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 | |
|---|---|---|---|---|---|---|---|
5726
Mercer International
MERC
$21.6M
| $93.3K | ﹤0.01% |
32,401
-38,632
| -54% | -$127K |
2024 Q3
4 quarters
|
|
5727
Rimini Street
RMNI
$400M
| $93.3K | ﹤0.01% |
19,932
-87,776
| -81% | -$390K |
2018 Q2
29 quarters
|
|
|
ABX
5728
Abacus Global Management
ABX
$772M
| $93.3K | ﹤0.01% |
16,275
+16,255
| +81,275% | +$96.5K |
2024 Q3
4 quarters
|
|
|
EOI
5729
Eaton Vance Enhanced Equity Income Fund
EOI
$811M
| $93K | ﹤0.01% |
4,428
+600
| +16% | +$12.7K |
2024 Q2
5 quarters
|
|
|
TECX
5730
Tectonic Therapeutic
TECX
$443M
| $92.9K | ﹤0.01% |
5,924
-624
| -10% | -$12.9K |
2018 Q2
29 quarters
|
|
5731
Invesco Pharmaceuticals ETF
PJP
$543M
| $92.9K | ﹤0.01% |
1,004
-182
| -15% | -$15.9K |
2023 Q2
9 quarters
|
|
|
LAR
5732
Lithium Argentina AG
LAR
$909M
| $92.6K | ﹤0.01% |
27,728
+10,176
| +58% | +$30.8K |
2025 Q2
1 quarter
|
|
5733
AdvisorShares STAR Global Buy-Write ETF
VEGA
$93.6M
| $92.3K | ﹤0.01% |
1,897
| – | – |
2025 Q2
1 quarter
|
|
5734
Trinity Capital Inc
TRIN
$1.66B
| $92.3K | ﹤0.01% |
5,961
+2,118
| +55% | +$32.8K |
2025 Q2
1 quarter
|
|
5735
NLI Holdings
NL
$346M
| $92.2K | ﹤0.01% |
14,989
+1,226
| +9% | +$7.76K |
2016 Q4
35 quarters
|
|
5736
Fennec Pharmaceuticals
FENC
$362M
| $92K | ﹤0.01% |
9,826
-1,251
| -11% | -$10.8K |
2021 Q4
15 quarters
|
|
5737
Puma Biotechnology
PBYI
$508M
| $91.8K | ﹤0.01% |
17,285
-2,960
| -15% | -$12.6K |
2013 Q2
49 quarters
|
|
5738
SkinHealth Systems
SKIN
$82M
| $91.7K | ﹤0.01% |
46,059
-8,167
| -15% | -$16.6K |
2020 Q4
19 quarters
|
|
5739
PUT
Trevi Therapeutics
TRVI
$2.02B
| $91.5K | ﹤0.01% |
10,000
| – | – |
2025 Q2
1 quarter
|
|
|
MOB
5740
Mobilicom Ltd
MOB
$55.6M
| $91.4K | ﹤0.01% |
+9,833
| New | +$49.6K |
2025 Q3
0 quarters
|
|
5741
Congress Large Cap Growth ETF
CAML
$386M
| $91.4K | ﹤0.01% |
+2,356
| New | +$88.6K |
2025 Q3
0 quarters
|
|
5742
Satellogic
SATL
$833M
| $91.3K | ﹤0.01% |
27,821
-4,758
| -15% | -$16.8K |
2025 Q2
1 quarter
|
|
5743
Candel Therapeutics
CADL
$777M
| $91K | ﹤0.01% |
17,834
-1,699
| -9% | -$9.82K |
2021 Q4
15 quarters
|
|
5744
PUT
Sysco
SYY
$37.3B
| $90.6K | ﹤0.01% |
+1,100
| New | +$88K |
2025 Q3
0 quarters
|
|
5745
Lifecore Biomedical
LFCR
$248M
| $90.6K | ﹤0.01% |
12,304
-1,687
| -12% | -$12.8K |
2017 Q4
31 quarters
|
|
5746
Eaton Vance Total Return Bond ETF
EVTR
$5.96B
| $90.2K | ﹤0.01% |
1,753
-534
| -23% | -$27.3K |
2024 Q4
3 quarters
|
|
|
LNKB
5747
DELISTED
LINKBANCORP
LNKB
| $90.1K | ﹤0.01% |
12,642
+2,476
| +24% | +$17.9K |
2023 Q4
7 quarters
|
|
|
IPEXR
5748
DELISTED
Inflection Point Acquisition Corp V Rights
IPEXR
| $90K | ﹤0.01% |
+150,000
| New | +$54.7K |
2025 Q3
0 quarters
|
|
5749
Frequency Electronics
FEIM
$969M
| $90K | ﹤0.01% |
2,653
-457
| -15% | -$12.7K |
2023 Q3
8 quarters
|
|
5750
Mayville Engineering Co
MEC
$400M
| $89.3K | ﹤0.01% |
6,489
-1,447
| -18% | -$21.8K |
2019 Q2
25 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.