We are live on ! Find out more
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
AMPY icon
7051
Amplify Energy
AMPY
$175M
$21 ﹤0.01%
4
-417
-99% -$1.64K
CVR icon
7052
Chicago Rivet & Machine Co
CVR
$10.6M
$21 ﹤0.01%
2
– –
FDNI icon
7053
First Trust Dow Jones International Internet ETF
FDNI
$32.3M
– –
0
– –
MRKR icon
7054
Marker Therapeutics
MRKR
$17.8M
$21 ﹤0.01%
23
-192
-89% -$237
AMS icon
7055
American Shared Hospital Services
AMS
$9.44M
$20 ﹤0.01%
7
– –
WKHS icon
7056
Workhorse Group
WKHS
$32M
$20 ﹤0.01%
2
– –
BNGO icon
7057
Bionano Genomics
BNGO
$18.4M
$19 ﹤0.01%
11
-1
-8% -$3
RBLD icon
7058
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$41.3M
– –
0
– –
XNOV icon
7059
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$57.7M
– –
0
– –
FBOT icon
7060
Fidelity Disruptive Automation ETF
FBOT
$213M
– –
0
– –
FTXG icon
7061
First Trust Nasdaq Food & Beverage ETF
FTXG
$21.1M
– –
0
– –
MXC icon
7062
Mexco Energy
MXC
$20.1M
$18 ﹤0.01%
2
– –
VSDA icon
7063
VictoryShares Dividend Accelerator ETF
VSDA
$208M
– –
0
– –
BURU
7064
DELISTED
NUBURU INC
BURU
$17 ﹤0.01%
23
+10
+77% +$11
GORV
7065
DELISTED
Lazydays
GORV
$17 ﹤0.01%
8
+2
+33% +$9
PODC icon
7066
PodcastOne
PODC
$69.9M
$17 ﹤0.01%
10
– –
BRID icon
7067
Bridgford Foods
BRID
$51.2M
$16 ﹤0.01%
2
– –
OTLK icon
7068
Outlook Therapeutics
OTLK
$140M
$16 ﹤0.01%
15
– –
CGSD icon
7069
Capital Group Short Duration Income ETF
CGSD
$2.71B
– –
0
– –
FCUV icon
7070
Focus Universal
FCUV
$2.92M
– –
0
– –
NCL
7071
DELISTED
Northann Corp
NCL
$15 ﹤0.01%
15
+6
+67% +$8
CLDI icon
7072
Calidi Biotherapeutics
CLDI
$2.77M
$14 ﹤0.01%
+1
New +$68
NVDY icon
7073
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.42B
– –
0
– –
PDO
7074
PIMCO Dynamic Income Opportunities Fund
PDO
$1.72B
$14 ﹤0.01%
1
-742
-100% -$10.2K
APUS
7075
Apimeds Pharmaceuticals US
APUS
$7.55M
$14 ﹤0.01%
1
– –

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.