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 | |
|---|---|---|---|---|---|---|---|
|
RAPP
5101
Rapport Therapeutics
RAPP
$1.54B
| $297K | ﹤0.01% |
9,984
-551
| -5% | -$9.83K |
2024 Q3
4 quarters
|
|
5102
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$83.3M
| $296K | ﹤0.01% |
5,517
-101
| -2% | -$5.39K |
2025 Q1
2 quarters
|
|
5103
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$388M
| $296K | ﹤0.01% |
4,359
-507
| -10% | -$33.5K |
2020 Q4
19 quarters
|
|
5104
CSP Inc
CSPI
$77.2M
| $296K | ﹤0.01% |
25,595
-484
| -2% | -$5.67K |
2017 Q3
32 quarters
|
|
5105
Olema Pharmaceuticals
OLMA
$719M
| $295K | ﹤0.01% |
30,131
-2,348
| -7% | -$14.1K |
2020 Q4
19 quarters
|
|
5106
CEVA Inc
CEVA
$1.03B
| $295K | ﹤0.01% |
11,168
-1,554
| -12% | -$36.2K |
2016 Q3
36 quarters
|
|
|
BRT
5107
BRT Apartments
BRT
$249M
| $295K | ﹤0.01% |
18,826
+4,537
| +32% | +$70.9K |
2018 Q2
29 quarters
|
|
5108
ARKO Corp
ARKO
$464M
| $294K | ﹤0.01% |
64,417
-669,189
| -91% | -$3.16M |
2020 Q1
22 quarters
|
|
5109
Adams Diversified Equity Fund
ADX
$3.22B
| $294K | ﹤0.01% |
13,169
+166
| +1% | +$3.63K |
2015 Q4
39 quarters
|
|
5110
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $292K | ﹤0.01% |
3,675
-50
| -1% | -$3.89K |
2022 Q4
11 quarters
|
|
5111
Invesco Large Cap Growth ETF
PWB
$2.7B
| $291K | ﹤0.01% |
2,321
| – | – |
2016 Q1
38 quarters
|
|
5112
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.42B
| $291K | ﹤0.01% |
6,535
| – | – |
2022 Q2
13 quarters
|
|
5113
Mesa Laboratories
MLAB
$747M
| $290K | ﹤0.01% |
4,321
-717
| -14% | -$51.6K |
2017 Q4
31 quarters
|
|
5114
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$62.4M
| $289K | ﹤0.01% |
7,277
-42,627
| -85% | -$1.65M |
2024 Q3
4 quarters
|
|
|
OSG
5115
Octave Specialty Group
OSG
$201M
| $288K | ﹤0.01% |
34,555
+3,324
| +11% | +$28.1K |
2013 Q2
49 quarters
|
|
|
TOPT
5116
iShares Top 20 U.S. Stocks ETF
TOPT
$717M
| $288K | ﹤0.01% |
+9,452
| New | +$272K |
2025 Q3
0 quarters
|
|
5117
MVB Financial
MVBF
$396M
| $288K | ﹤0.01% |
11,474
+5,881
| +105% | +$140K |
2018 Q2
29 quarters
|
|
5118
Citizens & Northern Corp
CZNC
$456M
| $287K | ﹤0.01% |
14,504
+892
| +7% | +$17.6K |
2013 Q2
49 quarters
|
|
5119
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.26B
| $287K | ﹤0.01% |
5,829
| – | – |
2023 Q4
7 quarters
|
|
5120
Innovator Defined Wealth Shield ETF
BALT
$2.98B
| $286K | ﹤0.01% |
8,729
+8,098
| +1,283% | +$263K |
2023 Q1
10 quarters
|
|
5121
Tango Therapeutics
TNGX
$3.96B
| $285K | ﹤0.01% |
33,916
-32,759
| -49% | -$222K |
2021 Q3
16 quarters
|
|
5122
RGC Resources
RGCO
$222M
| $284K | ﹤0.01% |
12,678
+2,502
| +25% | +$54.8K |
2023 Q1
10 quarters
|
|
5123
Kamada
KMDA
$474M
| $284K | ﹤0.01% |
40,984
+12,442
| +44% | +$90.5K |
2024 Q4
3 quarters
|
|
5124
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$239M
| $284K | ﹤0.01% |
7,877
+2,273
| +41% | +$80.7K |
2025 Q1
2 quarters
|
|
5125
Kornit Digital
KRNT
$738M
| $284K | ﹤0.01% |
21,057
+7,213
| +52% | +$123K |
2020 Q1
22 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.