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 | |
|---|---|---|---|---|---|---|---|
2126
Atkore
ATKR
$3.2B
| $18.6M | ﹤0.01% |
295,838
-239,324
| -45% | -$15.6M |
2017 Q1
34 quarters
|
|
2127
PUT
Etsy
ETSY
$6.69B
| $18.6M | ﹤0.01% |
+279,500
| New | +$16.7M |
2025 Q3
0 quarters
|
|
2128
Virtus Investment Partners
VRTS
$879M
| $18.5M | ﹤0.01% |
97,583
-6,747
| -6% | -$1.33M |
2014 Q3
44 quarters
|
|
2129
McGrath RentCorp
MGRC
$2.81B
| $18.5M | ﹤0.01% |
158,026
-6,508
| -4% | -$785K |
2016 Q4
35 quarters
|
|
2130
Hawkins
HWKN
$2.66B
| $18.5M | ﹤0.01% |
101,291
-20,725
| -17% | -$3.46M |
2016 Q2
37 quarters
|
|
2131
JPMorgan US Value Factor ETF
JVAL
$990M
| $18.5M | ﹤0.01% |
389,613
-11,470
| -3% | -$528K |
2022 Q4
11 quarters
|
|
2132
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
| $18.5M | ﹤0.01% |
201,312
-282,900
| -58% | -$25.9M |
2020 Q1
22 quarters
|
|
2133
Donnelley Financial Solutions
DFIN
$1.17B
| $18.4M | ﹤0.01% |
358,300
-8,604
| -2% | -$491K |
2016 Q4
35 quarters
|
|
2134
Fidelity Quality Factor ETF
FQAL
$1.43B
| $18.4M | ﹤0.01% |
246,288
+17,304
| +8% | +$1.25M |
2022 Q4
11 quarters
|
|
2135
Crocs
CROX
$5.72B
| $18.3M | ﹤0.01% |
219,108
+6,347
| +3% | +$579K |
2013 Q2
49 quarters
|
|
2136
Maximus
MMS
$2.8B
| $18.3M | ﹤0.01% |
200,331
+33,136
| +20% | +$2.68M |
2013 Q2
49 quarters
|
|
2137
Murphy Oil
MUR
$5.37B
| $18.3M | ﹤0.01% |
644,185
-180,943
| -22% | -$4.57M |
2013 Q2
49 quarters
|
|
2138
PUT
Airbnb
ABNB
$94.6B
| $18.2M | ﹤0.01% |
150,300
+19,400
| +15% | +$2.51M |
2020 Q4
19 quarters
|
|
2139
NGL Energy Partners
NGL
$1.95B
| $18.2M | ﹤0.01% |
3,040,912
-694,344
| -19% | -$3.49M |
2013 Q2
49 quarters
|
|
2140
BILL Holdings
BILL
$3.73B
| $18.2M | ﹤0.01% |
344,348
-53,109
| -13% | -$2.47M |
2019 Q4
23 quarters
|
|
2141
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
| $18.2M | ﹤0.01% |
577,727
-98,739
| -15% | -$2.97M |
2022 Q4
11 quarters
|
|
|
CURB
2142
Curbline Properties
CURB
$3.22B
| $18.2M | ﹤0.01% |
816,265
-15,241
| -2% | -$344K |
2024 Q4
3 quarters
|
|
2143
ESCO Technologies
ESE
$6.99B
| $18.2M | ﹤0.01% |
86,026
+32,069
| +59% | +$6.34M |
2016 Q2
37 quarters
|
|
2144
Vishay Intertechnology
VSH
$5.26B
| $18.1M | ﹤0.01% |
1,183,870
+259,272
| +28% | +$4.11M |
2013 Q2
49 quarters
|
|
2145
PUT
Zoom
ZM
$27.4B
| $18.1M | ﹤0.01% |
219,400
+179,400
| +449% | +$14M |
2021 Q3
16 quarters
|
|
2146
First Trust Cloud Computing ETF
SKYY
$3.41B
| $18M | ﹤0.01% |
134,006
+488
| +0.4% | +$61.4K |
2015 Q4
39 quarters
|
|
2147
Vontier
VNT
$4.25B
| $17.9M | ﹤0.01% |
427,447
+27,426
| +7% | +$1.13M |
2020 Q4
19 quarters
|
|
2148
PUT
CF Industries
CF
$17.3B
| $17.9M | ﹤0.01% |
200,000
| – | – |
2023 Q4
7 quarters
|
|
2149
AZZ Inc
AZZ
$4.07B
| $17.9M | ﹤0.01% |
163,954
+11,405
| +7% | +$1.27M |
2014 Q4
43 quarters
|
|
|
BULL
2150
PUT
Webull Corp
BULL
$3.79B
| $17.8M | ﹤0.01% |
+1,206,400
| New | +$17.2M |
2025 Q3
0 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.