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 | |
|---|---|---|---|---|---|---|---|
|
INCE
6001
Franklin Income Equity Focus ETF
INCE
$315M
| $51.4K | ﹤0.01% |
867
| – | – |
2025 Q1
2 quarters
|
|
|
EDGF
6002
3EDGE Dynamic Fixed Income ETF
EDGF
$566M
| $51.4K | ﹤0.01% |
+2,068
| New | +$51.4K |
2025 Q3
0 quarters
|
|
6003
Enel Chile
ENIC
$5.71B
| $51.4K | ﹤0.01% |
13,203
-25,234
| -66% | -$88.3K |
2023 Q2
9 quarters
|
|
6004
CALL
Affirm
AFRM
$23.8B
| $51.2K | ﹤0.01% |
700
-20,400
| -97% | -$1.55M |
2024 Q4
3 quarters
|
|
6005
Gabelli Equity Trust
GAB
$1.79B
| $51.2K | ﹤0.01% |
8,400
+3,900
| +87% | +$23.4K |
2015 Q4
39 quarters
|
|
6006
Energy Services of America
ESOA
$205M
| $51.1K | ﹤0.01% |
4,934
-651
| -12% | -$6.57K |
2025 Q2
1 quarter
|
|
6007
J. Jill
JILL
$363M
| $51K | ﹤0.01% |
2,972
-622
| -17% | -$10.3K |
2017 Q4
31 quarters
|
|
6008
Radcom
RDCM
$170M
| $50.9K | ﹤0.01% |
3,512
-5,680
| -62% | -$77.5K |
2024 Q2
5 quarters
|
|
6009
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$284M
| $50.9K | ﹤0.01% |
1,154
| – | – |
2025 Q1
2 quarters
|
|
6010
FT Vest US Equity Moderate Buffer ETF March
GMAR
$423M
| $50.8K | ﹤0.01% |
1,267
-9
| -0.7% | -$356 |
2023 Q3
8 quarters
|
|
6011
Invesco CurrencyShares British Pound Sterling Trust
FXB
$82.4M
| $50.7K | ﹤0.01% |
392
| – | – |
2025 Q2
1 quarter
|
|
|
ASIC
6012
Ategrity Specialty Insurance
ASIC
$1.28B
| $50.7K | ﹤0.01% |
+2,565
| New | +$53.8K |
2025 Q3
0 quarters
|
|
6013
Northern Trust US Quality Low Volatility ETF
QLV
$166M
| $50.5K | ﹤0.01% |
702
+144
| +26% | +$10.1K |
2025 Q2
1 quarter
|
|
6014
Biote Corp
BTMD
$33.3M
| $50.3K | ﹤0.01% |
16,776
-19,125
| -53% | -$68.3K |
2023 Q2
9 quarters
|
|
|
ARTY
6015
iShares Future AI & Tech ETF
ARTY
$4.27B
| $50.2K | ﹤0.01% |
+1,097
| New | +$47.1K |
2025 Q3
0 quarters
|
|
|
NREF
6016
NexPoint Real Estate Finance
NREF
$297M
| $50.2K | ﹤0.01% |
3,537
-3,595
| -50% | -$51.8K |
2021 Q1
18 quarters
|
|
6017
TaskUs
TASK
$757M
| $49.8K | ﹤0.01% |
2,789
-207,209
| -99% | -$3.58M |
2024 Q3
4 quarters
|
|
|
FCTE
6018
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$240M
| $49.5K | ﹤0.01% |
+1,862
| New | +$48.9K |
2025 Q3
0 quarters
|
|
6019
ALPS Sector Dividend Dogs ETF
SDOG
$1.35B
| $49.4K | ﹤0.01% |
820
+1
| +0.1% | +$59 |
2020 Q4
19 quarters
|
|
6020
Virco
VIRC
$103M
| $49K | ﹤0.01% |
6,323
-2,334
| -27% | -$19K |
2024 Q2
5 quarters
|
|
|
EWCZ
6021
DELISTED
European Wax Center
EWCZ
| $48.9K | ﹤0.01% |
12,256
-8,286
| -40% | -$37.8K |
2021 Q3
16 quarters
|
|
6022
MarketWise
MKTW
$55.5M
| $48.9K | ﹤0.01% |
2,956
+395
| +15% | +$7.24K |
2021 Q3
16 quarters
|
|
6023
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$356M
| $48.8K | ﹤0.01% |
674
-51
| -7% | -$3.48K |
2016 Q2
37 quarters
|
|
6024
Invesco AI and Next Gen Software ETF
IGPT
$1.42B
| $48.6K | ﹤0.01% |
899
| – | – |
2019 Q2
25 quarters
|
|
6025
CALL
Dynatrace
DT
$17.1B
| $48.5K | ﹤0.01% |
1,000
| – | – |
2024 Q1
6 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.