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 | |
|---|---|---|---|---|---|---|---|
|
SNCR
5301
DELISTED
Synchronoss Technologies
SNCR
| $202K | ﹤0.01% |
33,261
+3,189
| +11% | +$21.7K |
2018 Q4
27 quarters
|
|
5302
Espey Mfg & Electronics Corp
ESP
$179M
| $202K | ﹤0.01% |
5,102
+5,093
| +56,589% | +$238K |
2022 Q3
12 quarters
|
|
5303
eGain
EGAN
$156M
| $202K | ﹤0.01% |
23,148
+319
| +1% | +$2.21K |
2017 Q4
31 quarters
|
|
5304
Fidelity MSCI Communication Services Index ETF
FCOM
$1.82B
| $201K | ﹤0.01% |
2,838
-17,872
| -86% | -$1.21M |
2022 Q1
14 quarters
|
|
5305
ProShares Short VIX Short-Term Futures ETF
SVXY
$258M
| $201K | ﹤0.01% |
+3,946
| New | +$186K |
2025 Q3
0 quarters
|
|
5306
Alvotech
ALVO
$2.01B
| $200K | ﹤0.01% |
24,455
+5,697
| +30% | +$48.6K |
2024 Q1
6 quarters
|
|
5307
Similarweb
SMWB
$720M
| $200K | ﹤0.01% |
21,525
-110,693
| -84% | -$991K |
2021 Q2
17 quarters
|
|
5308
PUT
Under Armour
UAA
$1.99B
| $200K | ﹤0.01% |
40,000
| – | – |
2024 Q2
5 quarters
|
|
5309
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.02B
| $199K | ﹤0.01% |
4,839
+3,631
| +301% | +$148K |
2024 Q1
6 quarters
|
|
5310
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.6B
| $199K | ﹤0.01% |
5,606
+368
| +7% | +$12.8K |
2022 Q2
13 quarters
|
|
5311
GH Research
GHRS
$1.57B
| $199K | ﹤0.01% |
13,900
+7,400
| +114% | +$104K |
2025 Q2
1 quarter
|
|
5312
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$365M
| $199K | ﹤0.01% |
1,150
+95
| +9% | +$15.5K |
2018 Q3
28 quarters
|
|
5313
Avantis Core Fixed Income ETF
AVIG
$1.95B
| $198K | ﹤0.01% |
4,717
+3,365
| +249% | +$140K |
2025 Q2
1 quarter
|
|
5314
Future Fuel
FF
$220M
| $198K | ﹤0.01% |
51,036
+38,601
| +310% | +$152K |
2013 Q2
49 quarters
|
|
|
OCTU
5315
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$58.7M
| $198K | ﹤0.01% |
7,075
+646
| +10% | +$17.4K |
2025 Q1
2 quarters
|
|
5316
Lightspeed Commerce
LSPD
$1.25B
| $198K | ﹤0.01% |
17,137
| – | – |
2020 Q3
20 quarters
|
|
5317
Amplify Cybersecurity ETF
HACK
$3.31B
| $198K | ﹤0.01% |
2,280
+10
| +0.4% | +$849 |
2023 Q4
7 quarters
|
|
5318
Emergent Biosolutions
EBS
$327M
| $198K | ﹤0.01% |
22,428
-3,175
| -12% | -$24.7K |
2014 Q1
46 quarters
|
|
5319
Krispy Kreme
DNUT
$503M
| $197K | ﹤0.01% |
50,843
+534
| +1% | +$1.84K |
2021 Q3
16 quarters
|
|
5320
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$408M
| $196K | ﹤0.01% |
2,128
+1,182
| +125% | +$103K |
2023 Q4
7 quarters
|
|
5321
PUT
Astera Labs
ALAB
$61.8B
| $196K | ﹤0.01% |
+1,000
| New | +$164K |
2025 Q3
0 quarters
|
|
5322
First Trust Long/Short Equity ETF
FTLS
$2.56B
| $196K | ﹤0.01% |
2,798
-24,856
| -90% | -$1.68M |
2022 Q4
11 quarters
|
|
|
BLFY
5323
DELISTED
Blue Foundry Bancorp
BLFY
| $196K | ﹤0.01% |
21,528
-42,307
| -66% | -$389K |
2021 Q3
16 quarters
|
|
5324
Columbia Diversified Fixed Income Allocation ETF
DIAL
$374M
| $195K | ﹤0.01% |
10,549
-193
| -2% | -$3.52K |
2023 Q3
8 quarters
|
|
5325
Dine Brands
DIN
$360M
| $194K | ﹤0.01% |
7,867
-10,885
| -58% | -$255K |
2013 Q2
49 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.