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 | |
|---|---|---|---|---|---|---|---|
5226
CALL
Pitney Bowes
PBI
$2.28B
| $236K | ﹤0.01% |
+20,700
| New | +$241K |
2025 Q3
0 quarters
|
|
5227
Timberland Bancorp
TSBK
$349M
| $236K | ﹤0.01% |
7,090
+1,232
| +21% | +$40.9K |
2023 Q1
10 quarters
|
|
5228
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
| $236K | ﹤0.01% |
3,704
+10
| +0.3% | +$610 |
2024 Q1
6 quarters
|
|
5229
EVI Industries
EVI
$250M
| $235K | ﹤0.01% |
7,421
-617
| -8% | -$16.1K |
2023 Q2
9 quarters
|
|
5230
State Street SPDR NYSE Technology ETF
XNTK
$2.14B
| $233K | ﹤0.01% |
855
+181
| +27% | +$44.6K |
2020 Q3
20 quarters
|
|
5231
Savers
SVV
$1.43B
| $233K | ﹤0.01% |
17,585
+3,707
| +27% | +$42.6K |
2023 Q2
9 quarters
|
|
5232
Clarus
CLAR
$130M
| $233K | ﹤0.01% |
66,498
+51,548
| +345% | +$186K |
2017 Q1
34 quarters
|
|
5233
American Century Diversified Municipal Bond ETF
TAXF
$676M
| $232K | ﹤0.01% |
+4,621
| New | +$227K |
2025 Q3
0 quarters
|
|
5234
Goldman Sachs BDC
GSBD
$1.03B
| $232K | ﹤0.01% |
22,807
-121,873
| -84% | -$1.39M |
2017 Q1
34 quarters
|
|
5235
ProShares Short S&P500
SH
$956M
| $232K | ﹤0.01% |
6,269
-1,125
| -15% | -$43.4K |
2024 Q4
3 quarters
|
|
5236
Motley Fool 100 Index ETF
TMFC
$2.13B
| $231K | ﹤0.01% |
3,275
+3,025
| +1,210% | +$203K |
2024 Q1
6 quarters
|
|
5237
AMES National
ATLO
$282M
| $231K | ﹤0.01% |
11,420
+3,257
| +40% | +$62.7K |
2017 Q4
31 quarters
|
|
5238
State Street SPDR S&P Telecom ETF
XTL
$552M
| $231K | ﹤0.01% |
1,648
-1,000
| -38% | -$128K |
2016 Q1
38 quarters
|
|
5239
PUT
Huntington Ingalls Industries
HII
$10.6B
| $230K | ﹤0.01% |
800
| – | – |
2025 Q2
1 quarter
|
|
5240
Ginkgo Bioworks
DNA
$846M
| $230K | ﹤0.01% |
15,777
-2,690
| -15% | -$32.2K |
2021 Q3
16 quarters
|
|
|
GBFH
5241
GBank Financial Holdings
GBFH
$265M
| $230K | ﹤0.01% |
5,856
+1,587
| +37% | +$62.6K |
2025 Q2
1 quarter
|
|
5242
PCB Bancorp
PCB
$397M
| $229K | ﹤0.01% |
10,901
+2,692
| +33% | +$57.9K |
2018 Q3
28 quarters
|
|
5243
John Marshall Bancorp
JMSB
$326M
| $229K | ﹤0.01% |
11,548
+2,063
| +22% | +$40.3K |
2022 Q2
13 quarters
|
|
|
VTLE
5244
DELISTED
Vital Energy
VTLE
| $229K | ﹤0.01% |
13,544
-949
| -7% | -$16K |
2013 Q2
49 quarters
|
|
5245
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.67B
| $229K | ﹤0.01% |
2,679
-3,058
| -53% | -$258K |
2022 Q4
11 quarters
|
|
5246
Innovator US Equity Power Buffer ETF October
POCT
$959M
| $228K | ﹤0.01% |
+5,299
| New | +$224K |
2025 Q3
0 quarters
|
|
|
RPT
5247
Rithm Property Trust
RPT
$85M
| $228K | ﹤0.01% |
15,073
+4,799
| +47% | +$76.1K |
2017 Q3
32 quarters
|
|
5248
Savara
SVRA
$1B
| $228K | ﹤0.01% |
63,835
-4,673
| -7% | -$13.8K |
2018 Q1
30 quarters
|
|
5249
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$139M
| $228K | ﹤0.01% |
+2,300
| New | +$227K |
2025 Q3
0 quarters
|
|
|
HLSQ
5250
Tessera Defense and Homeland Security Inc.
HLSQ
$947K
| $226K | ﹤0.01% |
2,263
| – | – |
2024 Q4
3 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.