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 | |
|---|---|---|---|---|---|---|
4576
EverQuote
EVER
$861M
| $777K | ﹤0.01% |
33,959
-8,473
| -20% | -$205K |
|
4577
Entrada Therapeutics
TRDA
$290M
| $776K | ﹤0.01% |
133,878
+117,844
| +735% | +$689K |
|
4578
Gilat Satellite Networks
GILT
$887M
| $775K | ﹤0.01% |
59,527
+38,863
| +188% | +$357K |
|
4579
Maravai LifeSciences
MRVI
$849M
| $774K | ﹤0.01% |
269,797
-87,085
| -24% | -$222K |
|
|
CMA
4580
CALL
DELISTED
Comerica
CMA
| $774K | ﹤0.01% |
11,300
-81,900
| -88% | -$5.51M |
|
|
CMA
4581
PUT
DELISTED
Comerica
CMA
| $774K | ﹤0.01% |
11,300
-78,700
| -87% | -$5.3M |
|
4582
iShares Agency Bond ETF
AGZ
$565M
| $774K | ﹤0.01% |
7,009
-384
| -5% | -$42.1K |
|
4583
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
| $772K | ﹤0.01% |
34,330
+32,245
| +1,547% | +$724K |
|
4584
iShares MSCI Thailand ETF
THD
$353M
| $769K | ﹤0.01% |
13,055
+9,733
| +293% | +$558K |
|
4585
Bioventus
BVS
$1.2B
| $768K | ﹤0.01% |
114,777
-128,933
| -53% | -$895K |
|
4586
Telkom Indonesia
TLK
$14.6B
| $767K | ﹤0.01% |
40,763
+3,276
| +9% | +$60.5K |
|
4587
MetroCity Bankshares
MCBS
$1.04B
| $765K | ﹤0.01% |
27,618
+11,659
| +73% | +$339K |
|
4588
Franklin Income Focus ETF
INCM
$1.78B
| $763K | ﹤0.01% |
27,503
+4,202
| +18% | +$115K |
|
4589
Global Industrial
GIC
$1.48B
| $761K | ﹤0.01% |
20,765
-16,604
| -44% | -$557K |
|
4590
CALL
Groupon
GRPN
$875M
| $761K | ﹤0.01% |
32,600
+1,400
| +4% | +$40.3K |
|
4591
Northeast Community Bancorp
NECB
$372M
| $759K | ﹤0.01% |
36,892
-1,913
| -5% | -$42.1K |
|
4592
DocGo
DCGO
$65.9M
| $758K | ﹤0.01% |
557,613
+267,259
| +92% | +$405K |
|
4593
Revolve Group
RVLV
$1.68B
| $757K | ﹤0.01% |
35,557
-5,944
| -14% | -$130K |
|
|
MCHPP
4594
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
| $757K | ﹤0.01% |
+12,817
| New | +$804K |
|
|
OTF
4595
Blue Owl Technology Finance Corp
OTF
$5.25B
| $756K | ﹤0.01% |
54,737
+52,345
| +2,188% | +$785K |
|
4596
Sprott Uranium Miners ETF
URNM
$2B
| $756K | ﹤0.01% |
12,518
-11,819
| -49% | -$595K |
|
4597
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.11B
| $756K | ﹤0.01% |
9,044
+8,800
| +3,607% | +$715K |
|
|
DMX
4598
DoubleLine Multi-Sector Income ETF
DMX
$101M
| $756K | ﹤0.01% |
+14,914
| New | +$752K |
|
4599
Timothy Plan International ETF
TPIF
$267M
| $753K | ﹤0.01% |
22,555
+3,181
| +16% | +$104K |
|
4600
Nuveen ESG US Aggregate Bond ETF
NUBD
$464M
| $752K | ﹤0.01% |
33,481
-443
| -1% | -$9.85K |
|
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.