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 | |
|---|---|---|---|---|---|---|---|
4126
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$197M
| $1.5M | ﹤0.01% |
+29,022
| New | +$1.47M |
2025 Q3
0 quarters
|
|
4127
Mid Penn Bancorp
MPB
$922M
| $1.5M | ﹤0.01% |
52,352
-5,391
| -9% | -$157K |
2018 Q2
29 quarters
|
|
4128
Cadeler
CDLR
$2.14B
| $1.5M | ﹤0.01% |
72,547
+985
| +1% | +$20.6K |
2023 Q4
7 quarters
|
|
4129
PUT
Lockheed Martin
LMT
$117B
| $1.5M | ﹤0.01% |
3,000
-2,000
| -40% | -$907K |
2024 Q2
5 quarters
|
|
4130
Perspective Therapeutics
CATX
$315M
| $1.5M | ﹤0.01% |
436,357
-311,710
| -42% | -$1.14M |
2023 Q3
8 quarters
|
|
4131
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$650M
| $1.49M | ﹤0.01% |
31,270
-3,902
| -11% | -$181K |
2023 Q3
8 quarters
|
|
4132
Abeona Therapeutics
ABEO
$288M
| $1.49M | ﹤0.01% |
282,259
-548,873
| -66% | -$3.48M |
2017 Q4
31 quarters
|
|
4133
PUT
MP Materials
MP
$8.37B
| $1.49M | ﹤0.01% |
+22,200
| New | +$1.4M |
2025 Q3
0 quarters
|
|
4134
PUT
JD.com
JD
$34.8B
| $1.49M | ﹤0.01% |
42,500
-150,000
| -78% | -$4.88M |
2023 Q4
7 quarters
|
|
4135
Simplify Opportunistic Income ETF
CRDT
$28.1M
| $1.49M | ﹤0.01% |
+62,812
| New | +$1.51M |
2025 Q3
0 quarters
|
|
4136
Innodata
INOD
$2.41B
| $1.48M | ﹤0.01% |
19,259
-1,116
| -5% | -$56.4K |
2023 Q2
9 quarters
|
|
4137
Enanta Pharmaceuticals
ENTA
$377M
| $1.48M | ﹤0.01% |
123,817
-6,616
| -5% | -$52.9K |
2016 Q1
38 quarters
|
|
4138
Fresenius Medical Care
FMS
$11.8B
| $1.48M | ﹤0.01% |
56,252
+18,642
| +50% | +$479K |
2013 Q2
49 quarters
|
|
4139
PUT
BioNTech
BNTX
$24.3B
| $1.48M | ﹤0.01% |
15,000
| – | – |
2024 Q2
5 quarters
|
|
4140
Global X Lithium & Battery Tech ETF
LIT
$1.45B
| $1.48M | ﹤0.01% |
25,989
+13,466
| +108% | +$619K |
2019 Q4
23 quarters
|
|
4141
Nokia
NOK
$59.3B
| $1.48M | ﹤0.01% |
306,811
+49,361
| +19% | +$223K |
2013 Q2
49 quarters
|
|
4142
Bar Harbor Bankshares
BHB
$661M
| $1.47M | ﹤0.01% |
48,376
+3,125
| +7% | +$97.7K |
2017 Q3
32 quarters
|
|
|
AUTL
4143
Autolus Therapeutics
AUTL
$474M
| $1.47M | ﹤0.01% |
903,068
-11,675
| -1% | -$22.8K |
2019 Q4
23 quarters
|
|
|
MGIC
4144
DELISTED
Magic Software Enterprises
MGIC
| $1.47M | ﹤0.01% |
72,081
-16,817
| -19% | -$342K |
2021 Q1
18 quarters
|
|
4145
CALL
Spotify
SPOT
$97.2B
| $1.47M | ﹤0.01% |
+2,100
| New | +$1.47M |
2025 Q3
0 quarters
|
|
|
DEC
4146
Diversified Energy Company
DEC
$926M
| $1.46M | ﹤0.01% |
104,540
-42,584
| -29% | -$639K |
2023 Q4
7 quarters
|
|
4147
Forrester Research
FORR
$214M
| $1.46M | ﹤0.01% |
137,606
-3,282
| -2% | -$33.3K |
2016 Q2
37 quarters
|
|
4148
Algonquin Power & Utilities
AQN
$3.93B
| $1.46M | ﹤0.01% |
271,344
+35,039
| +15% | +$201K |
2017 Q1
34 quarters
|
|
4149
Vanguard International Dividend Appreciation ETF
VIGI
$8.84B
| $1.46M | ﹤0.01% |
16,266
-22,355
| -58% | -$1.99M |
2022 Q3
12 quarters
|
|
4150
FerroAtlántica
GSM
$796M
| $1.45M | ﹤0.01% |
319,730
+261,369
| +448% | +$1.12M |
2023 Q4
7 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.