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 | |
|---|---|---|---|---|---|---|---|
1651
Advanced Drainage Systems
WMS
$9.57B
| $34.6M | ﹤0.01% |
249,196
-3,359
| -1% | -$441K |
2014 Q4
43 quarters
|
|
1652
Independence Realty Trust
IRT
$3.42B
| $34.5M | ﹤0.01% |
2,106,225
+123,274
| +6% | +$2.14M |
2016 Q1
38 quarters
|
|
1653
PUT
Reddit
RDDT
$28.8B
| $34.5M | ﹤0.01% |
+150,000
| New | +$30.6M |
2025 Q3
0 quarters
|
|
1654
Mitsubishi UFJ Financial
MUFG
$255B
| $34.5M | ﹤0.01% |
2,162,410
+1,390,497
| +180% | +$20.6M |
2013 Q2
49 quarters
|
|
1655
CALL
Costco
COST
$406B
| $34.4M | ﹤0.01% |
37,200
-60,600
| -62% | -$58.1M |
2020 Q2
21 quarters
|
|
|
TPH
1656
DELISTED
Tri Pointe Homes
TPH
| $34.3M | ﹤0.01% |
1,008,454
+130,855
| +15% | +$4.45M |
2013 Q2
49 quarters
|
|
1657
Service Corp International
SCI
$10.4B
| $34.2M | ﹤0.01% |
411,154
+14,366
| +4% | +$1.15M |
2013 Q2
49 quarters
|
|
1658
DigitalOcean
DOCN
$16.4B
| $34M | ﹤0.01% |
995,916
-112,892
| -10% | -$3.58M |
2021 Q1
18 quarters
|
|
1659
ONE Gas
OGS
$4.51B
| $34M | ﹤0.01% |
419,534
+8,491
| +2% | +$636K |
2015 Q4
39 quarters
|
|
1660
Avantis US Large Cap Value ETF
AVLV
$21.3B
| $33.9M | ﹤0.01% |
469,010
+45,074
| +11% | +$3.18M |
2023 Q2
9 quarters
|
|
1661
Evolent Health
EVH
$383M
| $33.8M | ﹤0.01% |
4,001,077
+906,479
| +29% | +$8.8M |
2015 Q2
41 quarters
|
|
1662
Crane Co
CR
$11.9B
| $33.8M | ﹤0.01% |
183,787
+56,324
| +44% | +$10.6M |
2023 Q2
9 quarters
|
|
1663
iShares S&P Small-Cap 600 Value ETF
IJS
$7.67B
| $33.8M | ﹤0.01% |
305,991
-49,725
| -14% | -$5.28M |
2013 Q2
49 quarters
|
|
1664
Urban Outfitters
URBN
$6.75B
| $33.6M | ﹤0.01% |
470,582
-110,632
| -19% | -$8.14M |
2013 Q2
49 quarters
|
|
|
JHG
1665
DELISTED
Janus Henderson
JHG
| $33.6M | ﹤0.01% |
754,201
+168,241
| +29% | +$7.27M |
2017 Q2
33 quarters
|
|
1666
PUT
Capital One
COF
$119B
| $33.5M | ﹤0.01% |
157,800
+29,600
| +23% | +$6.48M |
2023 Q2
9 quarters
|
|
1667
Lumen
LUMN
$5.77B
| $33.5M | ﹤0.01% |
5,480,316
-5,839,778
| -52% | -$28M |
2013 Q2
49 quarters
|
|
1668
CALL
CSX Corp
CSX
$86.2B
| $33.5M | ﹤0.01% |
944,400
+887,300
| +1,554% | +$30.3M |
2022 Q4
11 quarters
|
|
1669
LXP Industrial Trust
LXP
$3.59B
| $33.5M | ﹤0.01% |
747,845
+2,610
| +0.4% | +$112K |
2015 Q4
39 quarters
|
|
1670
Dimensional US Targeted Value ETF
DFAT
$13.8B
| $33.4M | ﹤0.01% |
574,623
+38,371
| +7% | +$2.19M |
2022 Q1
14 quarters
|
|
1671
Newmark Group
NMRK
$2.29B
| $33.4M | ﹤0.01% |
1,793,401
+435,646
| +32% | +$7.07M |
2017 Q4
31 quarters
|
|
1672
ABM Industries
ABM
$2.84B
| $33.4M | ﹤0.01% |
725,003
-86,401
| -11% | -$4.1M |
2013 Q2
49 quarters
|
|
1673
Exponent
EXPO
$3.32B
| $33.4M | ﹤0.01% |
480,624
-157,457
| -25% | -$11.3M |
2013 Q2
49 quarters
|
|
1674
Workiva
WK
$3.79B
| $33.4M | ﹤0.01% |
387,615
-66,125
| -15% | -$4.97M |
2016 Q4
35 quarters
|
|
1675
PUT
Pfizer
PFE
$160B
| $33.3M | ﹤0.01% |
1,308,000
-510,700
| -28% | -$12.6M |
2013 Q2
49 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.