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 | |
|---|---|---|---|---|---|---|---|
|
BSJP
5626
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| $112K | ﹤0.01% |
4,870
-1,308
| -21% | -$30.2K |
2025 Q2
1 quarter
|
|
5627
Western New England Bancorp
WNEB
$276M
| $112K | ﹤0.01% |
9,347
+609
| +7% | +$6.94K |
2017 Q4
31 quarters
|
|
|
AGEN
5628
Agenus
AGEN
$376M
| $112K | ﹤0.01% |
29,080
-49,557
| -63% | -$248K |
2017 Q3
32 quarters
|
|
5629
Humacyte
HUMA
$140M
| $112K | ﹤0.01% |
64,162
-5,905
| -8% | -$11.6K |
2021 Q4
15 quarters
|
|
5630
Invesco Zacks Mid-Cap ETF
CZA
$170M
| $111K | ﹤0.01% |
1,012
-1
| -0.1% | -$108 |
2016 Q4
35 quarters
|
|
5631
PUT
SolarEdge
SEDG
$1.9B
| $111K | ﹤0.01% |
3,000
-900
| -23% | -$26.9K |
2024 Q3
4 quarters
|
|
5632
WisdomTree Emerging Markets Local Debt Fund
ELD
$135M
| $111K | ﹤0.01% |
3,860
+154
| +4% | +$4.36K |
2023 Q3
8 quarters
|
|
|
BFIN
5633
DELISTED
BankFinancial
BFIN
| $111K | ﹤0.01% |
9,220
+3,928
| +74% | +$46.6K |
2025 Q2
1 quarter
|
|
5634
Ohio Valley Banc Corp
OVBC
$209M
| $111K | ﹤0.01% |
2,999
+1,197
| +66% | +$42.5K |
2025 Q2
1 quarter
|
|
|
DENN
5635
DELISTED
Denny's
DENN
| $110K | ﹤0.01% |
21,096
-3,777
| -15% | -$16.7K |
2017 Q4
31 quarters
|
|
|
AIRJ
5636
Montana Technologies Corp
AIRJ
$290M
| $110K | ﹤0.01% |
23,518
+9,722
| +70% | +$45.6K |
2024 Q4
3 quarters
|
|
5637
ALPS Disruptive Technologies ETF
DTEC
$72.6M
| $110K | ﹤0.01% |
+2,154
| New | +$107K |
2025 Q3
0 quarters
|
|
|
FRGE
5638
DELISTED
Forge Global Holdings
FRGE
| $110K | ﹤0.01% |
6,495
-787
| -11% | -$14.6K |
2023 Q1
10 quarters
|
|
5639
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.25B
| $110K | ﹤0.01% |
5,601
-9,151
| -62% | -$179K |
2023 Q3
8 quarters
|
|
|
SLI
5640
Standard Lithium
SLI
$442M
| $109K | ﹤0.01% |
+32,475
| New | +$90.7K |
2025 Q3
0 quarters
|
|
5641
Runway Growth Finance
RWAY
$277M
| $109K | ﹤0.01% |
+10,754
| New | +$115K |
2025 Q3
0 quarters
|
|
5642
Acme United Corp
ACU
$242M
| $109K | ﹤0.01% |
2,649
+1,079
| +69% | +$45.4K |
2025 Q2
1 quarter
|
|
|
TE
5643
T1 Energy
TE
$1.1B
| $109K | ﹤0.01% |
49,926
-7,780
| -13% | -$12.4K |
2024 Q2
5 quarters
|
|
|
OACCW
5644
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
$3.1M
| – | – |
0
| – | – |
2025 Q3
0 quarters
|
|
5645
Lifezone Metals
LZM
$337M
| $109K | ﹤0.01% |
19,826
+6,619
| +50% | +$30.4K |
2023 Q4
7 quarters
|
|
5646
CALL
Public Service Enterprise Group
PEG
$33.8B
| $108K | ﹤0.01% |
+1,300
| New | +$109K |
2025 Q3
0 quarters
|
|
|
RITR
5647
DELISTED
Reitar Logtech Holdings
RITR
| $108K | ﹤0.01% |
+15,411
| New | +$74.8K |
2025 Q3
0 quarters
|
|
5648
STRATTEC Security
STRT
$262M
| $108K | ﹤0.01% |
1,591
-5,121
| -76% | -$344K |
2024 Q3
4 quarters
|
|
5649
PUT
ProShares UltraShort Health Care
RXD
$3.21M
| $108K | ﹤0.01% |
1,600
-3,500
| -69% | -$84.5K |
2025 Q2
1 quarter
|
|
|
MBX
5650
MBX Biosciences
MBX
$2.72B
| $108K | ﹤0.01% |
6,175
-2,009
| -25% | -$26.9K |
2024 Q4
3 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.