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 | |
|---|---|---|---|---|---|---|---|
|
STLN
5776
Starling Oncology
STLN
$633M
| $85.3K | ﹤0.01% |
24,429
-3,506
| -13% | -$12K |
2020 Q3
20 quarters
|
|
5777
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$248M
| $85.3K | ﹤0.01% |
3,463
-92
| -3% | -$2.24K |
2024 Q3
4 quarters
|
|
5778
USCB Financial Holdings
USCB
$408M
| $85K | ﹤0.01% |
4,869
-10,122
| -68% | -$174K |
2021 Q4
15 quarters
|
|
5779
Valhi
VHI
$431M
| $84.9K | ﹤0.01% |
5,380
+513
| +11% | +$8.59K |
2016 Q4
35 quarters
|
|
5780
First Trust Europe AlphaDEX Fund
FEP
$497M
| $84.8K | ﹤0.01% |
1,657
-273
| -14% | -$13.5K |
2022 Q4
11 quarters
|
|
|
CLPR
5781
Clipper Realty
CLPR
$50.3M
| $84.7K | ﹤0.01% |
22,300
+15,101
| +210% | +$60K |
2017 Q4
31 quarters
|
|
5782
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.7B
| $84.6K | ﹤0.01% |
847
-79
| -9% | -$7.89K |
2024 Q3
4 quarters
|
|
5783
Kayne Anderson Energy Infrastructure Fund
KYN
$2.33B
| $84.6K | ﹤0.01% |
6,838
-45
| -0.7% | -$555 |
2022 Q4
11 quarters
|
|
5784
Sky Harbour Group
SKYH
$375M
| $84.6K | ﹤0.01% |
8,569
-1,617
| -16% | -$16.5K |
2024 Q2
5 quarters
|
|
5785
Core Molding Technologies
CMT
$203M
| $84.6K | ﹤0.01% |
4,115
-588
| -13% | -$10.9K |
2023 Q1
10 quarters
|
|
5786
Palmer Square Capital BDC
PSBD
$303M
| $84.6K | ﹤0.01% |
6,425
| – | – |
2025 Q1
2 quarters
|
|
5787
Benitec Biopharma
BNTC
$334M
| $84K | ﹤0.01% |
5,989
-849
| -12% | -$10.8K |
2025 Q2
1 quarter
|
|
|
ELP
5788
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $83.9K | ﹤0.01% |
8,566
-1,585
| -16% | -$14.3K |
2024 Q4
3 quarters
|
|
5789
Flotek Industries
FTK
$1.08B
| $83.8K | ﹤0.01% |
5,740
-46,420
| -89% | -$587K |
2015 Q4
39 quarters
|
|
5790
State Street SPDR S&P International Small Cap ETF
GWX
$917M
| $83.6K | ﹤0.01% |
2,081
-80
| -4% | -$3.1K |
2020 Q2
21 quarters
|
|
5791
John Hancock Mortgage-Backed Securities ETF
JHMB
$192M
| $83.4K | ﹤0.01% |
3,767
-30,653
| -89% | -$672K |
2024 Q4
3 quarters
|
|
5792
DNP Select Income Fund
DNP
$3.52B
| $83.3K | ﹤0.01% |
8,325
-1,518
| -15% | -$14.9K |
2022 Q4
11 quarters
|
|
5793
FT Vest US Equity Deep Buffer ETF November
DNOV
$404M
| $83.3K | ﹤0.01% |
1,779
| – | – |
2024 Q2
5 quarters
|
|
5794
NRC Health Common Stock
NRC
$472M
| $83.1K | ﹤0.01% |
6,506
+235
| +4% | +$3.52K |
2017 Q4
31 quarters
|
|
5795
CALL
Planet Fitness
PLNT
$3.16B
| $83K | ﹤0.01% |
+800
| New | +$85K |
2025 Q3
0 quarters
|
|
|
SPKLW
5796
Spark I Acquisition Corp Warrant
SPKLW
$4.8M
| – | – |
0
| – | – |
2024 Q4
3 quarters
|
|
5797
InnovAge Holding
INNV
$1.2B
| $82.5K | ﹤0.01% |
15,993
+3,305
| +26% | +$13.3K |
2021 Q1
18 quarters
|
|
5798
Stereotaxis
STXS
$120M
| $82.3K | ﹤0.01% |
26,449
-2,288
| -8% | -$5.93K |
2020 Q2
21 quarters
|
|
5799
US Gold Corp
USAU
$242M
| $82.1K | ﹤0.01% |
4,981
-221
| -4% | -$2.82K |
2023 Q3
8 quarters
|
|
|
OMDA
5800
Omada Health Inc
OMDA
$1.25B
| $82K | ﹤0.01% |
+3,707
| New | +$75.9K |
2025 Q3
0 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.