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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
UTF icon
6651
Cohen & Steers Infrastructure Fund
UTF
$2.76B
$2.48K ﹤0.01%
100
-361
-78% -$9.48K
ONL
6652
Orion Office REIT
ONL
$142M
$2.46K ﹤0.01%
911
-1,084
-54% -$2.9K
LKFT
6653
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.94B
$2.46K ﹤0.01%
+71
New +$2.27K
OILK icon
6654
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$238M
$2.45K ﹤0.01%
61
– –
FLCC
6655
Federated Hermes MDT Large Cap Core ETF
FLCC
$171M
$2.44K ﹤0.01%
+76
New +$2.38K
APA icon
6656
PUT
APA Corp
APA
$14.6B
$2.43K ﹤0.01%
+100
New +$2.11K
LGCY
6657
Legacy Education Inc
LGCY
$124M
$2.4K ﹤0.01%
+251
New +$2.93K
JMIA
6658
Jumia Technologies
JMIA
$889M
$2.39K ﹤0.01%
206
-224,508
-100% -$1.64M
AIVI icon
6659
WisdomTree International AI Enhanced Value Fund
AIVI
$60.7M
$2.38K ﹤0.01%
47
-2
-4% -$99
AIA icon
6660
iShares Asia 50 ETF
AIA
$4.92B
$2.37K ﹤0.01%
25
+2
+9% +$172
DAPP icon
6661
VanEck Digital Transformation ETF
DAPP
$424M
$2.31K ﹤0.01%
+106
New +$1.94K
LBO icon
6662
WHITEWOLF Publicly Listed Private Equity ETF
LBO
$6.73M
$2.28K ﹤0.01%
+78
New +$2.46K
QQQI icon
6663
NEOS Nasdaq 100 High Income ETF
QQQI
$15B
$2.27K ﹤0.01%
41
+10
+32% +$531
CGEN icon
6664
Compugen
CGEN
$225M
$2.26K ﹤0.01%
1,539
+193
+14% +$287
SBSW icon
6665
CALL
Sibanye-Stillwater
SBSW
$7.23B
$2.25K ﹤0.01%
+200
New +$1.75K
THIR
6666
THOR Index Rotation ETF
THIR
$195M
$2.23K ﹤0.01%
+71
New +$2.14K
SSYS icon
6667
Stratasys
SSYS
$728M
$2.22K ﹤0.01%
198
-332,197
-100% -$3.58M
HOWL icon
6668
Werewolf Therapeutics
HOWL
$44.8M
$2.21K ﹤0.01%
1,123
-9,775
-90% -$13.4K
FDIV icon
6669
MarketDesk Focused US Dividend ETF
FDIV
$52.3M
$2.2K ﹤0.01%
+82
New +$2.2K
INTT icon
6670
inTEST
INTT
$152M
$2.2K ﹤0.01%
282
– –
OGIG icon
6671
ALPS O'Shares Global Internet Giants ETF
OGIG
$105M
$2.18K ﹤0.01%
38
– –
ZEO
6672
Zeo Energy
ZEO
$13.9M
$2.18K ﹤0.01%
+1,612
New +$3.25K
ANGHW icon
6673
Anghami Inc Warrants
ANGHW
– –
0
– –
BEEM icon
6674
Beam Global
BEEM
$25.6M
$2.17K ﹤0.01%
753
– –
LBTYB icon
6675
Liberty Global Class B
LBTYB
$4.16B
$2.16K ﹤0.01%
179
+18
+11% +$199

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.