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 | |
|---|---|---|---|---|---|---|---|
5076
PUT
Barclays
BCS
$78.9B
| $314K | ﹤0.01% |
+15,200
| New | +$301K |
2025 Q3
0 quarters
|
|
5077
Tejon Ranch
TRC
$446M
| $313K | ﹤0.01% |
19,572
+9,627
| +97% | +$168K |
2015 Q4
39 quarters
|
|
5078
Rezolute
RZLT
$389M
| $312K | ﹤0.01% |
33,201
+1,567
| +5% | +$10.4K |
2025 Q2
1 quarter
|
|
5079
Avantis International Small Cap Value ETF
AVDV
$20B
| $312K | ﹤0.01% |
3,504
-4,575
| -57% | -$385K |
2023 Q2
9 quarters
|
|
5080
West Fraser Timber
WFG
$5.15B
| $310K | ﹤0.01% |
4,563
-41,622
| -90% | -$3.04M |
2021 Q1
18 quarters
|
|
5081
Park-Ohio Holdings
PKOH
$683M
| $309K | ﹤0.01% |
14,561
+2,386
| +20% | +$45.7K |
2013 Q2
49 quarters
|
|
5082
Ponce Financial Group
PDLB
$489M
| $308K | ﹤0.01% |
20,981
+7,516
| +56% | +$109K |
2018 Q2
29 quarters
|
|
|
LCCCU
5083
Lakeshore Acquisition III Corp Unit
LCCCU
$96.2M
| $308K | ﹤0.01% |
30,000
-5,500
| -15% | -$56.4K |
2025 Q2
1 quarter
|
|
|
NOAH
5084
Noah Holdings
NOAH
$539M
| $307K | ﹤0.01% |
+26,490
| New | +$317K |
2025 Q3
0 quarters
|
|
5085
Ituran Location and Control
ITRN
$1.05B
| $307K | ﹤0.01% |
8,588
-8,547
| -50% | -$323K |
2016 Q1
38 quarters
|
|
5086
CALL
Enovix
ENVX
$621M
| $306K | ﹤0.01% |
30,700
-85,757
| -74% | -$949K |
2025 Q1
2 quarters
|
|
5087
Innovator US Equity Power Buffer ETF March
PMAR
$748M
| $306K | ﹤0.01% |
6,959
| – | – |
2024 Q2
5 quarters
|
|
5088
PUT
Zions Bancorporation
ZION
$9.19B
| $306K | ﹤0.01% |
+5,400
| New | +$300K |
2025 Q3
0 quarters
|
|
5089
Accuray
ARAY
$35.4M
| $305K | ﹤0.01% |
182,494
+132,628
| +266% | +$196K |
2014 Q3
44 quarters
|
|
5090
Invesco S&P SmallCap Industrials ETF
PSCI
$276M
| $305K | ﹤0.01% |
2,039
+103
| +5% | +$14.8K |
2024 Q2
5 quarters
|
|
5091
Paysign
PAYS
$807M
| $304K | ﹤0.01% |
48,323
-15,999
| -25% | -$102K |
2019 Q1
26 quarters
|
|
5092
iShares US Basic Materials ETF
IYM
$1.12B
| $304K | ﹤0.01% |
2,050
+187
| +10% | +$27.3K |
2020 Q4
19 quarters
|
|
5093
TrueShares Structured Outcome July ETF
JULZ
$38.7M
| $304K | ﹤0.01% |
6,553
+2,127
| +48% | +$95.2K |
2025 Q2
1 quarter
|
|
|
DVLT
5094
Datavault AI
DVLT
$150M
| $303K | ﹤0.01% |
+282,662
| New | +$150K |
2025 Q3
0 quarters
|
|
5095
PUT
Insmed
INSM
$24B
| $302K | ﹤0.01% |
2,100
-39,200
| -95% | -$4.8M |
2025 Q2
1 quarter
|
|
5096
CALL
Wingstop
WING
$2.89B
| $302K | ﹤0.01% |
+1,200
| New | +$373K |
2025 Q3
0 quarters
|
|
5097
Kura Oncology
KURA
$945M
| $301K | ﹤0.01% |
34,036
-58,655
| -63% | -$418K |
2017 Q3
32 quarters
|
|
5098
Douglas Elliman
DOUG
$142M
| $300K | ﹤0.01% |
104,952
-11,056
| -10% | -$29K |
2021 Q4
15 quarters
|
|
5099
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$537M
| $298K | ﹤0.01% |
6,000
+5,250
| +700% | +$259K |
2025 Q2
1 quarter
|
|
5100
Lifeway Foods
LWAY
$317M
| $297K | ﹤0.01% |
10,712
-2,760
| -20% | -$77.6K |
2024 Q2
5 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.