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 | |
|---|---|---|---|---|---|---|---|
4676
CALL
Howard Hughes
HHH
$4.24B
| $657K | ﹤0.01% |
8,000
| – | – |
2025 Q2
1 quarter
|
|
4677
AbCellera Biologics
ABCL
$4.45B
| $657K | ﹤0.01% |
130,664
-4,777
| -4% | -$21.1K |
2021 Q4
15 quarters
|
|
4678
RBB Bancorp
RBB
$443M
| $656K | ﹤0.01% |
34,985
+2,580
| +8% | +$49.4K |
2017 Q4
31 quarters
|
|
|
MAGN
4679
Magnera Corp
MAGN
$415M
| $654K | ﹤0.01% |
55,803
+30,404
| +120% | +$378K |
2013 Q2
49 quarters
|
|
4680
Ardmore Shipping
ASC
$788M
| $653K | ﹤0.01% |
55,016
-256,146
| -82% | -$2.87M |
2017 Q3
32 quarters
|
|
4681
Oxford Industries
OXM
$373M
| $653K | ﹤0.01% |
16,108
-329
| -2% | -$14.3K |
2015 Q4
39 quarters
|
|
|
YB
4682
Yuanbao Inc
YB
$596M
| $653K | ﹤0.01% |
33,226
+11,607
| +54% | +$295K |
2025 Q2
1 quarter
|
|
|
VG
4683
Venture Global Inc
VG
$32.8B
| $652K | ﹤0.01% |
45,940
+5,760
| +14% | +$82.1K |
2025 Q1
2 quarters
|
|
4684
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$389M
| $651K | ﹤0.01% |
13,027
-1,460
| -10% | -$72.1K |
2022 Q3
12 quarters
|
|
4685
CALL
Globus Medical
GMED
$10.2B
| $647K | ﹤0.01% |
11,300
| – | – |
2025 Q2
1 quarter
|
|
4686
RUM Group Inc
RUM
$3.76B
| $645K | ﹤0.01% |
89,119
+51,636
| +138% | +$422K |
2022 Q3
12 quarters
|
|
4687
PUT
Pinterest
PINS
$10.9B
| $643K | ﹤0.01% |
20,000
| – | – |
2024 Q1
6 quarters
|
|
4688
Red Cat Holdings
RCAT
$977M
| $643K | ﹤0.01% |
62,162
+26,779
| +76% | +$250K |
2025 Q1
2 quarters
|
|
4689
PUT
AST SpaceMobile
ASTS
$17.5B
| $643K | ﹤0.01% |
13,100
+12,000
| +1,091% | +$578K |
2024 Q4
3 quarters
|
|
4690
ROBO Global Robotics & Automation Index ETF
ROBO
$2.08B
| $643K | ﹤0.01% |
9,802
+3,796
| +63% | +$240K |
2017 Q2
33 quarters
|
|
4691
NET Power
NPWR
$123M
| $641K | ﹤0.01% |
212,929
+196,882
| +1,227% | +$525K |
2023 Q3
8 quarters
|
|
4692
PUT
Advance Auto Parts
AAP
$2.34B
| $639K | ﹤0.01% |
+10,400
| New | +$615K |
2025 Q3
0 quarters
|
|
4693
CEMIG Preferred Shares
CIG
$6.15B
| $638K | ﹤0.01% |
302,470
-46,292
| -13% | -$90.9K |
2013 Q2
49 quarters
|
|
4694
Sprott Junior Uranium Miners ETF
URNJ
$310M
| $638K | ﹤0.01% |
21,889
| – | – |
2023 Q4
7 quarters
|
|
4695
PUT
Sunrun
RUN
$1.86B
| $638K | ﹤0.01% |
+36,900
| New | +$494K |
2025 Q3
0 quarters
|
|
4696
The RMR Group
RMR
$303M
| $637K | ﹤0.01% |
40,514
+10,278
| +34% | +$172K |
2015 Q4
39 quarters
|
|
4697
Liquidia Corp
LQDA
$2.56B
| $635K | ﹤0.01% |
27,922
-4,108
| -13% | -$89.1K |
2022 Q2
13 quarters
|
|
4698
Novavax
NVAX
$1.73B
| $633K | ﹤0.01% |
73,018
-11,253
| -13% | -$87.6K |
2014 Q3
44 quarters
|
|
4699
Castle Biosciences
CSTL
$1.09B
| $633K | ﹤0.01% |
27,778
+1,115
| +4% | +$22.6K |
2019 Q3
24 quarters
|
|
4700
PUT
Norfolk Southern
NSC
$71.3B
| $631K | ﹤0.01% |
+2,100
| New | +$583K |
2025 Q3
0 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.