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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
UPLD icon
6551
Upland Software
UPLD
$10.7M
$5.05K ﹤0.01%
+213
New +$4.85K
BDMDW
6552
Baird Medical Investment Holdings Warrant
BDMDW
– –
0
– –
SA
6553
Seabridge Gold
SA
$3.06B
$4.97K ﹤0.01%
206
– –
COM icon
6554
Direxion Auspice Broad Commodity Strategy ETF
COM
$218M
$4.94K ﹤0.01%
+172
New +$4.83K
RAVI icon
6555
Northern Trust Ultra-Short Fixed Income ETF
RAVI
$1.59B
$4.92K ﹤0.01%
65
– –
STIM icon
6556
CALL
Neuronetics
STIM
$178M
$4.91K ﹤0.01%
+1,800
New +$6.39K
ZDGE icon
6557
Zedge
ZDGE
$45.2M
$4.91K ﹤0.01%
1,687
+1,662
+6,648% +$5.89K
PZZA icon
6558
CALL
Papa John's
PZZA
$649M
$4.82K ﹤0.01%
+100
New +$4.63K
AVDS icon
6559
Avantis International Small Cap Equity ETF
AVDS
$352M
$4.73K ﹤0.01%
+70
New +$4.54K
IIM icon
6560
Invesco Value Municipal Income Trust
IIM
$493M
$4.69K ﹤0.01%
374
– –
NANC icon
6561
Subversive Congressional Democrats Trading ETF
NANC
$297M
$4.66K ﹤0.01%
+104
New +$4.49K
APLT
6562
DELISTED
Applied Therapeutics
APLT
$4.62K ﹤0.01%
7,631
+5,647
+285% +$2.66K
RBOT.WS
6563
DELISTED
Vicarious Surgical Inc Warrants
RBOT.WS
– –
0
– –
IVZ icon
6564
CALL
Invesco
IVZ
$13.3B
$4.59K ﹤0.01%
+200
New +$4.15K
GRML
6565
Greenland Mines Ltd
GRML
$80.9M
$4.58K ﹤0.01%
189
-4
-2% -$173
SEPU
6566
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$162M
$4.56K ﹤0.01%
160
-3,313
-95% -$91.2K
DAVA icon
6567
Endava
DAVA
$94.6M
$4.55K ﹤0.01%
500
-41,527
-99% -$517K
DOG
6568
ProShares Short Dow30
DOG
$111M
$4.53K ﹤0.01%
186
-994
-84% -$24.9K
GQQQ
6569
Astoria US Quality Growth Kings ETF
GQQQ
$173M
$4.46K ﹤0.01%
+151
New +$4.24K
MID icon
6570
American Century Mid Cap Growth Impact ETF
MID
$104M
$4.45K ﹤0.01%
+67
New +$4.47K
SHLS icon
6571
CALL
Shoals Technologies Group
SHLS
$1.36B
$4.45K ﹤0.01%
+600
New +$3.69K
HOFT icon
6572
Hooker Furnishings Corp
HOFT
$139M
$4.41K ﹤0.01%
434
-329
-43% -$3.44K
VFF icon
6573
Village Farms International
VFF
$356M
$4.4K ﹤0.01%
1,406
-13,160
-90% -$28.6K
AUR icon
6574
PUT
Aurora
AUR
$11.1B
$4.31K ﹤0.01%
+800
New +$4.69K
TMFG icon
6575
Motley Fool Global Opportunities ETF
TMFG
$333M
$4.28K ﹤0.01%
143
– –

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.