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 | |
|---|---|---|---|---|---|---|---|
1951
GameStop
GME
$12.2B
| $23M | ﹤0.01% |
843,174
-182,819
| -18% | -$4.33M |
2013 Q2
49 quarters
|
|
1952
PUT
Blackrock
BLK
$165B
| $23M | ﹤0.01% |
19,700
+18,100
| +1,131% | +$20.2M |
2025 Q2
1 quarter
|
|
1953
WisdomTree True Developed International Fund
DOL
$817M
| $22.9M | ﹤0.01% |
368,590
+4,140
| +1% | +$253K |
2022 Q1
14 quarters
|
|
1954
iShares Russell Top 200 Value ETF
IWX
$3.81B
| $22.9M | ﹤0.01% |
260,937
-13,507
| -5% | -$1.16M |
2021 Q1
18 quarters
|
|
1955
CALL
Estee Lauder
EL
$32.7B
| $22.9M | ﹤0.01% |
260,100
+43,300
| +20% | +$3.86M |
2023 Q4
7 quarters
|
|
1956
The GEO Group
GEO
$4.05B
| $22.9M | ﹤0.01% |
1,117,701
+356,311
| +47% | +$8.14M |
2014 Q3
44 quarters
|
|
|
HEQQ
1957
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$31.2M
| $22.9M | ﹤0.01% |
400,000
+200,000
| +100% | +$11M |
2025 Q1
2 quarters
|
|
1958
Enterprise Financial Services Corp
EFSC
$2.15B
| $22.9M | ﹤0.01% |
394,320
-22,502
| -5% | -$1.31M |
2013 Q2
49 quarters
|
|
1959
Atmus Filtration Technologies
ATMU
$3.64B
| $22.9M | ﹤0.01% |
506,807
-27,530
| -5% | -$1.15M |
2023 Q2
9 quarters
|
|
1960
News Corp Class B
NWS
$17B
| $22.9M | ﹤0.01% |
661,412
+81,986
| +14% | +$2.77M |
2015 Q3
40 quarters
|
|
1961
JD.com
JD
$35.6B
| $22.8M | ﹤0.01% |
652,932
+104,596
| +19% | +$3.41M |
2014 Q2
45 quarters
|
|
1962
CALL
Honeywell
HON
$67.8B
| $22.8M | ﹤0.01% |
115,119
+84,456
| +275% | +$17.6M |
2021 Q2
17 quarters
|
|
1963
Oshkosh
OSK
$8.08B
| $22.8M | ﹤0.01% |
175,693
+7,339
| +4% | +$974K |
2013 Q2
49 quarters
|
|
1964
CALL
Texas Instruments
TXN
$257B
| $22.7M | ﹤0.01% |
123,800
-84,600
| -41% | -$16.5M |
2017 Q1
34 quarters
|
|
1965
Sixth Street Specialty
TSLX
$1.72B
| $22.7M | ﹤0.01% |
993,735
+50,946
| +5% | +$1.23M |
2015 Q2
41 quarters
|
|
1966
Riot Platforms
RIOT
$7.36B
| $22.7M | ﹤0.01% |
1,193,423
-56,172
| -4% | -$778K |
2020 Q3
20 quarters
|
|
1967
iShares Global Infrastructure ETF
IGF
$10B
| $22.7M | ﹤0.01% |
370,804
+46,312
| +14% | +$2.78M |
2013 Q2
49 quarters
|
|
1968
Dana Inc
DAN
$2.97B
| $22.6M | ﹤0.01% |
1,128,547
-723,987
| -39% | -$13.4M |
2013 Q2
49 quarters
|
|
1969
Dolby
DLB
$5.53B
| $22.6M | ﹤0.01% |
312,028
+139,900
| +81% | +$10.3M |
2015 Q4
39 quarters
|
|
1970
Angi Inc
ANGI
$238M
| $22.6M | ﹤0.01% |
1,387,060
-95,744
| -6% | -$1.64M |
2018 Q4
27 quarters
|
|
1971
Digi International
DGII
$2.79B
| $22.5M | ﹤0.01% |
618,402
+359,708
| +139% | +$12.4M |
2015 Q1
42 quarters
|
|
1972
Avantor
AVTR
$10.2B
| $22.5M | ﹤0.01% |
1,806,512
+91,254
| +5% | +$1.18M |
2019 Q2
25 quarters
|
|
1973
HSBC
HSBC
$328B
| $22.5M | ﹤0.01% |
317,512
-184,688
| -37% | -$12M |
2013 Q2
49 quarters
|
|
1974
LegalZoom.com
LZ
$981M
| $22.5M | ﹤0.01% |
2,170,327
+817,462
| +60% | +$8.15M |
2021 Q2
17 quarters
|
|
1975
IHS Holding
IHS
$2.83B
| $22.5M | ﹤0.01% |
3,300,367
+894,973
| +37% | +$5.98M |
2024 Q3
4 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.