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 | |
|---|---|---|---|---|---|---|---|
|
MBCN
5251
DELISTED
Middlefield Banc Corp
MBCN
| $225K | ﹤0.01% |
7,504
+1,313
| +21% | +$39.5K |
2021 Q4
15 quarters
|
|
|
SHCO
5252
DELISTED
Soho House & Co
SHCO
| $225K | ﹤0.01% |
25,373
-91,464
| -78% | -$721K |
2021 Q3
16 quarters
|
|
5253
Citizens
CIA
$179M
| $224K | ﹤0.01% |
42,753
+1,166
| +3% | +$5.45K |
2023 Q3
8 quarters
|
|
5254
Superior Group of Companies
SGC
$209M
| $224K | ﹤0.01% |
20,922
+14,321
| +217% | +$164K |
2017 Q4
31 quarters
|
|
5255
VanEck Short High Yield Muni ETF
SHYD
$463M
| $224K | ﹤0.01% |
9,774
+4,464
| +84% | +$101K |
2023 Q3
8 quarters
|
|
5256
Viant Technology
DSP
$268M
| $223K | ﹤0.01% |
25,801
-1,320
| -5% | -$15.1K |
2021 Q1
18 quarters
|
|
5257
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$463M
| $221K | ﹤0.01% |
+3,857
| New | +$195K |
2025 Q3
0 quarters
|
|
|
WILC
5258
DELISTED
G. Willi-Food International
WILC
| $220K | ﹤0.01% |
10,903
+8,757
| +408% | +$180K |
2025 Q1
2 quarters
|
|
5259
Solid Biosciences
SLDB
$754M
| $220K | ﹤0.01% |
35,703
+1,324
| +4% | +$7.74K |
2018 Q1
30 quarters
|
|
5260
Main Sector Rotation ETF
SECT
$2.91B
| $219K | ﹤0.01% |
3,482
+3,301
| +1,824% | +$198K |
2023 Q4
7 quarters
|
|
5261
Invesco RAFI Strategic US ETF
IUS
$967M
| $219K | ﹤0.01% |
3,966
-25
| -0.6% | -$1.33K |
2023 Q2
9 quarters
|
|
5262
iShares MSCI Turkey ETF
TUR
$171M
| $219K | ﹤0.01% |
6,394
-27
| -0.4% | -$919 |
2025 Q2
1 quarter
|
|
5263
Princeton Bancorp
BPRN
$300M
| $219K | ﹤0.01% |
6,863
+892
| +15% | +$28.8K |
2018 Q2
29 quarters
|
|
5264
Teucrium Wheat Fund
WEAT
$295M
| $218K | ﹤0.01% |
10,616
+7,661
| +259% | +$165K |
2025 Q2
1 quarter
|
|
5265
Franklin FTSE India ETF
FLIN
$2.51B
| $218K | ﹤0.01% |
5,837
+4,947
| +556% | +$190K |
2024 Q1
6 quarters
|
|
5266
Monro
MNRO
$447M
| $217K | ﹤0.01% |
12,098
-158,230
| -93% | -$2.6M |
2015 Q4
39 quarters
|
|
|
BIOA
5267
BioAge Labs
BIOA
$308M
| $217K | ﹤0.01% |
36,848
+25,638
| +229% | +$120K |
2024 Q3
4 quarters
|
|
|
SUPX
5268
SuperX AI Technology Ltd
SUPX
$292M
| $216K | ﹤0.01% |
+3,351
| New | +$112K |
2025 Q3
0 quarters
|
|
5269
Kodiak Sciences
KOD
$5.76B
| $216K | ﹤0.01% |
13,194
-2,275
| -15% | -$19.6K |
2018 Q4
27 quarters
|
|
5270
Fidelity D&D Bancorp
FDBC
$318M
| $216K | ﹤0.01% |
4,925
+870
| +21% | +$38.2K |
2018 Q2
29 quarters
|
|
|
TTSH
5271
DELISTED
Tile Shop Holdings
TTSH
| $216K | ﹤0.01% |
35,631
+6,756
| +23% | +$43.3K |
2021 Q2
17 quarters
|
|
5272
OneAscent International Equity ETF
OAIM
$387M
| $215K | ﹤0.01% |
5,353
+5,350
| +178,333% | +$209K |
2024 Q4
3 quarters
|
|
5273
MarineMax
HZO
$1.16B
| $215K | ﹤0.01% |
8,482
-1,293
| -13% | -$33K |
2017 Q4
31 quarters
|
|
5274
Solid Power
SLDP
$541M
| $214K | ﹤0.01% |
61,776
-6,732
| -10% | -$25.4K |
2022 Q2
13 quarters
|
|
5275
CALL
McCormick & Company Non-Voting
MKC
$12B
| $214K | ﹤0.01% |
+3,200
| New | +$224K |
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.