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 | |
|---|---|---|---|---|---|---|
|
XXCH
4601
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
| $751K | ﹤0.01% |
25,000
| – | – |
|
4602
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$87.8M
| $750K | ﹤0.01% |
37,096
-7,592
| -17% | -$147K |
|
|
EGHA
4603
EGH Acquisition Corp
EGHA
| $749K | ﹤0.01% |
+74,856
| New | +$750K |
|
4604
PUT
Aon
AON
$75.5B
| $749K | ﹤0.01% |
+2,100
| New | +$760K |
|
4605
Ranpak Holdings
PACK
$478M
| $748K | ﹤0.01% |
133,041
+68,967
| +108% | +$302K |
|
|
DCBO
4606
Docebo
DCBO
$584M
| $747K | ﹤0.01% |
27,321
+16,027
| +142% | +$484K |
|
4607
WisdomTree US Efficient Core Fund
NTSX
$1.41B
| $746K | ﹤0.01% |
+13,838
| New | +$716K |
|
4608
TETRA Technologies
TTI
$1.27B
| $745K | ﹤0.01% |
129,565
-260,041
| -67% | -$1.11M |
|
4609
Fidelity Disruptive Technology ETF
FDTX
$301M
| $744K | ﹤0.01% |
18,352
-76,463
| -81% | -$3.01M |
|
4610
Idaho Strategic Resources
IDR
$505M
| $744K | ﹤0.01% |
22,027
+16,094
| +271% | +$380K |
|
4611
Innovator US Equity Buffer ETF October
BOCT
$290M
| $741K | ﹤0.01% |
+15,299
| New | +$716K |
|
4612
Gerdau
GGB
$9.3B
| $740K | ﹤0.01% |
238,635
-184,732
| -44% | -$559K |
|
4613
PUT
Agios Pharmaceuticals
AGIO
$2B
| $739K | ﹤0.01% |
18,400
| – | – |
|
4614
Medifast
MED
$128M
| $738K | ﹤0.01% |
53,955
+614
| +1% | +$8.58K |
|
|
BRCB
4615
Black Rock Coffee Bar Inc
BRCB
$182M
| $737K | ﹤0.01% |
+30,892
| New | +$807K |
|
4616
Vestis
VSTS
$1.76B
| $736K | ﹤0.01% |
162,447
-513,323
| -76% | -$2.63M |
|
4617
Cass Information Systems
CASS
$748M
| $735K | ﹤0.01% |
18,687
+11,890
| +175% | +$507K |
|
|
USAR
4618
USA Rare Earth Inc
USAR
$4.89B
| $734K | ﹤0.01% |
+42,687
| New | +$610K |
|
4619
John Hancock Corporate Bond ETF
JHCB
$111M
| $733K | ﹤0.01% |
+33,769
| New | +$727K |
|
|
HSHP
4620
Himalaya Shipping
HSHP
$760M
| $733K | ﹤0.01% |
89,011
+72,692
| +445% | +$544K |
|
4621
PUT
Truist Financial
TFC
$64.9B
| $732K | ﹤0.01% |
16,000
| – | – |
|
4622
BW LPG
BWLP
$3.43B
| $731K | ﹤0.01% |
51,171
+42,736
| +507% | +$619K |
|
|
OTGAU
4623
OTG Acquisition Corp I Unit
OTGAU
| $730K | ﹤0.01% |
+72,500
| New | +$728K |
|
4624
Farmers National Banc Corp
FMNB
$966M
| $730K | ﹤0.01% |
50,641
+11,214
| +28% | +$161K |
|
4625
CALL
Oneok
OKE
$59.9B
| $730K | ﹤0.01% |
10,000
-32,000
| -76% | -$2.45M |
|
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.