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 | |
|---|---|---|---|---|---|---|---|
|
BDN
3051
Brandywine Realty Trust
BDN
$479M
| $6.36M | ﹤0.01% |
1,525,615
+309,552
| +25% | +$1.3M |
2013 Q2
49 quarters
|
|
3052
PUT
CAVA Group
CAVA
$6.36B
| $6.34M | ﹤0.01% |
105,000
+102,800
| +4,673% | +$7.79M |
2023 Q3
8 quarters
|
|
3053
Clean Energy Fuels
CLNE
$344M
| $6.34M | ﹤0.01% |
2,457,876
+2,373,771
| +2,822% | +$5.55M |
2017 Q1
34 quarters
|
|
3054
NeoGenomics
NEO
$2.37B
| $6.32M | ﹤0.01% |
818,434
+351,233
| +75% | +$2.46M |
2017 Q4
31 quarters
|
|
3055
Upbound Group
UPBD
$928M
| $6.31M | ﹤0.01% |
267,062
+192,674
| +259% | +$4.76M |
2016 Q1
38 quarters
|
|
3056
CALL
Fox Class A
FOXA
$26.3B
| $6.31M | ﹤0.01% |
100,000
| – | – |
2024 Q3
4 quarters
|
|
|
3057
PUT
Fox Class A
FOXA
$26.3B
| $6.31M | ﹤0.01% |
100,000
| – | – |
2024 Q3
4 quarters
|
|
3058
Flowers Foods
FLO
$1.18B
| $6.31M | ﹤0.01% |
483,170
-185,226
| -28% | -$2.81M |
2013 Q2
49 quarters
|
|
3059
Wave Life Sciences
WVE
$745M
| $6.3M | ﹤0.01% |
860,141
-708,874
| -45% | -$5.74M |
2017 Q3
32 quarters
|
|
3060
Mercury Insurance
MCY
$5.66B
| $6.29M | ﹤0.01% |
74,202
-88,446
| -54% | -$6.53M |
2015 Q2
41 quarters
|
|
3061
iShares MSCI China A ETF
CNYA
$198M
| $6.29M | ﹤0.01% |
+183,077
| New | +$5.75M |
2025 Q3
0 quarters
|
|
|
JPUS
3062
JPMorgan Diversified Return US Equity ETF
JPUS
$453M
| $6.28M | ﹤0.01% |
50,677
-1,164
| -2% | -$141K |
2015 Q4
39 quarters
|
|
3063
CNB Financial Corp
CCNE
$1.01B
| $6.27M | ﹤0.01% |
259,165
+104,516
| +68% | +$2.58M |
2017 Q4
31 quarters
|
|
3064
QuinStreet
QNST
$857M
| $6.27M | ﹤0.01% |
405,052
-4,084
| -1% | -$64.8K |
2016 Q3
36 quarters
|
|
3065
Amkor Technology
AMKR
$13.9B
| $6.26M | ﹤0.01% |
220,525
-183,736
| -45% | -$4.42M |
2013 Q2
49 quarters
|
|
3066
Western Union
WU
$1.87B
| $6.25M | ﹤0.01% |
782,266
+40,444
| +5% | +$338K |
2013 Q2
49 quarters
|
|
3067
PUT
Levi Strauss
LEVI
$7.65B
| $6.23M | ﹤0.01% |
267,500
| – | – |
2024 Q3
4 quarters
|
|
3068
argenx
ARGX
$57.5B
| $6.21M | ﹤0.01% |
8,422
+2,809
| +50% | +$1.85M |
2020 Q3
20 quarters
|
|
3069
PUT
Fidelity National Information Services
FIS
$16.7B
| $6.19M | ﹤0.01% |
93,800
| – | – |
2024 Q3
4 quarters
|
|
|
CRCL
3070
CALL
Circle Internet Group
CRCL
$20.6B
| $6.16M | ﹤0.01% |
+46,500
| New | +$7.36M |
2025 Q3
0 quarters
|
|
|
AHRT
3071
AH Realty Trust
AHRT
$450M
| $6.16M | ﹤0.01% |
878,146
-31,878
| -4% | -$226K |
2014 Q2
45 quarters
|
|
3072
Kaiser Aluminum
KALU
$2.49B
| $6.15M | ﹤0.01% |
79,701
+15,528
| +24% | +$1.23M |
2013 Q2
49 quarters
|
|
3073
PUT
Simon Property Group
SPG
$65B
| $6.14M | ﹤0.01% |
+32,700
| New | +$5.65M |
2025 Q3
0 quarters
|
|
3074
Embecta
EMBC
$320M
| $6.14M | ﹤0.01% |
434,822
+123,113
| +39% | +$1.56M |
2022 Q2
13 quarters
|
|
|
HI
3075
DELISTED
Hillenbrand
HI
| $6.12M | ﹤0.01% |
226,452
+44,494
| +24% | +$1.04M |
2015 Q4
39 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.