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 | |
|---|---|---|---|---|---|---|---|
3826
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.36B
| $2.31M | ﹤0.01% |
63,520
+63,060
| +13,709% | +$2.23M |
2024 Q4
3 quarters
|
|
3827
ZIM Integrated Shipping Services
ZIM
$3.57B
| $2.3M | ﹤0.01% |
169,631
-591,713
| -78% | -$8.98M |
2021 Q1
18 quarters
|
|
|
MKLYU
3828
McKinley Acquisition Corp Units
MKLYU
| $2.3M | ﹤0.01% |
+230,000
| New | +$2.3M |
2025 Q3
0 quarters
|
|
3829
CALL
TripAdvisor
TRIP
$997M
| $2.29M | ﹤0.01% |
+141,100
| New | +$2.46M |
2025 Q3
0 quarters
|
|
|
CTO
3830
CTO Realty Growth
CTO
$770M
| $2.29M | ﹤0.01% |
140,751
-22,407
| -14% | -$378K |
2017 Q4
31 quarters
|
|
3831
TechTarget
TTGT
$258M
| $2.29M | ﹤0.01% |
394,786
-13,535
| -3% | -$89.7K |
2016 Q2
37 quarters
|
|
3832
Sprott Physical Silver Trust
PSLV
$12.4B
| $2.29M | ﹤0.01% |
145,990
+30,062
| +26% | +$402K |
2021 Q1
18 quarters
|
|
3833
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$422M
| $2.29M | ﹤0.01% |
78,283
-646
| -0.8% | -$19.6K |
2020 Q4
19 quarters
|
|
3834
CALL
Royal Gold
RGLD
$19.9B
| $2.29M | ﹤0.01% |
11,400
+2,600
| +30% | +$450K |
2024 Q1
6 quarters
|
|
3835
Bitwise Crypto Industry Innovators ETF
BITQ
$424M
| $2.29M | ﹤0.01% |
91,189
-20,681
| -18% | -$438K |
2023 Q3
8 quarters
|
|
3836
CALL
Harmony Gold Mining
HMY
$10.9B
| $2.28M | ﹤0.01% |
125,800
+100
| +0.1% | +$1.51K |
2024 Q1
6 quarters
|
|
3837
Grupo Aeroportuario Centro Norte
OMAB
$4.55B
| $2.28M | ﹤0.01% |
21,973
+15,761
| +254% | +$1.69M |
2016 Q3
36 quarters
|
|
3838
NewtekOne
NEWT
$323M
| $2.28M | ﹤0.01% |
199,297
-10,673
| -5% | -$126K |
2015 Q4
39 quarters
|
|
3839
PUT
NetEase
NTES
$75.1B
| $2.28M | ﹤0.01% |
15,000
| – | – |
2024 Q1
6 quarters
|
|
3840
PUT
DraftKings
DKNG
$9.23B
| $2.27M | ﹤0.01% |
60,700
-80,000
| -57% | -$3.55M |
2024 Q3
4 quarters
|
|
3841
PUT
Synchrony
SYF
$23.4B
| $2.27M | ﹤0.01% |
31,900
-3,800
| -11% | -$275K |
2023 Q3
8 quarters
|
|
3842
CALL
Cognex
CGNX
$10.9B
| $2.27M | ﹤0.01% |
+50,000
| New | +$2.02M |
2025 Q3
0 quarters
|
|
3843
CALL
United Therapeutics
UTHR
$23.2B
| $2.26M | ﹤0.01% |
5,400
-87,500
| -94% | -$29.4M |
2025 Q1
2 quarters
|
|
|
FIGX
3844
FIGX Capital Acquisition Corp
FIGX
| $2.26M | ﹤0.01% |
+226,436
| New | +$2.26M |
2025 Q3
0 quarters
|
|
3845
American Coastal Insurance
ACIC
$441M
| $2.26M | ﹤0.01% |
198,485
+79,869
| +67% | +$869K |
2017 Q2
33 quarters
|
|
3846
FS KKR Capital
FSK
$3.03B
| $2.26M | ﹤0.01% |
151,358
+70,040
| +86% | +$1.33M |
2021 Q3
16 quarters
|
|
3847
Columbia Multi-Sector Municipal Income ETF
MUST
$528M
| $2.26M | ﹤0.01% |
109,985
+39,501
| +56% | +$796K |
2023 Q4
7 quarters
|
|
3848
Transcat
TRNS
$846M
| $2.25M | ﹤0.01% |
30,719
+22,164
| +259% | +$1.79M |
2019 Q1
26 quarters
|
|
3849
HCI Group
HCI
$2.29B
| $2.25M | ﹤0.01% |
11,714
-5,066
| -30% | -$802K |
2013 Q3
48 quarters
|
|
|
HUCK
3850
Huckleberry.ai, Inc. Class B Common Stock
HUCK
$151M
| $2.24M | ﹤0.01% |
141,359
+121,757
| +621% | +$1.89M |
2018 Q2
29 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.