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 | |
|---|---|---|---|---|---|---|---|
4901
PUT
Stanley Black & Decker
SWK
$13.8B
| $446K | ﹤0.01% |
6,000
| – | – |
2025 Q2
1 quarter
|
|
4902
Arbutus Biopharma
ABUS
$882M
| $446K | ﹤0.01% |
98,229
+12,152
| +14% | +$44.6K |
2020 Q4
19 quarters
|
|
4903
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.78B
| $445K | ﹤0.01% |
10,935
-560
| -5% | -$21.6K |
2024 Q3
4 quarters
|
|
|
TBCH
4904
Turtle Beach Corp
TBCH
$251M
| $442K | ﹤0.01% |
27,789
+20,664
| +290% | +$307K |
2020 Q2
21 quarters
|
|
4905
CALL
AST SpaceMobile
ASTS
$17.5B
| $442K | ﹤0.01% |
9,000
+8,200
| +1,025% | +$395K |
2024 Q4
3 quarters
|
|
4906
Brown-Forman Class A
BF.A
$12.2B
| $441K | ﹤0.01% |
16,404
+6,661
| +68% | +$194K |
2015 Q4
39 quarters
|
|
4907
iShares MSCI Sweden ETF
EWD
$942M
| $441K | ﹤0.01% |
9,339
+4,393
| +89% | +$203K |
2020 Q3
20 quarters
|
|
4908
Donegal Group Class A
DGICA
$678M
| $440K | ﹤0.01% |
22,712
+14,352
| +172% | +$262K |
2017 Q4
31 quarters
|
|
|
HBTA
4909
Horizon Expedition Plus ETF
HBTA
$261M
| $440K | ﹤0.01% |
+15,570
| New | +$415K |
2025 Q3
0 quarters
|
|
4910
CALL
Sweetgreen
SG
$1.08B
| $440K | ﹤0.01% |
55,100
| – | – |
2025 Q2
1 quarter
|
|
4911
CALL
Lumentum
LITE
$97.4B
| $439K | ﹤0.01% |
+2,700
| New | +$337K |
2025 Q3
0 quarters
|
|
4912
Nurix Therapeutics
NRIX
$2.39B
| $439K | ﹤0.01% |
47,533
-2,949
| -6% | -$30.6K |
2020 Q3
20 quarters
|
|
|
ONT
4913
Onterris Inc
ONT
$446M
| $438K | ﹤0.01% |
15,949
-2,606
| -14% | -$68.1K |
2020 Q3
20 quarters
|
|
|
MCW
4914
DELISTED
Mister Car Wash
MCW
| $437K | ﹤0.01% |
81,946
-897,303
| -92% | -$5.29M |
2021 Q2
17 quarters
|
|
4915
Alerian MLP ETF
AMLP
$12.8B
| $436K | ﹤0.01% |
9,282
-6,414
| -41% | -$310K |
2013 Q2
49 quarters
|
|
4916
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$127M
| $435K | ﹤0.01% |
12,273
-2,865
| -19% | -$98.3K |
2025 Q2
1 quarter
|
|
4917
Luxfer Holdings
LXFR
$466M
| $434K | ﹤0.01% |
31,243
-15,831
| -34% | -$203K |
2016 Q1
38 quarters
|
|
4918
CALL
Amphenol
APH
$214B
| $433K | ﹤0.01% |
+7,000
| New | +$384K |
2025 Q3
0 quarters
|
|
4919
TScan Therapeutics
TCRX
$21.7M
| $433K | ﹤0.01% |
237,750
-49,993
| -17% | -$88.6K |
2023 Q4
7 quarters
|
|
4920
EyePoint Inc
EYPT
$280M
| $431K | ﹤0.01% |
30,262
-217,150
| -88% | -$2.5M |
2019 Q2
25 quarters
|
|
4921
PUT
Host Hotels & Resorts
HST
$15.5B
| $431K | ﹤0.01% |
25,300
-33,700
| -57% | -$559K |
2025 Q2
1 quarter
|
|
4922
First Trust Utilities AlphaDEX Fund
FXU
$732M
| $430K | ﹤0.01% |
9,469
+5,802
| +158% | +$255K |
2023 Q3
8 quarters
|
|
4923
B2Gold
BTG
$6.87B
| $429K | ﹤0.01% |
86,742
-1,080,292
| -93% | -$4.25M |
2013 Q2
49 quarters
|
|
|
SFIX
4924
Stitch Fix
SFIX
$349M
| $429K | ﹤0.01% |
98,521
-3,382
| -3% | -$16.7K |
2018 Q2
29 quarters
|
|
4925
Blend Labs
BLND
$244M
| $426K | ﹤0.01% |
116,687
-15,871
| -12% | -$57K |
2021 Q3
16 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.