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 | |
|---|---|---|---|---|---|---|---|
5151
Carlyle Secured Lending
CGBD
$735M
| $269K | ﹤0.01% |
21,500
-716
| -3% | -$9.83K |
2018 Q2
29 quarters
|
|
5152
Caledonia Mining Corp
CMCL
$466M
| $268K | ﹤0.01% |
7,388
-2,171
| -23% | -$55.2K |
2019 Q1
26 quarters
|
|
5153
PUT
Pan American Silver
PAAS
$18.7B
| $267K | ﹤0.01% |
+6,900
| New | +$222K |
2025 Q3
0 quarters
|
|
5154
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$134M
| $267K | ﹤0.01% |
7,680
+7,351
| +2,234% | +$251K |
2023 Q3
8 quarters
|
|
5155
Global Water Resources
GWRS
$234M
| $267K | ﹤0.01% |
25,879
+5,698
| +28% | +$56.9K |
2017 Q4
31 quarters
|
|
5156
RCM Technologies
RCMT
$300M
| $266K | ﹤0.01% |
10,007
+7,687
| +331% | +$197K |
2023 Q4
7 quarters
|
|
|
VCIC
5157
DELISTED
Vine Hill Capital Investment Corp
VCIC
| $266K | ﹤0.01% |
+24,796
| New | +$261K |
2025 Q3
0 quarters
|
|
5158
ClearShares Ultra-Short Maturity ETF
OPER
$115M
| $265K | ﹤0.01% |
2,650
-3,339
| -56% | -$335K |
2025 Q1
2 quarters
|
|
|
PSIX
5159
Power Solutions International
PSIX
$1.06B
| $264K | ﹤0.01% |
2,689
-408
| -13% | -$36.2K |
2025 Q1
2 quarters
|
|
5160
PIMCO Ultra Short Government Active ETF
BILZ
$866M
| $264K | ﹤0.01% |
+2,609
| New | +$264K |
2025 Q1
2 quarters
|
|
|
ETOR
5161
eToro Group
ETOR
$2.01B
| $264K | ﹤0.01% |
+6,399
| New | +$329K |
2025 Q3
0 quarters
|
|
5162
Bloomin' Brands
BLMN
$712M
| $264K | ﹤0.01% |
36,791
-375,917
| -91% | -$3.02M |
2014 Q4
43 quarters
|
|
5163
Freedom 100 Emerging Markets ETF
FRDM
$3.58B
| $263K | ﹤0.01% |
5,946
+5,762
| +3,132% | +$242K |
2025 Q1
2 quarters
|
|
5164
Johnson Outdoors
JOUT
$469M
| $263K | ﹤0.01% |
6,518
-8,609
| -57% | -$321K |
2017 Q1
34 quarters
|
|
5165
Innovator US Equity Buffer ETF June
BJUN
$244M
| $263K | ﹤0.01% |
5,743
+1,029
| +22% | +$46K |
2024 Q4
3 quarters
|
|
5166
Franklin High Yield Corporate ETF
FLHY
$1.22B
| $262K | ﹤0.01% |
10,687
-160
| -1% | -$3.89K |
2023 Q3
8 quarters
|
|
5167
Advantage Solutions
ADV
$356M
| $262K | ﹤0.01% |
6,854
+3,017
| +79% | +$125K |
2020 Q1
22 quarters
|
|
5168
Blue Ridge Bankshares
BRBS
$350M
| $261K | ﹤0.01% |
61,791
-26,452
| -30% | -$102K |
2021 Q2
17 quarters
|
|
5169
CALL
Alcon
ALC
$30.8B
| $261K | ﹤0.01% |
3,500
+1,700
| +94% | +$142K |
2025 Q1
2 quarters
|
|
|
EGHAU
5170
EGH Acquisition Corp Unit
EGHAU
| $260K | ﹤0.01% |
25,500
| – | – |
2025 Q2
1 quarter
|
|
5171
Invesco CurrencyShares Euro Currency Trust
FXE
$363M
| $260K | ﹤0.01% |
2,398
-11
| -0.5% | -$1.19K |
2025 Q2
1 quarter
|
|
5172
Usana Health Sciences
USNA
$270M
| $259K | ﹤0.01% |
9,404
-507
| -5% | -$15.6K |
2013 Q2
49 quarters
|
|
|
PELIU
5173
DELISTED
Pelican Acquisition Corp Unit
PELIU
| $259K | ﹤0.01% |
25,000
| – | – |
2025 Q2
1 quarter
|
|
5174
ArriVent BioPharma
AVBP
$1.42B
| $258K | ﹤0.01% |
13,991
-418
| -3% | -$8.21K |
2024 Q1
6 quarters
|
|
5175
Franklin US Treasury Bond ETF
FLGV
$1.02B
| $258K | ﹤0.01% |
12,503
+3,486
| +39% | +$71.4K |
2023 Q3
8 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.