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 | |
|---|---|---|---|---|---|---|---|
|
TBRG
4451
DELISTED
TruBridge
TBRG
| $953K | ﹤0.01% |
47,241
-53,866
| -53% | -$1.13M |
2016 Q3
36 quarters
|
|
|
LBRDA
4452
DELISTED
Liberty Broadband Class A
LBRDA
| $949K | ﹤0.01% |
14,983
-99,910
| -87% | -$6.95M |
2014 Q4
43 quarters
|
|
4453
MBIA
MBI
$224M
| $945K | ﹤0.01% |
126,847
+18,233
| +17% | +$116K |
2015 Q4
39 quarters
|
|
4454
Flexsteel Industries
FLXS
$363M
| $945K | ﹤0.01% |
20,384
+2,875
| +16% | +$119K |
2023 Q3
8 quarters
|
|
4455
Franklin US Core Dividend Tilt Index ETF
UDIV
$154M
| $944K | ﹤0.01% |
18,014
-103
| -0.6% | -$5.17K |
2023 Q2
9 quarters
|
|
4456
First Community Bankshares
FCBC
$900M
| $942K | ﹤0.01% |
27,077
+8,125
| +43% | +$307K |
2013 Q2
49 quarters
|
|
|
FBLA
4457
FB Bancorp
FBLA
$246M
| $941K | ﹤0.01% |
78,301
+11,633
| +17% | +$137K |
2025 Q1
2 quarters
|
|
4458
Metallus
MTUS
$824M
| $940K | ﹤0.01% |
56,893
-4,349
| -7% | -$70.9K |
2017 Q4
31 quarters
|
|
4459
Fidelity MSCI Real Estate Index ETF
FREL
$1.35B
| $940K | ﹤0.01% |
33,805
-23,170
| -41% | -$638K |
2018 Q2
29 quarters
|
|
4460
CareDx
CDNA
$3.47B
| $940K | ﹤0.01% |
64,659
-3,943
| -6% | -$56.2K |
2017 Q4
31 quarters
|
|
4461
Ivanhoe Electric
IE
$1.67B
| $938K | ﹤0.01% |
74,766
-14,920
| -17% | -$148K |
2022 Q2
13 quarters
|
|
|
LPRO
4462
DELISTED
Open Lending Corp
LPRO
| $936K | ﹤0.01% |
443,765
-404,659
| -48% | -$915K |
2020 Q4
19 quarters
|
|
4463
ClearPoint Neuro
CLPT
$332M
| $936K | ﹤0.01% |
42,958
+10,168
| +31% | +$120K |
2019 Q3
24 quarters
|
|
4464
PUT
Annaly Capital Management
NLY
$13.9B
| $936K | ﹤0.01% |
46,300
| – | – |
2025 Q2
1 quarter
|
|
4465
Bain Capital Specialty
BCSF
$717M
| $932K | ﹤0.01% |
65,389
-107,119
| -62% | -$1.63M |
2019 Q2
25 quarters
|
|
|
FBRT
4466
Franklin BSP Realty Trust
FBRT
$521M
| $930K | ﹤0.01% |
85,649
+14,415
| +20% | +$159K |
2021 Q4
15 quarters
|
|
4467
PUT
SoFi Technologies
SOFI
$20.4B
| $927K | ﹤0.01% |
35,100
-81,300
| -70% | -$1.93M |
2023 Q1
10 quarters
|
|
4468
RxSight
RXST
$195M
| $925K | ﹤0.01% |
102,882
+68,735
| +201% | +$603K |
2021 Q3
16 quarters
|
|
4469
PUT
Cleveland-Cliffs
CLF
$6.46B
| $925K | ﹤0.01% |
75,800
+72,700
| +2,345% | +$764K |
2022 Q4
11 quarters
|
|
4470
Kearny Financial
KRNY
$589M
| $918K | ﹤0.01% |
139,797
+8,564
| +7% | +$55K |
2013 Q2
49 quarters
|
|
|
FMUB
4471
Fidelity Municipal Bond Opportunities ETF
FMUB
$242M
| $918K | ﹤0.01% |
18,052
+15,294
| +555% | +$766K |
2025 Q2
1 quarter
|
|
4472
AngloGold Ashanti
AU
$48B
| $918K | ﹤0.01% |
13,054
+11,207
| +607% | +$627K |
2024 Q1
6 quarters
|
|
4473
American Century Focused Dynamic Growth ETF
FDG
$437M
| $917K | ﹤0.01% |
7,610
+965
| +15% | +$111K |
2025 Q1
2 quarters
|
|
4474
CALL
Arbor Realty Trust
ABR
$664M
| $916K | ﹤0.01% |
75,000
+13,000
| +21% | +$151K |
2024 Q3
4 quarters
|
|
4475
CALL
T. Rowe Price
TROW
$22.3B
| $913K | ﹤0.01% |
8,900
| – | – |
2023 Q1
10 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.