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 | |
|---|---|---|---|---|---|---|---|
3351
Alpha and Omega Semiconductor
AOSL
$916M
| $4.44M | ﹤0.01% |
158,844
+66,723
| +72% | +$1.85M |
2013 Q2
49 quarters
|
|
3352
Cognyte Software
CGNT
$645M
| $4.43M | ﹤0.01% |
527,164
-54,975
| -9% | -$487K |
2021 Q1
18 quarters
|
|
3353
ORIX
IX
$38.6B
| $4.42M | ﹤0.01% |
169,101
+18,623
| +12% | +$462K |
2013 Q2
49 quarters
|
|
|
NMB
3354
Simplify National Muni Bond ETF
NMB
$45.9M
| $4.4M | ﹤0.01% |
174,469
-16,819
| -9% | -$414K |
2024 Q3
4 quarters
|
|
3355
Hartford Municipal Opportunities ETF
HMOP
$754M
| $4.4M | ﹤0.01% |
112,923
+12,199
| +12% | +$469K |
2023 Q3
8 quarters
|
|
3356
CALL
Cadence Design Systems
CDNS
$96.8B
| $4.39M | ﹤0.01% |
12,500
+4,800
| +62% | +$1.65M |
2023 Q3
8 quarters
|
|
3357
Forestar Group
FOR
$1.31B
| $4.38M | ﹤0.01% |
164,840
-20,034
| -11% | -$513K |
2013 Q2
49 quarters
|
|
3358
Rush Street Interactive
RSI
$2.31B
| $4.38M | ﹤0.01% |
213,943
+77,698
| +57% | +$1.47M |
2021 Q2
17 quarters
|
|
3359
Ashland
ASH
$3.18B
| $4.38M | ﹤0.01% |
91,313
-10,502
| -10% | -$552K |
2013 Q2
49 quarters
|
|
3360
CALL
Vertiv
VRT
$97.1B
| $4.37M | ﹤0.01% |
29,000
+26,900
| +1,281% | +$3.59M |
2022 Q4
11 quarters
|
|
3361
Protolabs
PRLB
$2.35B
| $4.37M | ﹤0.01% |
87,339
+65,583
| +301% | +$3.01M |
2016 Q2
37 quarters
|
|
3362
Tower Semiconductor
TSEM
$27.2B
| $4.37M | ﹤0.01% |
60,378
-185,364
| -75% | -$10.1M |
2015 Q4
39 quarters
|
|
|
GES
3363
DELISTED
Guess Inc
GES
| $4.36M | ﹤0.01% |
261,185
+925
| +0.4% | +$13.7K |
2013 Q2
49 quarters
|
|
3364
Aegon
AEG
$12.5B
| $4.36M | ﹤0.01% |
545,986
-1,077,510
| -66% | -$8.05M |
2013 Q2
49 quarters
|
|
|
3365
PUT
Danaher
DHR
$150B
| $4.36M | ﹤0.01% |
22,000
| – | – |
2025 Q2
1 quarter
|
|
3366
Tandem Diabetes Care
TNDM
$1.15B
| $4.36M | ﹤0.01% |
359,071
-203,183
| -36% | -$2.75M |
2018 Q1
30 quarters
|
|
3367
ProShares UltraPro Short S&P 500
SPXU
$418M
| $4.35M | ﹤0.01% |
80,561
+80,068
| +16,241% | +$4.89M |
2025 Q1
2 quarters
|
|
3368
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.43B
| $4.34M | ﹤0.01% |
146,686
+16,247
| +12% | +$479K |
2023 Q4
7 quarters
|
|
3369
Invesco BuyBack Achievers ETF
PKW
$1.69B
| $4.34M | ﹤0.01% |
32,762
+473
| +1% | +$60.8K |
2013 Q2
49 quarters
|
|
3370
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
| $4.33M | ﹤0.01% |
178,097
+37,121
| +26% | +$900K |
2022 Q2
13 quarters
|
|
|
CAEP
3371
DELISTED
Cantor Equity Partners III
CAEP
| $4.31M | ﹤0.01% |
418,112
+42,185
| +11% | +$442K |
2025 Q2
1 quarter
|
|
3372
iShares MSCI Germany ETF
EWG
$1.5B
| $4.31M | ﹤0.01% |
103,573
-78,058
| -43% | -$3.27M |
2013 Q2
49 quarters
|
|
|
PMT
3373
PennyMac Mortgage Investment
PMT
$680M
| $4.3M | ﹤0.01% |
350,631
-90,916
| -21% | -$1.12M |
2017 Q4
31 quarters
|
|
3374
Rayonier Advanced Materials
RYAM
$482M
| $4.3M | ﹤0.01% |
595,235
-97,508
| -14% | -$502K |
2015 Q3
40 quarters
|
|
3375
Amerant Bancorp
AMTB
$1.16B
| $4.3M | ﹤0.01% |
222,940
+140,833
| +172% | +$2.84M |
2019 Q1
26 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.