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 | |
|---|---|---|---|---|---|---|---|
2826
National CineMedia
NCMI
$198M
| $8.14M | ﹤0.01% |
1,805,902
-3,563
| -0.2% | -$16.6K |
2023 Q1
10 quarters
|
|
2827
First Financial Corp
THFF
$892M
| $8.14M | ﹤0.01% |
144,173
-6,724
| -4% | -$381K |
2013 Q2
49 quarters
|
|
|
FITB
2828
PUT
Fifth Third Bancorp
FITB
$46.1B
| $8.12M | ﹤0.01% |
182,300
-35,000
| -16% | -$1.53M |
2024 Q3
4 quarters
|
|
2829
WD-40
WDFC
$2.72B
| $8.12M | ﹤0.01% |
41,100
+17,409
| +73% | +$3.77M |
2013 Q2
49 quarters
|
|
2830
Brookdale Senior Living
BKD
$2.59B
| $8.12M | ﹤0.01% |
958,709
+6,110
| +0.6% | +$46.6K |
2013 Q2
49 quarters
|
|
2831
PUT
Expedia Group
EXPE
$31.8B
| $8.1M | ﹤0.01% |
+37,900
| New | +$7.61M |
2025 Q3
0 quarters
|
|
2832
CALL
Constellation Brands
STZ
$19.3B
| $8.08M | ﹤0.01% |
60,000
| – | – |
2024 Q3
4 quarters
|
|
2833
Reynolds Consumer Products
REYN
$4.7B
| $8.08M | ﹤0.01% |
330,134
-677
| -0.2% | -$15.3K |
2020 Q2
21 quarters
|
|
2834
Innovative Industrial Properties
IIPR
$1.39B
| $8.07M | ﹤0.01% |
150,623
-27,648
| -16% | -$1.5M |
2017 Q3
32 quarters
|
|
2835
Arcos Dorados Holdings
ARCO
$1.5B
| $8.07M | ﹤0.01% |
1,194,874
-540,137
| -31% | -$3.83M |
2019 Q3
24 quarters
|
|
|
BRKRP
2836
Bruker Corporation 6.375% Series A Preferred Stock
BRKRP
$1.29B
| $8.06M | ﹤0.01% |
+29,642
| New | +$7.92M |
2025 Q3
0 quarters
|
|
2837
Capital Group International Focus Equity ETF
CGXU
$6.84B
| $8.04M | ﹤0.01% |
296,244
+25,726
| +10% | +$719K |
2023 Q4
7 quarters
|
|
2838
AtriCure
ATRC
$2.8B
| $8M | ﹤0.01% |
226,987
+18,716
| +9% | +$645K |
2017 Q3
32 quarters
|
|
2839
Criteo S.A.
CRTO
$722M
| $7.95M | ﹤0.01% |
351,782
-38,559
| -10% | -$903K |
2014 Q2
45 quarters
|
|
2840
Clough Select Equity ETF
CBSE
$50.7M
| $7.94M | ﹤0.01% |
192,237
-12,087
| -6% | -$469K |
2024 Q1
6 quarters
|
|
2841
Hercules Capital
HTGC
$3.13B
| $7.93M | ﹤0.01% |
419,588
-106,781
| -20% | -$2.05M |
2015 Q2
41 quarters
|
|
2842
CALL
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.43B
| $7.93M | ﹤0.01% |
60,000
-124,300
| -67% | -$3.63M |
2024 Q2
5 quarters
|
|
2843
PUT
The Kraft Heinz Company
KHC
$26.3B
| $7.92M | ﹤0.01% |
304,000
+64,000
| +27% | +$1.74M |
2015 Q4
39 quarters
|
|
2844
CALL
Regions Financial
RF
$23.1B
| $7.91M | ﹤0.01% |
300,000
| – | – |
2024 Q2
5 quarters
|
|
2845
Integra LifeSciences
IART
$986M
| $7.91M | ﹤0.01% |
551,732
-21,229
| -4% | -$291K |
2014 Q4
43 quarters
|
|
2846
SiriusXM
SIRI
$8.67B
| $7.9M | ﹤0.01% |
339,511
+117,250
| +53% | +$2.71M |
2013 Q2
49 quarters
|
|
2847
Oil States International
OIS
$496M
| $7.9M | ﹤0.01% |
1,303,674
-554,206
| -30% | -$3.04M |
2013 Q2
49 quarters
|
|
2848
PUT
Abercrombie & Fitch
ANF
$5.77B
| $7.9M | ﹤0.01% |
92,300
+64,900
| +237% | +$6.06M |
2024 Q2
5 quarters
|
|
2849
Pilgrim's Pride
PPC
$6.55B
| $7.88M | ﹤0.01% |
193,598
-11,705
| -6% | -$531K |
2013 Q2
49 quarters
|
|
2850
Brookfield Renewable
BEPC
$5.29B
| $7.88M | ﹤0.01% |
228,888
+102,406
| +81% | +$3.51M |
2020 Q3
20 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.