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 | |
|---|---|---|---|---|---|---|---|
|
JFIN
4926
Jiayin Group
JFIN
$68.6M
| $425K | ﹤0.01% |
41,193
+19,964
| +94% | +$272K |
2025 Q2
1 quarter
|
|
4927
Renaissance IPO ETF
IPO
$150M
| $424K | ﹤0.01% |
+8,554
| New | +$415K |
2025 Q3
0 quarters
|
|
4928
Camping World
CWH
$321M
| $424K | ﹤0.01% |
26,843
-251,858
| -90% | -$4.31M |
2016 Q4
35 quarters
|
|
4929
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$97.2M
| $424K | ﹤0.01% |
+12,729
| New | +$417K |
2025 Q3
0 quarters
|
|
4930
FT Vest US Equity Moderate Buffer ETF February
GFEB
$383M
| $424K | ﹤0.01% |
+10,439
| New | +$415K |
2025 Q3
0 quarters
|
|
4931
FT Vest US Equity Buffer ETF August
FAUG
$1.37B
| $423K | ﹤0.01% |
8,150
-1,861
| -19% | -$94K |
2024 Q3
4 quarters
|
|
4932
Innovator US Equity Buffer ETF July
BJUL
$363M
| $423K | ﹤0.01% |
+8,518
| New | +$412K |
2025 Q3
0 quarters
|
|
4933
Telesat
TSAT
$731M
| $422K | ﹤0.01% |
15,932
+10,428
| +189% | +$248K |
2021 Q4
15 quarters
|
|
4934
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.82B
| $422K | ﹤0.01% |
+10,063
| New | +$409K |
2025 Q3
0 quarters
|
|
4935
Citi Trends
CTRN
$400M
| $421K | ﹤0.01% |
13,573
+10,509
| +343% | +$340K |
2024 Q1
6 quarters
|
|
4936
First Internet Bancorp
INBK
$241M
| $421K | ﹤0.01% |
18,762
+14,889
| +384% | +$367K |
2017 Q3
32 quarters
|
|
4937
AB US High Dividend ETF
HIDV
$197M
| $419K | ﹤0.01% |
+5,311
| New | +$407K |
2025 Q3
0 quarters
|
|
4938
Mammoth Energy Services
TUSK
$135M
| $419K | ﹤0.01% |
182,781
-2,980
| -2% | -$7.34K |
2016 Q4
35 quarters
|
|
|
TMQ
4939
Trilogy Metals
TMQ
$559M
| $414K | ﹤0.01% |
197,380
-7,420
| -4% | -$13.2K |
2024 Q4
3 quarters
|
|
4940
LifeMD
LFMD
$132M
| $414K | ﹤0.01% |
60,941
-351,630
| -85% | -$2.9M |
2024 Q2
5 quarters
|
|
4941
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1,000M
| $413K | ﹤0.01% |
2,676
+771
| +40% | +$76.4K |
2025 Q1
2 quarters
|
|
|
OKLO
4942
PUT
Oklo
OKLO
$6.67B
| $413K | ﹤0.01% |
+3,700
| New | +$290K |
2025 Q3
0 quarters
|
|
4943
Global X Variable Rate Preferred ETF
PFFV
$319M
| $412K | ﹤0.01% |
17,806
| – | – |
2025 Q2
1 quarter
|
|
4944
Franklin International Aggregate Bond ETF
FLIA
$427M
| $411K | ﹤0.01% |
20,043
+15,410
| +333% | +$316K |
2024 Q4
3 quarters
|
|
4945
PUT
Academy Sports + Outdoors
ASO
$3B
| $410K | ﹤0.01% |
8,200
| – | – |
2025 Q1
2 quarters
|
|
4946
KraneShares Global Carbon Strategy ETF
KRBN
$135M
| $410K | ﹤0.01% |
12,655
-470
| -4% | -$14.6K |
2021 Q4
15 quarters
|
|
4947
Lufax Holding
LU
$884M
| $409K | ﹤0.01% |
100,812
-9,212
| -8% | -$27.5K |
2020 Q4
19 quarters
|
|
4948
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$58.5M
| $409K | ﹤0.01% |
+9,601
| New | +$397K |
2025 Q3
0 quarters
|
|
|
CMBT
4949
CMB.TECH NV
CMBT
$5.76B
| $408K | ﹤0.01% |
43,449
+12,697
| +41% | +$116K |
2022 Q1
14 quarters
|
|
4950
Enlight Renewable Energy
ENLT
$9.31B
| $408K | ﹤0.01% |
13,092
-62,643
| -83% | -$1.67M |
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.