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 | |
|---|---|---|---|---|---|---|---|
3251
Ouster
OUST
$3.2B
| $5.01M | ﹤0.01% |
185,198
+155,063
| +515% | +$4.32M |
2024 Q2
5 quarters
|
|
3252
Indivior Pharmaceuticals
INDV
$4.21B
| $5M | ﹤0.01% |
207,588
-183,798
| -47% | -$3.85M |
2023 Q2
9 quarters
|
|
3253
PUT
Karyopharm Therapeutics
KPTI
$18.2M
| $5M | ﹤0.01% |
764,600
+755,100
| +7,948% | +$4.06M |
2025 Q1
2 quarters
|
|
3254
Dimensional Global Real Estate ETF
DFGR
$3.63B
| $5M | ﹤0.01% |
183,007
+46,321
| +34% | +$1.25M |
2023 Q1
10 quarters
|
|
|
NXH
3255
Neighborhood Intelligence Inc
NXH
$264M
| $5M | ﹤0.01% |
561,561
+124,715
| +29% | +$1.03M |
2017 Q4
31 quarters
|
|
3256
Janus Henderson B-BBB CLO ETF
JBBB
$1.52B
| $4.98M | ﹤0.01% |
103,318
+99,291
| +2,466% | +$4.79M |
2024 Q3
4 quarters
|
|
3257
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$301M
| $4.98M | ﹤0.01% |
88,463
+35,443
| +67% | +$1.93M |
2022 Q4
11 quarters
|
|
3258
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.1B
| $4.97M | ﹤0.01% |
194,651
+193,301
| +14,319% | +$4.91M |
2024 Q1
6 quarters
|
|
3259
CALL
Nu Holdings
NU
$64.9B
| $4.97M | ﹤0.01% |
310,200
-1,207,400
| -80% | -$16.8M |
2023 Q2
9 quarters
|
|
3260
PUT
Sarepta Therapeutics
SRPT
$1.85B
| $4.96M | ﹤0.01% |
257,400
+137,400
| +115% | +$2.45M |
2024 Q3
4 quarters
|
|
3261
CALL
Logitech
LOGI
$14.9B
| $4.96M | ﹤0.01% |
45,200
+19,100
| +73% | +$1.92M |
2024 Q2
5 quarters
|
|
3262
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
| $4.95M | ﹤0.01% |
251,036
+19,805
| +9% | +$390K |
2024 Q1
6 quarters
|
|
3263
Turning Point Brands
TPB
$1.12B
| $4.94M | ﹤0.01% |
49,970
+21,131
| +73% | +$1.91M |
2017 Q4
31 quarters
|
|
|
NHYM
3264
Nuveen High Yield Municipal Income ETF
NHYM
$130M
| $4.94M | ﹤0.01% |
200,000
| – | – |
2025 Q1
2 quarters
|
|
3265
CALL
Constellation Energy
CEG
$91.2B
| $4.94M | ﹤0.01% |
15,000
-86,500
| -85% | -$27.9M |
2024 Q1
6 quarters
|
|
3266
BlueLinx
BXC
$579M
| $4.92M | ﹤0.01% |
67,364
-2,007
| -3% | -$158K |
2017 Q2
33 quarters
|
|
3267
OneSpan
OSPN
$668M
| $4.91M | ﹤0.01% |
309,312
-27,053
| -8% | -$411K |
2015 Q4
39 quarters
|
|
3268
Westamerica Bancorp
WABC
$1.38B
| $4.91M | ﹤0.01% |
98,266
+29,964
| +44% | +$1.48M |
2013 Q2
49 quarters
|
|
3269
CALL
Shell
SHEL
$274B
| $4.9M | ﹤0.01% |
68,500
+68,300
| +34,150% | +$4.92M |
2024 Q2
5 quarters
|
|
|
3270
PUT
Shell
SHEL
$274B
| $4.9M | ﹤0.01% |
+68,500
| New | +$4.93M |
2025 Q3
0 quarters
|
|
3271
Korea Electric Power
KEP
$14.2B
| $4.9M | ﹤0.01% |
375,442
+374,652
| +47,424% | +$5.1M |
2015 Q4
39 quarters
|
|
|
NUMI
3272
Nuveen Municipal Income ETF
NUMI
$83.2M
| $4.9M | ﹤0.01% |
196,421
-3,579
| -2% | -$87.4K |
2025 Q1
2 quarters
|
|
|
UMH
3273
UMH Properties
UMH
$1.32B
| $4.89M | ﹤0.01% |
329,525
+29,635
| +10% | +$474K |
2014 Q4
43 quarters
|
|
3274
First Trust Short Duration Managed Municipal ETF
FSMB
$645M
| $4.88M | ﹤0.01% |
243,106
-2,868
| -1% | -$57.4K |
2022 Q4
11 quarters
|
|
3275
iShares New York Muni Bond ETF
NYF
$1.46B
| $4.88M | ﹤0.01% |
91,481
+3,721
| +4% | +$195K |
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.