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 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5051
Acacia Research
ACTG
$448M
| $335K | ﹤0.01% |
103,031
+85,784
| +497% | +$297K |
|
|
BBUC
5052
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.03B
| $333K | ﹤0.01% |
9,919
-46,168
| -82% | -$1.49M |
|
5053
CALL
James Hardie Industries
JHX
$18B
| $332K | ﹤0.01% |
+17,304
| New | +$414K |
|
5054
CALL
Alamos Gold
AGI
$14B
| $331K | ﹤0.01% |
+9,500
| New | +$272K |
|
5055
ProShares Ultra Gold
UGL
$801M
| $329K | ﹤0.01% |
7,132
-2,078
| -23% | -$78.2K |
|
5056
CALL
American Tower
AMT
$81.8B
| $327K | ﹤0.01% |
+1,700
| New | +$354K |
|
5057
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.59B
| $326K | ﹤0.01% |
1,906
-8,947
| -82% | -$1.48M |
|
|
BWAY
5058
Brainsway
BWAY
$655M
| $326K | ﹤0.01% |
43,278
+46
| +0.1% | +$317 |
|
5059
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
| $326K | ﹤0.01% |
5,824
+5,761
| +9,144% | +$316K |
|
5060
CALL
Cipher Digital
CIFR
$7.41B
| $325K | ﹤0.01% |
+25,800
| New | +$195K |
|
5061
Jakks Pacific
JAKK
$294M
| $325K | ﹤0.01% |
17,335
-29,033
| -63% | -$534K |
|
|
BDCIU
5062
BTC Development Corp Unit
BDCIU
$233M
| $323K | ﹤0.01% |
+32,000
| New | +$323K |
|
5063
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$423M
| $323K | ﹤0.01% |
12,118
-671
| -5% | -$17.7K |
|
5064
ACNB Corp
ACNB
$660M
| $320K | ﹤0.01% |
7,276
+1,775
| +32% | +$78.2K |
|
5065
FTAI Infrastructure
FIP
$533M
| $320K | ﹤0.01% |
73,486
+17,569
| +31% | +$95.2K |
|
5066
Birkenstock
BIRK
$7B
| $320K | ﹤0.01% |
7,069
+2,946
| +71% | +$144K |
|
|
DRUG
5067
Bright Minds Biosciences
DRUG
$750M
| $319K | ﹤0.01% |
5,265
+3,092
| +142% | +$120K |
|
5068
Zai Lab
ZLAB
$2.91B
| $319K | ﹤0.01% |
9,407
-384
| -4% | -$13.2K |
|
5069
Matthews International
MATW
$725M
| $319K | ﹤0.01% |
13,125
-2,674
| -17% | -$65.6K |
|
5070
Southern California Bancorp
BCAL
$697M
| $318K | ﹤0.01% |
19,077
+8,417
| +79% | +$138K |
|
5071
PUT
Opendoor
OPEN
$3.53B
| $318K | ﹤0.01% |
+41,230
| New | +$167K |
|
|
PRSU
5072
Pursuit Attractions and Hospitality Inc
PRSU
$1.31B
| $318K | ﹤0.01% |
8,782
-1,449
| -14% | -$49K |
|
5073
Farmers & Merchants Bancorp
FMAO
$483M
| $318K | ﹤0.01% |
12,702
+2,172
| +21% | +$56K |
|
5074
Limoneira
LMNR
$251M
| $318K | ﹤0.01% |
21,384
-22,854
| -52% | -$353K |
|
5075
PUT
Barclays
BCS
$94.7B
| $314K | ﹤0.01% |
+15,200
| New | +$301K |
|
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 Financials and Consumer Discretionary.
- 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.