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 | |
|---|---|---|---|---|---|---|---|
1976
CALL
Valero Energy
VLO
$118B
| $22.4M | ﹤0.01% |
131,700
+116,700
| +778% | +$17.4M |
2016 Q3
36 quarters
|
|
1977
VanEck Intermediate Muni ETF
ITM
$2.02B
| $22.4M | ﹤0.01% |
479,900
+78,104
| +19% | +$3.58M |
2023 Q3
8 quarters
|
|
1978
Insight Enterprises
NSIT
$4.73B
| $22.3M | ﹤0.01% |
196,950
+76,992
| +64% | +$10M |
2013 Q2
49 quarters
|
|
1979
Texas Capital Bancshares
TCBI
$4.05B
| $22.3M | ﹤0.01% |
263,975
+14,240
| +6% | +$1.22M |
2013 Q2
49 quarters
|
|
1980
Autoliv
ALV
$8.28B
| $22.3M | ﹤0.01% |
180,208
+18,673
| +12% | +$2.23M |
2013 Q2
49 quarters
|
|
1981
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
| $22.2M | ﹤0.01% |
185,493
-42,010
| -18% | -$4.99M |
2015 Q2
41 quarters
|
|
1982
Sunoco
SUN
$14B
| $22.2M | ﹤0.01% |
443,616
-328,360
| -43% | -$17.1M |
2014 Q3
44 quarters
|
|
1983
CALL
Sea Limited
SE
$58.4B
| $22.2M | ﹤0.01% |
124,100
| – | – |
2021 Q3
16 quarters
|
|
1984
Applied Digital
APLD
$7.23B
| $22.1M | ﹤0.01% |
965,132
-374,320
| -28% | -$5.54M |
2022 Q2
13 quarters
|
|
1985
Yeti Holdings
YETI
$3.02B
| $22.1M | ﹤0.01% |
666,723
+22,551
| +4% | +$788K |
2018 Q4
27 quarters
|
|
1986
Terex
TEX
$6.28B
| $22.1M | ﹤0.01% |
430,860
-273,984
| -39% | -$14M |
2013 Q2
49 quarters
|
|
1987
PUT
Datadog
DDOG
$99.3B
| $22.1M | ﹤0.01% |
155,200
+132,300
| +578% | +$18.2M |
2023 Q3
8 quarters
|
|
1988
Asbury Automotive
ABG
$3.2B
| $22.1M | ﹤0.01% |
90,313
-2,234
| -2% | -$543K |
2015 Q4
39 quarters
|
|
1989
CALL
Union Pacific
UNP
$162B
| $22.1M | ﹤0.01% |
93,400
+42,600
| +84% | +$9.6M |
2014 Q4
43 quarters
|
|
1990
PUT
Humana
HUM
$45.6B
| $22.1M | ﹤0.01% |
+84,800
| New | +$22.3M |
2025 Q3
0 quarters
|
|
1991
PUT
ARK Innovation ETF
ARKK
$9.57B
| $22M | ﹤0.01% |
255,400
-322,600
| -56% | -$24.7M |
2024 Q2
5 quarters
|
|
1992
PUT
Caterpillar
CAT
$380B
| $21.9M | ﹤0.01% |
46,000
+42,900
| +1,384% | +$18.3M |
2013 Q2
49 quarters
|
|
1993
Madrigal Pharmaceuticals
MDGL
$11.5B
| $21.9M | ﹤0.01% |
47,824
-8,030
| -14% | -$3M |
2017 Q3
32 quarters
|
|
1994
Global X MLP & Energy Infrastructure ETF
MLPX
$3.43B
| $21.9M | ﹤0.01% |
349,771
+14,677
| +4% | +$898K |
2021 Q2
17 quarters
|
|
1995
SLM Corp
SLM
$4.25B
| $21.9M | ﹤0.01% |
791,569
+79,600
| +11% | +$2.48M |
2013 Q2
49 quarters
|
|
1996
Kirby Corp
KEX
$7.05B
| $21.9M | ﹤0.01% |
262,044
+63,185
| +32% | +$6.35M |
2013 Q2
49 quarters
|
|
|
SAFE
1997
Safehold
SAFE
$835M
| $21.9M | ﹤0.01% |
1,411,158
+279,664
| +25% | +$4.32M |
2017 Q4
31 quarters
|
|
1998
CALL
Snowflake
SNOW
$121B
| $21.8M | ﹤0.01% |
96,600
+94,800
| +5,267% | +$20.4M |
2023 Q2
9 quarters
|
|
1999
Safety Insurance
SAFT
$1.52B
| $21.7M | ﹤0.01% |
307,331
-2,741
| -0.9% | -$199K |
2016 Q1
38 quarters
|
|
2000
PENN Entertainment
PENN
$1.95B
| $21.7M | ﹤0.01% |
1,127,074
-354,654
| -24% | -$6.65M |
2015 Q1
42 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.