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 | |
|---|---|---|---|---|---|---|---|
5701
State Street SPDR Dow Jones International Real Estate ETF
RWX
$241M
| $98.4K | ﹤0.01% |
3,538
-689
| -16% | -$19K |
2014 Q4
43 quarters
|
|
5702
iShares MSCI France ETF
EWQ
$342M
| $98.3K | ﹤0.01% |
2,237
-7,350
| -77% | -$317K |
2022 Q3
12 quarters
|
|
5703
AAM S&P 500 High Dividend Value ETF
SPDV
$101M
| $98.3K | ﹤0.01% |
2,829
+86
| +3% | +$2.91K |
2024 Q4
3 quarters
|
|
5704
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
| $98.2K | ﹤0.01% |
+2,066
| New | +$95.1K |
2025 Q3
0 quarters
|
|
5705
Innovator US Equity Power Buffer ETF August
PAUG
$1.04B
| $97.6K | ﹤0.01% |
2,298
+439
| +24% | +$18.2K |
2023 Q2
9 quarters
|
|
5706
Return Stacked Global Stocks & Bonds ETF
RSSB
$495M
| $97.5K | ﹤0.01% |
+3,460
| New | +$93.4K |
2025 Q3
0 quarters
|
|
|
EPRX
5707
Eupraxia Pharmaceuticals
EPRX
$517M
| $97.2K | ﹤0.01% |
16,467
-2,250
| -12% | -$12.2K |
2025 Q1
2 quarters
|
|
5708
Utah Medical Products
UTMD
$236M
| $97K | ﹤0.01% |
1,541
-4,612
| -75% | -$273K |
2015 Q3
40 quarters
|
|
5709
Tonix Pharmaceuticals
TNXP
$158M
| $97K | ﹤0.01% |
4,015
+439
| +12% | +$16.3K |
2025 Q2
1 quarter
|
|
5710
Alpha Architect US Quantitative Value ETF
QVAL
$607M
| $96.9K | ﹤0.01% |
+2,078
| New | +$93.4K |
2025 Q3
0 quarters
|
|
5711
Innovator International Developed Power Buffer ETF October
IOCT
$170M
| $96.9K | ﹤0.01% |
2,835
-700
| -20% | -$23.3K |
2024 Q1
6 quarters
|
|
5712
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$543M
| $96.7K | ﹤0.01% |
+3,767
| New | +$96.6K |
2025 Q3
0 quarters
|
|
5713
Neurogene
NGNE
$531M
| $96.4K | ﹤0.01% |
5,563
-772
| -12% | -$15.5K |
2020 Q1
22 quarters
|
|
5714
Harbor Long-Term Growers ETF
WINN
$1.22B
| $96K | ﹤0.01% |
+3,080
| New | +$92.7K |
2025 Q3
0 quarters
|
|
5715
Teucrium Corn Fund
CORN
$138M
| $95.7K | ﹤0.01% |
5,484
+398
| +8% | +$6.94K |
2016 Q2
37 quarters
|
|
5716
America's Car Mart
CRMT
$8.19M
| $95.5K | ﹤0.01% |
3,269
-21,075
| -87% | -$954K |
2017 Q4
31 quarters
|
|
5717
Opus Small Cap Value ETF
OSCV
$623M
| $95.4K | ﹤0.01% |
2,496
+1,501
| +151% | +$56.2K |
2022 Q4
11 quarters
|
|
5718
Lexeo Therapeutics
LXEO
$297M
| $95.3K | ﹤0.01% |
14,359
+609
| +4% | +$2.94K |
2023 Q4
7 quarters
|
|
5719
THOR Low Volatility ETF
THLV
$53.9M
| $94.9K | ﹤0.01% |
+3,162
| New | +$92.8K |
2025 Q3
0 quarters
|
|
|
UBFO
5720
DELISTED
United Security Bancshares
UBFO
| $94.5K | ﹤0.01% |
10,125
+3,465
| +52% | +$31.5K |
2017 Q4
31 quarters
|
|
|
LOVE
5721
LoveSac
LOVE
$216M
| $94.1K | ﹤0.01% |
5,558
-53,327
| -91% | -$991K |
2018 Q3
28 quarters
|
|
5722
CALL
ALPS REIT Dividend Dogs ETF
RDOG
$10.3M
| $93.9K | ﹤0.01% |
+2,000
| New | +$73.3K |
2025 Q3
0 quarters
|
|
5723
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$367M
| $93.8K | ﹤0.01% |
2,470
-70
| -3% | -$2.99K |
2025 Q2
1 quarter
|
|
5724
ECB Bancorp
ECBK
$178M
| $93.6K | ﹤0.01% |
5,898
+2,248
| +62% | +$36.5K |
2025 Q2
1 quarter
|
|
5725
Codexis
CDXS
$149M
| $93.5K | ﹤0.01% |
38,336
-3,765
| -9% | -$10.3K |
2017 Q3
32 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.