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 | |
|---|---|---|---|---|---|---|
5626
Western New England Bancorp
WNEB
$278M
| $112K | ﹤0.01% |
9,347
+609
| +7% | +$6.94K |
|
|
AGEN
5627
Agenus
AGEN
$329M
| $112K | ﹤0.01% |
29,080
-49,557
| -63% | -$248K |
|
5628
Humacyte
HUMA
$163M
| $112K | ﹤0.01% |
64,162
-5,905
| -8% | -$11.6K |
|
5629
Invesco Zacks Mid-Cap ETF
CZA
$193M
| $111K | ﹤0.01% |
1,012
-1
| -0.1% | -$108 |
|
5630
PUT
SolarEdge
SEDG
$1.99B
| $111K | ﹤0.01% |
3,000
-900
| -23% | -$26.9K |
|
5631
WisdomTree Emerging Markets Local Debt Fund
ELD
$143M
| $111K | ﹤0.01% |
3,860
+154
| +4% | +$4.36K |
|
|
BFIN
5632
DELISTED
BankFinancial
BFIN
| $111K | ﹤0.01% |
9,220
+3,928
| +74% | +$46.6K |
|
5633
Ohio Valley Banc Corp
OVBC
$210M
| $111K | ﹤0.01% |
2,999
+1,197
| +66% | +$42.5K |
|
|
DENN
5634
DELISTED
Denny's
DENN
| $110K | ﹤0.01% |
21,096
-3,777
| -15% | -$16.7K |
|
|
AIRJ
5635
Montana Technologies Corp
AIRJ
$437M
| $110K | ﹤0.01% |
23,518
+9,722
| +70% | +$45.6K |
|
5636
ALPS Disruptive Technologies ETF
DTEC
$77.4M
| $110K | ﹤0.01% |
+2,154
| New | +$107K |
|
|
FRGE
5637
DELISTED
Forge Global Holdings
FRGE
| $110K | ﹤0.01% |
6,495
-787
| -11% | -$14.6K |
|
5638
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
| $110K | ﹤0.01% |
5,601
-9,151
| -62% | -$179K |
|
|
SLI
5639
Standard Lithium
SLI
$586M
| $109K | ﹤0.01% |
+32,475
| New | +$90.7K |
|
5640
Runway Growth Finance
RWAY
$290M
| $109K | ﹤0.01% |
+10,754
| New | +$115K |
|
5641
Acme United Corp
ACU
$232M
| $109K | ﹤0.01% |
2,649
+1,079
| +69% | +$45.4K |
|
|
TE
5642
T1 Energy
TE
$1.51B
| $109K | ﹤0.01% |
49,926
-7,780
| -13% | -$12.4K |
|
|
OACCW
5643
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
| – | – |
0
| – | – |
|
5644
Lifezone Metals
LZM
$356M
| $109K | ﹤0.01% |
19,826
+6,619
| +50% | +$30.4K |
|
5645
CALL
Public Service Enterprise Group
PEG
$37.9B
| $108K | ﹤0.01% |
+1,300
| New | +$109K |
|
|
RITR
5646
Reitar Logtech Holdings
RITR
$7.88M
| $108K | ﹤0.01% |
+15,411
| New | +$74.8K |
|
5647
STRATTEC Security
STRT
$348M
| $108K | ﹤0.01% |
1,591
-5,121
| -76% | -$344K |
|
5648
PUT
ProShares UltraShort Health Care
RXD
$3.07M
| $108K | ﹤0.01% |
1,600
-3,500
| -69% | -$84.5K |
|
|
MBX
5649
MBX Biosciences
MBX
$3.3B
| $108K | ﹤0.01% |
6,175
-2,009
| -25% | -$26.9K |
|
5650
TTEC Holdings
TTEC
$77.9M
| $108K | ﹤0.01% |
32,107
+1,881
| +6% | +$7.71K |
|
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.