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 | |
|---|---|---|---|---|---|---|---|
5426
Personalis
PSNL
$1.73B
| $162K | ﹤0.01% |
24,833
-4,658
| -16% | -$26.5K |
2019 Q2
25 quarters
|
|
5427
Regional Management Corp
RM
$286M
| $162K | ﹤0.01% |
4,152
-672
| -14% | -$25.3K |
2016 Q4
35 quarters
|
|
5428
Smith-Midland
SMID
$121M
| $162K | ﹤0.01% |
4,382
+638
| +17% | +$24.6K |
2021 Q2
17 quarters
|
|
|
MDV
5429
DELISTED
Modiv Industrial
MDV
| $161K | ﹤0.01% |
11,022
+6,087
| +123% | +$89.9K |
2023 Q3
8 quarters
|
|
5430
Riley Exploration Permian
REPX
$910M
| $161K | ﹤0.01% |
5,948
-1,490
| -20% | -$40.7K |
2021 Q2
17 quarters
|
|
5431
iShares US Oil Equipment & Services ETF
IEZ
$346M
| $161K | ﹤0.01% |
8,330
-77
| -0.9% | -$1.41K |
2013 Q2
49 quarters
|
|
|
GRRR
5432
Gorilla Technology Group
GRRR
$374M
| $160K | ﹤0.01% |
8,694
| – | – |
2023 Q3
8 quarters
|
|
5433
Invesco S&P Spin-Off ETF
CSD
$213M
| $160K | ﹤0.01% |
+1,715
| New | +$151K |
2025 Q3
0 quarters
|
|
5434
Replimune Group
REPL
$1.27B
| $159K | ﹤0.01% |
38,016
+1,712
| +5% | +$10.9K |
2018 Q3
28 quarters
|
|
5435
Plumas Bancorp
PLBC
$429M
| $159K | ﹤0.01% |
3,680
-731
| -17% | -$31.6K |
2020 Q2
21 quarters
|
|
5436
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.2M
| $159K | ﹤0.01% |
+5,766
| New | +$157K |
2025 Q3
0 quarters
|
|
|
AFCG
5437
AFC Gamma
AFCG
$78.3M
| $158K | ﹤0.01% |
41,269
+28,622
| +226% | +$127K |
2021 Q2
17 quarters
|
|
|
SUNS
5438
Sunrise Realty Trust
SUNS
$84.9M
| $158K | ﹤0.01% |
15,183
-729
| -5% | -$7.83K |
2024 Q3
4 quarters
|
|
5439
Butterfly Network
BFLY
$2.27B
| $158K | ﹤0.01% |
81,721
-10,296
| -11% | -$17.5K |
2021 Q1
18 quarters
|
|
5440
Polestar Automotive Holding UK
PSNY
$1.04B
| $157K | ﹤0.01% |
5,573
+359
| +7% | +$11.5K |
2024 Q1
6 quarters
|
|
|
NSLR
5441
Neostellar Capital Corp
NSLR
$198M
| $157K | ﹤0.01% |
17,451
-16,629
| -49% | -$144K |
2022 Q3
12 quarters
|
|
|
AAM.WS
5442
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
| – | – |
0
| – | – |
2024 Q4
3 quarters
|
|
5443
ALPS Dynamic US Dividend Advantage ETF
RFDA
$77.8M
| $156K | ﹤0.01% |
2,482
| – | – |
2022 Q4
11 quarters
|
|
|
RSPA
5444
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.19B
| $156K | ﹤0.01% |
+3,059
| New | +$154K |
2025 Q3
0 quarters
|
|
|
EH
5445
EHang Holdings
EH
$309M
| $156K | ﹤0.01% |
8,404
+1,112
| +15% | +$19.5K |
2024 Q4
3 quarters
|
|
5446
Kopin
KOPN
$857M
| $156K | ﹤0.01% |
64,142
-6,574
| -9% | -$13.4K |
2021 Q2
17 quarters
|
|
5447
Civista Bancshares
CIVB
$553M
| $156K | ﹤0.01% |
7,672
+450
| +6% | +$9.46K |
2016 Q4
35 quarters
|
|
5448
Touchstone Securitized Income ETF
TSEC
$168M
| $156K | ﹤0.01% |
5,928
-7,552
| -56% | -$198K |
2024 Q4
3 quarters
|
|
5449
PUT
3M
MMM
$84.1B
| $155K | ﹤0.01% |
+1,000
| New | +$154K |
2025 Q3
0 quarters
|
|
|
CPTL
5450
Global X Morningstar Capital Allocation Leaders ETF
CPTL
$113M
| $155K | ﹤0.01% |
+3,596
| New | +$150K |
2025 Q3
0 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.