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 | |
|---|---|---|---|---|---|---|---|
3176
Carriage Services
CSV
$511M
| $5.4M | ﹤0.01% |
121,273
+24,752
| +26% | +$1.12M |
2015 Q4
39 quarters
|
|
|
LINE
3177
Lineage Inc
LINE
$7.82B
| $5.4M | ﹤0.01% |
139,702
+124,833
| +840% | +$5.19M |
2024 Q3
4 quarters
|
|
3178
Radware
RDWR
$1.29B
| $5.39M | ﹤0.01% |
203,586
-59,333
| -23% | -$1.58M |
2016 Q1
38 quarters
|
|
3179
Fidelity MSCI Health Care Index ETF
FHLC
$3.39B
| $5.39M | ﹤0.01% |
80,638
-8,791
| -10% | -$568K |
2017 Q3
32 quarters
|
|
3180
ReNew
RNW
$2.49B
| $5.39M | ﹤0.01% |
699,905
+57,508
| +9% | +$438K |
2021 Q3
16 quarters
|
|
3181
CALL
Monster Beverage
MNST
$84.1B
| $5.38M | ﹤0.01% |
+160,000
| New | +$4.99M |
2025 Q3
0 quarters
|
|
|
JDIV
3182
JPMorgan Dividend Leaders ETF
JDIV
$12.7M
| $5.38M | ﹤0.01% |
100,037
+37
| +0% | +$1.95K |
2024 Q3
4 quarters
|
|
3183
Unisys
UIS
$166M
| $5.37M | ﹤0.01% |
1,376,253
-338,440
| -20% | -$1.37M |
2013 Q2
49 quarters
|
|
3184
Franklin Responsibly Sourced Gold ETF
FGDL
$427M
| $5.36M | ﹤0.01% |
+103,696
| New | +$4.79M |
2025 Q3
0 quarters
|
|
|
3185
CALL
Danaher
DHR
$150B
| $5.35M | ﹤0.01% |
27,000
| – | – |
2023 Q3
8 quarters
|
|
|
SEE
3186
DELISTED
Sealed Air
SEE
| $5.32M | ﹤0.01% |
150,538
+16,652
| +12% | +$531K |
2013 Q2
49 quarters
|
|
3187
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$108M
| $5.32M | ﹤0.01% |
175,217
-19,332
| -10% | -$585K |
2024 Q4
3 quarters
|
|
3188
VanEck Long Muni ETF
MLN
$637M
| $5.31M | ﹤0.01% |
304,019
-111,825
| -27% | -$1.89M |
2023 Q3
8 quarters
|
|
3189
Cannae Holdings
CNNE
$674M
| $5.31M | ﹤0.01% |
289,963
+132,166
| +84% | +$2.61M |
2017 Q4
31 quarters
|
|
3190
Northwest Bancshares
NWBI
$2.22B
| $5.31M | ﹤0.01% |
428,432
+31,025
| +8% | +$390K |
2015 Q4
39 quarters
|
|
3191
Fluence Energy
FLNC
$1.09B
| $5.3M | ﹤0.01% |
490,956
-248,608
| -34% | -$2.08M |
2021 Q4
15 quarters
|
|
3192
Dimensional International Small Cap Value ETF
DISV
$5.11B
| $5.3M | ﹤0.01% |
148,426
+12,559
| +9% | +$431K |
2022 Q4
11 quarters
|
|
|
MRLN
3193
Merlin Inc
MRLN
$173M
| $5.3M | ﹤0.01% |
+509,829
| New | +$5.28M |
2025 Q3
0 quarters
|
|
3194
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.1B
| $5.29M | ﹤0.01% |
139,462
+572
| +0.4% | +$20.5K |
2022 Q4
11 quarters
|
|
3195
PUT
Coupang
CPNG
$24.8B
| $5.29M | ﹤0.01% |
+164,300
| New | +$4.97M |
2025 Q3
0 quarters
|
|
3196
VictoryShares Free Cash Flow ETF
VFLO
$11B
| $5.29M | ﹤0.01% |
141,068
+29,138
| +26% | +$1.06M |
2024 Q4
3 quarters
|
|
3197
Dentsply Sirona
XRAY
$1.73B
| $5.29M | ﹤0.01% |
416,856
-98,640
| -19% | -$1.43M |
2013 Q2
49 quarters
|
|
|
AIV
3198
Aimco
AIV
$280M
| $5.29M | ﹤0.01% |
666,654
+190,738
| +40% | +$1.55M |
2013 Q2
49 quarters
|
|
3199
REX American Resources
REX
$1.44B
| $5.29M | ﹤0.01% |
172,612
-18,604
| -10% | -$530K |
2013 Q2
49 quarters
|
|
3200
JPMorgan Equity Focus ETF
JPEF
$2.04B
| $5.28M | ﹤0.01% |
71,237
+1,534
| +2% | +$110K |
2023 Q3
8 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.