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 | |
|---|---|---|---|---|---|---|---|
5376
Innovator US Equity Buffer ETF November
BNOV
$200M
| $177K | ﹤0.01% |
4,070
+4,035
| +11,529% | +$171K |
2025 Q2
1 quarter
|
|
5377
Coherus Oncology
CHRS
$179M
| $176K | ﹤0.01% |
107,601
+5,821
| +6% | +$6.47K |
2014 Q4
43 quarters
|
|
5378
Exagen
XGN
$197M
| $176K | ﹤0.01% |
16,019
+16,014
| +320,280% | +$142K |
2019 Q4
23 quarters
|
|
5379
PLAYSTUDIOS Inc
MYPS
$56.7M
| $176K | ﹤0.01% |
18,260
-23,757
| -57% | -$256K |
2022 Q2
13 quarters
|
|
5380
Design Therapeutics
DSGN
$766M
| $175K | ﹤0.01% |
23,221
+4,896
| +27% | +$24.5K |
2021 Q2
17 quarters
|
|
5381
BlackRock Science and Technology Trust
BST
$1.78B
| $174K | ﹤0.01% |
4,214
+355
| +9% | +$14K |
2020 Q4
19 quarters
|
|
5382
Escalade
ESCA
$263M
| $174K | ﹤0.01% |
13,853
+1,600
| +13% | +$20.5K |
2017 Q4
31 quarters
|
|
5383
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$283M
| $174K | ﹤0.01% |
+3,415
| New | +$174K |
2025 Q3
0 quarters
|
|
5384
InfuSystem Holdings
INFU
$255M
| $174K | ﹤0.01% |
16,799
+15,217
| +962% | +$126K |
2020 Q2
21 quarters
|
|
5385
VanEck Uranium + Nuclear Energy ETF
NLR
$3.55B
| $174K | ﹤0.01% |
1,282
+690
| +117% | +$82.2K |
2024 Q4
3 quarters
|
|
5386
Byrna Technologies
BYRN
$81.4M
| $174K | ﹤0.01% |
7,847
-1,263
| -14% | -$28K |
2024 Q2
5 quarters
|
|
5387
Saratoga Investment
SAR
$269M
| $174K | ﹤0.01% |
7,125
-188
| -3% | -$4.69K |
2024 Q3
4 quarters
|
|
5388
Bank7 Corp
BSVN
$524M
| $174K | ﹤0.01% |
3,750
-9,016
| -71% | -$421K |
2018 Q4
27 quarters
|
|
|
SLDE
5389
Slide Insurance Holdings
SLDE
$2.76B
| $173K | ﹤0.01% |
+10,973
| New | +$180K |
2025 Q3
0 quarters
|
|
|
RHLD
5390
Resolute Holdings Management
RHLD
$923M
| $173K | ﹤0.01% |
2,400
-590
| -20% | -$31.9K |
2025 Q1
2 quarters
|
|
5391
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
| $173K | ﹤0.01% |
5,910
-3,481
| -37% | -$101K |
2024 Q3
4 quarters
|
|
5392
ALPS Equal Sector Weight ETF
EQL
$739M
| $172K | ﹤0.01% |
3,746
| – | – |
2025 Q2
1 quarter
|
|
|
WLAC
5393
DELISTED
Willow Lane Acquisition Corp
WLAC
| $172K | ﹤0.01% |
+14,883
| New | +$159K |
2025 Q3
0 quarters
|
|
5394
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$285M
| $172K | ﹤0.01% |
7,450
-11
| -0.1% | -$252 |
2024 Q3
4 quarters
|
|
5395
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.62B
| $172K | ﹤0.01% |
7,201
+4,887
| +211% | +$115K |
2022 Q3
12 quarters
|
|
|
SEG
5396
Seaport Entertainment Group
SEG
$291M
| $171K | ﹤0.01% |
7,470
-10,533
| -59% | -$247K |
2024 Q3
4 quarters
|
|
|
ACR
5397
ACRES Commercial Realty
ACR
$170M
| $171K | ﹤0.01% |
8,082
+5,173
| +178% | +$102K |
2025 Q2
1 quarter
|
|
|
BACQR
5398
DELISTED
Inflection Point Acquisition Corp IV Right
BACQR
| $170K | ﹤0.01% |
+250,000
| New | +$121K |
2025 Q3
0 quarters
|
|
5399
Monte Rosa Therapeutics
GLUE
$961M
| $170K | ﹤0.01% |
22,939
-1,941
| -8% | -$10.3K |
2021 Q3
16 quarters
|
|
5400
Fidelity Enhanced Small Cap Core ETF
FESM
$6.35B
| $170K | ﹤0.01% |
4,640
+4,590
| +9,180% | +$158K |
2025 Q2
1 quarter
|
|
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.