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 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5501
Capital Group Dividend Growers ETF
CGDG
$5.61B
| $144K | ﹤0.01% |
4,167
+1,645
| +65% | +$56K |
|
5502
UWM Holdings
UWMC
$2.55B
| $144K | ﹤0.01% |
23,686
+21,248
| +872% | +$111K |
|
5503
iShares Future Exponential Technologies ETF
XT
$3.99B
| $144K | ﹤0.01% |
2,003
+1,461
| +270% | +$98.9K |
|
5504
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
| $144K | ﹤0.01% |
5,267
-243,012
| -98% | -$6.36M |
|
5505
Bassett Furniture
BSET
$166M
| $144K | ﹤0.01% |
9,192
+3,710
| +68% | +$62.1K |
|
5506
Prospect Capital
PSEC
$1.15B
| $144K | ﹤0.01% |
52,244
+29,769
| +132% | +$89K |
|
5507
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$644M
| $143K | ﹤0.01% |
4,619
+1,771
| +62% | +$53.8K |
|
5508
Annexon
ANNX
$867M
| $143K | ﹤0.01% |
46,886
-5,933
| -11% | -$14.7K |
|
5509
Latham Group
SWIM
$861M
| $143K | ﹤0.01% |
18,783
-3,167
| -14% | -$23.3K |
|
5510
First National Corp
FXNC
$288M
| $143K | ﹤0.01% |
6,302
+2,605
| +70% | +$57.9K |
|
5511
Pulse Biosciences
PLSE
$3.18B
| $143K | ﹤0.01% |
8,060
-532
| -6% | -$8.42K |
|
|
WRN
5512
Western Copper and Gold
WRN
$543M
| $143K | ﹤0.01% |
72,400
+2,500
| +4% | +$3.56K |
|
5513
Comp X International
CIX
$385M
| $143K | ﹤0.01% |
6,093
+743
| +14% | +$18.8K |
|
5514
Aldeyra Therapeutics
ALDX
$94.1M
| $142K | ﹤0.01% |
27,122
+1,418
| +6% | +$7.39K |
|
5515
Reaves Utility Income Fund
UTG
$3.72B
| $141K | ﹤0.01% |
3,569
+3,341
| +1,465% | +$126K |
|
|
SMLR
5516
CALL
DELISTED
Semler Scientific
SMLR
| $141K | ﹤0.01% |
+4,700
| New | +$162K |
|
5517
MainStreet Bancshares
MNSB
$177M
| $141K | ﹤0.01% |
6,748
+3,419
| +103% | +$72K |
|
|
GARP
5518
iShares MSCI USA Quality GARP ETF
GARP
$2.86B
| $140K | ﹤0.01% |
+2,138
| New | +$134K |
|
|
PRVS
5519
Parnassus Value Select ETF
PRVS
$26.8M
| $140K | ﹤0.01% |
+5,262
| New | +$136K |
|
5520
PUT
Booz Allen Hamilton
BAH
$9.32B
| $140K | ﹤0.01% |
1,400
| – | – |
|
|
NOTV
5521
DELISTED
Inotiv
NOTV
| $140K | ﹤0.01% |
96,481
+96,346
| +71,367% | +$172K |
|
5522
CB Financial Services
CBFV
$189M
| $140K | ﹤0.01% |
4,209
+1,752
| +71% | +$55.5K |
|
5523
Zumiez
ZUMZ
$314M
| $139K | ﹤0.01% |
7,099
-7,332
| -51% | -$121K |
|
5524
FT Vest US Equity Moderate Buffer ETF October
GOCT
$266M
| $138K | ﹤0.01% |
+3,613
| New | +$135K |
|
5525
iShares Mortgage Real Estate ETF
REM
$546M
| $138K | ﹤0.01% |
6,285
+1,305
| +26% | +$29.1K |
|
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 481 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 Financials and Consumer Discretionary.
- 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 481 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.