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 | |
|---|---|---|---|---|---|---|---|
5901
Protalix BioTherapeutics
PLX
$216M
| $66.6K | ﹤0.01% |
29,991
-4,554
| -13% | -$7.42K |
2023 Q2
9 quarters
|
|
5902
Sutro Biopharma
STRO
$265M
| $66.1K | ﹤0.01% |
7,616
-9,732
| -56% | -$82.8K |
2018 Q3
28 quarters
|
|
5903
OP Bancorp
OPBK
$227M
| $66.1K | ﹤0.01% |
4,751
-924
| -16% | -$12.8K |
2018 Q2
29 quarters
|
|
|
DOO
5904
Bombardier Recreational Products
DOO
$3.89B
| $66.1K | ﹤0.01% |
1,088
+994
| +1,057% | +$55.9K |
2023 Q3
8 quarters
|
|
5905
Universal Logistics Holdings
ULH
$467M
| $66.1K | ﹤0.01% |
2,818
-471
| -14% | -$11.9K |
2013 Q2
49 quarters
|
|
|
PAL
5906
Proficient Auto Logistics
PAL
$98.2M
| $65.7K | ﹤0.01% |
9,532
-1,981
| -17% | -$14.6K |
2024 Q2
5 quarters
|
|
5907
SELLAS Life Sciences
SLS
$2.29B
| $65.6K | ﹤0.01% |
40,722
-21,170
| -34% | -$37.7K |
2025 Q2
1 quarter
|
|
5908
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$65M
| $65.5K | ﹤0.01% |
1,366
+68
| +5% | +$3.26K |
2023 Q3
8 quarters
|
|
5909
Galectin Therapeutics
GALT
$379M
| $65.5K | ﹤0.01% |
15,470
+3,133
| +25% | +$11.8K |
2019 Q1
26 quarters
|
|
5910
ProShares Online Retail ETF
ONLN
$56.3M
| $65.5K | ﹤0.01% |
1,078
| – | – |
2025 Q2
1 quarter
|
|
5911
Prenetics Global
PRE
$368M
| $65.2K | ﹤0.01% |
+4,900
| New | +$43K |
2025 Q3
0 quarters
|
|
5912
Brookstone Dividend Stock ETF
BAMD
$94.3M
| $64.9K | ﹤0.01% |
+2,069
| New | +$64.6K |
2025 Q3
0 quarters
|
|
5913
Ellomay Capital Ltd
ELLO
$309M
| $64.9K | ﹤0.01% |
3,601
+1,021
| +40% | +$18.1K |
2023 Q4
7 quarters
|
|
|
BHR
5914
Braemar Hotels & Resorts
BHR
$113M
| $64.8K | ﹤0.01% |
23,749
-4,112
| -15% | -$10.4K |
2013 Q4
47 quarters
|
|
5915
BNY Mellon Ultra Short Income ETF
BKUI
$587M
| $64.8K | ﹤0.01% |
1,298
+679
| +110% | +$33.8K |
2025 Q2
1 quarter
|
|
|
SVII
5916
DELISTED
Spring Valley Acquisition Corp II
SVII
| $64.6K | ﹤0.01% |
+5,164
| New | +$62.4K |
2025 Q3
0 quarters
|
|
5917
First Trust Dow 30 Equal Weight ETF
EDOW
$312M
| $64.5K | ﹤0.01% |
1,615
+71
| +5% | +$2.78K |
2022 Q4
11 quarters
|
|
5918
State Street SPDR Portfolio Europe ETF
SPEU
$687M
| $64.5K | ﹤0.01% |
1,294
+1,063
| +460% | +$52K |
2024 Q3
4 quarters
|
|
|
OPI
5919
DELISTED
Office Properties Income Trust
OPI
| $63.9K | ﹤0.01% |
194,075
-24,183
| -11% | -$7.15K |
2019 Q1
26 quarters
|
|
5920
Fate Therapeutics
FATE
$276M
| $63.5K | ﹤0.01% |
50,416
-8,158
| -14% | -$8.8K |
2017 Q1
34 quarters
|
|
5921
Grayscale Bitcoin Trust
GBTC
$12.7B
| $63.2K | ﹤0.01% |
704
+19
| +3% | +$1.71K |
2024 Q1
6 quarters
|
|
5922
Concrete Pumping Holdings
BBCP
$498M
| $63.1K | ﹤0.01% |
8,955
-1,993
| -18% | -$13.9K |
2019 Q1
26 quarters
|
|
|
DEFT
5923
Defi Technologies
DEFT
$198M
| $63K | ﹤0.01% |
29,872
-128
| -0.4% | -$331 |
2025 Q2
1 quarter
|
|
|
BCYC
5924
Bicycle Therapeutics
BCYC
$249M
| $62.9K | ﹤0.01% |
8,127
+490
| +6% | +$3.7K |
2021 Q1
18 quarters
|
|
5925
Sonida Senior Living
SNDA
$1.81B
| $62.8K | ﹤0.01% |
2,267
-424
| -16% | -$10.9K |
2023 Q3
8 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.