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 | |
|---|---|---|---|---|---|---|---|
5351
Verastem
VSTM
$715M
| $188K | ﹤0.01% |
21,297
-537
| -2% | -$4K |
2020 Q2
21 quarters
|
|
|
XYZ
5352
PUT
Block Inc
XYZ
$44.5B
| $188K | ﹤0.01% |
+2,600
| New | +$195K |
2025 Q3
0 quarters
|
|
5353
Virginia National Bankshares
VABK
$259M
| $187K | ﹤0.01% |
4,816
+787
| +20% | +$30.6K |
2023 Q1
10 quarters
|
|
5354
CALL
Bunge Global
BG
$20.5B
| $187K | ﹤0.01% |
2,300
| – | – |
2023 Q2
9 quarters
|
|
|
PVBC
5355
DELISTED
Provident Bancorp
PVBC
| $187K | ﹤0.01% |
14,903
+4,079
| +38% | +$51.6K |
2017 Q4
31 quarters
|
|
5356
iShares Global Consumer Staples ETF
KXI
$1.1B
| $187K | ﹤0.01% |
2,900
-127
| -4% | -$8.3K |
2020 Q1
22 quarters
|
|
5357
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.84B
| $187K | ﹤0.01% |
+3,572
| New | +$181K |
2025 Q3
0 quarters
|
|
|
FSP
5358
Franklin Street Properties
FSP
$38.3M
| $186K | ﹤0.01% |
116,358
-30,121
| -21% | -$49.9K |
2013 Q2
49 quarters
|
|
5359
Expensify
EXFY
$216M
| $186K | ﹤0.01% |
100,479
-173,606
| -63% | -$352K |
2022 Q2
13 quarters
|
|
5360
Lightpath Technologies
LPTH
$760M
| $183K | ﹤0.01% |
+23,105
| New | +$103K |
2025 Q3
0 quarters
|
|
5361
WisdomTree Mortgage Plus Bond Fund
MTGP
$71.5M
| $183K | ﹤0.01% |
4,107
+487
| +13% | +$21.5K |
2023 Q2
9 quarters
|
|
5362
Columbus McKinnon
CMCO
$460M
| $183K | ﹤0.01% |
12,755
-23,395
| -65% | -$352K |
2013 Q2
49 quarters
|
|
5363
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
| $182K | ﹤0.01% |
3,193
+1,929
| +153% | +$109K |
2017 Q2
33 quarters
|
|
5364
Dakota Gold
DC
$802M
| $182K | ﹤0.01% |
39,917
-14,170
| -26% | -$59.6K |
2022 Q2
13 quarters
|
|
5365
Bilibili
BILI
$6.09B
| $182K | ﹤0.01% |
6,464
+1,169
| +22% | +$28K |
2018 Q1
30 quarters
|
|
|
GENVR
5366
Gen Digital Inc Contingent Value Rights
GENVR
| $181K | ﹤0.01% |
25,995
-37,184
| -59% | -$335K |
2025 Q2
1 quarter
|
|
|
STRZ
5367
Starz Entertainment Corp
STRZ
$391M
| $180K | ﹤0.01% |
12,218
-13,237
| -52% | -$192K |
2025 Q2
1 quarter
|
|
5368
Paysafe
PSFE
$284M
| $180K | ﹤0.01% |
13,910
-1,992
| -13% | -$26.6K |
2021 Q1
18 quarters
|
|
5369
SonicShares Global Shipping ETF
BOAT
$138M
| $179K | ﹤0.01% |
5,776
+4,345
| +304% | +$136K |
2024 Q2
5 quarters
|
|
5370
Vanguard US Momentum Factor ETF
VFMO
$1.93B
| $179K | ﹤0.01% |
+935
| New | +$168K |
2025 Q3
0 quarters
|
|
|
STRS
5371
DELISTED
STRATUS PPTYS INC
STRS
| $179K | ﹤0.01% |
8,465
+1,985
| +31% | +$37.2K |
2016 Q4
35 quarters
|
|
5372
First Community Corp
FCCO
$305M
| $179K | ﹤0.01% |
6,347
-5,105
| -45% | -$135K |
2020 Q2
21 quarters
|
|
5373
AlTi Global
ALTI
$343M
| $179K | ﹤0.01% |
50,238
+30,125
| +150% | +$125K |
2023 Q2
9 quarters
|
|
5374
Fidus Investment
FDUS
$770M
| $178K | ﹤0.01% |
8,793
+4,395
| +100% | +$92.7K |
2018 Q1
30 quarters
|
|
5375
Invesco New York AMT-Free Municipal Bond ETF
PZT
$130M
| $177K | ﹤0.01% |
7,977
-3,775
| -32% | -$81.6K |
2024 Q2
5 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.