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 | |
|---|---|---|---|---|---|---|---|
5676
MaxCyte
MXCT
$112M
| $102K | ﹤0.01% |
64,776
-18,622
| -22% | -$32.4K |
2021 Q3
16 quarters
|
|
5677
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.57B
| $102K | ﹤0.01% |
993
-79
| -7% | -$7.81K |
2022 Q4
11 quarters
|
|
5678
StealthGas
GASS
$344M
| $102K | ﹤0.01% |
15,595
-15,252
| -49% | -$106K |
2024 Q3
4 quarters
|
|
5679
Global X Cloud Computing ETF
CLOU
$380M
| $102K | ﹤0.01% |
4,391
-603
| -12% | -$13.8K |
2020 Q4
19 quarters
|
|
|
BZAI
5680
Blaize Holdings
BZAI
$67.3M
| $102K | ﹤0.01% |
29,498
+28,060
| +1,951% | +$99.8K |
2025 Q2
1 quarter
|
|
5681
Invesco Variable Rate Investment Grade ETF
VRIG
$1.84B
| $102K | ﹤0.01% |
4,046
-33,866
| -89% | -$850K |
2024 Q1
6 quarters
|
|
5682
PUT
Penumbra
PEN
$12.5B
| $101K | ﹤0.01% |
400
| – | – |
2025 Q2
1 quarter
|
|
|
QUMSU
5683
Quantumsphere Acquisition Corp Units
QUMSU
| $101K | ﹤0.01% |
+10,000
| New | +$100K |
2025 Q3
0 quarters
|
|
5684
FT Vest Buffered Allocation Growth ETF
BUFG
$483M
| $101K | ﹤0.01% |
+3,746
| New | +$98.3K |
2025 Q3
0 quarters
|
|
5685
First Trust Nasdaq Semiconductor ETF
FTXL
$1.36B
| $101K | ﹤0.01% |
901
| – | – |
2023 Q2
9 quarters
|
|
5686
Lands' End
LE
$310M
| $101K | ﹤0.01% |
7,148
-719
| -9% | -$9.58K |
2015 Q4
39 quarters
|
|
|
LAZR
5687
PUT
DELISTED
Luminar Technologies
LAZR
| $101K | ﹤0.01% |
52,644
| – | – |
2024 Q3
4 quarters
|
|
5688
Landmark Bancorp
LARK
$191M
| $100K | ﹤0.01% |
3,952
+1,665
| +73% | +$41.8K |
2020 Q2
21 quarters
|
|
5689
Gladstone Investment Corp
GAIN
$627M
| $100K | ﹤0.01% |
7,249
+1,945
| +37% | +$27.4K |
2024 Q3
4 quarters
|
|
5690
Franklin Covey
FC
$197M
| $100K | ﹤0.01% |
5,151
-761
| -13% | -$15.1K |
2016 Q1
38 quarters
|
|
5691
Strawberry Fields REIT
STRW
$182M
| $99.9K | ﹤0.01% |
8,120
-19,656
| -71% | -$219K |
2023 Q4
7 quarters
|
|
5692
SB Financial Group
SBFG
$184M
| $99.5K | ﹤0.01% |
5,157
+2,328
| +82% | +$47.3K |
2020 Q2
21 quarters
|
|
5693
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$145M
| $99.4K | ﹤0.01% |
+4,418
| New | +$98.9K |
2025 Q3
0 quarters
|
|
5694
New Horizon Aircraft Ltd
HOVRW
$9.99M
| – | – |
0
| – | – |
2023 Q4
7 quarters
|
|
5695
Energy Vault
NRGV
$707M
| $99.3K | ﹤0.01% |
33,449
-1,819
| -5% | -$2.98K |
2021 Q4
15 quarters
|
|
5696
SR Bancorp
SRBK
$137M
| $99.2K | ﹤0.01% |
6,576
+2,843
| +76% | +$41.4K |
2025 Q2
1 quarter
|
|
|
ZFEB
5697
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $99K | ﹤0.01% |
+3,966
| New | +$97.8K |
2025 Q3
0 quarters
|
|
5698
First Trust Financials AlphaDEX Fund
FXO
$1.03B
| $98.9K | ﹤0.01% |
1,664
-819
| -33% | -$47.6K |
2022 Q3
12 quarters
|
|
5699
Schwab International Dividend Equity ETF
SCHY
$2.49B
| $98.4K | ﹤0.01% |
3,523
+2,703
| +330% | +$75.2K |
2023 Q4
7 quarters
|
|
5700
908 Devices
MASS
$517M
| $98.4K | ﹤0.01% |
11,238
-2,010
| -15% | -$13.4K |
2021 Q1
18 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.