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 | |
|---|---|---|---|---|---|---|---|
1776
BorgWarner
BWA
$12.3B
| $29M | ﹤0.01% |
659,646
-498,302
| -43% | -$19.9M |
2013 Q2
49 quarters
|
|
1777
Graham Holdings Company
GHC
$4.88B
| $29M | ﹤0.01% |
24,617
+3,286
| +15% | +$3.4M |
2013 Q2
49 quarters
|
|
1778
Spire
SR
$4.52B
| $28.9M | ﹤0.01% |
353,974
+1,597
| +0.5% | +$121K |
2013 Q2
49 quarters
|
|
1779
Laureate Education
LAUR
$5.23B
| $28.8M | ﹤0.01% |
913,548
+49,832
| +6% | +$1.31M |
2017 Q3
32 quarters
|
|
1780
PUT
Procter & Gamble
PG
$334B
| $28.8M | ﹤0.01% |
187,400
+24,700
| +15% | +$3.86M |
2014 Q2
45 quarters
|
|
1781
PUT
Linde
LIN
$216B
| $28.8M | ﹤0.01% |
60,600
+49,200
| +432% | +$23.3M |
2023 Q3
8 quarters
|
|
1782
KraneShares CSI China Internet ETF
KWEB
$4.64B
| $28.8M | ﹤0.01% |
684,396
+626,475
| +1,082% | +$23.5M |
2017 Q2
33 quarters
|
|
|
PGRE
1783
DELISTED
Paramount Group
PGRE
| $28.7M | ﹤0.01% |
4,391,256
+3,189,695
| +265% | +$21.2M |
2014 Q4
43 quarters
|
|
1784
Coca-Cola Consolidated
COKE
$12.5B
| $28.7M | ﹤0.01% |
244,805
+24,278
| +11% | +$2.81M |
2016 Q4
35 quarters
|
|
1785
Prestige Consumer Healthcare
PBH
$2.12B
| $28.7M | ﹤0.01% |
459,228
+106,224
| +30% | +$7.39M |
2013 Q2
49 quarters
|
|
1786
Twist Bioscience
TWST
$12.5B
| $28.7M | ﹤0.01% |
1,018,234
-420,892
| -29% | -$12.7M |
2018 Q4
27 quarters
|
|
1787
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
| $28.6M | ﹤0.01% |
499,440
+6,410
| +1% | +$358K |
2022 Q4
11 quarters
|
|
1788
Avient
AVNT
$3.72B
| $28.6M | ﹤0.01% |
868,083
+42,118
| +5% | +$1.46M |
2015 Q4
39 quarters
|
|
1789
Qorvo
QRVO
$9.9B
| $28.5M | ﹤0.01% |
313,156
+115,890
| +59% | +$10.3M |
2015 Q1
42 quarters
|
|
|
FGSM
1790
Frontier Asset Global Small Cap Equity ETF
FGSM
$46.4M
| $28.5M | ﹤0.01% |
973,548
+6,253
| +0.6% | +$177K |
2024 Q4
3 quarters
|
|
1791
Stanley Black & Decker
SWK
$13.5B
| $28.5M | ﹤0.01% |
383,463
+25,022
| +7% | +$1.83M |
2013 Q2
49 quarters
|
|
|
AAT
1792
American Assets Trust
AAT
$1.31B
| $28.5M | ﹤0.01% |
1,402,665
+918,635
| +190% | +$18.5M |
2013 Q2
49 quarters
|
|
1793
CALL
Corning
GLW
$138B
| $28.5M | ﹤0.01% |
+347,000
| New | +$22.7M |
2025 Q3
0 quarters
|
|
1794
Levi Strauss
LEVI
$7.67B
| $28.4M | ﹤0.01% |
1,220,938
+1,083,208
| +786% | +$23M |
2019 Q1
26 quarters
|
|
1795
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
| $28.4M | ﹤0.01% |
221,713
-3,543
| -2% | -$435K |
2013 Q2
49 quarters
|
|
1796
nCino
NCNO
$2.05B
| $28.4M | ﹤0.01% |
1,046,781
-170,687
| -14% | -$4.99M |
2020 Q3
20 quarters
|
|
|
FLCE
1797
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$82.7M
| $28.4M | ﹤0.01% |
1,011,706
+3,789
| +0.4% | +$102K |
2024 Q4
3 quarters
|
|
1798
PUT
Walt Disney
DIS
$175B
| $28.3M | ﹤0.01% |
247,300
+195,600
| +378% | +$23M |
2014 Q2
45 quarters
|
|
1799
Antero Midstream
AM
$9.62B
| $28.3M | ﹤0.01% |
1,456,155
+29,084
| +2% | +$526K |
2017 Q2
33 quarters
|
|
1800
PUT
Target
TGT
$71.2B
| $28.3M | ﹤0.01% |
315,000
+110,000
| +54% | +$10.8M |
2021 Q3
16 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.