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 | |
|---|---|---|---|---|---|---|---|
5851
PUT
Goosehead Insurance
GSHD
$1.12B
| $74.4K | ﹤0.01% |
+1,000
| New | +$88.1K |
2025 Q3
0 quarters
|
|
5852
iShares International Developed Small Cap Value Factor ETF
ISVL
$329M
| $74.3K | ﹤0.01% |
1,642
-187
| -10% | -$8.15K |
2023 Q4
7 quarters
|
|
|
TNGY
5853
Tortoise Energy ETF
TNGY
$554M
| $74.3K | ﹤0.01% |
8,187
| – | – |
2025 Q2
1 quarter
|
|
5854
Quad
QUAD
$478M
| $74K | ﹤0.01% |
11,818
-2,135
| -15% | -$13.2K |
2013 Q2
49 quarters
|
|
|
CPLB
5855
NYLIM MacKay Core Plus Bond ETF
CPLB
$400M
| $73.8K | ﹤0.01% |
+3,453
| New | +$73.3K |
2025 Q3
0 quarters
|
|
5856
CALL
Applied Digital
APLD
$7.23B
| $73.4K | ﹤0.01% |
3,200
+3,100
| +3,100% | +$45.9K |
2025 Q2
1 quarter
|
|
5857
Crawford & Co Class A
CRD.A
$598M
| $73.4K | ﹤0.01% |
6,857
-1,446
| -17% | -$15.2K |
2019 Q1
26 quarters
|
|
5858
HireQuest
HQI
$272M
| $73.3K | ﹤0.01% |
7,621
+745
| +11% | +$7.35K |
2021 Q2
17 quarters
|
|
5859
LENSAR
LNSR
$80.7M
| $73.2K | ﹤0.01% |
5,928
+1,254
| +27% | +$15.9K |
2020 Q4
19 quarters
|
|
5860
TechPrecision Corp
TPCS
$52.2M
| $73.2K | ﹤0.01% |
+13,750
| New | +$66K |
2025 Q3
0 quarters
|
|
|
ALMU
5861
Aeluma Inc
ALMU
$242M
| $72.9K | ﹤0.01% |
4,528
-16
| -0.4% | -$299 |
2025 Q2
1 quarter
|
|
5862
AmeriServ Financial
ASRV
$75.6M
| $72.5K | ﹤0.01% |
25,000
| – | – |
2024 Q3
4 quarters
|
|
|
BNT
5863
Brookfield Wealth Solutions
BNT
$10.8B
| $72.5K | ﹤0.01% |
1,587
-236
| -13% | -$10.5K |
2021 Q2
17 quarters
|
|
5864
Westrock Coffee
WEST
$781M
| $72.4K | ﹤0.01% |
14,895
-2,403
| -14% | -$14.5K |
2022 Q3
12 quarters
|
|
|
AII
5865
American Integrity Insurance
AII
$506M
| $72K | ﹤0.01% |
+3,226
| New | +$61.2K |
2025 Q3
0 quarters
|
|
5866
HighPeak Energy
HPK
$1B
| $71.8K | ﹤0.01% |
10,158
+1,515
| +18% | +$12.5K |
2021 Q1
18 quarters
|
|
|
GSIG
5867
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
| $71.7K | ﹤0.01% |
1,498
-19
| -1% | -$905 |
2024 Q2
5 quarters
|
|
5868
Ring Energy
REI
$344M
| $71.5K | ﹤0.01% |
65,613
-59,441
| -48% | -$53.8K |
2017 Q2
33 quarters
|
|
5869
Fidelity MSCI Industrials Index ETF
FIDU
$2.19B
| $71.5K | ﹤0.01% |
872
-72
| -8% | -$5.77K |
2022 Q4
11 quarters
|
|
5870
Angel Oak UltraShort Income ETF
UYLD
$1.41B
| $71.2K | ﹤0.01% |
1,392
+1,389
| +46,300% | +$71.1K |
2024 Q4
3 quarters
|
|
5871
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$28.4M
| $71.2K | ﹤0.01% |
+3,302
| New | +$70.9K |
2025 Q3
0 quarters
|
|
5872
Pacer Trendpilot US Large Cap ETF
PTLC
$3.33B
| $71.1K | ﹤0.01% |
1,298
-1,612
| -55% | -$84.8K |
2022 Q2
13 quarters
|
|
5873
Perma-Fix Environmental Services
PESI
$327M
| $71K | ﹤0.01% |
7,031
-1,145
| -14% | -$12.7K |
2023 Q4
7 quarters
|
|
5874
Calamos Strategic Total Return Fund
CSQ
$3.26B
| $70.9K | ﹤0.01% |
3,678
+250
| +7% | +$4.65K |
2022 Q4
11 quarters
|
|
5875
WisdomTree US AI Enhanced Value Fund
AIVL
$406M
| $70.9K | ﹤0.01% |
620
+130
| +27% | +$14.8K |
2014 Q4
43 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.