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 | |
|---|---|---|---|---|---|---|---|
5501
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$288M
| $145K | ﹤0.01% |
2,899
-863
| -23% | -$42.8K |
2022 Q4
11 quarters
|
|
5502
Capital Group Dividend Growers ETF
CGDG
$5.53B
| $144K | ﹤0.01% |
4,167
+1,645
| +65% | +$56K |
2024 Q3
4 quarters
|
|
5503
UWM Holdings
UWMC
$407M
| $144K | ﹤0.01% |
23,686
+21,248
| +872% | +$111K |
2021 Q2
17 quarters
|
|
5504
iShares Future Exponential Technologies ETF
XT
$4B
| $144K | ﹤0.01% |
2,003
+1,461
| +270% | +$98.9K |
2022 Q3
12 quarters
|
|
5505
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.41B
| $144K | ﹤0.01% |
5,267
-243,012
| -98% | -$6.36M |
2022 Q4
11 quarters
|
|
5506
Bassett Furniture
BSET
$165M
| $144K | ﹤0.01% |
9,192
+3,710
| +68% | +$62.1K |
2025 Q2
1 quarter
|
|
5507
Prospect Capital
PSEC
$1.09B
| $144K | ﹤0.01% |
52,244
+29,769
| +132% | +$89K |
2015 Q2
41 quarters
|
|
5508
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$712M
| $143K | ﹤0.01% |
4,619
+1,771
| +62% | +$53.8K |
2025 Q1
2 quarters
|
|
5509
Annexon
ANNX
$781M
| $143K | ﹤0.01% |
46,886
-5,933
| -11% | -$14.7K |
2020 Q3
20 quarters
|
|
5510
Latham Group
SWIM
$738M
| $143K | ﹤0.01% |
18,783
-3,167
| -14% | -$23.3K |
2021 Q2
17 quarters
|
|
5511
First National Corp
FXNC
$268M
| $143K | ﹤0.01% |
6,302
+2,605
| +70% | +$57.9K |
2025 Q2
1 quarter
|
|
5512
Pulse Biosciences
PLSE
$3.55B
| $143K | ﹤0.01% |
8,060
-532
| -6% | -$8.42K |
2017 Q4
31 quarters
|
|
|
WRN
5513
Western Copper and Gold
WRN
$486M
| $143K | ﹤0.01% |
72,400
+2,500
| +4% | +$3.56K |
2025 Q2
1 quarter
|
|
5514
Comp X International
CIX
$461M
| $143K | ﹤0.01% |
6,093
+743
| +14% | +$18.8K |
2016 Q4
35 quarters
|
|
5515
Aldeyra Therapeutics
ALDX
$77.8M
| $142K | ﹤0.01% |
27,122
+1,418
| +6% | +$7.39K |
2017 Q4
31 quarters
|
|
5516
Reaves Utility Income Fund
UTG
$3.16B
| $141K | ﹤0.01% |
3,569
+3,341
| +1,465% | +$126K |
2023 Q4
7 quarters
|
|
|
SMLR
5517
CALL
DELISTED
Semler Scientific
SMLR
| $141K | ﹤0.01% |
+4,700
| New | +$162K |
2025 Q3
0 quarters
|
|
5518
MainStreet Bancshares
MNSB
$177M
| $141K | ﹤0.01% |
6,748
+3,419
| +103% | +$72K |
2019 Q2
25 quarters
|
|
|
GARP
5519
iShares MSCI USA Quality GARP ETF
GARP
$3.35B
| $140K | ﹤0.01% |
+2,138
| New | +$134K |
2025 Q3
0 quarters
|
|
|
PRVS
5520
Parnassus Value Select ETF
PRVS
$29.1M
| $140K | ﹤0.01% |
+5,262
| New | +$136K |
2025 Q3
0 quarters
|
|
5521
PUT
Booz Allen Hamilton
BAH
$8.48B
| $140K | ﹤0.01% |
1,400
| – | – |
2025 Q1
2 quarters
|
|
|
NOTV
5522
DELISTED
Inotiv
NOTV
| $140K | ﹤0.01% |
96,481
+96,346
| +71,367% | +$172K |
2015 Q4
39 quarters
|
|
5523
CB Financial Services
CBFV
$189M
| $140K | ﹤0.01% |
4,209
+1,752
| +71% | +$55.5K |
2025 Q1
2 quarters
|
|
5524
Zumiez
ZUMZ
$205M
| $139K | ﹤0.01% |
7,099
-7,332
| -51% | -$121K |
2016 Q4
35 quarters
|
|
5525
FT Vest US Equity Moderate Buffer ETF October
GOCT
$254M
| $138K | ﹤0.01% |
+3,613
| New | +$135K |
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.