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 | |
|---|---|---|---|---|---|---|---|
6051
CALL
Vail Resorts
MTN
$4.95B
| $44.9K | ﹤0.01% |
300
-2,700
| -90% | -$419K |
2025 Q1
2 quarters
|
|
6052
Swan Hedged Equity US Large Cap ETF
HEGD
$741M
| $44.7K | ﹤0.01% |
1,794
-61,104
| -97% | -$1.47M |
2025 Q2
1 quarter
|
|
|
CGIC
6053
Capital Group International Core Equity ETF
CGIC
$2.51B
| $44.3K | ﹤0.01% |
1,439
+117
| +9% | +$3.49K |
2025 Q1
2 quarters
|
|
6054
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.34B
| $44.3K | ﹤0.01% |
588
| – | – |
2023 Q1
10 quarters
|
|
6055
American Outdoor Brands
AOUT
$202M
| $44.3K | ﹤0.01% |
5,104
-830
| -14% | -$7.87K |
2020 Q3
20 quarters
|
|
|
CLYM
6056
Climb Bio
CLYM
$636M
| $44.2K | ﹤0.01% |
22,012
-188,110
| -90% | -$349K |
2024 Q2
5 quarters
|
|
6057
Riverview Bancorp
RVSB
$120M
| $44.2K | ﹤0.01% |
8,232
-1,461
| -15% | -$7.6K |
2025 Q2
1 quarter
|
|
6058
PUT
Affirm
AFRM
$23.8B
| $43.8K | ﹤0.01% |
+600
| New | +$45.7K |
2025 Q3
0 quarters
|
|
6059
PUT
Oneok
OKE
$54.9B
| $43.8K | ﹤0.01% |
600
-30,000
| -98% | -$2.3M |
2023 Q4
7 quarters
|
|
6060
Ternium
TX
$10.9B
| $43.6K | ﹤0.01% |
1,254
+736
| +142% | +$24.1K |
2015 Q4
39 quarters
|
|
6061
Capital Group Short Duration Municipal Income ETF
CGSM
$1.59B
| $43.3K | ﹤0.01% |
1,641
+1,319
| +410% | +$34.6K |
2024 Q3
4 quarters
|
|
6062
Direxion Daily Energy Bull 2X ETF
ERX
$240M
| $43.2K | ﹤0.01% |
766
+78
| +11% | +$4.23K |
2021 Q1
18 quarters
|
|
|
WRD
6063
WeRide Inc
WRD
$1.71B
| $43K | ﹤0.01% |
4,344
+542
| +14% | +$5.14K |
2025 Q2
1 quarter
|
|
6064
IDX Dynamic Fixed Income ETF
DYFI
$59.3M
| $42.7K | ﹤0.01% |
1,830
-9,944
| -84% | -$231K |
2025 Q1
2 quarters
|
|
|
NXXT
6065
NextNRG Inc
NXXT
$12.6M
| $42.5K | ﹤0.01% |
2,324
+1,126
| +94% | +$19.7K |
2025 Q2
1 quarter
|
|
6066
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$418M
| $42.3K | ﹤0.01% |
1,009
+667
| +195% | +$27.5K |
2022 Q4
11 quarters
|
|
6067
CALL
Bloom Energy
BE
$81.8B
| $42.3K | ﹤0.01% |
500
+100
| +25% | +$4.64K |
2025 Q2
1 quarter
|
|
6068
Hamilton Beach Brands
HBB
$499M
| $42.3K | ﹤0.01% |
2,942
-613
| -17% | -$9.57K |
2017 Q4
31 quarters
|
|
6069
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$127M
| $42.1K | ﹤0.01% |
492
+484
| +6,050% | +$44.7K |
2024 Q1
6 quarters
|
|
6070
ProShares UltraPro Short Dow 30
SDOW
$156M
| $42.1K | ﹤0.01% |
1,178
-1,637
| -58% | -$64.2K |
2023 Q4
7 quarters
|
|
6071
American Well
AMWL
$218M
| $42K | ﹤0.01% |
6,832
-7,888
| -54% | -$58K |
2020 Q3
20 quarters
|
|
6072
Pacer Swan SOS Conservative April ETF
PSCW
$61.4M
| $41.9K | ﹤0.01% |
1,531
-4,759
| -76% | -$128K |
2025 Q2
1 quarter
|
|
|
AISP
6073
Airship AI Holdings
AISP
$76.5M
| $41.9K | ﹤0.01% |
8,102
-1,465
| -15% | -$7.54K |
2024 Q1
6 quarters
|
|
6074
Janus Henderson Securitized Income ETF
JSI
$1.53B
| $41.8K | ﹤0.01% |
+800
| New | +$42K |
2025 Q3
0 quarters
|
|
6075
Union Bankshares
UNB
$114M
| $41.8K | ﹤0.01% |
1,688
-43
| -2% | -$1.15K |
2017 Q4
31 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.