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JPMorgan

JPMORGAN CHASE & CO

270 PARK AVENUE, NEW YORK, NY 10017 • 2122706000

Q3 2025 · Filed 2025-11-07
Market Value
$1.6T
+7.9%
Holdings
12,991
+363
New Purchases
363
Added To
2,957
Closed
6,670
Reduced
2,526
Top 10 Concentration
28.0%
Turnover
54.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.84% 3.03% +0.81% $60.3B
NVDA 5.81% 5.03% +0.78% $91.2B
GOOG 1.54% 1.12% +0.43% $24.2B
GOOGL 1.08% 0.73% +0.35% $17.0B
TSLA 1.27% 1.01% +0.26% $19.9B
PLTR 0.40% 0.15% +0.25% $6.3B
APP 0.35% 0.11% +0.24% $5.5B
ORCL 0.89% 0.69% +0.20% $13.9B
AVGO 1.98% 1.78% +0.19% $31.0B
GEV 0.23% 0.06% +0.17% $3.5B
GE 0.22% 0.06% +0.15% $3.4B
RBLX 0.18% 0.03% +0.15% $2.8B
DHR 0.24% 0.10% +0.14% $3.7B
LOW 0.60% 0.48% +0.12% $9.5B
MDT 0.32% 0.21% +0.11% $5.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 2.56% 2.91% -0.35% $40.1B
IVV 0.94% 1.21% -0.26% $14.8B
NFLX 0.68% 0.91% -0.23% $10.7B
V 0.34% 0.56% -0.22% $5.3B
META 2.56% 2.78% -0.22% $40.2B
ISRG 0.10% 0.29% -0.19% $1.6B
LLY 0.50% 0.67% -0.17% $7.8B
XOM 0.54% 0.70% -0.16% $8.5B
SPOT 0.12% 0.28% -0.15% $2.0B
IBM 0.30% 0.45% -0.15% $4.7B
CRM 0.20% 0.33% -0.14% $3.1B
MSFT 5.24% 5.37% -0.13% $82.3B
ETN 0.46% 0.59% -0.13% $7.2B
FIS 0.19% 0.31% -0.12% $3.0B
ABT 0.25% 0.37% -0.12% $3.9B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 59.2%
Healthcare 11.2%
Technology 8.6%
Industrials 6.8%
Consumer Cyclical 4.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $750.2B 47.9%
Large Cap 1,054 $709.3B 45.3%
Mid Cap 1,503 $88.8B 5.7%
Small Cap 2,400 $17.0B 1.1%
Micro Cap 2,808 $1.2B 0.1%

Portfolio Analytics

Avg Market Cap
$13.4B
Median Market Cap
$682M
Avg P/E
28.7
Median P/E
17.7
Avg Dividend Yield
0.04%
Avg Beta
0.97
# Stocks
5,127
# ETFs / Funds
2,737

