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 | |
|---|---|---|---|---|---|---|---|
5051
Roundhill Metaverse ETF
METV
$227M
| $335K | ﹤0.01% |
16,263
+15,698
| +2,778% | +$297K |
2024 Q2
5 quarters
|
|
5052
Acacia Research
ACTG
$424M
| $335K | ﹤0.01% |
103,031
+85,784
| +497% | +$297K |
2015 Q4
39 quarters
|
|
|
BBUC
5053
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.27B
| $333K | ﹤0.01% |
9,919
-46,168
| -82% | -$1.49M |
2022 Q1
14 quarters
|
|
5054
CALL
James Hardie Industries
JHX
$14.7B
| $332K | ﹤0.01% |
+17,304
| New | +$414K |
2025 Q3
0 quarters
|
|
5055
CALL
Alamos Gold
AGI
$13.5B
| $331K | ﹤0.01% |
+9,500
| New | +$272K |
2025 Q3
0 quarters
|
|
5056
ProShares Ultra Gold
UGL
$733M
| $329K | ﹤0.01% |
7,132
-2,078
| -23% | -$78.2K |
2023 Q2
9 quarters
|
|
5057
CALL
American Tower
AMT
$76.2B
| $327K | ﹤0.01% |
+1,700
| New | +$354K |
2025 Q3
0 quarters
|
|
5058
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
| $326K | ﹤0.01% |
1,906
-8,947
| -82% | -$1.48M |
2023 Q4
7 quarters
|
|
|
BWAY
5059
Brainsway
BWAY
$502M
| $326K | ﹤0.01% |
43,278
+46
| +0.1% | +$317 |
2024 Q2
5 quarters
|
|
5060
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $326K | ﹤0.01% |
5,824
+5,761
| +9,144% | +$316K |
2022 Q4
11 quarters
|
|
5061
CALL
Cipher Digital
CIFR
$6.43B
| $325K | ﹤0.01% |
+25,800
| New | +$195K |
2025 Q3
0 quarters
|
|
5062
Jakks Pacific
JAKK
$306M
| $325K | ﹤0.01% |
17,335
-29,033
| -63% | -$534K |
2021 Q1
18 quarters
|
|
|
BDCIU
5063
BTC Development Corp Unit
BDCIU
$234M
| $323K | ﹤0.01% |
+32,000
| New | +$323K |
2025 Q3
0 quarters
|
|
5064
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$409M
| $323K | ﹤0.01% |
12,118
-671
| -5% | -$17.7K |
2022 Q4
11 quarters
|
|
5065
ACNB Corp
ACNB
$650M
| $320K | ﹤0.01% |
7,276
+1,775
| +32% | +$78.2K |
2017 Q4
31 quarters
|
|
5066
FTAI Infrastructure
FIP
$318M
| $320K | ﹤0.01% |
73,486
+17,569
| +31% | +$95.2K |
2023 Q2
9 quarters
|
|
5067
Birkenstock
BIRK
$5.49B
| $320K | ﹤0.01% |
7,069
+2,946
| +71% | +$144K |
2023 Q4
7 quarters
|
|
|
DRUG
5068
Bright Minds Biosciences
DRUG
$485M
| $319K | ﹤0.01% |
5,265
+3,092
| +142% | +$120K |
2025 Q1
2 quarters
|
|
5069
Zai Lab
ZLAB
$2.7B
| $319K | ﹤0.01% |
9,407
-384
| -4% | -$13.2K |
2020 Q1
22 quarters
|
|
5070
Matthews International
MATW
$600M
| $319K | ﹤0.01% |
13,125
-2,674
| -17% | -$65.6K |
2013 Q2
49 quarters
|
|
5071
Southern California Bancorp
BCAL
$697M
| $318K | ﹤0.01% |
19,077
+8,417
| +79% | +$138K |
2023 Q4
7 quarters
|
|
5072
PUT
Opendoor
OPEN
$2.37B
| $318K | ﹤0.01% |
+41,230
| New | +$167K |
2025 Q3
0 quarters
|
|
|
PRSU
5073
Pursuit Attractions and Hospitality Inc
PRSU
$1.42B
| $318K | ﹤0.01% |
8,782
-1,449
| -14% | -$49K |
2013 Q2
49 quarters
|
|
5074
Farmers & Merchants Bancorp
FMAO
$485M
| $318K | ﹤0.01% |
12,702
+2,172
| +21% | +$56K |
2017 Q4
31 quarters
|
|
5075
Limoneira
LMNR
$218M
| $318K | ﹤0.01% |
21,384
-22,854
| -52% | -$353K |
2017 Q4
31 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.