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 | Financials | 9.6% |
| 3 | Consumer Discretionary | 9.3% |
| 4 | Communication Services | 7.71% |
| 5 | Healthcare | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5826
CALL
Eldorado Gold
EGO
$10.3B
| $78K | ﹤0.01% |
+2,700
| New | +$63.6K |
|
5827
Greene County Bancorp
GCBC
$595M
| $78K | ﹤0.01% |
3,450
-464
| -12% | -$11.1K |
|
5828
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
| $77.8K | ﹤0.01% |
885
-28
| -3% | -$2.41K |
|
5829
Inseego
INSG
$78.2M
| $77.7K | ﹤0.01% |
5,190
-867
| -14% | -$8.73K |
|
5830
FT Vest Growth-100 Buffer ETF December
QDEC
$703M
| $77.7K | ﹤0.01% |
+2,496
| New | +$75.2K |
|
|
SOR
5831
Source Capital
SOR
$382M
| $77.6K | ﹤0.01% |
1,724
+407
| +31% | +$18K |
|
5832
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
| $77.5K | ﹤0.01% |
1,776
+266
| +18% | +$11.4K |
|
5833
Innovator US Equity Ultra Buffer ETF August
UAUG
$180M
| $77.4K | ﹤0.01% |
+1,968
| New | +$75.7K |
|
|
SWKH
5834
DELISTED
SWK Holdings
SWKH
| $77.1K | ﹤0.01% |
5,298
+1,527
| +40% | +$22.6K |
|
|
CAN
5835
Canaan Creative
CAN
$169M
| $77K | ﹤0.01% |
87,319
+7,168
| +9% | +$5.44K |
|
5836
CALL
Bitdeer Technologies
BTDR
$2.47B
| $76.9K | ﹤0.01% |
+4,500
| New | +$63.2K |
|
|
SFBC
5837
Sound Financial Bancorp
SFBC
$120M
| $76.8K | ﹤0.01% |
1,667
+651
| +64% | +$30.4K |
|
|
SGVT
5838
Schwab Government Money Market ETF
SGVT
$868M
| $76.8K | ﹤0.01% |
+763
| New | +$76.6K |
|
5839
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
| $76.7K | ﹤0.01% |
3,342
+2,050
| +159% | +$46.9K |
|
5840
Fossil Group
FOSL
$325M
| $76.3K | ﹤0.01% |
29,703
+25,146
| +552% | +$59.4K |
|
|
ATYR
5841
aTyr Pharma
ATYR
$54.6M
| $76.3K | ﹤0.01% |
105,817
+64,710
| +157% | +$293K |
|
5842
Kimbell Royalty Partners
KRP
$1.52B
| $76.2K | ﹤0.01% |
5,651
-23,863
| -81% | -$335K |
|
5843
FitLife Brands
FTLF
$102M
| $76K | ﹤0.01% |
3,819
+1,974
| +107% | +$31.7K |
|
5844
CALL
The GEO Group
GEO
$4.02B
| $75.8K | ﹤0.01% |
+3,700
| New | +$84.5K |
|
|
CEPU
5845
Central Puerto
CEPU
$1.96B
| $75.6K | ﹤0.01% |
9,434
-2,531
| -21% | -$27.2K |
|
5846
WisdomTree Bianco Total Return Fund
WTBN
$102M
| $75K | ﹤0.01% |
2,921
+481
| +20% | +$12.3K |
|
5847
Twin Disc
TWIN
$351M
| $74.7K | ﹤0.01% |
5,361
+1,193
| +29% | +$12.9K |
|
|
TVRD
5848
Tvardi Therapeutics
TVRD
$23.6M
| $74.7K | ﹤0.01% |
1,917
+249
| +15% | +$7.09K |
|
|
OLPX
5849
DELISTED
Olaplex Holdings
OLPX
| $74.6K | ﹤0.01% |
56,918
-9,584
| -14% | -$13.7K |
|
5850
PUT
Goosehead Insurance
GSHD
$2.36B
| $74.4K | ﹤0.01% |
+1,000
| New | +$88.1K |
|
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 481 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 Financials and Consumer Discretionary.
- 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 481 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.