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 | |
|---|---|---|---|---|---|---|---|
3551
PUT
Murphy USA
MUSA
$9.47B
| $3.42M | ﹤0.01% |
8,800
| – | – |
2025 Q2
1 quarter
|
|
3552
EVgo
EVGO
$196M
| $3.42M | ﹤0.01% |
722,191
-510,393
| -41% | -$1.98M |
2021 Q4
15 quarters
|
|
3553
CALL
Teck Resources
TECK
$33.6B
| $3.41M | ﹤0.01% |
77,600
+27,500
| +55% | +$999K |
2024 Q3
4 quarters
|
|
3554
Burke & Herbert Financial Services Corp
BHRB
$1.41B
| $3.4M | ﹤0.01% |
55,184
+5,673
| +11% | +$351K |
2023 Q2
9 quarters
|
|
3555
CALL
Brighthouse Financial
BHF
$2.88B
| $3.4M | ﹤0.01% |
64,100
-17,300
| -21% | -$845K |
2025 Q2
1 quarter
|
|
3556
PIMCO Multi Sector Bond Active ETF
PYLD
$15.7B
| $3.4M | ﹤0.01% |
126,673
+70,408
| +125% | +$1.87M |
2024 Q1
6 quarters
|
|
3557
PUT
ATI
ATI
$26.2B
| $3.38M | ﹤0.01% |
+41,600
| New | +$3.37M |
2025 Q3
0 quarters
|
|
3558
TripAdvisor
TRIP
$997M
| $3.38M | ﹤0.01% |
207,661
-47,146
| -19% | -$823K |
2013 Q2
49 quarters
|
|
3559
Willdan Group
WLDN
$1.12B
| $3.38M | ﹤0.01% |
34,910
-52,324
| -60% | -$4.95M |
2017 Q4
31 quarters
|
|
|
IRBT
3560
DELISTED
iRobot
IRBT
| $3.37M | ﹤0.01% |
939,470
-83,931
| -8% | -$325K |
2013 Q2
49 quarters
|
|
|
SOBO
3561
South Bow Corp
SOBO
$7.05B
| $3.37M | ﹤0.01% |
118,991
+79,858
| +204% | +$2.17M |
2024 Q4
3 quarters
|
|
|
KE
3562
Kimball Electronics
KE
$691M
| $3.37M | ﹤0.01% |
112,710
+100,275
| +806% | +$2.47M |
2014 Q4
43 quarters
|
|
3563
CVB Financial
CVBF
$3.92B
| $3.37M | ﹤0.01% |
177,967
-95,079
| -35% | -$1.89M |
2013 Q2
49 quarters
|
|
3564
Acco Brands
ACCO
$397M
| $3.36M | ﹤0.01% |
842,307
+23,818
| +3% | +$92.8K |
2013 Q2
49 quarters
|
|
3565
Trupanion
TRUP
$1.03B
| $3.36M | ﹤0.01% |
77,649
-84,132
| -52% | -$4M |
2017 Q3
32 quarters
|
|
|
RSMC
3566
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$753M
| $3.36M | ﹤0.01% |
127,524
-142,587
| -53% | -$3.72M |
2024 Q4
3 quarters
|
|
3567
Hackett Group
HCKT
$268M
| $3.34M | ﹤0.01% |
175,638
-15,764
| -8% | -$344K |
2015 Q4
39 quarters
|
|
3568
Southern Missouri Bancorp
SMBC
$799M
| $3.34M | ﹤0.01% |
63,467
+4,525
| +8% | +$252K |
2017 Q4
31 quarters
|
|
|
SVC
3569
Service Properties Trust
SVC
$826M
| $3.33M | ﹤0.01% |
245,831
+54,780
| +29% | +$742K |
2013 Q2
49 quarters
|
|
|
GRP.U
3570
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $3.32M | ﹤0.01% |
+59,607
| New | +$3.27M |
2025 Q3
0 quarters
|
|
3571
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.52B
| $3.32M | ﹤0.01% |
87,072
+13,105
| +18% | +$448K |
2024 Q3
4 quarters
|
|
3572
Invesco Large Cap Value ETF
PWV
$1.8B
| $3.32M | ﹤0.01% |
50,852
+6,308
| +14% | +$399K |
2021 Q4
15 quarters
|
|
3573
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $3.31M | ﹤0.01% |
66,436
-2,405
| -3% | -$123K |
2022 Q1
14 quarters
|
|
3574
Pennant Group
PNTG
$1.37B
| $3.3M | ﹤0.01% |
130,721
+97,061
| +288% | +$2.38M |
2019 Q4
23 quarters
|
|
3575
State Street SPDR S&P Bank ETF
KBE
$1.49B
| $3.3M | ﹤0.01% |
55,467
-7,080
| -11% | -$417K |
2013 Q2
49 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.