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 | |
|---|---|---|---|---|---|---|---|
1801
CALL
Wynn Resorts
WYNN
$7.96B
| $28.2M | ﹤0.01% |
220,000
+150,000
| +214% | +$17.3M |
2023 Q4
7 quarters
|
|
1802
KT
KT
$8.91B
| $28.1M | ﹤0.01% |
1,441,612
+11,480
| +0.8% | +$234K |
2017 Q2
33 quarters
|
|
1803
iShares International Equity Factor ETF
INTF
$3.65B
| $28.1M | ﹤0.01% |
782,690
-702,725
| -47% | -$24.6M |
2022 Q4
11 quarters
|
|
1804
Natural Resource Partners
NRP
$1.41B
| $28.1M | ﹤0.01% |
267,560
-76,791
| -22% | -$7.82M |
2016 Q1
38 quarters
|
|
1805
PUT
Logitech
LOGI
$14.8B
| $28.1M | ﹤0.01% |
255,900
+16,800
| +7% | +$1.69M |
2021 Q3
16 quarters
|
|
1806
Upstart Holdings
UPST
$2.23B
| $28M | ﹤0.01% |
551,723
-97,712
| -15% | -$6.87M |
2021 Q1
18 quarters
|
|
1807
Axos Financial
AX
$4.97B
| $28M | ﹤0.01% |
330,886
+50,902
| +18% | +$4.44M |
2013 Q2
49 quarters
|
|
1808
Customers Bancorp
CUBI
$2.5B
| $28M | ﹤0.01% |
428,410
-7,227
| -2% | -$475K |
2014 Q1
46 quarters
|
|
1809
Teva Pharmaceutical Industries Limited
TEVA
$45.8B
| $28M | ﹤0.01% |
1,385,110
-356,346
| -20% | -$6.26M |
2013 Q2
49 quarters
|
|
1810
Chesapeake Utilities
CPK
$3B
| $27.8M | ﹤0.01% |
206,476
-48,087
| -19% | -$5.97M |
2017 Q3
32 quarters
|
|
1811
DraftKings
DKNG
$9.61B
| $27.7M | ﹤0.01% |
741,801
-113,917
| -13% | -$5.05M |
2020 Q2
21 quarters
|
|
1812
Invesco FTSE RAFI US 1000 ETF
PRF
$9.8B
| $27.7M | ﹤0.01% |
612,637
+38,936
| +7% | +$1.7M |
2018 Q3
28 quarters
|
|
1813
CBIZ
CBZ
$3.01B
| $27.7M | ﹤0.01% |
522,900
-463,058
| -47% | -$29.9M |
2013 Q2
49 quarters
|
|
1814
Alkami Technology
ALKT
$1.5B
| $27.7M | ﹤0.01% |
1,113,807
-192,054
| -15% | -$4.91M |
2021 Q2
17 quarters
|
|
1815
PUT
Berkshire Hathaway Class B
BRK.B
$1.07T
| $27.7M | ﹤0.01% |
55,000
-80,000
| -59% | -$38.7M |
2015 Q3
40 quarters
|
|
1816
Lamb Weston
LW
$5.66B
| $27.6M | ﹤0.01% |
476,064
-52,322
| -10% | -$2.86M |
2016 Q4
35 quarters
|
|
1817
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
| $27.6M | ﹤0.01% |
425,017
-919
| -0.2% | -$58.7K |
2024 Q1
6 quarters
|
|
1818
iShares US Financial Services ETF
IYG
$2.08B
| $27.6M | ﹤0.01% |
308,166
+9,337
| +3% | +$821K |
2016 Q1
38 quarters
|
|
|
CVSA
1819
Covista Inc
CVSA
$4.2B
| $27.6M | ﹤0.01% |
178,664
+4,239
| +2% | +$543K |
2013 Q2
49 quarters
|
|
|
SLNO
1820
DELISTED
Soleno Therapeutics
SLNO
| $27.5M | ﹤0.01% |
407,444
+148,479
| +57% | +$11M |
2020 Q2
21 quarters
|
|
1821
PUT
Booking.com
BKNG
$120B
| $27.5M | ﹤0.01% |
127,500
+65,000
| +104% | +$14.5M |
2023 Q4
7 quarters
|
|
1822
WisdomTree India Earnings Fund ETF
EPI
$1.83B
| $27.4M | ﹤0.01% |
619,136
-124,576
| -17% | -$5.65M |
2013 Q2
49 quarters
|
|
1823
Banc of California
BANC
$2.77B
| $27.3M | ﹤0.01% |
1,652,137
+517,523
| +46% | +$8.1M |
2017 Q2
33 quarters
|
|
1824
PUT
Snap
SNAP
$9.56B
| $27.3M | ﹤0.01% |
+3,540,900
| New | +$29.4M |
2025 Q3
0 quarters
|
|
1825
CALL
Prudential Financial
PRU
$39B
| $27.3M | ﹤0.01% |
262,800
+74,700
| +40% | +$7.87M |
2021 Q1
18 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.