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 | |
|---|---|---|---|---|---|---|---|
2051
Magnolia Oil & Gas
MGY
$6.48B
| $20.5M | ﹤0.01% |
858,972
+221,920
| +35% | +$5.29M |
2019 Q2
25 quarters
|
|
2052
Toyota
TM
$217B
| $20.5M | ﹤0.01% |
107,094
+22,177
| +26% | +$4.18M |
2013 Q2
49 quarters
|
|
2053
PUT
General Motors
GM
$69.6B
| $20.4M | ﹤0.01% |
335,400
-53,700
| -14% | -$2.99M |
2020 Q4
19 quarters
|
|
2054
Zions Bancorporation
ZION
$9.14B
| $20.4M | ﹤0.01% |
360,600
-83,873
| -19% | -$4.67M |
2013 Q2
49 quarters
|
|
2055
Enpro
NPO
$6.69B
| $20.4M | ﹤0.01% |
90,239
+12,651
| +16% | +$2.73M |
2015 Q4
39 quarters
|
|
|
PCI
2056
PGIM Corporate Bond 5-10 Year ETF
PCI
$508M
| $20.4M | ﹤0.01% |
+400,000
| New | +$20.3M |
2025 Q3
0 quarters
|
|
2057
UiPath
PATH
$6.94B
| $20.4M | ﹤0.01% |
1,521,779
-1,330,631
| -47% | -$15.7M |
2021 Q2
17 quarters
|
|
2058
Invesco NASDAQ 100 ETF
QQQM
$109B
| $20.3M | ﹤0.01% |
82,292
-117,812
| -59% | -$27.8M |
2022 Q4
11 quarters
|
|
2059
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.48B
| $20.3M | ﹤0.01% |
394,444
+106,602
| +37% | +$5.37M |
2019 Q2
25 quarters
|
|
2060
PUT
MetLife
MET
$60B
| $20.3M | ﹤0.01% |
246,800
+148,900
| +152% | +$11.7M |
2021 Q2
17 quarters
|
|
2061
CarGurus
CARG
$2.65B
| $20.3M | ﹤0.01% |
545,636
+82,511
| +18% | +$2.82M |
2017 Q4
31 quarters
|
|
|
FCBD
2062
Frontier Asset Core Bond ETF
FCBD
$39.6M
| $20.3M | ﹤0.01% |
791,672
+18,109
| +2% | +$464K |
2024 Q4
3 quarters
|
|
2063
Federal Signal
FSS
$6.85B
| $20.2M | ﹤0.01% |
169,884
-53,470
| -24% | -$6.42M |
2013 Q2
49 quarters
|
|
|
PCS
2064
PGIM Corporate Bond 0-5 Year ETF
PCS
$615M
| $20.2M | ﹤0.01% |
+400,000
| New | +$20.2M |
2025 Q3
0 quarters
|
|
2065
LKQ Corp
LKQ
$5.76B
| $20.2M | ﹤0.01% |
660,185
-564,379
| -46% | -$18.5M |
2013 Q2
49 quarters
|
|
2066
Biohaven
BHVN
$1.98B
| $20M | ﹤0.01% |
1,335,455
-1,236,587
| -48% | -$18M |
2022 Q4
11 quarters
|
|
2067
Par Pacific Holdings
PARR
$4.32B
| $20M | ﹤0.01% |
565,772
+106,131
| +23% | +$3.45M |
2017 Q2
33 quarters
|
|
2068
CALL
Warner Bros
WBD
$77.6B
| $20M | ﹤0.01% |
1,025,700
+175,700
| +21% | +$2.39M |
2024 Q1
6 quarters
|
|
2069
Zura Bio
ZURA
$397M
| $20M | ﹤0.01% |
4,624,199
-35,752
| -0.8% | -$64.3K |
2023 Q2
9 quarters
|
|
2070
Ambarella
AMBA
$3.1B
| $20M | ﹤0.01% |
242,630
+120,523
| +99% | +$8.75M |
2015 Q4
39 quarters
|
|
|
PDM
2071
Piedmont Realty Trust
PDM
$1.1B
| $20M | ﹤0.01% |
2,221,209
+255,519
| +13% | +$2.06M |
2013 Q2
49 quarters
|
|
|
CRWV
2072
PUT
CoreWeave
CRWV
$48.8B
| $20M | ﹤0.01% |
146,000
+118,800
| +437% | +$14.1M |
2025 Q2
1 quarter
|
|
2073
Invesco Ultra Short Duration ETF
GSY
$4.09B
| $19.9M | ﹤0.01% |
397,127
-18,783
| -5% | -$943K |
2023 Q3
8 quarters
|
|
2074
Greif
GEF
$4.64B
| $19.9M | ﹤0.01% |
333,495
+21,650
| +7% | +$1.4M |
2015 Q4
39 quarters
|
|
2075
CALL
Coca-Cola
KO
$370B
| $19.9M | ﹤0.01% |
300,000
-178,400
| -37% | -$12.3M |
2014 Q3
44 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.