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 | |
|---|---|---|---|---|---|---|---|
2026
Option Care Health
OPCH
$3.38B
| $21M | ﹤0.01% |
754,845
-439,421
| -37% | -$12.7M |
2016 Q3
36 quarters
|
|
2027
Louisiana-Pacific
LPX
$4.51B
| $20.9M | ﹤0.01% |
235,795
-13,462
| -5% | -$1.24M |
2015 Q4
39 quarters
|
|
2028
Sonoco
SON
$4.8B
| $20.9M | ﹤0.01% |
485,849
-19,154
| -4% | -$885K |
2013 Q2
49 quarters
|
|
2029
CALL
Coupang
CPNG
$24.8B
| $20.9M | ﹤0.01% |
650,000
+50,000
| +8% | +$1.51M |
2024 Q1
6 quarters
|
|
2030
PUT
Progressive
PGR
$122B
| $20.9M | ﹤0.01% |
84,700
+28,400
| +50% | +$7M |
2023 Q3
8 quarters
|
|
2031
Hyatt Hotels
H
$15.2B
| $20.9M | ﹤0.01% |
147,333
+22,071
| +18% | +$3.16M |
2013 Q2
49 quarters
|
|
2032
PUT
Crocs
CROX
$5.72B
| $20.9M | ﹤0.01% |
250,000
+200,000
| +400% | +$18.3M |
2022 Q3
12 quarters
|
|
2033
CALL
State Street Health Care Select Sector SPDR ETF
XLV
$42.6B
| $20.9M | ﹤0.01% |
150,000
+77,000
| +105% | +$10.4M |
2021 Q4
15 quarters
|
|
2034
AvePoint
AVPT
$2.98B
| $20.9M | ﹤0.01% |
1,389,205
+867,998
| +167% | +$14.6M |
2021 Q3
16 quarters
|
|
2035
Banco Bradesco
BBD
$37.2B
| $20.8M | ﹤0.01% |
6,144,997
+5,180,038
| +537% | +$15.6M |
2013 Q2
49 quarters
|
|
2036
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
| $20.8M | ﹤0.01% |
134,600
+38,000
| +39% | +$5.76M |
2022 Q4
11 quarters
|
|
2037
PUT
Boston Scientific
BSX
$62.7B
| $20.7M | ﹤0.01% |
212,200
+16,400
| +8% | +$1.7M |
2023 Q2
9 quarters
|
|
2038
Vanguard Long-Term Bond ETF
BLV
$5.43B
| $20.7M | ﹤0.01% |
292,372
+283,372
| +3,149% | +$19.7M |
2021 Q1
18 quarters
|
|
2039
Americold
COLD
$3.94B
| $20.7M | ﹤0.01% |
1,691,567
+835,135
| +98% | +$12.4M |
2018 Q1
30 quarters
|
|
2040
Cogent Communications
CCOI
$422M
| $20.7M | ﹤0.01% |
539,770
+424,746
| +369% | +$17.7M |
2015 Q1
42 quarters
|
|
|
AHL
2041
DELISTED
Aspen Insurance
AHL
| $20.7M | ﹤0.01% |
563,722
+563,639
| +679,083% | +$18.5M |
2025 Q2
1 quarter
|
|
2042
Phinia Inc
PHIN
$2.2B
| $20.7M | ﹤0.01% |
359,429
-33,806
| -9% | -$1.82M |
2023 Q3
8 quarters
|
|
2043
Consolidated Water Co
CWCO
$461M
| $20.6M | ﹤0.01% |
585,090
-52,288
| -8% | -$1.66M |
2023 Q1
10 quarters
|
|
2044
CALL
Dow Inc
DOW
$19.9B
| $20.6M | ﹤0.01% |
900,000
+300,000
| +50% | +$7.47M |
2020 Q4
19 quarters
|
|
2045
PUT
Prudential Financial
PRU
$39B
| $20.6M | ﹤0.01% |
198,800
+51,100
| +35% | +$5.38M |
2021 Q1
18 quarters
|
|
2046
Cabot Corp
CBT
$3.94B
| $20.6M | ﹤0.01% |
270,737
-22,224
| -8% | -$1.73M |
2013 Q2
49 quarters
|
|
2047
CALL
Abbott
ABT
$167B
| $20.6M | ﹤0.01% |
153,500
-54,200
| -26% | -$7.11M |
2023 Q4
7 quarters
|
|
2048
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.8B
| $20.5M | ﹤0.01% |
499,641
+209
| +0% | +$8.12K |
2023 Q4
7 quarters
|
|
2049
SLR Investment Corp
SLRC
$637M
| $20.5M | ﹤0.01% |
1,342,415
+11,052
| +0.8% | +$180K |
2013 Q2
49 quarters
|
|
2050
Weatherford International
WFRD
$5.61B
| $20.5M | ﹤0.01% |
299,818
+43,244
| +17% | +$2.57M |
2021 Q2
17 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.