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 | |
|---|---|---|---|---|---|---|---|
5176
Investar Holding Corp
ISTR
$401M
| $258K | ﹤0.01% |
11,117
+5,379
| +94% | +$121K |
2023 Q4
7 quarters
|
|
|
ALFUW
5177
Centurion Acquisition Corp Warrant
ALFUW
$3.96M
| – | – |
0
| – | – |
2024 Q4
3 quarters
|
|
5178
Fidelity Magellan ETF
FMAG
$248M
| $257K | ﹤0.01% |
+7,303
| New | +$255K |
2025 Q3
0 quarters
|
|
5179
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.45B
| $257K | ﹤0.01% |
4,546
+4,536
| +45,360% | +$253K |
2024 Q1
6 quarters
|
|
|
GTERU
5180
Globa Terra Acquisition Corp Units
GTERU
| $255K | ﹤0.01% |
+25,000
| New | +$254K |
2025 Q3
0 quarters
|
|
5181
Counterpoint Quantitative Equity ETF
CPAI
$468M
| $255K | ﹤0.01% |
6,461
+331
| +5% | +$12.2K |
2025 Q1
2 quarters
|
|
|
JANM
5182
FT U.S. Equity Max Buffer ETF - January
JANM
$37M
| $255K | ﹤0.01% |
7,858
| – | – |
2025 Q1
2 quarters
|
|
|
NMAX
5183
Newsmax Inc
NMAX
$1.24B
| $254K | ﹤0.01% |
20,516
-1,833
| -8% | -$24.7K |
2025 Q2
1 quarter
|
|
|
NESR
5184
National Energy Services Reunited Corp
NESR
$2.56B
| $253K | ﹤0.01% |
24,701
-4,232
| -15% | -$33.9K |
2024 Q4
3 quarters
|
|
5185
Gencor Industries
GENC
$258M
| $253K | ﹤0.01% |
17,286
+2,383
| +16% | +$36.1K |
2017 Q4
31 quarters
|
|
|
KALV
5186
DELISTED
KalVista Pharmaceuticals
KALV
| $253K | ﹤0.01% |
20,759
-2,459
| -11% | -$34K |
2017 Q4
31 quarters
|
|
|
SNCY
5187
DELISTED
Sun Country Airlines
SNCY
| $253K | ﹤0.01% |
21,409
-3,132
| -13% | -$38.7K |
2021 Q2
17 quarters
|
|
|
INACU
5188
Indigo Acquisition Corp Unit
INACU
| $253K | ﹤0.01% |
+25,000
| New | +$252K |
2025 Q3
0 quarters
|
|
5189
Anika Therapeutics
ANIK
$256M
| $253K | ﹤0.01% |
26,863
+52
| +0.2% | +$497 |
2015 Q4
39 quarters
|
|
5190
Norwood Financial Corp
NWFL
$365M
| $252K | ﹤0.01% |
9,923
+2,450
| +33% | +$62.5K |
2023 Q1
10 quarters
|
|
|
AXINU
5191
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$190M
| $252K | ﹤0.01% |
25,000
| – | – |
2025 Q2
1 quarter
|
|
|
SEI
5192
CALL
Solaris Energy Infrastructure
SEI
$4.93B
| $252K | ﹤0.01% |
+6,300
| New | +$197K |
2025 Q3
0 quarters
|
|
5193
FIGS
FIGS
$2.28B
| $251K | ﹤0.01% |
37,526
-26,402
| -41% | -$174K |
2021 Q2
17 quarters
|
|
5194
Friedman Industries
FRD
$291M
| $251K | ﹤0.01% |
11,465
+5,101
| +80% | +$93.5K |
2023 Q3
8 quarters
|
|
|
HCMA
5195
HCM III Acquisition Corp
HCMA
$347M
| $251K | ﹤0.01% |
+24,813
| New | +$251K |
2025 Q3
0 quarters
|
|
|
VNMEU
5196
Vendome Acquisition Corp I Unit
VNMEU
| $250K | ﹤0.01% |
+25,000
| New | +$250K |
2025 Q3
0 quarters
|
|
|
LATAU
5197
Galata Acquisition Corp. II Units
LATAU
| $250K | ﹤0.01% |
+25,000
| New | +$250K |
2025 Q3
0 quarters
|
|
5198
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$571M
| $249K | ﹤0.01% |
5,934
+150
| +3% | +$5.58K |
2021 Q1
18 quarters
|
|
5199
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
| $249K | ﹤0.01% |
4,961
+4,000
| +416% | +$195K |
2024 Q3
4 quarters
|
|
5200
CALL
Quanta Services
PWR
$101B
| $249K | ﹤0.01% |
+600
| New | +$233K |
2025 Q3
0 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.