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 | |
|---|---|---|---|---|---|---|---|
4951
Skillsoft
SKIL
$52M
| $406K | ﹤0.01% |
31,174
+1,772
| +6% | +$26K |
2020 Q1
22 quarters
|
|
|
LOKV
4952
DELISTED
Live Oak Acquisition Corp V
LOKV
| $405K | ﹤0.01% |
39,787
-8,834
| -18% | -$90.9K |
2025 Q2
1 quarter
|
|
4953
Alector
ALEC
$202M
| $404K | ﹤0.01% |
136,385
+90,894
| +200% | +$200K |
2019 Q1
26 quarters
|
|
4954
CALL
Novavax
NVAX
$1.73B
| $403K | ﹤0.01% |
+46,500
| New | +$362K |
2025 Q3
0 quarters
|
|
4955
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$357M
| $402K | ﹤0.01% |
11,127
+9,248
| +492% | +$329K |
2024 Q2
5 quarters
|
|
4956
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$714M
| $402K | ﹤0.01% |
7,106
-372
| -5% | -$20.6K |
2022 Q3
12 quarters
|
|
4957
Anavex Life Sciences
AVXL
$169M
| $401K | ﹤0.01% |
45,065
-4,073
| -8% | -$41.3K |
2019 Q2
25 quarters
|
|
|
CHA
4958
Chagee Holdings Ltd
CHA
$2.09B
| $401K | ﹤0.01% |
24,208
+23,213
| +2,333% | +$504K |
2025 Q2
1 quarter
|
|
|
UFG
4959
Uni-Fuels Holdings
UFG
$14.3M
| $399K | ﹤0.01% |
+48,054
| New | +$221K |
2025 Q3
0 quarters
|
|
4960
PUT
Dave Inc
DAVE
$4.42B
| $399K | ﹤0.01% |
+2,000
| New | +$432K |
2025 Q3
0 quarters
|
|
|
VOYG
4961
Voyager Technologies
VOYG
$1.89B
| $398K | ﹤0.01% |
13,380
+13,352
| +47,686% | +$462K |
2025 Q2
1 quarter
|
|
4962
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$55.4M
| $398K | ﹤0.01% |
13,370
-5,081
| -28% | -$146K |
2025 Q1
2 quarters
|
|
4963
PUT
Transocean
RIG
$5.77B
| $398K | ﹤0.01% |
+127,600
| New | +$385K |
2025 Q3
0 quarters
|
|
4964
CALL
Compass
COMP
$7.08B
| $395K | ﹤0.01% |
+49,200
| New | +$399K |
2025 Q3
0 quarters
|
|
4965
Rocky Brands
RCKY
$350M
| $394K | ﹤0.01% |
13,220
+9,787
| +285% | +$263K |
2016 Q2
37 quarters
|
|
|
BCAX
4966
Bicara Therapeutics
BCAX
$1.17B
| $394K | ﹤0.01% |
24,935
-2,523
| -9% | -$28.2K |
2024 Q3
4 quarters
|
|
4967
Portillo's
PTLO
$255M
| $392K | ﹤0.01% |
60,724
-480,924
| -89% | -$4.06M |
2021 Q4
15 quarters
|
|
4968
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.08B
| $390K | ﹤0.01% |
18,514
+4,483
| +32% | +$94.6K |
2022 Q4
11 quarters
|
|
|
GRVY
4969
GRAVITY
GRVY
$476M
| $390K | ﹤0.01% |
6,094
+2,637
| +76% | +$169K |
2023 Q4
7 quarters
|
|
4970
PUT
Shift4
FOUR
$2.86B
| $387K | ﹤0.01% |
+5,000
| New | +$465K |
2025 Q3
0 quarters
|
|
|
RSVR
4971
Reservoir Media
RSVR
$628M
| $386K | ﹤0.01% |
47,377
+8,443
| +22% | +$66K |
2021 Q4
15 quarters
|
|
4972
Green Dot
GDOT
$712M
| $384K | ﹤0.01% |
28,556
-53,880
| -65% | -$665K |
2013 Q2
49 quarters
|
|
4973
Vanguard US Quality Factor ETF
VFQY
$493M
| $383K | ﹤0.01% |
2,538
+685
| +37% | +$102K |
2022 Q4
11 quarters
|
|
4974
CALL
Idaho Strategic Resources
IDR
$437M
| $382K | ﹤0.01% |
+11,300
| New | +$267K |
2025 Q3
0 quarters
|
|
4975
Immunome
IMNM
$2.37B
| $382K | ﹤0.01% |
32,603
-543,527
| -94% | -$5.41M |
2023 Q4
7 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.