield Muni Active ETF
SHYM
$811M
| $8.34M | ﹤0.01% |
373,410
+52,058
| +16% | +$1.15M |
2024 Q2
5 quarters
|
|
2814
CALL
Intel
INTC
$631B
| $8.33M | ﹤0.01% |
248,400
-3,828,600
| -94% | -$92.8M |
2014 Q3
44 quarters
|
|
2815
Bristow Group
VTOL
$1.19B
| $8.3M | ﹤0.01% |
230,138
+10,273
| +5% | +$377K |
2015 Q4
39 quarters
|
|
|
WCLD
2816
WisdomTree Cloud Computing Fund
WCLD
$294M
| $8.24M | ﹤0.01% |
234,441
+6,633
| +3% | +$235K |
2021 Q4
15 quarters
|
|
2817
TG Therapeutics
TGTX
$8.31B
| $8.23M | ﹤0.01% |
227,934
+81,907
| +56% | +$2.7M |
2016 Q4
35 quarters
|
|
2818
PUT
Applied Digital
APLD
$7.59B
| $8.23M | ﹤0.01% |
358,800
+341,900
| +2,023% | +$5.06M |
2025 Q2
1 quarter
|
|
2819
AAR Corp
AIR
$4.12B
| $8.21M | ﹤0.01% |
91,520
+34,689
| +61% | +$2.64M |
2013 Q2
49 quarters
|
|
2820
WisdomTree US MidCap Fund
EZM
$907M
| $8.2M | ﹤0.01% |
124,448
-4,314
| -3% | -$279K |
2013 Q2
49 quarters
|
|
2821
Dimensional World Equity ETF
DFAW
$1.68B
| $8.19M | ﹤0.01% |
114,030
+32,313
| +40% | +$2.25M |
2024 Q4
3 quarters
|
|
2822
Supernus Pharmaceuticals
SUPN
$2.47B
| $8.19M | ﹤0.01% |
171,285
-143,816
| -46% | -$5.79M |
2015 Q4
39 quarters
|
|
2823
Assured Guaranty
AGO
$3.01B
| $8.18M | ﹤0.01% |
96,671
-73,571
| -43% | -$6.11M |
2013 Q2
49 quarters
|
|
2824
Star Group
SGU
$423M
| $8.16M | ﹤0.01% |
689,799
-38,771
| -5% | -$453K |
2019 Q1
26 quarters
|
|
2825
iShares US Pharmaceuticals ETF
IHE
$1.61B
| $8.15M | ﹤0.01% |
112,379
+1,443
| +1% | +$99.6K |
2014 Q1
46 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.