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 | |
|---|---|---|---|---|---|---|---|
5576
Richmond Mutual Bancorp
RMBI
$240M
| $123K | ﹤0.01% |
8,634
+4,301
| +99% | +$61.3K |
2019 Q3
24 quarters
|
|
5577
Cerus
CERS
$468M
| $123K | ﹤0.01% |
77,132
-13,168
| -15% | -$17.8K |
2017 Q1
34 quarters
|
|
5578
Hyliion Holdings
HYLN
$752M
| $122K | ﹤0.01% |
62,105
-14,730
| -19% | -$24.5K |
2020 Q4
19 quarters
|
|
5579
Monopar Therapeutics
MNPR
$523M
| $122K | ﹤0.01% |
1,491
-430
| -22% | -$19.2K |
2024 Q4
3 quarters
|
|
5580
Pure Cycle
PCYO
$262M
| $122K | ﹤0.01% |
10,984
+1,521
| +16% | +$15.9K |
2017 Q4
31 quarters
|
|
5581
First Trust Indxx NextG ETF
NXTG
$564M
| $121K | ﹤0.01% |
1,170
| – | – |
2021 Q3
16 quarters
|
|
5582
Gaia
GAIA
$35.3M
| $121K | ﹤0.01% |
20,468
+4,959
| +32% | +$24.8K |
2023 Q3
8 quarters
|
|
5583
CALL
Sunrun
RUN
$1.84B
| $121K | ﹤0.01% |
7,000
-7,600
| -52% | -$102K |
2025 Q2
1 quarter
|
|
|
ESUM
5584
Eventide US Market ETF
ESUM
$195M
| $121K | ﹤0.01% |
4,450
+4,446
| +111,150% | +$118K |
2025 Q2
1 quarter
|
|
5585
Li Auto
LI
$10.9B
| $121K | ﹤0.01% |
4,771
-395,592
| -99% | -$10.2M |
2020 Q3
20 quarters
|
|
5586
Maui Land & Pineapple Co
MLP
$313M
| $121K | ﹤0.01% |
6,466
+511
| +9% | +$8.98K |
2017 Q4
31 quarters
|
|
5587
PUT
Royal Gold
RGLD
$19.7B
| $120K | ﹤0.01% |
+600
| New | +$104K |
2025 Q3
0 quarters
|
|
|
UFOX
5588
Defiance Space and Connective Tech ETF
UFOX
$889M
| $120K | ﹤0.01% |
1,944
+66
| +4% | +$3.76K |
2020 Q4
19 quarters
|
|
5589
FT Vest US Equity Moderate Buffer ETF December
GDEC
$425M
| $120K | ﹤0.01% |
+3,266
| New | +$117K |
2025 Q3
0 quarters
|
|
|
APACU
5590
StoneBridge Acquisition II Corp Units
APACU
| $120K | ﹤0.01% |
+12,000
| New | +$120K |
2025 Q3
0 quarters
|
|
5591
INmune Bio
INMB
$53.6M
| $119K | ﹤0.01% |
57,714
-15,383
| -21% | -$35.2K |
2024 Q2
5 quarters
|
|
5592
Arteris
AIP
$1.18B
| $119K | ﹤0.01% |
11,779
-4,514
| -28% | -$43K |
2021 Q4
15 quarters
|
|
5593
Consumer Portfolio Services
CPSS
$201M
| $119K | ﹤0.01% |
15,739
+2,333
| +17% | +$19.9K |
2021 Q1
18 quarters
|
|
|
USAR
5594
CALL
USA Rare Earth Inc
USAR
$5.18B
| $119K | ﹤0.01% |
+6,900
| New | +$98.6K |
2025 Q3
0 quarters
|
|
5595
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$48.6M
| $119K | ﹤0.01% |
2,582
+2,529
| +4,772% | +$110K |
2024 Q4
3 quarters
|
|
|
NDEC
5596
Innovator Growth-100 Power Buffer ETF - December
NDEC
$63.6M
| $118K | ﹤0.01% |
4,380
| – | – |
2024 Q4
3 quarters
|
|
5597
Better Home & Finance Holding
BETR
$213M
| $118K | ﹤0.01% |
2,107
-214
| -9% | -$4.75K |
2025 Q2
1 quarter
|
|
|
MCHB
5598
Mechanics Bancorp
MCHB
$3.28B
| $118K | ﹤0.01% |
8,870
-8,183
| -48% | -$109K |
2013 Q2
49 quarters
|
|
5599
ClearBridge Large Cap Growth Select ETF
LRGE
$391M
| $118K | ﹤0.01% |
1,416
-19
| -1% | -$1.53K |
2024 Q2
5 quarters
|
|
5600
Boston Omaha
BOC
$391M
| $118K | ﹤0.01% |
9,016
-33,927
| -79% | -$456K |
2018 Q2
29 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.