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 | |
|---|---|---|---|---|---|---|---|
1876
PUT
S&P Global
SPGI
$114B
| $25.5M | ﹤0.01% |
52,300
+34,800
| +199% | +$18.6M |
2018 Q2
29 quarters
|
|
|
LADR
1877
Ladder Capital
LADR
$1.11B
| $25.4M | ﹤0.01% |
2,331,545
-78,542
| -3% | -$884K |
2016 Q4
35 quarters
|
|
1878
iShares Morningstar Value ETF
ILCV
$1.32B
| $25.4M | ﹤0.01% |
282,522
+1,843
| +0.7% | +$159K |
2016 Q1
38 quarters
|
|
1879
Walker & Dunlop
WD
$1.19B
| $25.4M | ﹤0.01% |
303,242
+99,658
| +49% | +$8.03M |
2014 Q1
46 quarters
|
|
|
1880
PUT
Intuitive Surgical
ISRG
$142B
| $25.3M | ﹤0.01% |
56,600
-8,100
| -13% | -$3.89M |
2020 Q3
20 quarters
|
|
1881
Associated Banc-Corp
ASB
$5.42B
| $25.3M | ﹤0.01% |
984,537
+194,307
| +25% | +$4.98M |
2013 Q2
49 quarters
|
|
1882
PUT
XPeng
XPEV
$9.02B
| $25.3M | ﹤0.01% |
1,080,300
-19,700
| -2% | -$395K |
2025 Q1
2 quarters
|
|
1883
Eastern Bankshares
EBC
$4.82B
| $25.3M | ﹤0.01% |
1,393,923
+95,731
| +7% | +$1.58M |
2020 Q4
19 quarters
|
|
1884
Franklin US Equity Index ETF
USPX
$2.09B
| $25.3M | ﹤0.01% |
431,681
+13,249
| +3% | +$746K |
2023 Q2
9 quarters
|
|
1885
PUT
Jefferies Financial Group
JEF
$10.4B
| $25.3M | ﹤0.01% |
+386,400
| New | +$23.6M |
2025 Q3
0 quarters
|
|
1886
PUT
Johnson & Johnson
JNJ
$623B
| $25.3M | ﹤0.01% |
136,200
-145,400
| -52% | -$24.9M |
2014 Q2
45 quarters
|
|
1887
NatWest
NWG
$69B
| $25.2M | ﹤0.01% |
1,784,004
+162,313
| +10% | +$2.29M |
2014 Q2
45 quarters
|
|
|
MRX
1888
Marex Group Limited Ordinary Shares
MRX
$5.1B
| $25M | ﹤0.01% |
744,921
-32,694
| -4% | -$1.18M |
2024 Q2
5 quarters
|
|
1889
PUT
Ferrari
RACE
$68B
| $25M | ﹤0.01% |
51,600
+14,000
| +37% | +$6.71M |
2023 Q3
8 quarters
|
|
1890
CALL
Boston Scientific
BSX
$62.7B
| $24.9M | ﹤0.01% |
255,300
+75,300
| +42% | +$7.8M |
2021 Q1
18 quarters
|
|
1891
HF Sinclair
DINO
$20B
| $24.9M | ﹤0.01% |
475,653
-1,335
| -0.3% | -$63.3K |
2013 Q2
49 quarters
|
|
1892
Fidelity Enhanced Large Cap Core ETF
FELC
$8.62B
| $24.9M | ﹤0.01% |
667,571
+69,382
| +12% | +$2.48M |
2023 Q4
7 quarters
|
|
1893
Telephone and Data Systems
TDS
$4.05B
| $24.9M | ﹤0.01% |
633,676
-208,412
| -25% | -$8.02M |
2015 Q1
42 quarters
|
|
1894
PUT
lululemon athletica
LULU
$10.6B
| $24.9M | ﹤0.01% |
139,700
+87,800
| +169% | +$17.6M |
2022 Q3
12 quarters
|
|
1895
Harmony Gold Mining
HMY
$11B
| $24.8M | ﹤0.01% |
1,367,144
-735,885
| -35% | -$11.1M |
2020 Q4
19 quarters
|
|
|
GRFS
1896
Grifois
GRFS
$4.97B
| $24.8M | ﹤0.01% |
2,488,294
+600,118
| +32% | +$6M |
2013 Q2
49 quarters
|
|
1897
Innospec
IOSP
$2.34B
| $24.8M | ﹤0.01% |
320,982
-182
| -0.1% | -$15.2K |
2013 Q2
49 quarters
|
|
1898
XP
XP
$10.7B
| $24.7M | ﹤0.01% |
1,316,596
-769,531
| -37% | -$13.8M |
2019 Q4
23 quarters
|
|
|
HBI
1899
DELISTED
Hanesbrands
HBI
| $24.7M | ﹤0.01% |
3,752,817
+1,705,762
| +83% | +$9.42M |
2013 Q2
49 quarters
|
|
1900
Diodes
DIOD
$4.49B
| $24.7M | ﹤0.01% |
464,429
+153,905
| +50% | +$8.25M |
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.