Top Holdings (12,991 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.81% 488,619,282 $91.2B $186.58 $18.1B +26,032,415 +5.6%
2 MSFT 5.24% 158,807,898 $82.3B $517.95 $4.1B +1,748,960 +1.1%
3 AAPL 3.84% 236,655,531 $60.3B $254.63 $16.2B +22,049,132 +10.3%
4 META 2.56% 54,714,768 $40.2B $734.38 -$208M -7,102 -0.0%
5 AMZN 2.56% 182,660,937 $40.1B $219.57 -$2.2B -10,138,990 -5.3%
6 SPY 2.11% 49,652,522 $33.1B $666.18 $2.2B -271,855 -0.5%
7 AVGO 1.98% 93,948,858 $31.0B $329.91 $5.1B -167,600 -0.2%
8 GOOG 1.54% 99,529,742 $24.2B $243.55 $8.0B +7,904,434 +8.6%
9 TSLA 1.27% 44,639,505 $19.9B $444.72 $5.2B -1,376,105 -3.0%
10 MA 1.14% 31,404,551 $17.9B $568.81 $1.7B +2,564,504 +8.9%
11 GOOGL 1.08% 69,893,893 $17.0B $243.10 $6.4B +9,704,869 +16.1%
12 VOO 1.06% 27,247,346 $16.7B $612.38 $682M -927,565 -3.3%
13 IVV 0.94% 22,105,313 $14.8B $669.30 -$2.8B -6,166,274 -21.8%
14 ORCL 0.89% 49,573,370 $13.9B $281.24 $4.0B +3,923,710 +8.6%
15 ABBV 0.83% 56,534,816 $13.1B $231.54 $2.5B -679,591 -1.2%
16 BNDX 0.80% 252,371,253 $12.5B $49.46 $489M +10,128,983 +4.2%
17 WFC 0.78% 145,184,466 $12.2B $83.82 $878M +4,250,803 +3.0%
18 WMT 0.77% 116,593,370 $12.0B $103.06 $2.4B +18,336,685 +18.7%
19 JNJ 0.69% 58,640,856 $10.9B $185.42 $2.3B +2,538,390 +4.5%
20 NFLX 0.68% 8,925,009 $10.7B $1,198.93 -$2.6B -987,986 -10.0%
21 MCD 0.66% 34,214,281 $10.4B $303.89 $430M +99,653 +0.3%
22 BND 0.62% 131,346,514 $9.8B $74.37 $500M +5,476,153 +4.4%
23 LOW 0.60% 37,606,949 $9.5B $251.31 $2.5B +6,086,746 +19.3%
24 BAC 0.60% 181,670,641 $9.4B $51.59 $1.1B +6,449,823 +3.7%
25 BBJP 0.58% 136,418,534 $9.0B $66.32 $744M +2,023,649 +1.5%
26 XOM 0.54% 75,037,503 $8.5B $112.75 -$1.7B -19,672,024 -20.8%
27 LLY 0.50% 10,268,155 $7.8B $763.01 -$1.9B -2,242,818 -17.9%
28 DIS 0.49% 67,714,612 $7.8B $114.50 $885M +12,326,183 +22.3%
29 PM 0.49% 47,253,986 $7.7B $162.20 -$698M +1,335,936 +2.9%
30 AXP 0.47% 22,187,249 $7.4B $332.16 $1.3B +3,144,528 +16.5%
31 NEE 0.47% 97,008,700 $7.3B $75.49 $575M -204,129 -0.2%
32 NOW 0.46% 7,902,643 $7.3B $920.28 $474M +1,290,172 +19.5%
33 INTU 0.46% 10,570,107 $7.2B $682.91 $270M +1,748,269 +19.8%
34 ETN 0.46% 19,221,428 $7.2B $374.25 -$1.3B -4,670,261 -19.5%
35 XLF 0.46% 133,084,547 $7.2B $53.87 $1.2B +18,724,516 +16.4%
36 MMM 0.45% 45,480,898 $7.1B $155.18 $769M +4,173,015 +10.1%
37 TSM 0.44% 24,492,362 $6.8B $279.29 $413M -3,887,653 -13.7%
38 SO 0.42% 69,819,768 $6.6B $94.77 $284M +855,742 +1.2%
39 TT 0.42% 15,525,010 $6.6B $421.96 $387M +1,433,563 +10.2%
40 BBCA 0.41% 74,584,868 $6.5B $87.23 $355M -1,641,172 -2.2%
41 UNH 0.41% 18,554,646 $6.4B $345.30 $169M -1,441,577 -7.2%
42 BRK-B 0.40% 12,583,561 $6.3B $502.74 -$358M -1,177,092 -8.6%
43 PLTR 0.40% 34,666,018 $6.3B $182.42 $4.1B +18,587,777 +115.6%
44 AJG 0.40% 20,338,533 $6.3B $309.74 $855M +3,330,205 +19.6%
45 BKNG 0.40% 1,161,115 $6.3B $5,399.31 $60M +88,633 +8.3%
46 MS 0.38% 37,412,736 $5.9B $158.96 $431M -1,746,073 -4.5%
47 KO 0.37% 87,809,458 $5.8B $66.32 $145M +7,551,356 +9.4%
48 SCHW 0.37% 60,587,654 $5.8B $95.47 -$658M -10,016,576 -14.2%
49 HWM 0.36% 28,732,520 $5.6B $196.23 -$282M -3,074,104 -9.7%
