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 | |
|---|---|---|---|---|---|---|---|
5926
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
| $62.8K | ﹤0.01% |
3,949
+962
| +32% | +$15.1K |
2022 Q4
11 quarters
|
|
5927
Cartesian Therapeutics
RNAC
$218M
| $62.6K | ﹤0.01% |
6,124
+44
| +0.7% | +$495 |
2020 Q2
21 quarters
|
|
5928
Global X FinTech ETF
FINX
$156M
| $62.5K | ﹤0.01% |
1,865
+116
| +7% | +$3.94K |
2019 Q2
25 quarters
|
|
5929
Protara Therapeutics
TARA
$163M
| $62.4K | ﹤0.01% |
14,337
-927
| -6% | -$3K |
2025 Q2
1 quarter
|
|
5930
Hanover Bancorp
HNVR
$178M
| $62.3K | ﹤0.01% |
2,776
+529
| +24% | +$11.8K |
2025 Q2
1 quarter
|
|
5931
PUT
Itron
ITRI
$3.78B
| $62.3K | ﹤0.01% |
+500
| New | +$63.6K |
2025 Q3
0 quarters
|
|
|
TSE
5932
DELISTED
Trinseo
TSE
| $61.9K | ﹤0.01% |
26,323
-338,121
| -93% | -$879K |
2015 Q2
41 quarters
|
|
5933
Anfield US Equity Sector Rotation ETF
AESR
$247M
| $61.7K | ﹤0.01% |
+2,996
| New | +$59K |
2025 Q3
0 quarters
|
|
5934
1-800-Flowers.com
FLWS
$164M
| $61.7K | ﹤0.01% |
13,404
-2,002
| -13% | -$11K |
2017 Q4
31 quarters
|
|
|
GRSD
5935
Grandstand Ltd
GRSD
$52.3M
| $61.4K | ﹤0.01% |
7,511
-17,483
| -70% | -$169K |
2022 Q2
13 quarters
|
|
5936
First Trust Multi Cap Value AlphaDEX Fund
FAB
$159M
| $61.1K | ﹤0.01% |
700
| – | – |
2023 Q1
10 quarters
|
|
5937
Pangaea Logistics
PANL
$551M
| $61K | ﹤0.01% |
12,012
-2,080
| -15% | -$10.8K |
2022 Q1
14 quarters
|
|
5938
Northern Trust STOXX Global ESG Select ETF
ESGG
$119M
| $61K | ﹤0.01% |
309
-398
| -56% | -$76.4K |
2024 Q3
4 quarters
|
|
5939
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$175M
| $61K | ﹤0.01% |
+800
| New | +$56K |
2025 Q3
0 quarters
|
|
5940
Beyond Meat
BYND
$142M
| $60.9K | ﹤0.01% |
1,073
-224
| -17% | -$19.8K |
2019 Q2
25 quarters
|
|
5941
ProShares UltraShort Bloomberg Crude Oil
SCO
$976M
| $60.8K | ﹤0.01% |
+873
| New | +$59.4K |
2025 Q3
0 quarters
|
|
5942
BRC Inc
BRCC
$127M
| $60.8K | ﹤0.01% |
3,896
+911
| +31% | +$14.6K |
2022 Q1
14 quarters
|
|
5943
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.57B
| $60.7K | ﹤0.01% |
+367
| New | +$53.7K |
2025 Q3
0 quarters
|
|
|
LGO
5944
Largo
LGO
$54.6M
| $60.4K | ﹤0.01% |
40,269
+6,069
| +18% | +$9.12K |
2021 Q2
17 quarters
|
|
|
SIXD
5945
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$385M
| $60.1K | ﹤0.01% |
2,122
-16,214
| -88% | -$452K |
2025 Q1
2 quarters
|
|
|
ABLG
5946
Abacus FCF International Leaders ETF
ABLG
$14.4M
| $60.1K | ﹤0.01% |
1,943
-61
| -3% | -$1.85K |
2023 Q3
8 quarters
|
|
5947
KULR Technology Group
KULR
$119M
| $60.1K | ﹤0.01% |
14,445
-4,451
| -24% | -$23.7K |
2025 Q2
1 quarter
|
|
5948
PUT
GE HealthCare
GEHC
$28.9B
| $60.1K | ﹤0.01% |
+800
| New | +$59.7K |
2025 Q3
0 quarters
|
|
5949
Vista Gold
VGZ
$391M
| $59.7K | ﹤0.01% |
28,034
+5,068
| +22% | +$6.59K |
2025 Q2
1 quarter
|
|
5950
Pioneer Bancorp
PBFS
$432M
| $59.2K | ﹤0.01% |
4,532
-937
| -17% | -$11.9K |
2019 Q3
24 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.