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 | |
|---|---|---|---|---|---|---|
3951
EVgo
EVGO
$519M
| $1.92M | ﹤0.01% |
661,243
-60,948
| -8% | -$222K |
|
3952
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.26B
| $1.92M | ﹤0.01% |
20,426
+9,061
| +80% | +$855K |
|
3953
Remitly
RELY
$5.54B
| $1.91M | ﹤0.01% |
138,766
-1,999,988
| -94% | -$29.1M |
|
|
HFSI
3954
Hartford Strategic Income ETF
HFSI
$1.09B
| $1.91M | ﹤0.01% |
53,938
+5,043
| +10% | +$180K |
|
3955
Harmony Gold Mining
HMY
$12.1B
| $1.91M | ﹤0.01% |
95,921
-1,271,223
| -93% | -$23.7M |
|
3956
PUT
Fortinet
FTNT
$117B
| $1.91M | ﹤0.01% |
24,000
-4,800
| -17% | -$398K |
|
|
SEPN
3957
Septerna Inc
SEPN
$2.08B
| $1.91M | ﹤0.01% |
68,338
+59,602
| +682% | +$1.42M |
|
|
CRXP
3958
Columbia Core Plus Bond ETF
CRXP
$13.7M
| $1.9M | ﹤0.01% |
+95,000
| New | +$1.91M |
|
3959
Sprout Social
SPT
$599M
| $1.9M | ﹤0.01% |
168,924
-142,429
| -46% | -$1.54M |
|
|
BRCB
3960
Black Rock Coffee Bar Inc
BRCB
$182M
| $1.9M | ﹤0.01% |
85,543
+54,651
| +177% | +$1.27M |
|
3961
Leggett & Platt
LEG
$1.32B
| $1.9M | ﹤0.01% |
172,900
-485,097
| -74% | -$4.77M |
|
3962
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$540M
| $1.9M | ﹤0.01% |
20,342
+1,974
| +11% | +$184K |
|
3963
Koppers
KOP
$891M
| $1.89M | ﹤0.01% |
69,955
+6,617
| +10% | +$185K |
|
3964
Graham Corp
GHM
$1.34B
| $1.89M | ﹤0.01% |
29,376
+5,087
| +21% | +$307K |
|
3965
Orion Group Holdings
ORN
$402M
| $1.89M | ﹤0.01% |
189,639
-12,323
| -6% | -$119K |
|
3966
Aclaris Therapeutics
ACRS
$851M
| $1.88M | ﹤0.01% |
625,963
-132,613
| -17% | -$335K |
|
3967
iShares MSCI Qatar ETF
QAT
$63.5M
| $1.88M | ﹤0.01% |
99,734
+5,653
| +6% | +$108K |
|
3968
LendingTree
TREE
$458M
| $1.87M | ﹤0.01% |
35,306
+14,277
| +68% | +$801K |
|
3969
Tyra Biosciences
TYRA
$1.51B
| $1.87M | ﹤0.01% |
71,175
-3,054
| -4% | -$56.1K |
|
|
XRN
3970
Chiron Real Estate Inc
XRN
$491M
| $1.87M | ﹤0.01% |
55,395
-53,749
| -49% | -$1.75M |
|
3971
AdvanSix
ASIX
$460M
| $1.87M | ﹤0.01% |
107,882
+35,766
| +50% | +$625K |
|
|
SHOE
3972
Shoe Station Group
SHOE
$414M
| $1.86M | ﹤0.01% |
110,441
+62,964
| +133% | +$1.16M |
|
3973
Build-A-Bear
BBW
$481M
| $1.86M | ﹤0.01% |
30,423
-3,206
| -10% | -$174K |
|
3974
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
| $1.86M | ﹤0.01% |
38,259
-1,556
| -4% | -$75.2K |
|
3975
Invesco Leisure and Entertainment ETF
PEJ
$314M
| $1.86M | ﹤0.01% |
30,316
-176
| -0.6% | -$10.4K |
|
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.