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 | |
|---|---|---|---|---|---|---|---|
|
GSRT
4226
DELISTED
GSR III Acquisition Corp
GSRT
| $1.29M | ﹤0.01% |
124,783
-185,366
| -60% | -$1.96M |
2025 Q2
1 quarter
|
|
4227
PUT
Toast
TOST
$17.2B
| $1.29M | ﹤0.01% |
35,400
-85,900
| -71% | -$3.73M |
2025 Q2
1 quarter
|
|
|
DMIIU
4228
Drugs Made In America Acquisition II Corp Unit
DMIIU
| $1.29M | ﹤0.01% |
+129,630
| New | +$1.29M |
2025 Q3
0 quarters
|
|
4229
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.29B
| $1.29M | ﹤0.01% |
10,303
-328
| -3% | -$40.4K |
2015 Q3
40 quarters
|
|
4230
Sally Beauty Holdings
SBH
$1.52B
| $1.29M | ﹤0.01% |
79,103
-6,981
| -8% | -$87.8K |
2015 Q4
39 quarters
|
|
4231
PUT
Cedar Fair
FUN
$1.19B
| $1.29M | ﹤0.01% |
+56,600
| New | +$1.5M |
2025 Q3
0 quarters
|
|
4232
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
| $1.28M | ﹤0.01% |
+50,083
| New | +$1.27M |
2025 Q3
0 quarters
|
|
4233
Invesco Taxable Municipal Bond ETF
BAB
$842M
| $1.28M | ﹤0.01% |
46,975
-11,360
| -19% | -$304K |
2020 Q2
21 quarters
|
|
4234
Liquidity Services
LQDT
$1.35B
| $1.28M | ﹤0.01% |
46,648
-22,043
| -32% | -$567K |
2013 Q2
49 quarters
|
|
|
HVMCU
4235
Highview Merger Corp Units
HVMCU
| $1.28M | ﹤0.01% |
+126,386
| New | +$1.27M |
2025 Q3
0 quarters
|
|
|
EDN
4236
Edenor
EDN
$873M
| $1.28M | ﹤0.01% |
82,107
-3,707
| -4% | -$87.1K |
2023 Q3
8 quarters
|
|
4237
German American Bancorp
GABC
$1.86B
| $1.28M | ﹤0.01% |
32,478
-2,944
| -8% | -$119K |
2013 Q2
49 quarters
|
|
4238
CS Disco
LAW
$271M
| $1.28M | ﹤0.01% |
197,374
+9,404
| +5% | +$46.9K |
2021 Q3
16 quarters
|
|
4239
Washington Trust Bancorp
WASH
$734M
| $1.28M | ﹤0.01% |
44,118
+18,735
| +74% | +$542K |
2013 Q2
49 quarters
|
|
4240
CALL
IAMGOLD
IAG
$10.6B
| $1.27M | ﹤0.01% |
+98,600
| New | +$864K |
2025 Q3
0 quarters
|
|
4241
VanEck IG Floating Rate ETF
FLTR
$3.32B
| $1.27M | ﹤0.01% |
49,804
-2,336
| -4% | -$59.6K |
2023 Q3
8 quarters
|
|
4242
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$613M
| $1.27M | ﹤0.01% |
15,990
-585
| -4% | -$44.9K |
2022 Q4
11 quarters
|
|
4243
Ducommun
DCO
$2.65B
| $1.27M | ﹤0.01% |
13,235
-3,349
| -20% | -$303K |
2017 Q4
31 quarters
|
|
4244
CALL
Roivant Sciences
ROIV
$25.8B
| $1.27M | ﹤0.01% |
+83,900
| New | +$1.04M |
2025 Q3
0 quarters
|
|
4245
MacroGenics
MGNX
$228M
| $1.27M | ﹤0.01% |
755,245
+295,108
| +64% | +$478K |
2013 Q4
47 quarters
|
|
4246
PAR Technology
PAR
$589M
| $1.27M | ﹤0.01% |
31,993
-3,518
| -10% | -$194K |
2018 Q2
29 quarters
|
|
4247
Kenon Holdings
KEN
$3.15B
| $1.27M | ﹤0.01% |
28,012
+1,234
| +5% | +$55.5K |
2024 Q3
4 quarters
|
|
4248
PUT
Axcelis
ACLS
$4.56B
| $1.26M | ﹤0.01% |
+12,900
| New | +$1.04M |
2025 Q3
0 quarters
|
|
4249
Cabaletta Bio
CABA
$339M
| $1.26M | ﹤0.01% |
537,649
+456,853
| +565% | +$784K |
2019 Q4
23 quarters
|
|
4250
Park Aerospace
PKE
$662M
| $1.26M | ﹤0.01% |
61,775
-290
| -0.5% | -$5.26K |
2014 Q4
43 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.