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 | |
|---|---|---|---|---|---|---|---|
|
CEPO
5451
Cantor Equity Partners I
CEPO
$274M
| $155K | ﹤0.01% |
14,810
-9,958
| -40% | -$110K |
2025 Q2
1 quarter
|
|
5452
ActivePassive US Equity ETF
APUE
$2.48B
| $154K | ﹤0.01% |
+3,784
| New | +$148K |
2025 Q3
0 quarters
|
|
|
KCHVU
5453
Kochav Defense Acquisition Corp Units
KCHVU
| $154K | ﹤0.01% |
15,000
| – | – |
2025 Q2
1 quarter
|
|
|
CCAQU
5454
Collective Acquisition Corp Units
CCAQU
| $154K | ﹤0.01% |
15,000
| – | – |
2025 Q2
1 quarter
|
|
5455
iShares Global Timber & Forestry ETF
WOOD
$254M
| $153K | ﹤0.01% |
2,086
+1,742
| +506% | +$130K |
2023 Q4
7 quarters
|
|
|
TTAM
5456
Titan America SA
TTAM
$2.51B
| $153K | ﹤0.01% |
10,236
-1,688
| -14% | -$24.9K |
2025 Q2
1 quarter
|
|
|
FSFG
5457
DELISTED
First Savings Financial Group
FSFG
| $153K | ﹤0.01% |
4,863
-3,310
| -40% | -$88.9K |
2021 Q4
15 quarters
|
|
5458
Inovio Pharmaceuticals
INO
$125M
| $153K | ﹤0.01% |
65,206
+61,516
| +1,667% | +$118K |
2014 Q3
44 quarters
|
|
5459
Bakkt Inc
BKKT
$347M
| $153K | ﹤0.01% |
4,533
+2,035
| +81% | +$28K |
2021 Q3
16 quarters
|
|
5460
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$58.6M
| $152K | ﹤0.01% |
3,470
-221
| -6% | -$9.46K |
2024 Q4
3 quarters
|
|
5461
Frontier Group Holdings
ULCC
$1.37B
| $152K | ﹤0.01% |
34,383
-6,010
| -15% | -$27.3K |
2021 Q2
17 quarters
|
|
5462
Aura Biosciences
AURA
$626M
| $152K | ﹤0.01% |
24,557
+2,693
| +12% | +$17.6K |
2021 Q4
15 quarters
|
|
5463
Nomad Foods
NOMD
$1.51B
| $152K | ﹤0.01% |
11,530
-94,341
| -89% | -$1.48M |
2017 Q2
33 quarters
|
|
5464
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$111M
| $151K | ﹤0.01% |
2,054
-589
| -22% | -$37.6K |
2021 Q1
18 quarters
|
|
5465
Meridian
MRBK
$224M
| $151K | ﹤0.01% |
9,548
+5,230
| +121% | +$78.4K |
2020 Q2
21 quarters
|
|
5466
InfraCap MLP ETF
AMZA
$458M
| $151K | ﹤0.01% |
3,751
+633
| +20% | +$26.8K |
2021 Q1
18 quarters
|
|
5467
HF Foods Group
HFFG
$92.3M
| $150K | ﹤0.01% |
54,436
+5,640
| +12% | +$18K |
2018 Q4
27 quarters
|
|
5468
Aptus Collared Investment Opportunity ETF
ACIO
$2.39B
| $150K | ﹤0.01% |
3,457
+1,814
| +110% | +$76.7K |
2022 Q4
11 quarters
|
|
|
ZKH
5469
ZKH Group
ZKH
$446M
| $150K | ﹤0.01% |
52,639
| – | – |
2024 Q2
5 quarters
|
|
5470
PUT
Fair Isaac
FICO
$14.3B
| $150K | ﹤0.01% |
+100
| New | +$150K |
2025 Q3
0 quarters
|
|
5471
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$128M
| $150K | ﹤0.01% |
+3,951
| New | +$147K |
2025 Q3
0 quarters
|
|
5472
Banco de Chile
BCH
$19.7B
| $149K | ﹤0.01% |
4,933
-6,253
| -56% | -$182K |
2021 Q3
16 quarters
|
|
5473
PUT
Prologis
PLD
$122B
| $149K | ﹤0.01% |
1,300
-4,000
| -75% | -$440K |
2024 Q2
5 quarters
|
|
5474
PUT
BILL Holdings
BILL
$3.73B
| $148K | ﹤0.01% |
2,800
| – | – |
2024 Q4
3 quarters
|
|
5475
Richardson Electronics
RELL
$276M
| $148K | ﹤0.01% |
15,146
-2,490
| -14% | -$24.6K |
2023 Q1
10 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.