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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.81T
1-Year Est. Return 41.13%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.33%
1 Year Est. Return
+41.13%
3 Year Est. Return
+122.17%
5 Year Est. Return
+152.24%
10 Year Est. Return
+596.65%
AUM
$1.67T
AUM Growth
+$140B
Cap. Flow
+$11.7B
Cap. Flow %
0.7%
Top 10 Hldgs %
26.36%
Holding
7,834
New
820
Increased
3,056
Reduced
2,648
Closed
479

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.98B
2
NVDA icon
NVIDIA
NVDA
+$4.54B
3
PLTR icon
Palantir
PLTR
+$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.97B
2
V icon
Visa
V
+$2.5B
3
AMZN icon
Amazon
AMZN
+$2.29B
4
XOM icon
ExxonMobil
XOM
+$2.19B
5
ISRG icon
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
STKS icon
6126
The ONE Group
STKS
$48.8M
$34.8K ﹤0.01%
11,763
-141
-1% -$443
BUSA icon
6127
Brandes US Value ETF
BUSA
$306M
$34.7K ﹤0.01%
+995
New +$33.9K
WTW icon
6128
CALL
Willis Towers Watson
WTW
$27.1B
$34.5K ﹤0.01%
+100
New +$32.4K
SONN
6129
DELISTED
Sonnet BioTherapeutics
SONN
$34.5K ﹤0.01%
+7,537
New +$33.4K
GUG
6130
Guggenheim Active Allocation Fund
GUG
$460M
$34.3K ﹤0.01%
2,199
-3,000
-58% -$46.8K
MILN
6131
Global X Millennial Consumer ETF
MILN
$87.3M
$34.2K ﹤0.01%
691
– –
LAZR
6132
DELISTED
Luminar Technologies
LAZR
$34.1K ﹤0.01%
17,871
-1,307
-7% -$3.21K
GFLW
6133
VictoryShares Free Cash Flow Growth ETF
GFLW
$1.11B
$33.9K ﹤0.01%
+1,183
New +$32.2K
DMLP icon
6134
Dorchester Minerals
DMLP
$1.4B
$33.7K ﹤0.01%
1,300
-9,515
-88% -$248K
HOLO icon
6135
MicroCloud Hologram
HOLO
$36.4M
$33.6K ﹤0.01%
+6,817
New +$34K
CONL icon
6136
GraniteShares 2x Long COIN Daily ETF
CONL
$549M
$33.6K ﹤0.01%
898
-7,130
-89% -$292K
DSTX icon
6137
Distillate International Fundamental Stability & Value ETF
DSTX
$67.2M
$33.5K ﹤0.01%
+1,104
New +$31.9K
TPYP icon
6138
Tortoise North American Pipeline ETF
TPYP
$829M
$33.3K ﹤0.01%
914
-30
-3% -$1.06K
ATOS icon
6139
Atossa Therapeutics
ATOS
$22.7M
$33.1K ﹤0.01%
2,548
+2,365
+1,292% +$29.2K
HFGO icon
6140
Hartford Large Cap Growth ETF
HFGO
$211M
$33.1K ﹤0.01%
1,221
-1,365
-53% -$35.5K
NEN icon
6141
New England Realty Associates
NEN
$180M
$33.1K ﹤0.01%
450
– –
FEUZ icon
6142
First Trust Eurozone AlphaDEX
FEUZ
$113M
$33K ﹤0.01%
561
– –
SYY icon
6143
CALL
Sysco
SYY
$37.3B
$32.9K ﹤0.01%
400
-67,000
-99% -$5.36M
FURY
6144
Fury Gold Mines
FURY
$99.8M
$32.9K ﹤0.01%
50,422
+10,000
+25% +$5.65K
NJAN icon
6145
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
$32.7K ﹤0.01%
+614
New +$31.9K
ARL icon
6146
American Realty Investors
ARL
$270M
$32.4K ﹤0.01%
1,939
+227
+13% +$3.32K
NRDY icon
6147
Nerdy
NRDY
$69.7M
$32.3K ﹤0.01%
1,709
-242
-12% -$5.19K
NVCT icon
6148
Nuvectis Pharma
NVCT
$676M
$32K ﹤0.01%
5,317
-946
-15% -$6.5K
VALU icon
6149
Value Line
VALU
$372M
$31.9K ﹤0.01%
817
+259
+46% +$9.91K
SYLD icon
6150
Cambria Shareholder Yield ETF
SYLD
$963M
$31.9K ﹤0.01%
465
+43
+10% +$2.91K

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.