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 | |
|---|---|---|---|---|---|---|---|
3126
Ranger Energy Services
RNGR
$366M
| $5.78M | ﹤0.01% |
411,853
-22,453
| -5% | -$295K |
2023 Q1
10 quarters
|
|
3127
Steven Madden
SHOO
$3.36B
| $5.77M | ﹤0.01% |
172,451
-62,780
| -27% | -$1.76M |
2013 Q2
49 quarters
|
|
3128
GMO US Quality ETF
QLTY
$5.2B
| $5.77M | ﹤0.01% |
159,445
+32,169
| +25% | +$1.12M |
2024 Q1
6 quarters
|
|
|
BRY
3129
DELISTED
Berry Corp
BRY
| $5.77M | ﹤0.01% |
1,525,733
+1,216,451
| +393% | +$3.94M |
2018 Q3
28 quarters
|
|
3130
BioLife Solutions
BLFS
$1.82B
| $5.76M | ﹤0.01% |
225,614
-5,984
| -3% | -$142K |
2019 Q2
25 quarters
|
|
3131
PUT
GE Aerospace
GE
$321B
| $5.75M | ﹤0.01% |
19,100
-900
| -5% | -$246K |
2014 Q2
45 quarters
|
|
|
JHHY
3132
John Hancock High Yield ETF
JHHY
$99.3M
| $5.74M | ﹤0.01% |
219,853
+7,233
| +3% | +$188K |
2024 Q2
5 quarters
|
|
3133
HUB Group
HUBG
$1.82B
| $5.74M | ﹤0.01% |
166,683
-34,874
| -17% | -$1.24M |
2013 Q2
49 quarters
|
|
3134
FB Financial Corp
FBK
$2.67B
| $5.74M | ﹤0.01% |
102,973
-18,117
| -15% | -$920K |
2016 Q4
35 quarters
|
|
3135
First Trust Municipal High Income ETF
FMHI
$991M
| $5.74M | ﹤0.01% |
120,746
+27,945
| +30% | +$1.3M |
2023 Q3
8 quarters
|
|
3136
CALL
Suncor Energy
SU
$81.4B
| $5.73M | ﹤0.01% |
137,100
| – | – |
2024 Q1
6 quarters
|
|
3137
iHeartMedia
IHRT
$300M
| $5.72M | ﹤0.01% |
1,992,870
-46,225
| -2% | -$102K |
2019 Q3
24 quarters
|
|
3138
Merchants Bancorp
MBIN
$2.29B
| $5.7M | ﹤0.01% |
179,098
-73,491
| -29% | -$2.41M |
2017 Q4
31 quarters
|
|
|
MOMO
3139
Hello Group
MOMO
$678M
| $5.69M | ﹤0.01% |
767,326
+451,408
| +143% | +$3.69M |
2015 Q3
40 quarters
|
|
|
EFC
3140
Ellington Financial
EFC
$1.49B
| $5.69M | ﹤0.01% |
438,502
+38,376
| +10% | +$511K |
2018 Q4
27 quarters
|
|
3141
Live Oak Bancshares
LOB
$1.7B
| $5.68M | ﹤0.01% |
161,186
-39,217
| -20% | -$1.35M |
2017 Q3
32 quarters
|
|
3142
PUT
Best Buy
BBY
$18.4B
| $5.67M | ﹤0.01% |
75,000
| – | – |
2023 Q2
9 quarters
|
|
3143
PUT
Centene
CNC
$31.1B
| $5.67M | ﹤0.01% |
+158,900
| New | +$4.8M |
2025 Q3
0 quarters
|
|
3144
PUT
Tapestry
TPR
$23.6B
| $5.66M | ﹤0.01% |
+50,000
| New | +$5.23M |
2025 Q3
0 quarters
|
|
3145
Ethan Allen Interiors
ETD
$531M
| $5.65M | ﹤0.01% |
191,688
+138,452
| +260% | +$4.09M |
2015 Q4
39 quarters
|
|
3146
Beazer Homes USA
BZH
$891M
| $5.64M | ﹤0.01% |
229,705
+214,239
| +1,385% | +$5.26M |
2015 Q4
39 quarters
|
|
3147
PUT
DigitalOcean
DOCN
$16.5B
| $5.63M | ﹤0.01% |
164,900
| – | – |
2024 Q3
4 quarters
|
|
3148
Nice
NICE
$6.67B
| $5.6M | ﹤0.01% |
38,688
-2,410
| -6% | -$362K |
2015 Q1
42 quarters
|
|
3149
VEON
VEON
$5.21B
| $5.6M | ﹤0.01% |
102,827
+47,000
| +84% | +$2.52M |
2013 Q2
49 quarters
|
|
3150
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$126M
| $5.59M | ﹤0.01% |
168,433
+147,660
| +711% | +$5.84M |
2021 Q2
17 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.