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 | |
|---|---|---|---|---|---|---|---|
4376
CALL
Becton Dickinson
BDX
$48.2B
| $1.05M | ﹤0.01% |
5,600
| – | – |
2025 Q2
1 quarter
|
|
|
ETNB
4377
DELISTED
89bio
ETNB
| $1.05M | ﹤0.01% |
71,178
-8,395
| -11% | -$85.6K |
2019 Q4
23 quarters
|
|
4378
PUT
Liberty Media Corporation Series C Common Stock
FWONK
$22.9B
| $1.04M | ﹤0.01% |
+10,000
| New | +$1.01M |
2025 Q3
0 quarters
|
|
4379
iShares Morningstar Small-Cap ETF
ISCB
$274M
| $1.04M | ﹤0.01% |
16,405
+12
| +0.1% | +$736 |
2020 Q4
19 quarters
|
|
4380
Tyra Biosciences
TYRA
$1.4B
| $1.04M | ﹤0.01% |
74,229
-28,688
| -28% | -$327K |
2021 Q4
15 quarters
|
|
4381
CALL
Boyd Gaming
BYD
$4.89B
| $1.04M | ﹤0.01% |
+12,000
| New | +$1.01M |
2025 Q3
0 quarters
|
|
|
INR
4382
Infinity Natural Resources
INR
$241M
| $1.04M | ﹤0.01% |
78,969
-75,470
| -49% | -$1.08M |
2025 Q1
2 quarters
|
|
4383
Shoals Technologies Group
SHLS
$1.4B
| $1.03M | ﹤0.01% |
139,472
+3,365
| +2% | +$20.7K |
2021 Q1
18 quarters
|
|
|
HTT
4384
High Templar Tech Ltd
HTT
$359M
| $1.03M | ﹤0.01% |
241,660
-268,225
| -53% | -$1.08M |
2024 Q4
3 quarters
|
|
|
GSHRU
4385
Gesher Acquisition Corp II Units
GSHRU
| $1.03M | ﹤0.01% |
100,000
| – | – |
2025 Q1
2 quarters
|
|
|
OBE
4386
Obsidian Energy
OBE
$694M
| $1.03M | ﹤0.01% |
144,966
+140,425
| +3,092% | +$835K |
2022 Q1
14 quarters
|
|
|
PGAC
4387
Pantages Capital Acquisition Corp
PGAC
$119M
| $1.03M | ﹤0.01% |
+99,918
| New | +$1.02M |
2025 Q3
0 quarters
|
|
4388
CALL
CME Group
CME
$94.6B
| $1.03M | ﹤0.01% |
3,800
-25,000
| -87% | -$6.8M |
2021 Q1
18 quarters
|
|
4389
BayCom
BCML
$341M
| $1.03M | ﹤0.01% |
35,685
-1,749
| -5% | -$50.3K |
2018 Q2
29 quarters
|
|
|
JENA.U
4390
Jena Acquisition Corp II Units
JENA.U
$220M
| $1.03M | ﹤0.01% |
98,500
-140,000
| -59% | -$1.44M |
2025 Q2
1 quarter
|
|
|
OYSEU
4391
Oyster Enterprises II Acquisition Corp Units
OYSEU
| $1.02M | ﹤0.01% |
100,000
| – | – |
2025 Q2
1 quarter
|
|
4392
PUT
O'Reilly Automotive
ORLY
$68.7B
| $1.02M | ﹤0.01% |
+9,500
| New | +$955K |
2025 Q3
0 quarters
|
|
|
DMAA
4393
Drugs Made In America Acquisition Corp
DMAA
$264M
| $1.02M | ﹤0.01% |
+99,690
| New | +$1.02M |
2025 Q3
0 quarters
|
|
4394
CALL
Grab
GRAB
$12.6B
| $1.02M | ﹤0.01% |
+170,000
| New | +$902K |
2025 Q3
0 quarters
|
|
4395
CALL
Jackson Financial
JXN
$8.91B
| $1.02M | ﹤0.01% |
+10,100
| New | +$944K |
2025 Q3
0 quarters
|
|
4396
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$278M
| $1.02M | ﹤0.01% |
14,858
+5,998
| +68% | +$349K |
2021 Q1
18 quarters
|
|
4397
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
| $1.02M | ﹤0.01% |
13,025
+4,698
| +56% | +$356K |
2022 Q4
11 quarters
|
|
|
TVAIU
4398
Thayer Ventures Acquisition Corporation II Unit
TVAIU
| $1.02M | ﹤0.01% |
100,000
| – | – |
2025 Q2
1 quarter
|
|
4399
iShares ESG MSCI EM Leaders ETF
LDEM
$33.4M
| $1.02M | ﹤0.01% |
17,305
-2,156
| -11% | -$121K |
2021 Q4
15 quarters
|
|
|
RDAG
4400
Republic Digital Acquisition Co
RDAG
$392M
| $1.02M | ﹤0.01% |
99,722
-100,208
| -50% | -$1.03M |
2025 Q2
1 quarter
|
|
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.