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 | |
|---|---|---|---|---|---|---|---|
3476
iShares MSCI Emerging Markets Asia ETF
EEMA
$903M
| $3.78M | ﹤0.01% |
41,249
-299
| -0.7% | -$25.8K |
2019 Q2
25 quarters
|
|
3477
CALL
DoorDash
DASH
$82B
| $3.78M | ﹤0.01% |
13,900
| – | – |
2021 Q4
15 quarters
|
|
3478
Orthofix Medical
OFIX
$370M
| $3.78M | ﹤0.01% |
258,035
+64,486
| +33% | +$847K |
2015 Q2
41 quarters
|
|
3479
CALL
Carvana
CVNA
$45.9B
| $3.77M | ﹤0.01% |
50,000
| – | – |
2019 Q1
26 quarters
|
|
3480
iShares US Energy ETF
IYE
$1.69B
| $3.76M | ﹤0.01% |
79,151
-162,939
| -67% | -$7.59M |
2013 Q2
49 quarters
|
|
3481
ProShares S&P 500 ex-Energy ETF
SPXE
$86.9M
| $3.76M | ﹤0.01% |
52,090
| – | – |
2023 Q1
10 quarters
|
|
3482
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| $3.76M | ﹤0.01% |
160,004
+107,010
| +202% | +$2.5M |
2024 Q2
5 quarters
|
|
3483
Arcturus Therapeutics
ARCT
$370M
| $3.75M | ﹤0.01% |
203,607
-3,292
| -2% | -$52.9K |
2019 Q2
25 quarters
|
|
|
ARDT
3484
Ardent Health
ARDT
$1.46B
| $3.75M | ﹤0.01% |
283,061
-59,738
| -17% | -$747K |
2024 Q3
4 quarters
|
|
3485
Sotera Health
SHC
$5.2B
| $3.74M | ﹤0.01% |
237,576
+3,323
| +1% | +$46.7K |
2020 Q4
19 quarters
|
|
3486
Capitol Federal Financial
CFFN
$1.06B
| $3.74M | ﹤0.01% |
588,434
-119,440
| -17% | -$747K |
2013 Q2
49 quarters
|
|
3487
iShares MSCI Spain ETF
EWP
$2.3B
| $3.73M | ﹤0.01% |
75,389
+40,867
| +118% | +$1.91M |
2020 Q4
19 quarters
|
|
3488
Axogen
AXGN
$2.19B
| $3.73M | ﹤0.01% |
209,003
-170,067
| -45% | -$2.47M |
2017 Q4
31 quarters
|
|
3489
Stock Yards Bancorp
SYBT
$2.44B
| $3.73M | ﹤0.01% |
53,259
+17,112
| +47% | +$1.32M |
2013 Q2
49 quarters
|
|
3490
CALL
CAVA Group
CAVA
$6.36B
| $3.72M | ﹤0.01% |
61,600
+49,400
| +405% | +$3.74M |
2024 Q1
6 quarters
|
|
3491
Manitowoc
MTW
$837M
| $3.72M | ﹤0.01% |
371,233
+6,318
| +2% | +$70.2K |
2015 Q3
40 quarters
|
|
3492
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.72B
| $3.71M | ﹤0.01% |
44,510
+22,302
| +100% | +$1.84M |
2019 Q4
23 quarters
|
|
3493
Privia Health
PRVA
$2.59B
| $3.7M | ﹤0.01% |
148,709
+30,845
| +26% | +$664K |
2021 Q2
17 quarters
|
|
3494
Vanguard Russell 2000 Value ETF
VTWV
$1.32B
| $3.7M | ﹤0.01% |
23,716
+546
| +2% | +$81.3K |
2020 Q2
21 quarters
|
|
3495
QuidelOrtho
QDEL
$739M
| $3.7M | ﹤0.01% |
125,501
-746,313
| -86% | -$20.4M |
2015 Q3
40 quarters
|
|
|
XRN
3496
Chiron Real Estate Inc
XRN
$450M
| $3.68M | ﹤0.01% |
109,144
+28,920
| +36% | +$1.03M |
2017 Q4
31 quarters
|
|
|
NAGE
3497
Niagen Bioscience
NAGE
$221M
| $3.68M | ﹤0.01% |
394,166
-101,102
| -20% | -$1.02M |
2018 Q2
29 quarters
|
|
3498
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.15B
| $3.66M | ﹤0.01% |
158,484
+7,510
| +5% | +$170K |
2022 Q1
14 quarters
|
|
|
HTB
3499
HomeTrust Bancshares
HTB
$770M
| $3.66M | ﹤0.01% |
89,330
+4,438
| +5% | +$178K |
2016 Q4
35 quarters
|
|
3500
Peapack-Gladstone Financial
PGC
$790M
| $3.66M | ﹤0.01% |
132,506
-14,848
| -10% | -$417K |
2017 Q4
31 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.