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 | |
|---|---|---|---|---|---|---|---|
|
NNOV
4751
Innovator Growth-100 Power Buffer ETF - November
NNOV
$82.6M
| $565K | ﹤0.01% |
+19,828
| New | +$554K |
2025 Q3
0 quarters
|
|
4752
Invesco CurrencyShares Japanese Yen Trust
FXY
$462M
| $565K | ﹤0.01% |
9,086
-2,320,208
| -100% | -$145M |
2025 Q2
1 quarter
|
|
4753
Nathan's Famous
NATH
$416M
| $564K | ﹤0.01% |
5,093
+3,670
| +258% | +$385K |
2023 Q1
10 quarters
|
|
4754
Greif Class B
GEF.B
$4.08B
| $564K | ﹤0.01% |
9,150
+2,031
| +29% | +$137K |
2017 Q4
31 quarters
|
|
4755
Vaalco Energy
EGY
$603M
| $563K | ﹤0.01% |
140,138
-7,006
| -5% | -$27K |
2021 Q4
15 quarters
|
|
|
UPB
4756
Upstream Bio Inc
UPB
$276M
| $563K | ﹤0.01% |
29,947
+13,478
| +82% | +$209K |
2024 Q4
3 quarters
|
|
4757
Invesco Mortgage Capital
IVR
$622M
| $563K | ﹤0.01% |
74,433
+42,002
| +130% | +$321K |
2013 Q2
49 quarters
|
|
4758
PUT
Nextpower Inc. Common Stock
NXT
$12.8B
| $562K | ﹤0.01% |
7,600
| – | – |
2025 Q2
1 quarter
|
|
4759
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$439M
| $562K | ﹤0.01% |
17,407
-28,920
| -62% | -$930K |
2023 Q3
8 quarters
|
|
4760
PUT
Bilibili
BILI
$5.95B
| $562K | ﹤0.01% |
+20,000
| New | +$479K |
2025 Q3
0 quarters
|
|
4761
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$511M
| $558K | ﹤0.01% |
+7,599
| New | +$553K |
2025 Q3
0 quarters
|
|
4762
Preformed Line Products
PLPC
$2.05B
| $556K | ﹤0.01% |
2,837
+1,263
| +80% | +$222K |
2017 Q4
31 quarters
|
|
|
INVX
4763
Innovex International
INVX
$1.91B
| $556K | ﹤0.01% |
30,008
+5,643
| +23% | +$93.9K |
2013 Q2
49 quarters
|
|
|
CCCXU
4764
DELISTED
Churchill Capital Corp X Unit
CCCXU
| $556K | ﹤0.01% |
40,000
-60,000
| -60% | -$655K |
2025 Q2
1 quarter
|
|
|
ONCH
4765
1RT Acquisition Corp
ONCH
$223M
| $555K | ﹤0.01% |
+53,152
| New | +$547K |
2025 Q3
0 quarters
|
|
4766
Capital Southwest
CSWC
$1.5B
| $553K | ﹤0.01% |
25,309
+16,886
| +200% | +$384K |
2022 Q2
13 quarters
|
|
4767
iShares CMBS ETF
CMBS
$459M
| $551K | ﹤0.01% |
11,238
+4,147
| +58% | +$202K |
2020 Q4
19 quarters
|
|
4768
Innovator US Equity Ultra Buffer ETF July
UJUL
$302M
| $551K | ﹤0.01% |
14,470
+698
| +5% | +$26.1K |
2023 Q3
8 quarters
|
|
4769
PUT
Manulife Financial
MFC
$71.1B
| $551K | ﹤0.01% |
+17,700
| New | +$546K |
2025 Q3
0 quarters
|
|
4770
First Trust SSI Strategic Convertible Securities ETF
FCVT
$105M
| $551K | ﹤0.01% |
12,874
-89
| -0.7% | -$3.59K |
2023 Q4
7 quarters
|
|
4771
U-Haul Holding Co
UHAL
$12B
| $550K | ﹤0.01% |
9,634
+939
| +11% | +$55.3K |
2013 Q2
49 quarters
|
|
|
APADU
4772
DELISTED
A Paradise Acquisition Corp Unit
APADU
| $549K | ﹤0.01% |
+55,000
| New | +$552K |
2025 Q3
0 quarters
|
|
4773
Sabre
SABR
$795M
| $549K | ﹤0.01% |
299,767
-620,563
| -67% | -$1.46M |
2014 Q2
45 quarters
|
|
|
NNDM
4774
Nano Dimension
NNDM
$344M
| $547K | ﹤0.01% |
348,502
+205,044
| +143% | +$299K |
2021 Q1
18 quarters
|
|
4775
Ceragon Networks
CRNT
$199M
| $547K | ﹤0.01% |
234,701
+49,549
| +27% | +$109K |
2024 Q3
4 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.