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 | |
|---|---|---|---|---|---|---|---|
|
UDEC
4476
Innovator US Equity Ultra Buffer ETF December
UDEC
$245M
| $913K | ﹤0.01% |
23,791
+10,891
| +84% | +$407K |
2025 Q2
1 quarter
|
|
4477
eHealth
EHTH
$21.5M
| $908K | ﹤0.01% |
210,664
-59,991
| -22% | -$230K |
2016 Q2
37 quarters
|
|
4478
Triumph Financial Inc
TFIN
$1.49B
| $908K | ﹤0.01% |
18,137
-1,360
| -7% | -$80.1K |
2015 Q1
42 quarters
|
|
|
BZUN
4479
Baozun
BZUN
$183M
| $906K | ﹤0.01% |
223,705
+52,654
| +31% | +$171K |
2019 Q4
23 quarters
|
|
4480
EverCommerce
EVCM
$1.58B
| $905K | ﹤0.01% |
81,294
-31,280
| -28% | -$349K |
2021 Q3
16 quarters
|
|
|
FMFC
4481
Kandal M Venture Ltd
FMFC
$3.3M
| $905K | ﹤0.01% |
+61,455
| New | +$552K |
2025 Q3
0 quarters
|
|
4482
Organogenesis Holdings
ORGO
$171M
| $904K | ﹤0.01% |
214,332
-85,334
| -28% | -$397K |
2019 Q1
26 quarters
|
|
4483
Karat Packaging
KRT
$1.09B
| $903K | ﹤0.01% |
35,838
+1,635
| +5% | +$43K |
2021 Q2
17 quarters
|
|
4484
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$52.5M
| $903K | ﹤0.01% |
+19,208
| New | +$875K |
2025 Q3
0 quarters
|
|
4485
Finance of America Companies
FOA
$124M
| $902K | ﹤0.01% |
40,194
+38,096
| +1,816% | +$951K |
2021 Q2
17 quarters
|
|
4486
CALL
Duolingo
DUOL
$6.75B
| $901K | ﹤0.01% |
+2,800
| New | +$936K |
2025 Q3
0 quarters
|
|
4487
Barnes & Noble Education
BNED
$406M
| $896K | ﹤0.01% |
90,063
-426,458
| -83% | -$3.98M |
2015 Q3
40 quarters
|
|
4488
Heritage Financial
HFWA
$1.15B
| $895K | ﹤0.01% |
36,996
+1,734
| +5% | +$42K |
2014 Q2
45 quarters
|
|
4489
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.35B
| $894K | ﹤0.01% |
5,564
+517
| +10% | +$80.7K |
2022 Q4
11 quarters
|
|
|
RC
4490
Ready Capital
RC
$187M
| $894K | ﹤0.01% |
230,977
+136,423
| +144% | +$576K |
2016 Q1
38 quarters
|
|
4491
CALL
TFI International
TFII
$9.77B
| $889K | ﹤0.01% |
10,100
| – | – |
2025 Q2
1 quarter
|
|
4492
CALL
Sphere Entertainment
SPHR
$4.61B
| $888K | ﹤0.01% |
14,300
+5,000
| +54% | +$236K |
2025 Q2
1 quarter
|
|
4493
Applied Optoelectronics
AAOI
$9.81B
| $888K | ﹤0.01% |
34,242
-80,408
| -70% | -$2.06M |
2024 Q2
5 quarters
|
|
|
QXO.PRB
4494
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$449M
| $886K | ﹤0.01% |
16,105
+15,100
| +1,502% | +$895K |
2025 Q2
1 quarter
|
|
4495
Invesco S&P MidCap Momentum ETF
XMMO
$7.22B
| $885K | ﹤0.01% |
6,547
+971
| +17% | +$128K |
2023 Q4
7 quarters
|
|
4496
SGHC Ltd
SGHC
$5.72B
| $885K | ﹤0.01% |
67,067
-655,593
| -91% | -$7.72M |
2022 Q4
11 quarters
|
|
|
XHYI
4497
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
| $883K | ﹤0.01% |
22,944
-1,254
| -5% | -$48K |
2024 Q2
5 quarters
|
|
|
XYF
4498
X Financial
XYF
$182M
| $882K | ﹤0.01% |
+64,117
| New | +$987K |
2025 Q3
0 quarters
|
|
4499
Chemung Financial Corp
CHMG
$395M
| $880K | ﹤0.01% |
16,752
-2,034
| -11% | -$106K |
2022 Q4
11 quarters
|
|
|
BSCP
4500
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $878K | ﹤0.01% |
42,439
-89,819
| -68% | -$1.86M |
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.