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 | |
|---|---|---|---|---|---|---|---|
1701
SEI Investments
SEIC
$12.5B
| $32.3M | ﹤0.01% |
381,134
+9,106
| +2% | +$809K |
2013 Q2
49 quarters
|
|
1702
CALL
Halliburton
HAL
$26.6B
| $32.3M | ﹤0.01% |
1,311,400
+101,400
| +8% | +$2.24M |
2023 Q2
9 quarters
|
|
1703
Brown-Forman Class B
BF.B
$11.9B
| $32.2M | ﹤0.01% |
1,187,479
-319,122
| -21% | -$9.25M |
2013 Q2
49 quarters
|
|
1704
Allison Transmission
ALSN
$9.6B
| $32.1M | ﹤0.01% |
377,739
+23,025
| +6% | +$2.05M |
2013 Q2
49 quarters
|
|
1705
PUT
McDonald's
MCD
$164B
| $32M | ﹤0.01% |
105,300
+87,800
| +502% | +$26.7M |
2024 Q4
3 quarters
|
|
1706
Markel Group
MKL
$21.4B
| $32M | ﹤0.01% |
16,724
+1,193
| +8% | +$2.34M |
2013 Q2
49 quarters
|
|
1707
Cipher Digital
CIFR
$6.42B
| $31.9M | ﹤0.01% |
2,531,173
+304,152
| +14% | +$2.29M |
2021 Q3
16 quarters
|
|
1708
Adient
ADNT
$1.35B
| $31.9M | ﹤0.01% |
1,323,011
-139,151
| -10% | -$3.25M |
2022 Q1
14 quarters
|
|
1709
Fidelity MSCI Information Technology Index ETF
FTEC
$22.3B
| $31.8M | ﹤0.01% |
143,336
+7,818
| +6% | +$1.63M |
2015 Q4
39 quarters
|
|
1710
CALL
Robinhood
HOOD
$99.9B
| $31.8M | ﹤0.01% |
222,000
+213,300
| +2,452% | +$23.3M |
2023 Q2
9 quarters
|
|
1711
Sportradar
SRAD
$3.51B
| $31.6M | ﹤0.01% |
1,174,810
+490,755
| +72% | +$14.6M |
2024 Q2
5 quarters
|
|
1712
State Street SPDR S&P Metals & Mining ETF
XME
$4.16B
| $31.5M | ﹤0.01% |
338,376
-1,620,946
| -83% | -$129M |
2015 Q4
39 quarters
|
|
1713
Invesco
IVZ
$13.4B
| $31.5M | ﹤0.01% |
1,371,677
+275,604
| +25% | +$5.72M |
2013 Q2
49 quarters
|
|
1714
Iris Energy
IREN
$16B
| $31.5M | ﹤0.01% |
670,149
+645,741
| +2,646% | +$15.7M |
2024 Q4
3 quarters
|
|
1715
Enova International
ENVA
$4.27B
| $31.4M | ﹤0.01% |
273,014
-53,436
| -16% | -$6.11M |
2015 Q4
39 quarters
|
|
1716
Cal-Maine
CALM
$3.09B
| $31.4M | ﹤0.01% |
333,545
+20,348
| +6% | +$2.17M |
2013 Q2
49 quarters
|
|
1717
Abercrombie & Fitch
ANF
$5.79B
| $31.4M | ﹤0.01% |
366,715
+76,571
| +26% | +$7.14M |
2013 Q2
49 quarters
|
|
1718
SiteOne Landscape Supply
SITE
$3.91B
| $31.4M | ﹤0.01% |
243,479
-82,480
| -25% | -$11.2M |
2017 Q3
32 quarters
|
|
1719
Schwab US Broad Market ETF
SCHB
$44.4B
| $31.3M | ﹤0.01% |
1,218,185
+95,430
| +8% | +$2.36M |
2017 Q1
34 quarters
|
|
1720
Pagaya Technologies
PGY
$1.45B
| $31.3M | ﹤0.01% |
1,052,701
-332,578
| -24% | -$10.7M |
2024 Q2
5 quarters
|
|
1721
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
| $31.3M | ﹤0.01% |
882,139
-130,571
| -13% | -$4.4M |
2017 Q4
31 quarters
|
|
|
XHR
1722
Xenia Hotels & Resorts
XHR
$1.67B
| $31.2M | ﹤0.01% |
2,276,448
+79,685
| +4% | +$1.08M |
2015 Q4
39 quarters
|
|
1723
iShares California Muni Bond ETF
CMF
$4.69B
| $31.2M | ﹤0.01% |
546,691
+27,474
| +5% | +$1.54M |
2014 Q3
44 quarters
|
|
1724
Ryder
R
$8.86B
| $31.2M | ﹤0.01% |
165,183
-20,669
| -11% | -$3.73M |
2013 Q2
49 quarters
|
|
1725
Blue Owl Capital
OBDC
$5.15B
| $31.1M | ﹤0.01% |
2,438,333
-41,580
| -2% | -$592K |
2021 Q4
15 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.