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 | |
|---|---|---|---|---|---|---|---|
4776
Velocity Financial
VEL
$576M
| $546K | ﹤0.01% |
30,103
+2,578
| +9% | +$47.1K |
2020 Q1
22 quarters
|
|
4777
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
| $546K | ﹤0.01% |
+24,904
| New | +$541K |
2025 Q3
0 quarters
|
|
|
BRRWU
4778
DELISTED
Columbus Circle Capital Corp I Units
BRRWU
| $545K | ﹤0.01% |
50,000
-50,000
| -50% | -$551K |
2025 Q2
1 quarter
|
|
4779
Schwab 1000 Index ETF
SCHK
$5.78B
| $543K | ﹤0.01% |
16,917
-193
| -1% | -$5.97K |
2022 Q3
12 quarters
|
|
4780
WisdomTree International Efficient Core Fund
NTSI
$477M
| $543K | ﹤0.01% |
+12,699
| New | +$530K |
2025 Q3
0 quarters
|
|
4781
Fidelity Limited Term Bond ETF
FLTB
$476M
| $543K | ﹤0.01% |
10,711
-984
| -8% | -$49.8K |
2024 Q2
5 quarters
|
|
|
ANSC
4782
DELISTED
Agriculture & Natural Solutions Acquisition Corp
ANSC
| $543K | ﹤0.01% |
49,680
-50,088
| -50% | -$546K |
2025 Q2
1 quarter
|
|
|
NLOP
4783
Net Lease Office Properties
NLOP
$145M
| $542K | ﹤0.01% |
18,272
+4,478
| +32% | +$140K |
2023 Q4
7 quarters
|
|
|
EMO
4784
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
| $540K | ﹤0.01% |
12,023
+89
| +0.7% | +$4.19K |
2021 Q4
15 quarters
|
|
4785
Pacer Swan SOS Flex January ETF
PSFD
$60.6M
| $539K | ﹤0.01% |
+14,840
| New | +$526K |
2025 Q3
0 quarters
|
|
4786
PUT
Core & Main
CNM
$7.63B
| $538K | ﹤0.01% |
+10,000
| New | +$606K |
2025 Q3
0 quarters
|
|
4787
Trevi Therapeutics
TRVI
$1.98B
| $538K | ﹤0.01% |
58,815
+4,473
| +8% | +$33.5K |
2023 Q2
9 quarters
|
|
|
POLEU
4788
Andretti Acquisition Corp II Unit
POLEU
| $538K | ﹤0.01% |
50,000
| – | – |
2024 Q4
3 quarters
|
|
4789
FT Vest US Equity Max Buffer ETF March
MARM
$106M
| $536K | ﹤0.01% |
+16,441
| New | +$532K |
2025 Q3
0 quarters
|
|
4790
Root
ROOT
$717M
| $533K | ﹤0.01% |
5,953
-22,952
| -79% | -$2.41M |
2020 Q4
19 quarters
|
|
4791
Primis Financial Corp
FRST
$387M
| $532K | ﹤0.01% |
50,646
-7,247
| -13% | -$80.8K |
2016 Q1
38 quarters
|
|
4792
Titan Machinery
TITN
$598M
| $532K | ﹤0.01% |
31,790
-18,099
| -36% | -$355K |
2015 Q4
39 quarters
|
|
4793
Greenlight Captial
GLRE
$481M
| $531K | ﹤0.01% |
41,843
-10,221
| -20% | -$133K |
2017 Q4
31 quarters
|
|
4794
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$694M
| $530K | ﹤0.01% |
6,793
+5,039
| +287% | +$393K |
2022 Q4
11 quarters
|
|
4795
PUT
Cognizant
CTSH
$26.4B
| $530K | ﹤0.01% |
7,900
| – | – |
2024 Q1
6 quarters
|
|
4796
State Street SPDR S&P China ETF
GXC
$448M
| $529K | ﹤0.01% |
5,035
+490
| +11% | +$46.9K |
2019 Q4
23 quarters
|
|
|
TALK
4797
DELISTED
Talkspace
TALK
| $528K | ﹤0.01% |
191,312
-208,741
| -52% | -$541K |
2021 Q2
17 quarters
|
|
|
GPAT
4798
GP-Act III Acquisition Corp
GPAT
$178M
| $527K | ﹤0.01% |
49,734
-175,541
| -78% | -$1.86M |
2025 Q2
1 quarter
|
|
4799
VanEck Junior Gold Miners ETF
GDXJ
$8.39B
| $527K | ﹤0.01% |
5,323
-939,636
| -99% | -$72.2M |
2016 Q2
37 quarters
|
|
4800
PUT
PureCycle Technologies
PCT
$882M
| $526K | ﹤0.01% |
40,000
| – | – |
2025 Q1
2 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.