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 | |
|---|---|---|---|---|---|---|
3626
Grindr
GRND
$2.78B
| $3.01M | ﹤0.01% |
221,971
-124,151
| -36% | -$1.69M |
|
3627
TripAdvisor
TRIP
$1.26B
| $3.01M | ﹤0.01% |
206,393
-1,268
| -0.6% | -$19.3K |
|
3628
Weibo
WB
$1.88B
| $3M | ﹤0.01% |
293,765
-313,219
| -52% | -$3.36M |
|
|
HSHP
3629
Himalaya Shipping
HSHP
$760M
| $3M | ﹤0.01% |
329,836
+240,825
| +271% | +$2.04M |
|
|
SEI
3630
Solaris Energy Infrastructure
SEI
$4.17B
| $3M | ﹤0.01% |
65,259
-9,760
| -13% | -$472K |
|
3631
Innoviva
INVA
$1.53B
| $2.99M | ﹤0.01% |
149,802
-69,161
| -32% | -$1.35M |
|
|
UPB
3632
Upstream Bio Inc
UPB
$387M
| $2.99M | ﹤0.01% |
110,280
+80,333
| +268% | +$2M |
|
3633
Seaboard Corp
SEB
$4.18B
| $2.99M | ﹤0.01% |
672
+86
| +15% | +$340K |
|
3634
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$334M
| $2.97M | ﹤0.01% |
52,138
-21,103
| -29% | -$1.19M |
|
3635
CALL
Bloom Energy
BE
$67.7B
| $2.97M | ﹤0.01% |
34,200
+33,700
| +6,740% | +$3.54M |
|
|
SEZL
3636
Sezzle
SEZL
$4.34B
| $2.97M | ﹤0.01% |
46,794
-10,762
| -19% | -$734K |
|
|
TBCH
3637
Turtle Beach Corp
TBCH
$228M
| $2.96M | ﹤0.01% |
211,053
+183,264
| +659% | +$2.73M |
|
3638
MannKind Corp
MNKD
$1.24B
| $2.96M | ﹤0.01% |
522,190
-1,525,679
| -75% | -$8.4M |
|
3639
iShares MSCI Italy ETF
EWI
$1.08B
| $2.96M | ﹤0.01% |
54,474
+118
| +0.2% | +$6.2K |
|
|
SVM
3640
Silvercorp Metals
SVM
$2.66B
| $2.96M | ﹤0.01% |
354,855
-589,047
| -62% | -$4.28M |
|
3641
Radiant Logistics
RLGT
$408M
| $2.96M | ﹤0.01% |
467,410
-17,438
| -4% | -$108K |
|
3642
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$294M
| $2.96M | ﹤0.01% |
68,231
-2,351
| -3% | -$101K |
|
3643
PUT
SharkNinja
SN
$26.1B
| $2.95M | ﹤0.01% |
+26,400
| New | +$2.6M |
|
3644
Denison Mines
DNN
$2.92B
| $2.95M | ﹤0.01% |
1,107,266
+4,672
| +0.4% | +$12.7K |
|
3645
Morgan Stanley Direct Lending Fund
MSDL
$1.3B
| $2.94M | ﹤0.01% |
178,273
+155,599
| +686% | +$2.63M |
|
3646
Napco Security Technologies
NSSC
$1.37B
| $2.94M | ﹤0.01% |
70,437
-186,966
| -73% | -$7.87M |
|
3647
United States Lime & Minerals
USLM
$3.37B
| $2.94M | ﹤0.01% |
24,517
-19,447
| -44% | -$2.41M |
|
3648
Acadia Healthcare
ACHC
$2.87B
| $2.93M | ﹤0.01% |
206,833
+3,175
| +2% | +$60.1K |
|
3649
CALL
Super Micro Computer
SMCI
$25.8B
| $2.93M | ﹤0.01% |
+100,000
| New | +$4.12M |
|
3650
Vanguard Total Corporate Bond ETF
VTC
$1.71B
| $2.92M | ﹤0.01% |
37,648
+7,506
| +25% | +$587K |
|
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.