Latest JPMORGAN CHASE & CO Stock Portfolio
JPMORGAN CHASE & CO Performance:
2025 Q3: 5.42%YTD: 11.48%2024: 15.3%
Performance for 2025 Q3 is 5.42%, and YTD is 11.48%, and 2024 is 15.3%.
About JPMORGAN CHASE & CO and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, JPMORGAN CHASE & CO reported an equity portfolio of $1669.1 Billions as of 30 Sep, 2025.
The top stock holdings of JPMORGAN CHASE & CO are NVDA, MSFT, AAPL. The fund has invested 5.5% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off YIELDMAX MSTR OPTION IS ETF, VICTORYSHARES DIVIDEND ACCEL (CDC) and FIDELITY DISRUPT AUTOMAT ETF (FBCG) stocks. They significantly reduced their stock positions in ALTO INGREDIENTS INC (ALTO), ESSA PHARMA INC (EPIX) and TCW CORE PLUS BOND ETF. JPMORGAN CHASE & CO opened new stock positions in VIRTUS REAVES UTILITIES ETF (AMZA), FIGMA INC and ISHARES DYN ACT ETF (BECO). The fund showed a lot of confidence in some stocks as they added substantially to ONDAS HLDGS INC (ONDS), INVESCO S&P 500 EQUAL WEIGHT (CSD) and ASPEN INSURANCE HOLDINGS LTD.
The top stock holdings of JPMORGAN CHASE & CO are NVDA, MSFT, AAPL. The fund has invested 5.5% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off YIELDMAX MSTR OPTION IS ETF, VICTORYSHARES DIVIDEND ACCEL (CDC) and FIDELITY DISRUPT AUTOMAT ETF (FBCG) stocks. They significantly reduced their stock positions in ALTO INGREDIENTS INC (ALTO), ESSA PHARMA INC (EPIX) and TCW CORE PLUS BOND ETF. JPMORGAN CHASE & CO opened new stock positions in VIRTUS REAVES UTILITIES ETF (AMZA), FIGMA INC and ISHARES DYN ACT ETF (BECO). The fund showed a lot of confidence in some stocks as they added substantially to ONDAS HLDGS INC (ONDS), INVESCO S&P 500 EQUAL WEIGHT (CSD) and ASPEN INSURANCE HOLDINGS LTD.
JPMORGAN CHASE & CO Annual Return Estimates Vs S&P 500
Our best estimate is that JPMORGAN CHASE & CO made a return of 5.42% in the last quarter. In trailing 12 months, it's portfolio return was 12.37%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| sofi technologies inc | 881 |
| celestica inc | 601 |
| hims & hers health inc | 549 |
| roblox corp | 374 |
| ge vernova inc | 270 |
| mortgage-backed securities | 246 |
| ge aerospace | 215 |
| danaher corporation | 152 |
Additions to existing portfolio by JPMORGAN CHASE & CO
Reductions
| Ticker | % Reduced |
|---|---|
| otis worldwide corp | -65.99 |
| csx corp | -62.72 |
| intuitive surgical inc | -54.4 |
| united parcel service inc | -51.02 |
| invesco s&p 500 equal weight | -50.95 |
| bank nova scotia halifax | -49.84 |
| spotify technology s a | -46.7 |
| monster beverage corp new | -45.07 |
JPMORGAN CHASE & CO reduced stake in above stock
Sold off
Sector Distribution
JPMORGAN CHASE & CO has about 26.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 26.4 |
| Others | 24.4 |
| Consumer Cyclical | 8.8 |
| Financial Services | 8.5 |
| Communication Services | 7.8 |
| Healthcare | 7.2 |
| Industrials | 6.1 |
| Consumer Defensive | 3.3 |
| Energy | 2.3 |
| Utilities | 2.1 |
| Real Estate | 1.9 |
| Basic Materials | 1.2 |
Market Cap. Distribution
JPMORGAN CHASE & CO has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 36.3 |
| LARGE-CAP | 36.1 |
| UNALLOCATED | 24.3 |
| MID-CAP | 2.7 |
Stocks belong to which Index?
About 69.2% of the stocks held by JPMORGAN CHASE & CO either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 67 |
| Others | 30.8 |
| RUSSELL 2000 | 2.2 |
JPMORGAN CHASE & CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JPMORGAN CHASE & CO
JPMORGAN CHASE & CO has 6056 stocks in it's portfolio. About 26.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for JPMORGAN CHASE & CO last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.61 | 236,656,000 | 60,260,000,000 | added | 10.27 | ||
| AAXJ | ishares mbs etf | 0.30 | 51,677,700 | 4,917,130,000 | added | 2.34 | ||
| AAXJ | ishares 3-7 year treasury bo | 0.12 | 16,513,500 | 1,973,530,000 | added | 37.73 | ||
| AAXJ | ishares jp morgan usd emergi | 0.06 | 11,400,300 | 1,085,190,000 | added | 34.11 | ||
| AAXJ | ishares msci eafe value etf | 0.06 | 14,301,100 | 970,043,000 | reduced | -9.57 | ||
| AAXJ | ishares iboxx high yld corp | 0.04 | 7,541,280 | 612,277,000 | reduced | -26.32 | ||
| AAXJ | ishares national muni bond etf | 0.03 | 4,576,700 | 487,373,000 | added | 5.57 | ||
| AAXJ | ishares 10-20 year treasury | 0.02 | 3,512,240 | 361,726,000 | added | 15.88 | ||
| ABBV | abbvie inc | 0.78 | 56,534,800 | 13,090,100,000 | reduced | -1.19 | ||
| ABC | cencora inc | 0.09 | 4,677,800 | 1,461,970,000 | added | 19.74 | ||
| ABT | abbott labs | 0.24 | 29,383,200 | 3,935,600,000 | reduced | -25.24 | ||
| ACGL | arch cap group ltd | 0.04 | 8,190,930 | 743,168,000 | added | 4.61 | ||
| ACN | accenture plc ireland | 0.09 | 6,053,130 | 1,492,740,000 | added | 25.01 | ||
| ACWF | ishares core total bond etf | 0.06 | 19,693,400 | 919,878,000 | added | 4.85 | ||
| ACWF | ishares core msci europe etf | 0.04 | 8,995,470 | 612,771,000 | added | 0.46 | ||
| ACWV | ishares msci canada etf | 0.04 | 13,207,800 | 667,652,000 | reduced | -0.62 | ||
| ACWV | ishares msci pacific ex japa | 0.02 | 7,912,110 | 407,948,000 | reduced | -2.43 | ||
| ADBE | adobe inc | 0.06 | 2,738,870 | 966,166,000 | reduced | -11.03 | ||
| ADI | analog devices inc | 0.33 | 22,167,800 | 5,446,620,000 | reduced | -15.77 | ||
| ADP | automatic data processing in | 0.05 | 2,904,250 | 852,423,000 | added | 3.26 | ||