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 | |
|---|---|---|---|---|---|---|---|
2451
CALL
Target
TGT
$70.9B
| $12.7M | ﹤0.01% |
142,100
+91,500
| +181% | +$9.01M |
2020 Q3
20 quarters
|
|
2452
California Water Service
CWT
$2.84B
| $12.7M | ﹤0.01% |
277,245
+35,627
| +15% | +$1.64M |
2013 Q2
49 quarters
|
|
|
TGNA
2453
DELISTED
TEGNA Inc
TGNA
| $12.7M | ﹤0.01% |
625,632
+65,720
| +12% | +$1.25M |
2013 Q2
49 quarters
|
|
|
LCDS
2454
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$16.5M
| $12.7M | ﹤0.01% |
200,000
| – | – |
2024 Q3
4 quarters
|
|
2455
Cellebrite
CLBT
$2.79B
| $12.7M | ﹤0.01% |
683,842
-183,531
| -21% | -$2.88M |
2021 Q3
16 quarters
|
|
2456
CALL
Las Vegas Sands
LVS
$23.5B
| $12.7M | ﹤0.01% |
235,200
+55,200
| +31% | +$2.9M |
2022 Q2
13 quarters
|
|
|
MRC
2457
DELISTED
MRC Global
MRC
| $12.6M | ﹤0.01% |
871,999
+31,352
| +4% | +$446K |
2015 Q3
40 quarters
|
|
2458
CALL
AT&T
T
$166B
| $12.6M | ﹤0.01% |
445,200
+309,300
| +228% | +$8.78M |
2014 Q3
44 quarters
|
|
2459
10x Genomics
TXG
$12.2B
| $12.6M | ﹤0.01% |
1,073,865
+951,495
| +778% | +$12.4M |
2019 Q3
24 quarters
|
|
2460
CALL
MP Materials
MP
$8.34B
| $12.5M | ﹤0.01% |
187,000
+172,300
| +1,172% | +$10.8M |
2025 Q2
1 quarter
|
|
2461
PUT
American Water Works
AWK
$25.8B
| $12.5M | ﹤0.01% |
90,000
+65,000
| +260% | +$9.18M |
2025 Q2
1 quarter
|
|
2462
PUT
Lam Research
LRCX
$437B
| $12.5M | ﹤0.01% |
+93,300
| New | +$9.88M |
2025 Q3
0 quarters
|
|
|
JBGS
2463
JBG SMITH
JBGS
$615M
| $12.5M | ﹤0.01% |
561,285
-50,663
| -8% | -$1.04M |
2017 Q3
32 quarters
|
|
2464
PUT
DuPont de Nemours
DD
$17.6B
| $12.5M | ﹤0.01% |
127,467
| – | – |
2021 Q3
16 quarters
|
|
2465
ICL Group
ICL
$6.51B
| $12.5M | ﹤0.01% |
2,003,405
-35,117
| -2% | -$226K |
2014 Q3
44 quarters
|
|
2466
Century Aluminum
CENX
$3.59B
| $12.5M | ﹤0.01% |
424,252
+277,206
| +189% | +$6.28M |
2013 Q2
49 quarters
|
|
|
DFSV
2467
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.11B
| $12.4M | ﹤0.01% |
390,715
+52,328
| +15% | +$1.63M |
2022 Q4
11 quarters
|
|
2468
CALL
McKesson
MCK
$104B
| $12.4M | ﹤0.01% |
16,100
-21,400
| -57% | -$15.1M |
2025 Q2
1 quarter
|
|
2469
PUT
New York Times
NYT
$9.89B
| $12.4M | ﹤0.01% |
216,000
| – | – |
2025 Q1
2 quarters
|
|
2470
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
| $12.4M | ﹤0.01% |
215,652
+119,991
| +125% | +$6.82M |
2023 Q3
8 quarters
|
|
|
TIGR
2471
UP Fintech Holding
TIGR
$750M
| $12.4M | ﹤0.01% |
1,161,454
-1,494,773
| -56% | -$16M |
2025 Q1
2 quarters
|
|
2472
CALL
Thermo Fisher Scientific
TMO
$242B
| $12.4M | ﹤0.01% |
25,500
+10,500
| +70% | +$4.89M |
2025 Q1
2 quarters
|
|
2473
CALL
Philip Morris
PM
$293B
| $12.3M | ﹤0.01% |
76,100
+73,100
| +2,437% | +$12.3M |
2024 Q4
3 quarters
|
|
|
VSXY
2474
Victoria's Secret
VSXY
$7.21B
| $12.3M | ﹤0.01% |
454,642
-8,290
| -2% | -$186K |
2021 Q3
16 quarters
|
|
|
2475
PUT
Thermo Fisher Scientific
TMO
$242B
| $12.3M | ﹤0.01% |
25,400
-10,800
| -30% | -$5.03M |
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.