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 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NEXN
4501
Nexxen International
NEXN
$583M
| $877K | ﹤0.01% |
94,849
-249,244
| -72% | -$2.47M |
|
|
SKYT
4502
DELISTED
SkyWater Technology
SKYT
| $875K | ﹤0.01% |
46,911
+34,355
| +274% | +$397K |
|
4503
ARK Space & Defense Innovation ETF
ARKX
$865M
| $873K | ﹤0.01% |
30,590
+4,631
| +18% | +$122K |
|
4504
Natural Gas Services Group
NGS
$490M
| $873K | ﹤0.01% |
31,197
-2,797
| -8% | -$71.7K |
|
4505
PUT
Teva Pharmaceuticals
TEVA
$42.8B
| $873K | ﹤0.01% |
+43,200
| New | +$759K |
|
4506
PUT
Lamb Weston
LW
$7.3B
| $871K | ﹤0.01% |
15,000
| – | – |
|
4507
CALL
Shake Shack
SHAK
$3.02B
| $871K | ﹤0.01% |
+9,300
| New | +$1.07M |
|
4508
Arcus Biosciences
RCUS
$3.75B
| $870K | ﹤0.01% |
63,942
+3,280
| +5% | +$34.1K |
|
|
IMSR
4509
Terrestrial Energy
IMSR
$624M
| $869K | ﹤0.01% |
52,946
+3,206
| +6% | +$38.1K |
|
4510
James River Group Holdings
JRVR
$193M
| $868K | ﹤0.01% |
156,324
+70,183
| +81% | +$394K |
|
4511
Upexi
UPXI
$54.9M
| $867K | ﹤0.01% |
+150,227
| New | +$914K |
|
4512
FT Vest US Equity Deep Buffer ETF June
DJUN
$353M
| $866K | ﹤0.01% |
18,631
-2,091
| -10% | -$95.6K |
|
4513
Esquire Financial Holdings
ESQ
$1.55B
| $864K | ﹤0.01% |
8,466
+2,782
| +49% | +$274K |
|
|
BAND
4514
Bandwidth Inc
BAND
$1.74B
| $862K | ﹤0.01% |
51,724
+1,790
| +4% | +$27.6K |
|
4515
PUT
GitLab
GTLB
$7.2B
| $857K | ﹤0.01% |
19,000
| – | – |
|
4516
Daily Journal
DJCO
$831M
| $855K | ﹤0.01% |
1,839
+232
| +14% | +$101K |
|
4517
Smith & Wesson
SWBI
$643M
| $853K | ﹤0.01% |
86,768
-33,805
| -28% | -$288K |
|
4518
LSI Industries
LYTS
$913M
| $853K | ﹤0.01% |
36,119
-16,435
| -31% | -$334K |
|
4519
FreightCar America
RAIL
$240M
| $850K | ﹤0.01% |
86,931
-7,441
| -8% | -$71K |
|
4520
Schneider National
SNDR
$6.33B
| $849K | ﹤0.01% |
40,111
-10,666
| -21% | -$261K |
|
4521
ProFrac Holding
ACDC
$978M
| $845K | ﹤0.01% |
228,477
+127,286
| +126% | +$701K |
|
4522
CALL
Vistra
VST
$49.7B
| $842K | ﹤0.01% |
4,300
-37,100
| -90% | -$7.35M |
|
4523
CALL
NRG Energy
NRG
$26.5B
| $842K | ﹤0.01% |
5,200
+3,900
| +300% | +$608K |
|
4524
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
| $842K | ﹤0.01% |
18,907
-2,384
| -11% | -$104K |
|
4525
Inspire Global Hope ETF
BLES
$165M
| $841K | ﹤0.01% |
19,810
+2,673
| +16% | +$111K |
|
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 Financials and Consumer Discretionary.
- 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.