JP Morgan Chase Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.98B |
| 2 |
NVIDIA
NVDA
|
+$4.54B |
| 3 |
Palantir
PLTR
|
+$3.01B |
| 4 |
GE Vernova
GEV
|
+$2.54B |
| 5 |
Danaher
DHR
|
+$2.24B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.97B |
| 2 |
Visa
V
|
+$2.5B |
| 3 |
Amazon
AMZN
|
+$2.29B |
| 4 |
ExxonMobil
XOM
|
+$2.19B |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1626
Moderna
MRNA
$75.4B
| $35.8M | ﹤0.01% |
1,387,041
-874,752
| -39% | -$24.4M |
2018 Q4
27 quarters
|
|
1627
Constellium
CSTM
$3.34B
| $35.8M | ﹤0.01% |
2,407,597
+236,264
| +11% | +$3.38M |
2022 Q1
14 quarters
|
|
1628
Apple Hospitality REIT
APLE
$3.86B
| $35.8M | ﹤0.01% |
2,976,777
-37,032
| -1% | -$457K |
2015 Q4
39 quarters
|
|
1629
Selective Insurance
SIGI
$5.06B
| $35.7M | ﹤0.01% |
440,825
-34,477
| -7% | -$2.78M |
2013 Q2
49 quarters
|
|
1630
Pegasystems
PEGA
$5.66B
| $35.7M | ﹤0.01% |
620,716
-7,127
| -1% | -$393K |
2013 Q2
49 quarters
|
|
1631
Ionis Pharmaceuticals
IONS
$7.31B
| $35.6M | ﹤0.01% |
544,468
+149,490
| +38% | +$7.3M |
2013 Q2
49 quarters
|
|
1632
Gildan
GIL
$7.76B
| $35.6M | ﹤0.01% |
615,792
+21,078
| +4% | +$1.13M |
2015 Q1
42 quarters
|
|
1633
CALL
Qualcomm
QCOM
$194B
| $35.6M | ﹤0.01% |
213,800
+154,800
| +262% | +$24.6M |
2017 Q1
34 quarters
|
|
1634
PUT
CSX Corp
CSX
$86.2B
| $35.6M | ﹤0.01% |
+1,001,300
| New | +$34.2M |
2025 Q3
0 quarters
|
|
1635
Pinnacle West Capital
PNW
$11.5B
| $35.5M | ﹤0.01% |
395,645
-139,790
| -26% | -$12.6M |
2013 Q2
49 quarters
|
|
1636
Globe Life
GL
$12.7B
| $35.4M | ﹤0.01% |
247,947
+24,785
| +11% | +$3.36M |
2013 Q2
49 quarters
|
|
1637
CALL
ASML
ASML
$695B
| $35.3M | ﹤0.01% |
36,500
+14,600
| +67% | +$11.5M |
2024 Q3
4 quarters
|
|
1638
Arcosa
ACA
$7.19B
| $35.3M | ﹤0.01% |
376,794
+6,713
| +2% | +$624K |
2018 Q4
27 quarters
|
|
1639
Blackstone Secured Lending
BXSL
$5.57B
| $35.3M | ﹤0.01% |
1,353,091
-7,219
| -0.5% | -$217K |
2021 Q4
15 quarters
|
|
1640
Elastic
ESTC
$9.69B
| $35.1M | ﹤0.01% |
415,122
-489,911
| -54% | -$41.2M |
2018 Q4
27 quarters
|
|
1641
Ovintiv
OVV
$16.6B
| $35M | ﹤0.01% |
867,871
-29,737
| -3% | -$1.21M |
2013 Q2
49 quarters
|
|
1642
CALL
Synopsys
SNPS
$94B
| $35M | ﹤0.01% |
71,000
+2,300
| +3% | +$1.3M |
2023 Q3
8 quarters
|
|
1643
PUT
RTX Corp
RTX
$249B
| $35M | ﹤0.01% |
209,200
+24,200
| +13% | +$3.76M |
2014 Q3
44 quarters
|
|
1644
CNO Financial Group
CNO
$4.91B
| $34.9M | ﹤0.01% |
882,512
+91,417
| +12% | +$3.49M |
2013 Q2
49 quarters
|
|
1645
Golub Capital BDC
GBDC
$3.28B
| $34.9M | ﹤0.01% |
2,548,553
+125,881
| +5% | +$1.85M |
2015 Q4
39 quarters
|
|
1646
PUT
Avis
CAR
$3.75B
| $34.9M | ﹤0.01% |
217,200
-192,500
| -47% | -$32.4M |
2023 Q3
8 quarters
|
|
1647
Remitly
RELY
$4.55B
| $34.9M | ﹤0.01% |
2,138,754
+104,716
| +5% | +$1.88M |
2021 Q3
16 quarters
|
|
1648
Rigetti Computing
RGTI
$5.21B
| $34.8M | ﹤0.01% |
1,169,240
+167,162
| +17% | +$2.93M |
2022 Q2
13 quarters
|
|
1649
PUT
Home Depot
HD
$282B
| $34.8M | ﹤0.01% |
85,900
+64,600
| +303% | +$25.4M |
2017 Q2
33 quarters
|
|
1650
Plexus
PLXS
$7.2B
| $34.8M | ﹤0.01% |
240,460
+52,967
| +28% | +$7.16M |
2015 Q3
40 quarters
|
|
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.