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 | |
|---|---|---|---|---|---|---|
5576
Cerus
CERS
$601M
| $123K | ﹤0.01% |
77,132
-13,168
| -15% | -$17.8K |
|
5577
Hyliion Holdings
HYLN
$725M
| $122K | ﹤0.01% |
62,105
-14,730
| -19% | -$24.5K |
|
5578
Monopar Therapeutics
MNPR
$759M
| $122K | ﹤0.01% |
1,491
-430
| -22% | -$19.2K |
|
5579
Pure Cycle
PCYO
$271M
| $122K | ﹤0.01% |
10,984
+1,521
| +16% | +$15.9K |
|
5580
First Trust Indxx NextG ETF
NXTG
$576M
| $121K | ﹤0.01% |
1,170
| – | – |
|
5581
Gaia
GAIA
$37.1M
| $121K | ﹤0.01% |
20,468
+4,959
| +32% | +$24.8K |
|
5582
CALL
Sunrun
RUN
$2.45B
| $121K | ﹤0.01% |
7,000
-7,600
| -52% | -$102K |
|
|
ESUM
5583
Eventide US Market ETF
ESUM
$193M
| $121K | ﹤0.01% |
4,450
+4,446
| +111,150% | +$118K |
|
5584
Li Auto
LI
$12B
| $121K | ﹤0.01% |
4,771
-395,592
| -99% | -$10.2M |
|
5585
Maui Land & Pineapple Co
MLP
$304M
| $121K | ﹤0.01% |
6,466
+511
| +9% | +$8.98K |
|
5586
PUT
Royal Gold
RGLD
$19.5B
| $120K | ﹤0.01% |
+600
| New | +$104K |
|
|
UFOX
5587
Defiance Space and Connective Tech ETF
UFOX
$923M
| $120K | ﹤0.01% |
1,944
+66
| +4% | +$3.76K |
|
5588
FT Vest US Equity Moderate Buffer ETF December
GDEC
$439M
| $120K | ﹤0.01% |
+3,266
| New | +$117K |
|
|
APACU
5589
StoneBridge Acquisition II Corp Units
APACU
| $120K | ﹤0.01% |
+12,000
| New | +$120K |
|
5590
INmune Bio
INMB
$60.2M
| $119K | ﹤0.01% |
57,714
-15,383
| -21% | -$35.2K |
|
5591
Arteris
AIP
$1.39B
| $119K | ﹤0.01% |
11,779
-4,514
| -28% | -$43K |
|
5592
Consumer Portfolio Services
CPSS
$205M
| $119K | ﹤0.01% |
15,739
+2,333
| +17% | +$19.9K |
|
|
USAR
5593
CALL
USA Rare Earth Inc
USAR
$4.89B
| $119K | ﹤0.01% |
+6,900
| New | +$98.6K |
|
5594
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55.6M
| $119K | ﹤0.01% |
2,582
+2,529
| +4,772% | +$110K |
|
|
NDEC
5595
Innovator Growth-100 Power Buffer ETF - December
NDEC
$62.6M
| $118K | ﹤0.01% |
4,380
| – | – |
|
5596
Better Home & Finance Holding
BETR
$19.7M
| $118K | ﹤0.01% |
2,107
-214
| -9% | -$4.75K |
|
|
MCHB
5597
Mechanics Bancorp
MCHB
$3.78B
| $118K | ﹤0.01% |
8,870
-8,183
| -48% | -$109K |
|
5598
ClearBridge Large Cap Growth Select ETF
LRGE
$386M
| $118K | ﹤0.01% |
1,416
-19
| -1% | -$1.53K |
|
5599
Boston Omaha
BOC
$421M
| $118K | ﹤0.01% |
9,016
-33,927
| -79% | -$456K |
|
5600
Cricut
CRCT
$1.21B
| $117K | ﹤0.01% |
18,624
-3,650
| -16% | -$21.4K |
|
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.