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 | |
|---|---|---|---|---|---|---|---|
5326
FVCBankcorp
FVCB
$317M
| $193K | ﹤0.01% |
14,915
+2,299
| +18% | +$30.2K |
2021 Q4
15 quarters
|
|
5327
Palladyne AI
PDYN
$263M
| $193K | ﹤0.01% |
22,474
-2,388
| -10% | -$19.8K |
2021 Q3
16 quarters
|
|
|
NXDT
5328
NexPoint Diversified Real Estate Trust
NXDT
$277M
| $193K | ﹤0.01% |
52,289
+6,401
| +14% | +$27.2K |
2023 Q2
9 quarters
|
|
5329
CALL
PENN Entertainment
PENN
$1.95B
| $193K | ﹤0.01% |
10,000
-3,500
| -26% | -$65.6K |
2023 Q4
7 quarters
|
|
|
NB
5330
NioCorp Developments
NB
$500M
| $193K | ﹤0.01% |
28,831
+4,298
| +18% | +$18.1K |
2023 Q2
9 quarters
|
|
5331
iShares US Insurance ETF
IAK
$426M
| $192K | ﹤0.01% |
1,436
+1,386
| +2,772% | +$181K |
2025 Q1
2 quarters
|
|
|
ABTC
5332
American Bitcoin Corp
ABTC
$596M
| $192K | ﹤0.01% |
+1,902
| New | +$191K |
2025 Q3
0 quarters
|
|
|
CUK
5333
DELISTED
Carnival PLC
CUK
| $192K | ﹤0.01% |
7,269
-1,210
| -14% | -$33.3K |
2015 Q1
42 quarters
|
|
5334
iShares MSCI Japan Small-Cap ETF
SCJ
$261M
| $192K | ﹤0.01% |
2,088
-109
| -5% | -$9.69K |
2020 Q3
20 quarters
|
|
5335
VictoryShares US 500 Volatility Wtd ETF
CFA
$510M
| $192K | ﹤0.01% |
2,111
-19
| -0.9% | -$1.7K |
2024 Q2
5 quarters
|
|
|
VSDM
5336
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$919M
| $192K | ﹤0.01% |
+2,503
| New | +$191K |
2025 Q3
0 quarters
|
|
5337
First United
FUNC
$283M
| $191K | ﹤0.01% |
5,208
+431
| +9% | +$15.2K |
2025 Q2
1 quarter
|
|
5338
ProShares Ultra Bloomberg Crude Oil
UCO
$437M
| $191K | ﹤0.01% |
+8,511
| New | +$200K |
2025 Q3
0 quarters
|
|
5339
National Bankshares
NKSH
$270M
| $191K | ﹤0.01% |
6,493
+1,774
| +38% | +$52.4K |
2017 Q4
31 quarters
|
|
5340
PUT
W.W. Grainger
GWW
$60.4B
| $191K | ﹤0.01% |
+200
| New | +$201K |
2025 Q3
0 quarters
|
|
5341
Innovator US Equity Ultra Buffer ETF March
UMAR
$144M
| $190K | ﹤0.01% |
+4,877
| New | +$187K |
2025 Q3
0 quarters
|
|
5342
PUT
Summit Therapeutics
SMMT
$13.3B
| $190K | ﹤0.01% |
+9,200
| New | +$223K |
2025 Q3
0 quarters
|
|
5343
West Bancorporation
WTBA
$492M
| $190K | ﹤0.01% |
9,334
+1,585
| +20% | +$31.2K |
2013 Q2
49 quarters
|
|
5344
Cullinan Oncology
CGEM
$935M
| $189K | ﹤0.01% |
31,868
-65,201
| -67% | -$477K |
2021 Q1
18 quarters
|
|
5345
AngioDynamics
ANGO
$636M
| $189K | ﹤0.01% |
16,913
-55,503
| -77% | -$536K |
2016 Q1
38 quarters
|
|
|
SGRT
5346
SMART Earnings Growth 30 ETF
SGRT
$63.3M
| $189K | ﹤0.01% |
+8,021
| New | +$174K |
2025 Q3
0 quarters
|
|
5347
American Battery Technology Co
ABAT
$325M
| $189K | ﹤0.01% |
38,840
+497
| +1% | +$1.3K |
2025 Q2
1 quarter
|
|
5348
TrueShares Structured Outcome August ETF
AUGZ
$43.5M
| $188K | ﹤0.01% |
4,382
+862
| +24% | +$35.9K |
2025 Q2
1 quarter
|
|
5349
Kura Sushi USA
KRUS
$503M
| $188K | ﹤0.01% |
3,169
-43,558
| -93% | -$3.47M |
2019 Q3
24 quarters
|
|
5350
Ennis
EBF
$570M
| $188K | ﹤0.01% |
10,295
-1,601
| -13% | -$29.1K |
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.