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 | |
|---|---|---|---|---|---|---|---|
3601
Unity Bancorp
UNTY
$556M
| $3.2M | ﹤0.01% |
65,477
+15,628
| +31% | +$795K |
2017 Q4
31 quarters
|
|
3602
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.71B
| $3.19M | ﹤0.01% |
99,493
+13,076
| +15% | +$404K |
2022 Q4
11 quarters
|
|
3603
CALL
eBay
EBAY
$47.3B
| $3.18M | ﹤0.01% |
+35,000
| New | +$3.1M |
2025 Q3
0 quarters
|
|
3604
Genco Shipping & Trading
GNK
$1.21B
| $3.18M | ﹤0.01% |
178,737
-14,813
| -8% | -$245K |
2017 Q4
31 quarters
|
|
3605
LGI Homes
LGIH
$1.12B
| $3.17M | ﹤0.01% |
61,384
+43,572
| +245% | +$2.54M |
2015 Q3
40 quarters
|
|
3606
Ecovyst
ECVT
$1.11B
| $3.17M | ﹤0.01% |
361,359
+62,994
| +21% | +$555K |
2017 Q3
32 quarters
|
|
3607
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
| $3.16M | ﹤0.01% |
71,587
-2,309
| -3% | -$98.2K |
2022 Q3
12 quarters
|
|
3608
Gorman-Rupp
GRC
$2.04B
| $3.16M | ﹤0.01% |
67,990
+20,522
| +43% | +$851K |
2015 Q4
39 quarters
|
|
3609
Pliant Therapeutics
PLRX
$63.8M
| $3.15M | ﹤0.01% |
2,130,489
+172,056
| +9% | +$263K |
2020 Q3
20 quarters
|
|
3610
PUT
CBRE Group
CBRE
$37.5B
| $3.15M | ﹤0.01% |
+20,000
| New | +$3.09M |
2025 Q3
0 quarters
|
|
3611
Compass Minerals
CMP
$932M
| $3.15M | ﹤0.01% |
163,987
-27,639
| -14% | -$549K |
2015 Q4
39 quarters
|
|
3612
CALL
Synchrony
SYF
$23.4B
| $3.15M | ﹤0.01% |
44,300
+4,600
| +12% | +$333K |
2023 Q4
7 quarters
|
|
|
XIFR
3613
XPLR Infrastructure LP
XIFR
$980M
| $3.13M | ﹤0.01% |
308,021
+301,310
| +4,490% | +$2.91M |
2014 Q4
43 quarters
|
|
3614
Madison Square Garden
MSGE
$3.78B
| $3.12M | ﹤0.01% |
68,906
-33,401
| -33% | -$1.35M |
2023 Q2
9 quarters
|
|
3615
Inogen
INGN
$158M
| $3.12M | ﹤0.01% |
381,479
-15,266
| -4% | -$114K |
2014 Q1
46 quarters
|
|
|
KLAR
3616
CALL
Klarna Group
KLAR
$4.74B
| $3.12M | ﹤0.01% |
+85,000
| New | +$3.64M |
2025 Q3
0 quarters
|
|
|
TBPH
3617
DELISTED
Theravance Biopharma
TBPH
| $3.11M | ﹤0.01% |
213,104
+93,591
| +78% | +$1.18M |
2015 Q4
39 quarters
|
|
3618
World Acceptance Corp
WRLD
$813M
| $3.11M | ﹤0.01% |
18,384
-10,267
| -36% | -$1.73M |
2016 Q3
36 quarters
|
|
3619
NVE Corp
NVEC
$539M
| $3.1M | ﹤0.01% |
47,447
-5,039
| -10% | -$342K |
2023 Q1
10 quarters
|
|
3620
PUT
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$126M
| $3.09M | ﹤0.01% |
+93,200
| New | +$3.69M |
2025 Q3
0 quarters
|
|
3621
Philips
PHG
$23.4B
| $3.06M | ﹤0.01% |
116,492
+25,623
| +28% | +$658K |
2013 Q2
49 quarters
|
|
3622
Invesco DB US Dollar Index Bullish Fund
UUP
$426M
| $3.06M | ﹤0.01% |
111,148
+47,069
| +73% | +$1.29M |
2014 Q4
43 quarters
|
|
3623
PUT
L3Harris
LHX
$44.1B
| $3.05M | ﹤0.01% |
+10,000
| New | +$2.73M |
2025 Q3
0 quarters
|
|
3624
Pearson
PSO
$9.69B
| $3.04M | ﹤0.01% |
214,647
-46,958
| -18% | -$676K |
2014 Q3
44 quarters
|
|
3625
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$273M
| $3.04M | ﹤0.01% |
70,582
-2,075
| -3% | -$88.1K |
2022 Q4
11 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.