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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
LUCK
6701
Lucky Strike Entertainment
LUCK
$731M
$1.88K ﹤0.01%
184
– –
PREF icon
6702
Principal Spectrum Preferred Securities Active ETF
PREF
$1.86B
$1.88K ﹤0.01%
98
-77,197
-100% -$1.47M
TRON
6703
Tron Inc
TRON
$674M
$1.87K ﹤0.01%
+967
New +$5.72K
MCR
6704
DELISTED
MFS Charter Income Trust
MCR
$1.83K ﹤0.01%
285
-1,164
-80% -$7.42K
PROK icon
6705
ProKidney
PROK
$347M
$1.83K ﹤0.01%
756
-1,667,886
-100% -$4.44M
ZSPC
6706
DELISTED
ZSPACE INC NEW
ZSPC
$1.81K ﹤0.01%
74
+33
+80% +$1.88K
DRV icon
6707
Direxion Daily Real Estate Bear 3X ETF
DRV
$32.2M
$1.8K ﹤0.01%
+76
New +$1.88K
NAUT icon
6708
Nautilus Biotechnolgy
NAUT
$181M
$1.79K ﹤0.01%
2,121
-206
-9% -$151
IVVD icon
6709
Invivyd
IVVD
$256M
$1.77K ﹤0.01%
1,613
-10,289
-86% -$9.12K
IVVB icon
6710
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$130M
$1.77K ﹤0.01%
54
– –
AI icon
6711
CALL
C3.ai
AI
$1.77B
$1.73K ﹤0.01%
100
– –
AI icon
6712
PUT
C3.ai
AI
$1.77B
$1.73K ﹤0.01%
100
-500
-83% -$10.4K
GORO icon
6713
Goldgroup Mining
GORO
$539M
$1.67K ﹤0.01%
+501
New +$1.24K
BETZ icon
6714
Roundhill Sports Betting & iGaming ETF
BETZ
$40.6M
$1.67K ﹤0.01%
70
– –
REFR icon
6715
Research Frontiers
REFR
$25.6M
$1.66K ﹤0.01%
1,042
– –
CSTE icon
6716
Caesarstone
CSTE
$99.2M
$1.64K ﹤0.01%
1,029
-2,989
-74% -$4.87K
CAAS icon
6717
China Automotive Systems
CAAS
$145M
$1.63K ﹤0.01%
+346
New +$1.49K
AXTI icon
6718
AXT Inc
AXTI
$5.08B
$1.62K ﹤0.01%
361
– –
SOUN icon
6719
PUT
SoundHound AI
SOUN
$2.67B
$1.61K ﹤0.01%
100
– –
SHIM icon
6720
Shimmick
SHIM
$123M
$1.6K ﹤0.01%
614
+65
+12% +$160
CREVW
6721
DELISTED
Carbon Revolution PLC Warrant
CREVW
– –
0
– –
XOSWW
6722
DELISTED
Xos Inc Warrants
XOSWW
– –
0
– –
IMOS
6723
ChipMOS TECHNOLOGIES
IMOS
$2.5B
$1.53K ﹤0.01%
80
-82
-51% -$1.45K
ZJK
6724
ZJK Industrial Co
ZJK
$130M
$1.45K ﹤0.01%
438
+163
+59% +$576
PYPD icon
6725
PolyPid
PYPD
$107M
$1.45K ﹤0.01%
+435
New +$1.51K

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.