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 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5226
Timberland Bancorp
TSBK
$358M
| $236K | ﹤0.01% |
7,090
+1,232
| +21% | +$40.9K |
|
5227
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
| $236K | ﹤0.01% |
3,704
+10
| +0.3% | +$610 |
|
5228
EVI Industries
EVI
$211M
| $235K | ﹤0.01% |
7,421
-617
| -8% | -$16.1K |
|
5229
State Street SPDR NYSE Technology ETF
XNTK
$2.26B
| $233K | ﹤0.01% |
855
+181
| +27% | +$44.6K |
|
5230
Savers
SVV
$1.64B
| $233K | ﹤0.01% |
17,585
+3,707
| +27% | +$42.6K |
|
5231
Clarus
CLAR
$140M
| $233K | ﹤0.01% |
66,498
+51,548
| +345% | +$186K |
|
5232
American Century Diversified Municipal Bond ETF
TAXF
$686M
| $232K | ﹤0.01% |
+4,621
| New | +$227K |
|
5233
Goldman Sachs BDC
GSBD
$1.11B
| $232K | ﹤0.01% |
22,807
-121,873
| -84% | -$1.39M |
|
5234
ProShares Short S&P500
SH
$841M
| $232K | ﹤0.01% |
6,269
-1,125
| -15% | -$43.4K |
|
5235
Motley Fool 100 Index ETF
TMFC
$2.12B
| $231K | ﹤0.01% |
3,275
+3,025
| +1,210% | +$203K |
|
5236
AMES National
ATLO
$280M
| $231K | ﹤0.01% |
11,420
+3,257
| +40% | +$62.7K |
|
5237
State Street SPDR S&P Telecom ETF
XTL
$559M
| $231K | ﹤0.01% |
1,648
-1,000
| -38% | -$128K |
|
5238
PUT
Huntington Ingalls Industries
HII
$12.9B
| $230K | ﹤0.01% |
800
| – | – |
|
5239
Ginkgo Bioworks
DNA
$457M
| $230K | ﹤0.01% |
15,777
-2,690
| -15% | -$32.2K |
|
|
GBFH
5240
GBank Financial Holdings
GBFH
$311M
| $230K | ﹤0.01% |
5,856
+1,587
| +37% | +$62.6K |
|
5241
PCB Bancorp
PCB
$399M
| $229K | ﹤0.01% |
10,901
+2,692
| +33% | +$57.9K |
|
5242
John Marshall Bancorp
JMSB
$328M
| $229K | ﹤0.01% |
11,548
+2,063
| +22% | +$40.3K |
|
|
VTLE
5243
DELISTED
Vital Energy
VTLE
| $229K | ﹤0.01% |
13,544
-949
| -7% | -$16K |
|
5244
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
| $229K | ﹤0.01% |
2,679
-3,058
| -53% | -$258K |
|
5245
Innovator US Equity Power Buffer ETF October
POCT
$975M
| $228K | ﹤0.01% |
+5,299
| New | +$224K |
|
|
RPT
5246
Rithm Property Trust
RPT
$104M
| $228K | ﹤0.01% |
15,073
+4,799
| +47% | +$76.1K |
|
5247
Savara
SVRA
$1.11B
| $228K | ﹤0.01% |
63,835
-4,673
| -7% | -$13.8K |
|
5248
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$161M
| $228K | ﹤0.01% |
+2,300
| New | +$227K |
|
5249
BiomX
PHGE
$1.59M
| $226K | ﹤0.01% |
22,632
| – | – |
|
|
MBCN
5250
DELISTED
Middlefield Banc Corp
MBCN
| $225K | ﹤0.01% |
7,504
+1,313
| +21% | +$39.5K |
|
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 481 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 Financials and Consumer Discretionary.
- 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 481 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.