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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.02B |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$3.55B |
| 3 |
Eli Lilly
LLY
|
+$2.61B |
| 4 |
Amphenol
APH
|
+$2.33B |
| 5 |
TotalEnergies
TTE
|
+$1.67B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$9.67B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.48B |
| 3 |
Meta Platforms (Facebook)
META
|
+$7.25B |
| 4 |
NVIDIA
NVDA
|
+$6.05B |
| 5 |
Microsoft
MSFT
|
+$5.54B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.15% |
| 2 | Financials | 9.75% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Healthcare | 7.93% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3426
G-III Apparel Group
GIII
$1.43B
| $3.91M | ﹤0.01% |
135,034
+51,100
| +61% | +$1.46M |
|
3427
Pennant Group
PNTG
$1.37B
| $3.91M | ﹤0.01% |
138,873
+8,152
| +6% | +$217K |
|
3428
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
| $3.91M | ﹤0.01% |
151,322
-532,466
| -78% | -$13.6M |
|
3429
Sonic Automotive
SAH
$2.56B
| $3.91M | ﹤0.01% |
63,161
-53,748
| -46% | -$3.56M |
|
3430
Manchester United
MANU
$4.17B
| $3.91M | ﹤0.01% |
245,417
+28,986
| +13% | +$468K |
|
3431
Unity Bancorp
UNTY
$621M
| $3.89M | ﹤0.01% |
75,260
+9,783
| +15% | +$487K |
|
3432
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| $3.89M | ﹤0.01% |
99,719
-39,743
| -28% | -$1.54M |
|
3433
CALL
Cadence Design Systems
CDNS
$89.5B
| $3.88M | ﹤0.01% |
12,400
-100
| -0.8% | -$32.6K |
|
3434
Capital Group Core Bond ETF
CGCB
$5.77B
| $3.87M | ﹤0.01% |
146,111
-148,374
| -50% | -$3.95M |
|
3435
Simply Good Foods
SMPL
$1B
| $3.87M | ﹤0.01% |
192,862
-244,869
| -56% | -$5.1M |
|
3436
Helen of Troy
HELE
$704M
| $3.87M | ﹤0.01% |
182,125
-60,047
| -25% | -$1.23M |
|
3437
Scholastic
SCHL
$781M
| $3.87M | ﹤0.01% |
130,616
-131,344
| -50% | -$3.77M |
|
|
KREF
3438
KKR Real Estate Finance Trust
KREF
$490M
| $3.87M | ﹤0.01% |
470,312
-105,897
| -18% | -$896K |
|
3439
ProShares S&P 500 ex-Energy ETF
SPXE
$87.7M
| $3.86M | ﹤0.01% |
52,240
+150
| +0.3% | +$11K |
|
3440
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
| $3.86M | ﹤0.01% |
170,815
+12,331
| +8% | +$283K |
|
3441
Nokia
NOK
$60.1B
| $3.85M | ﹤0.01% |
594,872
+288,061
| +94% | +$1.79M |
|
|
CEPF
3442
Cantor Equity Partners IV
CEPF
$596M
| $3.84M | ﹤0.01% |
373,668
-32,663
| -8% | -$340K |
|
3443
A10 Networks
ATEN
$1.99B
| $3.84M | ﹤0.01% |
216,998
-163,163
| -43% | -$2.89M |
|
3444
Sonos
SONO
$1.93B
| $3.83M | ﹤0.01% |
217,968
-209,878
| -49% | -$3.66M |
|
3445
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.33B
| $3.83M | ﹤0.01% |
79,777
+8,278
| +12% | +$396K |
|
3446
Azenta
AZTA
$1.46B
| $3.83M | ﹤0.01% |
115,056
-358,259
| -76% | -$11.7M |
|
3447
Precigen
PGEN
$2.18B
| $3.82M | ﹤0.01% |
914,919
+154,524
| +20% | +$598K |
|
3448
Canadian Solar
CSIQ
$1.03B
| $3.81M | ﹤0.01% |
160,339
-411,554
| -72% | -$8.97M |
|
|
MAGN
3449
Magnera Corp
MAGN
$444M
| $3.8M | ﹤0.01% |
251,037
+195,234
| +350% | +$2.26M |
|
3450
Dimensional International High Profitability ETF
DIHP
$6.59B
| $3.8M | ﹤0.01% |
119,948
+4,401
| +4% | +$137K |
|
Similar funds
JP Morgan Chase's Q4 2025 Portfolio in Review
As of Q4 2025, JP Morgan Chase held 7,944 positions worth $1.59T, down 4.6% from $1.67T the previous quarter. Its ten largest holdings account for 26% of the portfolio.
JP Morgan Chase withdrew a net $108B in Q4 2025, closing 563 positions and reducing 3,330 holdings. Its most notable exit was Interpublic Group of Companies, an estimated $228M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, JP Morgan Chase opened a new position in Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $99.9M.
- JP Morgan Chase's largest Q4 2025 buy was Quadratic Interest Rate Volatility and Inflation Hedge ETF: 5,216,227 shares worth $99.9M.
- JP Morgan Chase added most to JPMorgan BetaBuilders Europe ETF in Q4 2025, an estimated $4.02B increase.
- JP Morgan Chase's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $9.67B.
- JP Morgan Chase fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $228M.
- JP Morgan Chase's ten largest holdings make up 26% of its $1.59T portfolio in Q4 2025.
- JP Morgan Chase opened 577 new positions and closed 563 in Q4 2025.
- JP Morgan Chase's portfolio value fell 4.6% quarter-over-quarter to $1.59T.
Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.