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 | |
|---|---|---|---|---|---|---|---|
4701
Bitdeer Technologies
BTDR
$3B
| $630K | ﹤0.01% |
36,859
-5,760
| -14% | -$80.8K |
2024 Q4
3 quarters
|
|
4702
PUT
AeroVironment
AVAV
$7.16B
| $630K | ﹤0.01% |
+2,000
| New | +$517K |
2025 Q3
0 quarters
|
|
4703
Coastal Financial
CCB
$614M
| $629K | ﹤0.01% |
5,817
-827
| -12% | -$87.7K |
2018 Q3
28 quarters
|
|
|
SVACU
4704
DELISTED
Spring Valley Acquisition Corp III Unit
SVACU
| $629K | ﹤0.01% |
+60,500
| New | +$612K |
2025 Q3
0 quarters
|
|
4705
United States Brent Oil Fund
BNO
$782M
| $628K | ﹤0.01% |
20,896
+1,378
| +7% | +$41.8K |
2018 Q4
27 quarters
|
|
4706
MidCap Financial Investment
MFIC
$710M
| $626K | ﹤0.01% |
52,229
-6,534
| -11% | -$83.4K |
2023 Q3
8 quarters
|
|
|
BCARU
4707
DELISTED
D. Boral ARC Acquisition I Corp Units
BCARU
| $625K | ﹤0.01% |
+62,500
| New | +$624K |
2025 Q3
0 quarters
|
|
4708
PUT
Albemarle
ALB
$12.3B
| $624K | ﹤0.01% |
7,700
+2,200
| +40% | +$170K |
2022 Q4
11 quarters
|
|
4709
Universal Technical Institute
UTI
$1.07B
| $622K | ﹤0.01% |
19,122
-66,922
| -78% | -$1.97M |
2020 Q1
22 quarters
|
|
|
GBTG
4710
DELISTED
American Express Global Business Travel
GBTG
| $622K | ﹤0.01% |
76,968
-7,521
| -9% | -$55.7K |
2023 Q2
9 quarters
|
|
4711
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$297M
| $620K | ﹤0.01% |
15,934
+12,100
| +316% | +$455K |
2023 Q3
8 quarters
|
|
4712
CALL
Teradyne
TER
$70.2B
| $619K | ﹤0.01% |
4,500
-3,200
| -42% | -$350K |
2024 Q3
4 quarters
|
|
4713
Tenaris
TS
$28.3B
| $616K | ﹤0.01% |
17,229
+352
| +2% | +$12.8K |
2015 Q3
40 quarters
|
|
4714
CALL
GDS Holdings
GDS
$5.52B
| $615K | ﹤0.01% |
+15,900
| New | +$564K |
2025 Q3
0 quarters
|
|
4715
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.73B
| $614K | ﹤0.01% |
16,868
-1,765
| -9% | -$62.4K |
2023 Q4
7 quarters
|
|
|
REFI
4716
Chicago Atlantic Real Estate Finance
REFI
$258M
| $613K | ﹤0.01% |
47,909
+26,458
| +123% | +$363K |
2022 Q1
14 quarters
|
|
|
CWBC
4717
Community West Bancshares
CWBC
$720M
| $612K | ﹤0.01% |
29,358
+8,001
| +37% | +$165K |
2016 Q2
37 quarters
|
|
4718
ProShares S&P 500 ex-Health Care ETF
SPXV
$41.4M
| $608K | ﹤0.01% |
8,288
| – | – |
2023 Q1
10 quarters
|
|
4719
State Street SPDR S&P International Dividend ETF
DWX
$509M
| $606K | ﹤0.01% |
14,201
+4
| +0% | +$170 |
2017 Q1
34 quarters
|
|
4720
Limbach Holdings
LMB
$586M
| $603K | ﹤0.01% |
6,204
-672
| -10% | -$80.9K |
2023 Q1
10 quarters
|
|
4721
Sociedad Química y Minera de Chile
SQM
$18.4B
| $602K | ﹤0.01% |
14,016
+7,404
| +112% | +$309K |
2014 Q1
46 quarters
|
|
4722
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$871M
| $602K | ﹤0.01% |
16,974
+2,984
| +21% | +$103K |
2013 Q2
49 quarters
|
|
4723
Pacific Biosciences
PACB
$790M
| $600K | ﹤0.01% |
468,880
-11,622
| -2% | -$15.7K |
2017 Q4
31 quarters
|
|
4724
Village Super Market
VLGEA
$681M
| $600K | ﹤0.01% |
16,055
+3,094
| +24% | +$114K |
2015 Q2
41 quarters
|
|
|
SEI
4725
PUT
Solaris Energy Infrastructure
SEI
$4.93B
| $600K | ﹤0.01% |
+15,000
| New | +$469K |
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.