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 | |
|---|---|---|---|---|---|---|---|
5751
Quantum-Si Incorporated
QSI
$313M
| $89.2K | ﹤0.01% |
63,280
-3,376
| -5% | -$4.88K |
2021 Q4
15 quarters
|
|
5752
Franklin FTSE Australia ETF
FLAU
$199M
| $89.2K | ﹤0.01% |
2,774
| – | – |
2022 Q4
11 quarters
|
|
5753
CALL
B2Gold
BTG
$6.83B
| $88.6K | ﹤0.01% |
+17,900
| New | +$70.4K |
2025 Q3
0 quarters
|
|
5754
ProShares S&P SmallCap 600 Dividend Aristocrats ETF
SMDV
$654M
| $88.6K | ﹤0.01% |
1,328
-1,396
| -51% | -$93.4K |
2022 Q4
11 quarters
|
|
5755
Fidelity Low Duration Bond Factor ETF
FLDR
$2.32B
| $88.5K | ﹤0.01% |
1,762
+121
| +7% | +$6.08K |
2023 Q3
8 quarters
|
|
5756
Empire Petroleum
EP
$102M
| $88K | ﹤0.01% |
19,469
+6,382
| +49% | +$30.8K |
2022 Q2
13 quarters
|
|
5757
iShares MSCI Netherlands ETF
EWN
$696M
| $88K | ﹤0.01% |
1,516
-78
| -5% | -$4.21K |
2021 Q2
17 quarters
|
|
5758
American Century US Quality Growth ETF
QGRO
$1.98B
| $88K | ﹤0.01% |
769
+690
| +873% | +$76.4K |
2023 Q4
7 quarters
|
|
5759
DiaMedica Therapeutics
DMAC
$450M
| $87.8K | ﹤0.01% |
12,785
+302
| +2% | +$1.64K |
2025 Q2
1 quarter
|
|
5760
CALL
Vanguard S&P 500 ETF
VOO
$1.04T
| $87.7K | ﹤0.01% |
+700
| New | +$413K |
2025 Q3
0 quarters
|
|
5761
CALL
Bath & Body Works
BBWI
$3.31B
| $87.6K | ﹤0.01% |
+3,400
| New | +$101K |
2025 Q3
0 quarters
|
|
|
GRO
5762
Brazil Potash Corp
GRO
$131M
| $87.4K | ﹤0.01% |
+32,479
| New | +$62.2K |
2025 Q3
0 quarters
|
|
5763
Critical Metals Corp
CRML
$1.06B
| $87.2K | ﹤0.01% |
14,020
-19,019
| -58% | -$97.5K |
2024 Q1
6 quarters
|
|
5764
C&F Financial
CFFI
$315M
| $86.7K | ﹤0.01% |
1,290
-152
| -11% | -$10.3K |
2025 Q2
1 quarter
|
|
5765
VanEck Video Gaming and eSports ETF
ESPO
$253M
| $86.4K | ﹤0.01% |
713
-263
| -27% | -$29.7K |
2020 Q4
19 quarters
|
|
|
PEO
5766
Adams Natural Resources Fund
PEO
$777M
| $86.4K | ﹤0.01% |
4,015
+88
| +2% | +$1.9K |
2015 Q4
39 quarters
|
|
5767
Asure Software
ASUR
$222M
| $86.2K | ﹤0.01% |
10,517
-1,464
| -12% | -$13.1K |
2020 Q2
21 quarters
|
|
|
DFSI
5768
Dimensional International Sustainability Core 1 ETF
DFSI
$1.15B
| $86.2K | ﹤0.01% |
2,105
-1,198
| -36% | -$48K |
2023 Q1
10 quarters
|
|
5769
Information Services Group
III
$278M
| $86.1K | ﹤0.01% |
14,978
-17,637
| -54% | -$87.7K |
2017 Q4
31 quarters
|
|
|
CMPS
5770
CALL
Compass Pathways
CMPS
$1.65B
| $86K | ﹤0.01% |
+15,000
| New | +$67.4K |
2025 Q3
0 quarters
|
|
|
OCTM
5771
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.7M
| $85.8K | ﹤0.01% |
2,667
| – | – |
2024 Q4
3 quarters
|
|
|
MNTN
5772
MNTN Inc
MNTN
$773M
| $85.7K | ﹤0.01% |
+4,619
| New | +$105K |
2025 Q3
0 quarters
|
|
5773
Finward Bancorp
FNWD
$181M
| $85.5K | ﹤0.01% |
2,663
+1,035
| +64% | +$30.7K |
2025 Q2
1 quarter
|
|
5774
PUT
Tractor Supply
TSCO
$16.5B
| $85.3K | ﹤0.01% |
1,500
-400
| -21% | -$23.6K |
2025 Q2
1 quarter
|
|
5775
VirnetX Holding Corp
VHC
$39.6M
| $85.3K | ﹤0.01% |
4,986
+4,935
| +9,676% | +$78.8K |
2017 Q4
31 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.