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 | |
|---|---|---|---|---|---|---|---|
4401
Viemed Healthcare
VMD
$348M
| $1.02M | ﹤0.01% |
149,920
-24,631
| -14% | -$167K |
2020 Q2
21 quarters
|
|
|
CGCTU
4402
DELISTED
Cartesian Growth Corp III Unit
CGCTU
| $1.02M | ﹤0.01% |
100,000
-40,501
| -29% | -$413K |
2025 Q2
1 quarter
|
|
4403
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.12B
| $1.02M | ﹤0.01% |
12,648
-5,503
| -30% | -$432K |
2024 Q1
6 quarters
|
|
|
NHIC
4404
DELISTED
NewHold Investment Corp III
NHIC
| $1.02M | ﹤0.01% |
99,806
+43
| +0% | +$438 |
2025 Q2
1 quarter
|
|
4405
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.46B
| $1.02M | ﹤0.01% |
39,459
-22,066
| -36% | -$548K |
2023 Q2
9 quarters
|
|
4406
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
| $1.02M | ﹤0.01% |
10,614
-327,326
| -97% | -$31.1M |
2023 Q3
8 quarters
|
|
4407
Voyager Therapeutics
VYGR
$151M
| $1.02M | ﹤0.01% |
217,411
-2,880
| -1% | -$10.4K |
2017 Q3
32 quarters
|
|
|
BACCU
4408
Blue Acquisition Corp Unit
BACCU
| $1.01M | ﹤0.01% |
100,000
| – | – |
2025 Q2
1 quarter
|
|
4409
International Money Express
IMXI
$348M
| $1.01M | ﹤0.01% |
72,495
-49,618
| -41% | -$615K |
2019 Q1
26 quarters
|
|
|
SDHI
4410
Siddhi Acquisition Corp
SDHI
$368M
| $1.01M | ﹤0.01% |
99,741
+26,750
| +37% | +$270K |
2025 Q2
1 quarter
|
|
4411
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$232M
| $1.01M | ﹤0.01% |
19,530
+19,486
| +44,286% | +$996K |
2025 Q2
1 quarter
|
|
|
MUNB
4412
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$13.6M
| $1.01M | ﹤0.01% |
+10,000
| New | +$1.01M |
2025 Q3
0 quarters
|
|
|
KOYNU
4413
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$214M
| $1.01M | ﹤0.01% |
+100,093
| New | +$1.01M |
2025 Q3
0 quarters
|
|
4414
PUT
Enphase Energy
ENPH
$4.42B
| $1.01M | ﹤0.01% |
28,500
+10,100
| +55% | +$375K |
2022 Q4
11 quarters
|
|
4415
Great Southern Bancorp
GSBC
$864M
| $1.01M | ﹤0.01% |
16,452
+8,287
| +101% | +$505K |
2013 Q2
49 quarters
|
|
4416
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.59B
| $1.01M | ﹤0.01% |
972
-400
| -29% | -$551K |
2025 Q1
2 quarters
|
|
|
PACHU
4417
Pioneer Acquisition I Corp Units
PACHU
$228M
| $1M | ﹤0.01% |
100,000
| – | – |
2025 Q2
1 quarter
|
|
|
LWACU
4418
LightWave Acquisition Corp Units
LWACU
$200M
| $1M | ﹤0.01% |
100,000
+93
| +0.1% | +$934 |
2025 Q2
1 quarter
|
|
|
MUNA
4419
Northern Trust 2030 Tax-Exempt Distributing Ladder ETF
MUNA
$7.88M
| $1M | ﹤0.01% |
+10,000
| New | +$1M |
2025 Q3
0 quarters
|
|
4420
PUT
SM Energy
SM
$8.38B
| $999K | ﹤0.01% |
+40,000
| New | +$1.08M |
2025 Q3
0 quarters
|
|
4421
VanEck Agribusiness ETF
MOO
$1.17B
| $998K | ﹤0.01% |
13,587
+1,846
| +16% | +$137K |
2017 Q4
31 quarters
|
|
|
CSHP
4422
iShares Dynamic Short-Term Active ETF
CSHP
$374M
| $998K | ﹤0.01% |
+9,997
| New | +$996K |
2025 Q3
0 quarters
|
|
4423
Vanda Pharmaceuticals
VNDA
$280M
| $997K | ﹤0.01% |
199,893
+28,238
| +16% | +$131K |
2015 Q4
39 quarters
|
|
4424
FRP Holdings
FRPH
$389M
| $997K | ﹤0.01% |
40,922
+7,190
| +21% | +$187K |
2017 Q4
31 quarters
|
|
4425
CALL
ProShares UltraShort Health Care
RXD
$3.22M
| $997K | ﹤0.01% |
14,750
+5,050
| +52% | +$122K |
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.