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 | |
|---|---|---|---|---|---|---|---|
2326
American Airlines Group
AAL
$8.69B
| $14.6M | ﹤0.01% |
1,298,654
-599,864
| -32% | -$7.39M |
2013 Q4
47 quarters
|
|
2327
Pitney Bowes
PBI
$2.28B
| $14.6M | ﹤0.01% |
1,277,934
+180,466
| +16% | +$2.1M |
2013 Q2
49 quarters
|
|
2328
PUT
Western Digital
WDC
$167B
| $14.6M | ﹤0.01% |
121,400
-21,600
| -15% | -$1.77M |
2023 Q4
7 quarters
|
|
2329
Bank OZK
OZK
$5.05B
| $14.6M | ﹤0.01% |
285,876
+51,171
| +22% | +$2.61M |
2013 Q2
49 quarters
|
|
2330
Hanover Insurance
THG
$7.55B
| $14.6M | ﹤0.01% |
80,198
+1,568
| +2% | +$269K |
2013 Q2
49 quarters
|
|
2331
Qfin Holdings
QFIN
$785M
| $14.5M | ﹤0.01% |
504,965
-871,512
| -63% | -$29.6M |
2021 Q2
17 quarters
|
|
2332
International Bancshares
IBOC
$4.3B
| $14.5M | ﹤0.01% |
210,864
+69,466
| +49% | +$4.86M |
2015 Q4
39 quarters
|
|
2333
Galicia Financial Group
GGAL
$5.79B
| $14.5M | ﹤0.01% |
525,584
+450,282
| +598% | +$19.3M |
2024 Q2
5 quarters
|
|
|
PINC
2334
DELISTED
Premier
PINC
| $14.5M | ﹤0.01% |
520,106
+173,104
| +50% | +$4.18M |
2013 Q4
47 quarters
|
|
2335
Hartford Total Return Bond ETF
HTRB
$2.16B
| $14.4M | ﹤0.01% |
420,932
+185,773
| +79% | +$6.32M |
2023 Q2
9 quarters
|
|
2336
CALL
JD.com
JD
$35.6B
| $14.4M | ﹤0.01% |
+412,400
| New | +$13.4M |
2025 Q3
0 quarters
|
|
|
EFOR
2337
Everforth Inc
EFOR
$1.48B
| $14.4M | ﹤0.01% |
304,612
-115,849
| -28% | -$5.91M |
2013 Q2
49 quarters
|
|
|
LNW
2338
DELISTED
Light & Wonder
LNW
| $14.4M | ﹤0.01% |
171,706
-6,808
| -4% | -$625K |
2013 Q2
49 quarters
|
|
|
VPU
2339
Vanguard Utilities ETF
VPU
$7.68B
| $14.4M | ﹤0.01% |
75,906
+17,132
| +29% | +$3.14M |
2018 Q1
30 quarters
|
|
2340
PUT
Lucid Motors
LCID
$1.65B
| $14.4M | ﹤0.01% |
604,020
-55,980
| -8% | -$1.26M |
2024 Q3
4 quarters
|
|
2341
FNB Corp
FNB
$6.14B
| $14.3M | ﹤0.01% |
889,939
-24,713
| -3% | -$393K |
2013 Q2
49 quarters
|
|
2342
WisdomTree US LargeCap Dividend Fund
DLN
$6.15B
| $14.3M | ﹤0.01% |
164,654
+74
| +0% | +$6.26K |
2015 Q4
39 quarters
|
|
2343
PUT
Kenvue
KVUE
$33.1B
| $14.3M | ﹤0.01% |
881,800
+641,800
| +267% | +$13.1M |
2025 Q2
1 quarter
|
|
2344
Barclays
BCS
$78.9B
| $14.3M | ﹤0.01% |
691,846
-1,339,634
| -66% | -$26.5M |
2013 Q2
49 quarters
|
|
2345
Armstrong World Industries
AWI
$6.88B
| $14.3M | ﹤0.01% |
72,952
+13,395
| +22% | +$2.49M |
2015 Q1
42 quarters
|
|
2346
Equity Bancshares
EQBK
$978M
| $14.3M | ﹤0.01% |
350,547
-21,341
| -6% | -$864K |
2017 Q3
32 quarters
|
|
2347
Perdoceo Education
PRDO
$1.99B
| $14.2M | ﹤0.01% |
378,378
+19,553
| +5% | +$627K |
2015 Q4
39 quarters
|
|
2348
Fidelity Value Factor ETF
FVAL
$1.35B
| $14.2M | ﹤0.01% |
206,398
-1,681
| -0.8% | -$112K |
2022 Q4
11 quarters
|
|
2349
Timken Company
TKR
$8.25B
| $14.2M | ﹤0.01% |
188,791
+8,691
| +5% | +$670K |
2013 Q2
49 quarters
|
|
2350
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $14.2M | ﹤0.01% |
327,427
+10,668
| +3% | +$459K |
2018 Q2
29 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.