50 GS 0.36% 6,998,413 $5.6B $796.36 $599M -29,288 -0.4%
51 APP 0.35% 7,682,976 $5.5B $718.54 $3.9B +2,933,933 +61.8%
52 NXPI 0.35% 23,985,844 $5.5B $227.73 $515M +1,344,074 +5.9%
53 ADI 0.35% 22,167,768 $5.4B $245.70 -$817M -4,149,709 -15.8%
54 V 0.34% 15,574,024 $5.3B $341.39 -$2.8B -7,211,590 -31.6%
55 DE 0.33% 11,347,226 $5.2B $457.26 -$536M +88,945 +0.8%
56 RTX 0.32% 30,149,952 $5.0B $167.33 $671M +196,161 +0.7%
57 SHOP 0.32% 33,945,857 $5.0B $148.61 $1.8B +5,386,343 +18.9%
58 BKR 0.32% 102,971,936 $5.0B $48.72 $764M -7,959,042 -7.2%
59 DASH 0.32% 18,431,809 $5.0B $271.99 $352M -476,321 -2.5%
60 HOOD 0.32% 34,915,343 $5.0B $143.18 $1.8B +765,734 +2.2%
61 TXN 0.32% 27,163,779 $5.0B $183.73 -$1.3B -2,943,633 -9.8%
62 IVW 0.32% 41,335,848 $5.0B $120.72 $324M -1,042,493 -2.5%
63 MDT 0.32% 52,195,764 $5.0B $95.24 $1.9B +17,132,581 +48.9%
64 VTEB 0.32% 99,090,226 $5.0B $50.07 -$336M -8,958,267 -8.3%
65 MBB 0.31% 51,677,674 $4.9B $95.15 $176M +1,182,620 +2.3%
66 JPST 0.31% 96,742,823 $4.9B $50.73 $399M +7,786,258 +8.8%
67 JGLO 0.31% 71,174,628 $4.8B $67.77 $241M -56,293 -0.1%
68 IBM 0.30% 16,751,977 $4.7B $282.16 -$1.9B -5,618,915 -25.1%
69 VGT 0.29% 6,167,769 $4.6B $746.63 $498M -24,313 -0.4%
70 BBAX 0.29% 81,451,909 $4.6B $56.34 $233M +1,526,729 +1.9%
71 PGR 0.29% 18,337,789 $4.5B $246.95 $427M +2,967,434 +19.3%
72 JIRE 0.29% 61,341,220 $4.5B $73.54 $270M +1,420,374 +2.4%
73 VCIT 0.29% 53,271,367 $4.5B $84.11 -$106M -2,040,937 -3.7%
74 PEP 0.28% 31,628,495 $4.4B $140.44 $223M -321,259 -1.0%
75 SE 0.28% 24,708,804 $4.4B $178.73 $1.4B +5,965,632 +31.8%
76 SYK 0.28% 11,940,151 $4.4B $369.67 -$424M -288,322 -2.4%
77 MDLZ 0.28% 69,588,126 $4.3B $62.47 $338M +10,137,657 +17.1%
78 VGIT 0.27% 71,800,616 $4.3B $60.03 -$133M -2,485,316 -3.3%
79 LIN 0.27% 9,023,188 $4.3B $475.00 $55M +5,360 +0.1%
80 BX 0.27% 24,910,397 $4.3B $170.85 $1.5B +6,230,956 +33.4%
81 MELI 0.26% 1,777,970 $4.2B $2,336.94 -$1.1B -216,475 -10.9%
82 LRCX 0.26% 29,944,849 $4.0B $133.90 $55M -10,677,588 -26.3%
83 BBIN 0.25% 56,262,920 $3.9B $70.13 $222M +1,096,071 +2.0%
84 ABT 0.25% 29,383,217 $3.9B $133.94 -$1.4B -9,921,282 -25.2%
85 HD 0.25% 9,593,635 $3.9B $405.20 $88M -769,062 -7.4%
86 BMY 0.25% 86,180,664 $3.9B $45.10 -$926M -17,780,210 -17.1%
87 PG 0.24% 24,657,360 $3.8B $153.65 -$112M +174,027 +0.7%
88 IVE 0.24% 17,926,374 $3.7B $206.51 $205M +30,677 +0.2%
89 EOG 0.24% 32,971,258 $3.7B $112.12 $8M +2,133,732 +6.9%
90 DHR 0.24% 18,642,030 $3.7B $198.26 $2.2B +11,254,213 +152.3%
91 COF 0.23% 17,275,883 $3.7B $212.58 $413M +1,956,792 +12.8%
92 UBER 0.23% 37,332,719 $3.7B $97.97 -$104M -2,984,557 -7.4%
93 GEV 0.23% 5,747,582 $3.5B $614.90 $2.7B +4,197,635 +270.8%
94 TMO 0.22% 7,273,309 $3.5B $485.02 -$184M -1,880,759 -20.5%
95 IWF 0.22% 7,425,658 $3.5B $468.41 $414M +209,315 +2.9%
96 GE 0.22% 11,320,629 $3.4B $300.82 $2.5B +7,730,407 +215.3%
97 INSM 0.21% 23,047,676 $3.3B $144.01 $1.7B +7,411,277 +47.4%
98 STX 0.21% 13,932,796 $3.3B $236.06 $591M -4,757,175 -25.5%
99 CVX 0.21% 21,149,328 $3.3B $155.29 $268M +83,414 +0.4%
100 PANW 0.20% 15,750,208 $3.2B $203.62 $11M +133,051 +0.9%

