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 | |
|---|---|---|---|---|---|---|---|
5476
Metagenomi Therapeutics
MGX
$41.7M
| $148K | ﹤0.01% |
62,559
+61,089
| +4,156% | +$124K |
2024 Q1
6 quarters
|
|
|
SMLR
5477
DELISTED
Semler Scientific
SMLR
| $148K | ﹤0.01% |
4,942
+799
| +19% | +$27.5K |
2023 Q1
10 quarters
|
|
|
QMNV
5478
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$46.6M
| $148K | ﹤0.01% |
+6,647
| New | +$145K |
2025 Q3
0 quarters
|
|
5479
BARK
BARK
$77M
| $148K | ﹤0.01% |
8,906
-1,151
| -11% | -$20.3K |
2021 Q4
15 quarters
|
|
|
DRD
5480
DRDGold
DRD
$2.11B
| $148K | ﹤0.01% |
5,357
-24,736
| -82% | -$443K |
2023 Q2
9 quarters
|
|
|
GRMN
5481
CALL
Garmin
GRMN
$54.5B
| $148K | ﹤0.01% |
600
| – | – |
2025 Q2
1 quarter
|
|
|
GRMN
5482
PUT
Garmin
GRMN
$54.5B
| $148K | ﹤0.01% |
600
| – | – |
2025 Q2
1 quarter
|
|
5483
BCB Bancorp
BCBP
$265M
| $148K | ﹤0.01% |
17,013
-886
| -5% | -$7.74K |
2017 Q4
31 quarters
|
|
5484
Invesco KBW High Dividend Yield Financial ETF
KBWD
$362M
| $148K | ﹤0.01% |
10,906
-3,573
| -25% | -$50.1K |
2020 Q1
22 quarters
|
|
|
WBTN
5485
WEBTOON Entertainment Inc
WBTN
$1.46B
| $147K | ﹤0.01% |
7,573
-911
| -11% | -$12.1K |
2024 Q3
4 quarters
|
|
5486
Ironwood Pharmaceuticals
IRWD
$621M
| $147K | ﹤0.01% |
112,157
-1,127
| -1% | -$1.17K |
2014 Q3
44 quarters
|
|
|
VOXR
5487
Vox Royalty Corp
VOXR
$348M
| $147K | ﹤0.01% |
34,135
+11,571
| +51% | +$39.7K |
2025 Q2
1 quarter
|
|
5488
Aptus Behavioral Momentum ETF
ADME
$308M
| $147K | ﹤0.01% |
2,872
+1,492
| +108% | +$73.7K |
2022 Q3
12 quarters
|
|
5489
Invesco MSCI Sustainable Future ETF
ERTH
$122M
| $147K | ﹤0.01% |
3,075
| – | – |
2021 Q4
15 quarters
|
|
|
ASA
5490
ASA Gold and Precious Metals
ASA
$1.02B
| $147K | ﹤0.01% |
3,199
+1,257
| +65% | +$45.6K |
2025 Q2
1 quarter
|
|
|
XOMA
5491
DELISTED
Xoma
XOMA
| $146K | ﹤0.01% |
3,796
-644
| -15% | -$20K |
2019 Q3
24 quarters
|
|
|
TSSI
5492
TSS Inc
TSSI
$278M
| $146K | ﹤0.01% |
8,077
-549
| -6% | -$11K |
2025 Q2
1 quarter
|
|
5493
Mama's Creations
MAMA
$604M
| $146K | ﹤0.01% |
13,901
-2,234
| -14% | -$20.3K |
2023 Q3
8 quarters
|
|
|
OXLC
5494
Oxford Lane Capital
OXLC
$882M
| $146K | ﹤0.01% |
+8,627
| New | +$158K |
2025 Q3
0 quarters
|
|
5495
Microvision
MVIS
$45.9M
| $146K | ﹤0.01% |
7,829
-1,287
| -14% | -$23K |
2016 Q4
35 quarters
|
|
|
WRD
5496
PUT
WeRide Inc
WRD
$1.71B
| $146K | ﹤0.01% |
+14,700
| New | +$139K |
2025 Q3
0 quarters
|
|
|
ZBIO
5497
Zenas BioPharma
ZBIO
$1.76B
| $145K | ﹤0.01% |
6,548
-1,128
| -15% | -$18.4K |
2024 Q4
3 quarters
|
|
|
SY
5498
So-Young International
SY
$272M
| $145K | ﹤0.01% |
+37,555
| New | +$160K |
2025 Q3
0 quarters
|
|
5499
XPeng
XPEV
$9.02B
| $145K | ﹤0.01% |
6,204
-1,823,901
| -100% | -$36.6M |
2020 Q3
20 quarters
|
|
5500
Hawthorn Bancshares
HWBK
$280M
| $145K | ﹤0.01% |
4,663
+1,906
| +69% | +$58K |
2025 Q1
2 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.