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 | |
|---|---|---|---|---|---|---|---|
3526
Comstock Resources
CRK
$3.75B
| $3.52M | ﹤0.01% |
177,326
+42,416
| +31% | +$785K |
2019 Q1
26 quarters
|
|
3527
PUT
Moderna
MRNA
$75.9B
| $3.52M | ﹤0.01% |
136,100
+101,500
| +293% | +$2.83M |
2020 Q1
22 quarters
|
|
3528
StoneCo
STNE
$2.2B
| $3.51M | ﹤0.01% |
185,727
-66,786
| -26% | -$1.06M |
2019 Q3
24 quarters
|
|
3529
Dimensional International High Profitability ETF
DIHP
$6.47B
| $3.51M | ﹤0.01% |
115,547
-10,499
| -8% | -$313K |
2022 Q3
12 quarters
|
|
3530
PUT
Marathon Digital Holdings
MARA
$4.34B
| $3.51M | ﹤0.01% |
+192,100
| New | +$3.24M |
2025 Q3
0 quarters
|
|
|
RYZ
3531
Ryerson Holding Corp
RYZ
$1.33B
| $3.5M | ﹤0.01% |
153,049
+81,511
| +114% | +$1.83M |
2016 Q1
38 quarters
|
|
3532
Liberty Global Class C
LBTYK
$2.98B
| $3.49M | ﹤0.01% |
296,867
+11,915
| +4% | +$133K |
2013 Q2
49 quarters
|
|
3533
Upwork
UPWK
$1.01B
| $3.49M | ﹤0.01% |
187,838
-44,563
| -19% | -$664K |
2018 Q4
27 quarters
|
|
|
PPLT
3534
abrdn Physical Platinum Shares ETF
PPLT
$2.07B
| $3.49M | ﹤0.01% |
244,020
-192,970
| -44% | -$2.44M |
2015 Q4
39 quarters
|
|
3535
CALL
American Water Works
AWK
$25.9B
| $3.48M | ﹤0.01% |
25,000
| – | – |
2025 Q2
1 quarter
|
|
|
JOYY
3536
JOYY Inc
JOYY
$3.88B
| $3.48M | ﹤0.01% |
59,368
-51,104
| -46% | -$2.81M |
2015 Q4
39 quarters
|
|
3537
U-Haul Holding Co Series N
UHAL.B
$10.6B
| $3.48M | ﹤0.01% |
68,327
-4,649
| -6% | -$248K |
2022 Q4
11 quarters
|
|
3538
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.3B
| $3.47M | ﹤0.01% |
35,184
-2,417
| -6% | -$236K |
2020 Q3
20 quarters
|
|
3539
Hope Bancorp
HOPE
$1.75B
| $3.47M | ﹤0.01% |
321,852
-24,905
| -7% | -$270K |
2013 Q2
49 quarters
|
|
3540
John Hancock Multifactor Mid Cap ETF
JHMM
$5.95B
| $3.46M | ﹤0.01% |
53,536
+722
| +1% | +$45.6K |
2021 Q2
17 quarters
|
|
3541
Plug Power
PLUG
$2.65B
| $3.46M | ﹤0.01% |
1,484,806
-19,938
| -1% | -$33.8K |
2017 Q3
32 quarters
|
|
3542
Nature's Sunshine
NATR
$219M
| $3.45M | ﹤0.01% |
222,300
-6,398
| -3% | -$102K |
2016 Q4
35 quarters
|
|
3543
PUT
BP
BP
$115B
| $3.45M | ﹤0.01% |
100,000
-2,100
| -2% | -$70.3K |
2024 Q4
3 quarters
|
|
3544
MiMedx Group
MDXG
$670M
| $3.45M | ﹤0.01% |
493,661
-133,744
| -21% | -$930K |
2020 Q4
19 quarters
|
|
3545
Federal Agricultural Mortgage
AGM
$2.33B
| $3.44M | ﹤0.01% |
20,489
+3,099
| +18% | +$580K |
2016 Q1
38 quarters
|
|
|
UHT
3546
Universal Health Realty Income Trust
UHT
$509M
| $3.44M | ﹤0.01% |
87,861
+1,274
| +1% | +$51.3K |
2013 Q2
49 quarters
|
|
3547
iShares Morningstar Small-Cap Value ETF
ISCV
$657M
| $3.44M | ﹤0.01% |
51,605
-10,512
| -17% | -$683K |
2015 Q2
41 quarters
|
|
3548
Goodyear
GT
$1.39B
| $3.43M | ﹤0.01% |
458,790
-1,582,728
| -78% | -$14.9M |
2013 Q2
49 quarters
|
|
3549
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.3B
| $3.42M | ﹤0.01% |
71,499
-13,860
| -16% | -$641K |
2023 Q1
10 quarters
|
|
3550
Organon & Co
OGN
$3.6B
| $3.42M | ﹤0.01% |
320,347
-12,800
| -4% | -$126K |
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.