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 | |
|---|---|---|---|---|---|---|---|
|
IBDZ
3876
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$846M
| $2.14M | ﹤0.01% |
+80,741
| New | +$2.11M |
2025 Q3
0 quarters
|
|
3877
Seaboard Corp
SEB
$3.85B
| $2.14M | ﹤0.01% |
586
+121
| +26% | +$421K |
2020 Q2
21 quarters
|
|
3878
CALL
Dollar General
DG
$26.2B
| $2.13M | ﹤0.01% |
+20,600
| New | +$2.26M |
2025 Q3
0 quarters
|
|
3879
RPC Inc
RES
$1.3B
| $2.13M | ﹤0.01% |
447,155
+12,214
| +3% | +$57.7K |
2015 Q4
39 quarters
|
|
|
QSIG
3880
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$52M
| $2.13M | ﹤0.01% |
43,462
-9,406
| -18% | -$460K |
2025 Q1
2 quarters
|
|
3881
Safe Bulkers
SB
$1B
| $2.13M | ﹤0.01% |
479,143
+9,563
| +2% | +$40.6K |
2017 Q4
31 quarters
|
|
3882
RLX Technology
RLX
$2.09B
| $2.13M | ﹤0.01% |
808,589
+801,364
| +11,092% | +$1.91M |
2021 Q1
18 quarters
|
|
|
PDS
3883
Precision Drilling
PDS
$1.07B
| $2.12M | ﹤0.01% |
37,579
+24,203
| +181% | +$1.32M |
2017 Q3
32 quarters
|
|
3884
Orrstown Financial Services
ORRF
$820M
| $2.11M | ﹤0.01% |
62,233
+3,302
| +6% | +$112K |
2017 Q4
31 quarters
|
|
3885
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.03B
| $2.11M | ﹤0.01% |
92,051
+63,670
| +224% | +$1.44M |
2020 Q2
21 quarters
|
|
3886
NB Bancorp
NBBK
$989M
| $2.11M | ﹤0.01% |
119,682
+19,616
| +20% | +$360K |
2024 Q1
6 quarters
|
|
|
SAIL
3887
SailPoint Inc
SAIL
$11.7B
| $2.11M | ﹤0.01% |
95,616
+65,329
| +216% | +$1.37M |
2025 Q2
1 quarter
|
|
|
NPB
3888
Northpointe Bancshares
NPB
$531M
| $2.11M | ﹤0.01% |
123,408
+66,798
| +118% | +$1.09M |
2025 Q2
1 quarter
|
|
3889
Wendy's
WEN
$1.17B
| $2.11M | ﹤0.01% |
229,882
-1,819,106
| -89% | -$18.7M |
2013 Q2
49 quarters
|
|
3890
Winmark
WINA
$1.07B
| $2.11M | ﹤0.01% |
4,229
+43
| +1% | +$18.5K |
2017 Q3
32 quarters
|
|
3891
CALL
Fluor
FLR
$6.67B
| $2.1M | ﹤0.01% |
50,000
| – | – |
2025 Q2
1 quarter
|
|
|
3892
PUT
Fluor
FLR
$6.67B
| $2.1M | ﹤0.01% |
50,000
| – | – |
2025 Q2
1 quarter
|
|
3893
ARK Blockchain & Fintech Innovation ETF
ARKF
$833M
| $2.1M | ﹤0.01% |
36,952
-754
| -2% | -$40.5K |
2020 Q4
19 quarters
|
|
3894
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.95B
| $2.1M | ﹤0.01% |
67,230
+54,117
| +413% | +$1.51M |
2024 Q1
6 quarters
|
|
3895
CALL
Coeur Mining
CDE
$18.2B
| $2.09M | ﹤0.01% |
+111,600
| New | +$1.37M |
2025 Q3
0 quarters
|
|
3896
Global X US Preferred ETF
PFFD
$2.05B
| $2.09M | ﹤0.01% |
107,691
+71,884
| +201% | +$1.39M |
2023 Q3
8 quarters
|
|
|
SVCCU
3897
Stellar V Capital Corp Unit
SVCCU
| $2.09M | ﹤0.01% |
201,000
+1,000
| +0.5% | +$10.5K |
2025 Q1
2 quarters
|
|
3898
Weis Markets
WMK
$1.83B
| $2.09M | ﹤0.01% |
29,060
+17
| +0.1% | +$1.24K |
2015 Q4
39 quarters
|
|
3899
RXO
RXO
$3.86B
| $2.09M | ﹤0.01% |
135,670
-11,420
| -8% | -$184K |
2022 Q4
11 quarters
|
|
3900
iShares Core Moderate Allocation ETF
AOM
$1.87B
| $2.09M | ﹤0.01% |
43,847
-1,625
| -4% | -$75.5K |
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.