Options Breakdown

1,732 Calls $48.7B Call Value 1,645 Puts $51.1B Put Value 1.05 P/C Ratio

Top Calls

SymbolSharesValueStatus
12,995,700 $8.7B
7,241,000 $4.3B
22,339,300 $4.2B
11,109,500 $3.9B
12,860,000 $3.3B
5,076,400 $2.6B
8,769,100 $1.7B
3,065,200 $1.4B
13,033,400 $1.3B
6,075,100 $1.3B

Top Puts

SymbolSharesValueStatus
14,780,800 $9.8B
26,746,000 $5.8B
12,167,800 $4.3B
6,329,600 $3.8B
23,972,900 $1.9B
9,597,900 $1.8B
3,730,400 $1.7B
29,881,400 $1.3B
4,954,000 $1.3B
2,186,900 $1.1B

New Positions

SymbolValue% Port
FIG $155M 0.01%
JHX $152M 0.01%
BDYN $138M 0.01%
JFLX $117M 0.01%
BMNR $103M 0.01%
BDVL $87M 0.01%
STUB $69M —%
PSKY $42M —%
PENG $41M —%
SNOW Note
0% due 10/01/27
$39M —%
SSB $38M —%
JAZZ Note
3.125% due 09/15/30
$35M —%
MIAX $33M —%
AUGO $27M —%
JOYT $26M —%

Sold Out Positions

SymbolValue% Port
GOOS —%
EAF —%
JCTC —%
BBGI —%
FKWL —%
FOXX —%
BWEN —%
CAPT —%
NCDL —%
INTZ —%
ICU —%
WOLF —%
CRWS —%
GIFT —%
FEMY —%
View SEC EDGAR Filings for JPMorgan →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms