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 | |
|---|---|---|---|---|---|---|---|
5276
PUT
McCormick & Company Non-Voting
MKC
$12B
| $214K | ﹤0.01% |
+3,200
| New | +$224K |
2025 Q3
0 quarters
|
|
|
XHYF
5277
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
| $213K | ﹤0.01% |
5,580
-2,789
| -33% | -$106K |
2024 Q2
5 quarters
|
|
5278
Mission Produce
AVO
$1.14B
| $213K | ﹤0.01% |
17,690
-5,234
| -23% | -$64.6K |
2020 Q4
19 quarters
|
|
|
SEVN
5279
Seven Hills Realty Trust
SEVN
$154M
| $212K | ﹤0.01% |
20,607
+4,778
| +30% | +$52.1K |
2023 Q4
7 quarters
|
|
5280
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
| $210K | ﹤0.01% |
4,978
-22
| -0.4% | -$926 |
2023 Q3
8 quarters
|
|
5281
Eastern Company
EML
$150M
| $210K | ﹤0.01% |
8,950
+2,338
| +35% | +$55.4K |
2017 Q4
31 quarters
|
|
|
MTLS
5282
Materialise
MTLS
$488M
| $210K | ﹤0.01% |
37,663
-40,051
| -52% | -$215K |
2023 Q4
7 quarters
|
|
5283
Karooooo
KARO
$1.86B
| $209K | ﹤0.01% |
3,664
-4,425
| -55% | -$225K |
2023 Q3
8 quarters
|
|
5284
Gevo
GEVO
$329M
| $209K | ﹤0.01% |
106,741
-14,564
| -12% | -$23.7K |
2019 Q4
23 quarters
|
|
5285
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$574M
| $209K | ﹤0.01% |
2,276
-1,855
| -45% | -$160K |
2022 Q4
11 quarters
|
|
5286
CALL
Telephone and Data Systems
TDS
$4.1B
| $208K | ﹤0.01% |
+5,300
| New | +$204K |
2025 Q3
0 quarters
|
|
|
GRDN
5287
Guardian Pharmacy Services
GRDN
$2.62B
| $207K | ﹤0.01% |
7,899
+1,872
| +31% | +$44.6K |
2024 Q4
3 quarters
|
|
5288
Caleres
CAL
$421M
| $207K | ﹤0.01% |
15,878
-8,653
| -35% | -$125K |
2013 Q2
49 quarters
|
|
5289
First Trust International Developed Capital Strength ETF
FICS
$194M
| $206K | ﹤0.01% |
5,410
-80
| -1% | -$3.1K |
2024 Q2
5 quarters
|
|
5290
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$93.6M
| $205K | ﹤0.01% |
6,561
| – | – |
2024 Q4
3 quarters
|
|
5291
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
| $205K | ﹤0.01% |
4,480
+1,203
| +37% | +$53.9K |
2017 Q4
31 quarters
|
|
|
MAZE
5292
Maze Therapeutics
MAZE
$1.5B
| $205K | ﹤0.01% |
7,890
+3,524
| +81% | +$59.5K |
2025 Q1
2 quarters
|
|
|
FEBU
5293
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$51.8M
| $205K | ﹤0.01% |
+7,500
| New | +$198K |
2025 Q3
0 quarters
|
|
5294
LCNB Corp
LCNB
$268M
| $204K | ﹤0.01% |
13,636
+3,860
| +39% | +$59.6K |
2017 Q4
31 quarters
|
|
|
PINE
5295
Alpine Income Property Trust
PINE
$316M
| $204K | ﹤0.01% |
14,396
+788
| +6% | +$11.5K |
2021 Q4
15 quarters
|
|
5296
CALL
Hewlett Packard
HPE
$90.5B
| $204K | ﹤0.01% |
8,300
-162,600
| -95% | -$3.6M |
2025 Q2
1 quarter
|
|
|
TRUE
5297
DELISTED
TrueCar
TRUE
| $204K | ﹤0.01% |
110,628
-79,999
| -42% | -$161K |
2016 Q4
35 quarters
|
|
5298
Invesco Semiconductors ETF
PSI
$3.08B
| $203K | ﹤0.01% |
2,892
-852
| -23% | -$54K |
2022 Q2
13 quarters
|
|
|
KBDC
5299
Kayne Anderson BDC
KBDC
$834M
| $203K | ﹤0.01% |
15,251
-4,050
| -21% | -$61.5K |
2025 Q1
2 quarters
|
|
|
GDEN
5300
DELISTED
Golden Entertainment
GDEN
| $203K | ﹤0.01% |
8,606
-1,487
| -15% | -$39.6K |
2017 Q4
31 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.