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 | |
|---|---|---|---|---|---|---|---|
5026
Vident US Bond Strategy ETF
VBND
$507M
| $350K | ﹤0.01% |
7,902
-510
| -6% | -$22.3K |
2024 Q2
5 quarters
|
|
5027
First Bank
FRBA
$439M
| $350K | ﹤0.01% |
21,464
+4,503
| +27% | +$72.1K |
2018 Q2
29 quarters
|
|
|
WOW
5028
DELISTED
WideOpenWest
WOW
| $349K | ﹤0.01% |
67,602
-628,820
| -90% | -$2.82M |
2017 Q4
31 quarters
|
|
5029
Innovator US Small Cap Power Buffer ETF October
KOCT
$130M
| $349K | ﹤0.01% |
10,557
+3,934
| +59% | +$125K |
2024 Q3
4 quarters
|
|
5030
Bankwell Financial Group
BWFG
$523M
| $348K | ﹤0.01% |
7,875
+2,217
| +39% | +$91K |
2017 Q4
31 quarters
|
|
5031
AB Tax-Aware Intermediate Municipal ETF
TAFM
$766M
| $348K | ﹤0.01% |
13,702
| – | – |
2025 Q1
2 quarters
|
|
5032
E.W. Scripps
SSP
$251M
| $346K | ﹤0.01% |
140,628
-378,675
| -73% | -$1.17M |
2013 Q2
49 quarters
|
|
5033
VanEck Morningstar SMID Moat ETF
SMOT
$305M
| $345K | ﹤0.01% |
9,573
+9,493
| +11,866% | +$341K |
2025 Q2
1 quarter
|
|
|
NHICU
5034
DELISTED
NewHold Investment Corp III Units
NHICU
| $345K | ﹤0.01% |
33,366
-166,634
| -83% | -$1.72M |
2025 Q1
2 quarters
|
|
5035
Sight Sciences
SGHT
$472M
| $344K | ﹤0.01% |
99,902
-33,826
| -25% | -$126K |
2021 Q3
16 quarters
|
|
|
SRDX
5036
DELISTED
Surmodics
SRDX
| $343K | ﹤0.01% |
11,483
+1,865
| +19% | +$62.3K |
2013 Q2
49 quarters
|
|
|
RTACU
5037
Renatus Tactical Acquisition Corp I Unit
RTACU
| $343K | ﹤0.01% |
30,000
-9,217
| -24% | -$110K |
2025 Q2
1 quarter
|
|
|
KMTS
5038
Kestra Medical Technologies
KMTS
$1.63B
| $343K | ﹤0.01% |
14,425
-1,044
| -7% | -$18.7K |
2025 Q2
1 quarter
|
|
5039
Southern First Bancshares
SFST
$574M
| $342K | ﹤0.01% |
7,760
+1,623
| +26% | +$69.3K |
2017 Q4
31 quarters
|
|
5040
PUT
Viking Therapeutics
VKTX
$3.78B
| $342K | ﹤0.01% |
13,000
-37,000
| -74% | -$1.1M |
2025 Q2
1 quarter
|
|
|
API
5041
Agora
API
$344M
| $342K | ﹤0.01% |
89,432
-90,298
| -50% | -$341K |
2020 Q2
21 quarters
|
|
|
CHYM
5042
Chime Financial
CHYM
$10.3B
| $341K | ﹤0.01% |
16,931
-3,161
| -16% | -$89.8K |
2025 Q2
1 quarter
|
|
5043
Aviat Networks
AVNW
$266M
| $341K | ﹤0.01% |
14,882
-463
| -3% | -$10.6K |
2015 Q4
39 quarters
|
|
5044
iShares Preferred and Income Securities ETF
PFF
$12.4B
| $341K | ﹤0.01% |
10,789
-1,193
| -10% | -$37.5K |
2013 Q2
49 quarters
|
|
|
ITIC
5045
Investors Title Co
ITIC
$548M
| $341K | ﹤0.01% |
1,273
-3,608
| -74% | -$839K |
2017 Q3
32 quarters
|
|
|
IFLN
5046
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$289M
| $341K | ﹤0.01% |
18,343
+11,360
| +163% | +$210K |
2022 Q4
11 quarters
|
|
|
RGTU
5047
Tradr 2X Long RGTI Daily ETF
RGTU
$8.37M
| $341K | ﹤0.01% |
+2,400
| New | +$141K |
2025 Q3
0 quarters
|
|
5048
Lincoln Educational Services
LINC
$698M
| $340K | ﹤0.01% |
14,460
-22,479
| -61% | -$482K |
2023 Q2
9 quarters
|
|
|
TEM
5049
CALL
Tempus AI
TEM
$14B
| $339K | ﹤0.01% |
+4,200
| New | +$294K |
2025 Q3
0 quarters
|
|
|
BORR
5050
Borr Drilling
BORR
$1.2B
| $336K | ﹤0.01% |
125,019
-2,228
| -2% | -$5.54K |
2022 Q1
14 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.