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 | |
|---|---|---|---|---|---|---|---|
3976
National Presto Industries
NPK
$1.08B
| $1.86M | ﹤0.01% |
16,610
-13,205
| -44% | -$1.4M |
2015 Q2
41 quarters
|
|
3977
CALL
Northern Oil and Gas
NOG
$2.54B
| $1.86M | ﹤0.01% |
+75,000
| New | +$1.99M |
2025 Q3
0 quarters
|
|
|
3978
PUT
Northern Oil and Gas
NOG
$2.54B
| $1.86M | ﹤0.01% |
+75,000
| New | +$1.99M |
2025 Q3
0 quarters
|
|
3979
Aveanna Healthcare
AVAH
$2.75B
| $1.86M | ﹤0.01% |
209,491
+51,226
| +32% | +$324K |
2021 Q2
17 quarters
|
|
3980
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.77B
| $1.86M | ﹤0.01% |
41,682
+2,620
| +7% | +$114K |
2024 Q2
5 quarters
|
|
3981
CALL
BILL Holdings
BILL
$3.72B
| $1.85M | ﹤0.01% |
35,000
| – | – |
2024 Q4
3 quarters
|
|
3982
Fidelity MSCI Energy Index ETF
FENY
$2.1B
| $1.85M | ﹤0.01% |
74,975
+1,377
| +2% | +$33.3K |
2022 Q1
14 quarters
|
|
3983
Star Bulk Carriers
SBLK
$3.57B
| $1.85M | ﹤0.01% |
99,439
+49,968
| +101% | +$941K |
2023 Q1
10 quarters
|
|
3984
Invesco Leisure and Entertainment ETF
PEJ
$363M
| $1.85M | ﹤0.01% |
30,492
+492
| +2% | +$29.1K |
2024 Q2
5 quarters
|
|
3985
Energy Recovery
ERII
$346M
| $1.84M | ﹤0.01% |
119,450
-81,155
| -40% | -$1.14M |
2013 Q2
49 quarters
|
|
|
PBT
3986
Permian Basin Royalty Trust
PBT
$1.47B
| $1.84M | ﹤0.01% |
100,874
-3,424
| -3% | -$53.4K |
2020 Q4
19 quarters
|
|
3987
iShares MSCI Qatar ETF
QAT
$56.2M
| $1.84M | ﹤0.01% |
94,081
-122,225
| -57% | -$2.39M |
2022 Q1
14 quarters
|
|
|
PPTA
3988
Perpetua Resources
PPTA
$2.55B
| $1.84M | ﹤0.01% |
90,766
+26,423
| +41% | +$446K |
2023 Q2
9 quarters
|
|
3989
Mitek Systems
MITK
$801M
| $1.83M | ﹤0.01% |
187,344
-30,944
| -14% | -$304K |
2017 Q3
32 quarters
|
|
3990
Arvinas
ARVN
$485M
| $1.83M | ﹤0.01% |
214,779
+177,460
| +476% | +$1.35M |
2018 Q3
28 quarters
|
|
3991
PUT
Quest Diagnostics
DGX
$25.8B
| $1.83M | ﹤0.01% |
9,600
-31,800
| -77% | -$5.64M |
2025 Q1
2 quarters
|
|
|
CTLP
3992
DELISTED
Cantaloupe
CTLP
| $1.83M | ﹤0.01% |
172,741
+5,130
| +3% | +$56K |
2020 Q4
19 quarters
|
|
3993
Astrana Health
ASTH
$1.78B
| $1.82M | ﹤0.01% |
64,298
-27,903
| -30% | -$756K |
2018 Q2
29 quarters
|
|
|
GCAL
3994
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$189M
| $1.82M | ﹤0.01% |
+35,932
| New | +$1.79M |
2025 Q3
0 quarters
|
|
|
CIO
3995
DELISTED
City Office REIT
CIO
| $1.82M | ﹤0.01% |
261,627
+8,080
| +3% | +$53.3K |
2017 Q4
31 quarters
|
|
3996
Hyster-Yale Materials Handling
HY
$560M
| $1.82M | ﹤0.01% |
49,351
-5,030
| -9% | -$196K |
2013 Q2
49 quarters
|
|
3997
Enovix
ENVX
$614M
| $1.82M | ﹤0.01% |
182,387
+299
| +0.2% | +$3.31K |
2021 Q4
15 quarters
|
|
3998
iShares US Utilities ETF
IDU
$1.34B
| $1.82M | ﹤0.01% |
16,394
-3,950
| -19% | -$426K |
2013 Q2
49 quarters
|
|
3999
Marcus Corp
MCS
$834M
| $1.82M | ﹤0.01% |
117,072
-11,616
| -9% | -$186K |
2016 Q1
38 quarters
|
|
4000
Clearwater Paper
CLW
$319M
| $1.81M | ﹤0.01% |
87,377
+36,113
| +70% | +$873K |
2015 Q4
39 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.