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 | |
|---|---|---|---|---|---|---|---|
5601
Cricut
CRCT
$1.36B
| $117K | ﹤0.01% |
18,624
-3,650
| -16% | -$21.4K |
2021 Q4
15 quarters
|
|
|
PAAI
5602
Paradium.AI, Inc.
PAAI
$60.5M
| $117K | ﹤0.01% |
21,411
+15,273
| +249% | +$95K |
2022 Q2
13 quarters
|
|
5603
CALL
BlackSky Technology
BKSY
$866M
| $117K | ﹤0.01% |
+5,800
| New | +$113K |
2025 Q3
0 quarters
|
|
5604
Immunocore
IMCR
$1.57B
| $116K | ﹤0.01% |
3,205
+542
| +20% | +$18.4K |
2022 Q2
13 quarters
|
|
5605
KRONOS Worldwide
KRO
$878M
| $116K | ﹤0.01% |
20,268
-12,633
| -38% | -$76.5K |
2017 Q4
31 quarters
|
|
|
SNWV
5606
SANUWAVE Health Inc
SNWV
$39.7M
| $116K | ﹤0.01% |
3,102
-213
| -6% | -$7.89K |
2025 Q2
1 quarter
|
|
|
ILLR
5607
Triller Group Inc
ILLR
$5.67M
| $116K | ﹤0.01% |
13,982
+1,881
| +16% | +$12.7K |
2025 Q1
2 quarters
|
|
5608
Nano X Imaging
NNOX
$52M
| $116K | ﹤0.01% |
31,316
-34,467
| -52% | -$153K |
2020 Q4
19 quarters
|
|
5609
Citizens Community Bancorp
CZWI
$205M
| $116K | ﹤0.01% |
7,210
+2,659
| +58% | +$41.6K |
2025 Q2
1 quarter
|
|
5610
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.17B
| $116K | ﹤0.01% |
3,235
-3,172
| -50% | -$108K |
2021 Q3
16 quarters
|
|
|
HIMX
5611
Himax Technologies
HIMX
$2.52B
| $115K | ﹤0.01% |
13,056
+627
| +5% | +$5.38K |
2021 Q1
18 quarters
|
|
5612
Legacy Housing
LEGH
$694M
| $115K | ﹤0.01% |
4,188
-643
| -13% | -$16.4K |
2019 Q1
26 quarters
|
|
5613
Wolfspeed
WOLF
$1.65B
| $115K | ﹤0.01% |
4,013
-416,292
| -99% | -$976K |
2017 Q1
34 quarters
|
|
|
STEW
5614
SRH Total Return Fund
STEW
$1.69B
| $115K | ﹤0.01% |
6,320
| – | – |
2022 Q4
11 quarters
|
|
|
CBNA
5615
Chain Bridge Bancorp
CBNA
$308M
| $114K | ﹤0.01% |
3,494
+2,384
| +215% | +$68.1K |
2025 Q2
1 quarter
|
|
5616
PUT
Kinross Gold
KGC
$28.5B
| $114K | ﹤0.01% |
+4,600
| New | +$88.5K |
2025 Q3
0 quarters
|
|
5617
CALL
Medtronic
MDT
$111B
| $114K | ﹤0.01% |
1,200
-53,800
| -98% | -$4.95M |
2023 Q2
9 quarters
|
|
5618
Waldencast
WALD
$117M
| $114K | ﹤0.01% |
57,702
+6,516
| +13% | +$13.1K |
2023 Q2
9 quarters
|
|
|
JBIO
5619
Jade Biosciences
JBIO
$876M
| $114K | ﹤0.01% |
13,198
-2,169
| -14% | -$17.7K |
2021 Q3
16 quarters
|
|
5620
Eagle Bancorp Montana
EBMT
$170M
| $114K | ﹤0.01% |
6,583
+3,063
| +87% | +$52.2K |
2020 Q2
21 quarters
|
|
5621
ALX Oncology
ALXO
$180M
| $113K | ﹤0.01% |
61,899
-26,453
| -30% | -$22.9K |
2020 Q3
20 quarters
|
|
5622
Peoples Bancorp of North Carolina
PEBK
$230M
| $113K | ﹤0.01% |
3,684
+662
| +22% | +$20K |
2023 Q4
7 quarters
|
|
|
TPZ
5623
Tortoise Electrification Infrastructure ETF
TPZ
$118M
| $113K | ﹤0.01% |
5,360
-2,440
| -31% | -$50.4K |
2024 Q4
3 quarters
|
|
|
CAFX
5624
Congress Intermediate Bond ETF
CAFX
$310M
| $113K | ﹤0.01% |
+4,497
| New | +$112K |
2025 Q3
0 quarters
|
|
5625
RCI Hospitality Holdings
RICK
$206M
| $112K | ﹤0.01% |
3,683
-609
| -14% | -$21.8K |
2016 Q1
38 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.