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 | |
|---|---|---|---|---|---|---|---|
|
EFSI
5876
Eagle Financial Services Inc
EFSI
$245M
| $70.6K | ﹤0.01% |
1,866
-313
| -14% | -$11K |
2025 Q2
1 quarter
|
|
5877
FT Vest US Equity Buffer ETF September
FSEP
$1.39B
| $70.3K | ﹤0.01% |
1,391
+991
| +248% | +$48.9K |
2023 Q3
8 quarters
|
|
5878
Mistras Group
MG
$657M
| $70.2K | ﹤0.01% |
7,130
-755
| -10% | -$6.72K |
2017 Q4
31 quarters
|
|
5879
CALL
Ocular Therapeutix
OCUL
$1.6B
| $70.1K | ﹤0.01% |
+6,000
| New | +$71.7K |
2025 Q3
0 quarters
|
|
5880
Innovator US Equity Power Buffer ETF September
PSEP
$1.15B
| $70K | ﹤0.01% |
1,630
| – | – |
2024 Q3
4 quarters
|
|
5881
Myomo
MYO
$63.8M
| $69.8K | ﹤0.01% |
78,276
-59,031
| -43% | -$85.9K |
2024 Q4
3 quarters
|
|
5882
First Trust Energy AlphaDEX Fund
FXN
$367M
| $69.6K | ﹤0.01% |
+4,272
| New | +$67.9K |
2025 Q2
1 quarter
|
|
5883
Crexendo
CXDO
$197M
| $69.4K | ﹤0.01% |
10,676
+3,841
| +56% | +$23.8K |
2025 Q2
1 quarter
|
|
5884
Invesco S&P International Developed Momentum ETF
IDMO
$4.25B
| $69.4K | ﹤0.01% |
1,284
+1,134
| +756% | +$59.3K |
2025 Q2
1 quarter
|
|
|
KVACW
5885
DELISTED
Keen Vision Acquisition Corp Warrant
KVACW
| – | – |
0
| – | – |
2024 Q3
4 quarters
|
|
5886
ALPS Active Equity Opportunity ETF
RFFC
$30.6M
| $69.2K | ﹤0.01% |
1,077
| – | – |
2022 Q4
11 quarters
|
|
5887
Evolution Petroleum
EPM
$143M
| $69.2K | ﹤0.01% |
14,347
-2,162
| -13% | -$10.8K |
2017 Q3
32 quarters
|
|
5888
Priority Technology Holdings
PRTH
$642M
| $69.1K | ﹤0.01% |
10,056
-7,692
| -43% | -$58.1K |
2018 Q1
30 quarters
|
|
5889
Southland Holdings
SLND
$36.4M
| $69.1K | ﹤0.01% |
16,098
+2,245
| +16% | +$9.73K |
2023 Q2
9 quarters
|
|
5890
FT Vest International Equity Buffer ETF June
YJUN
$145M
| $68.9K | ﹤0.01% |
2,750
+1,668
| +154% | +$41.2K |
2025 Q1
2 quarters
|
|
5891
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.34B
| – | – |
0
| – | – |
2024 Q1
6 quarters
|
|
|
FORA
5892
DELISTED
Forian
FORA
| $68.6K | ﹤0.01% |
30,509
-1,000
| -3% | -$2.04K |
2021 Q2
17 quarters
|
|
5893
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$593M
| $68.1K | ﹤0.01% |
+1,207
| New | +$66.6K |
2025 Q3
0 quarters
|
|
5894
ReposiTrak
TRAK
$152M
| $68.1K | ﹤0.01% |
4,593
-748
| -14% | -$13K |
2020 Q2
21 quarters
|
|
5895
Medallion Financial
MFIN
$274M
| $67.7K | ﹤0.01% |
6,701
-985
| -13% | -$10K |
2019 Q1
26 quarters
|
|
|
GLDG
5896
GoldMining Inc
GLDG
$203M
| $67.5K | ﹤0.01% |
54,900
| – | – |
2025 Q1
2 quarters
|
|
|
NRT
5897
North European Oil Royalty Trust
NRT
$77.2M
| $67.4K | ﹤0.01% |
12,317
| – | – |
2023 Q2
9 quarters
|
|
5898
ProShares Short QQQ
PSQ
$588M
| $67.3K | ﹤0.01% |
2,167
-5,792
| -73% | -$189K |
2022 Q3
12 quarters
|
|
|
COSO
5899
CoastalSouth Bancshares
COSO
$315M
| $66.8K | ﹤0.01% |
+3,062
| New | +$66.2K |
2025 Q3
0 quarters
|
|
5900
KORU Medical Systems
KRMD
$139M
| $66.7K | ﹤0.01% |
17,405
-3,282
| -16% | -$12.6K |
2023 Q1
10 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.