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 | |
|---|---|---|---|---|---|---|
4026
CALL
Core Scientific
CORZ
$6.48B
| $1.75M | ﹤0.01% |
+120,000
| New | +$2.09M |
|
|
4027
PUT
Core Scientific
CORZ
$6.48B
| $1.75M | ﹤0.01% |
+120,000
| New | +$2.09M |
|
4028
Oxford Industries
OXM
$543M
| $1.75M | ﹤0.01% |
51,081
+34,973
| +217% | +$1.3M |
|
|
WYFI
4029
WhiteFiber Inc
WYFI
$1.15B
| $1.75M | ﹤0.01% |
110,492
+10,445
| +10% | +$258K |
|
|
JMIA
4030
Jumia Technologies
JMIA
$772M
| $1.74M | ﹤0.01% |
139,515
+139,309
| +67,626% | +$1.61M |
|
|
CAEP
4031
DELISTED
Cantor Equity Partners III
CAEP
| $1.74M | ﹤0.01% |
170,717
-247,395
| -59% | -$2.57M |
|
4032
Winmark
WINA
$1.26B
| $1.74M | ﹤0.01% |
4,295
+66
| +2% | +$28.2K |
|
|
SAIL
4033
SailPoint Inc
SAIL
$11.1B
| $1.74M | ﹤0.01% |
85,923
-9,693
| -10% | -$202K |
|
4034
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.04B
| $1.73M | ﹤0.01% |
37,825
+2,543
| +7% | +$113K |
|
4035
Arcus Biosciences
RCUS
$3.75B
| $1.73M | ﹤0.01% |
72,755
+8,813
| +14% | +$180K |
|
4036
Grid Dynamics Holdings
GDYN
$629M
| $1.73M | ﹤0.01% |
191,606
-322,071
| -63% | -$2.79M |
|
4037
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$273M
| $1.73M | ﹤0.01% |
48,153
-49,740
| -51% | -$2.49M |
|
4038
CALL
Air Products & Chemicals
APD
$68.8B
| $1.73M | ﹤0.01% |
7,000
| – | – |
|
4039
Upbound Group
UPBD
$1.14B
| $1.73M | ﹤0.01% |
98,350
-168,712
| -63% | -$3.26M |
|
|
SVC
4040
Service Properties Trust
SVC
$1.05B
| $1.73M | ﹤0.01% |
187,652
-58,179
| -24% | -$584K |
|
4041
Grocery Outlet
GO
$1.1B
| $1.73M | ﹤0.01% |
170,883
-121
| -0.1% | -$1.52K |
|
4042
Invesco DB US Dollar Index Bullish Fund
UUP
$413M
| $1.73M | ﹤0.01% |
63,847
-47,301
| -43% | -$1.32M |
|
|
AMWD
4043
DELISTED
American Woodmark
AMWD
| $1.72M | ﹤0.01% |
31,964
+11,745
| +58% | +$688K |
|
4044
Invesco Senior Loan ETF
BKLN
$6.76B
| $1.72M | ﹤0.01% |
81,966
-268,187
| -77% | -$5.61M |
|
|
ORLA
4045
DELISTED
Orla Mining
ORLA
| $1.72M | ﹤0.01% |
127,766
+127,170
| +21,337% | +$1.54M |
|
4046
Invesco Dividend Achievers ETF
PFM
$810M
| $1.72M | ﹤0.01% |
33,400
-4,112
| -11% | -$211K |
|
|
PBT
4047
Permian Basin Royalty Trust
PBT
$1.52B
| $1.72M | ﹤0.01% |
101,084
+210
| +0.2% | +$3.76K |
|
4048
CALL
Roivant Sciences
ROIV
$26.1B
| $1.71M | ﹤0.01% |
78,900
-5,000
| -6% | -$98.6K |
|
4049
Harrow
HROW
$1.5B
| $1.71M | ﹤0.01% |
34,907
-1,260
| -3% | -$52.9K |
|
4050
Fidelity International Multifactor ETF
FDEV
$288M
| $1.71M | ﹤0.01% |
49,413
+1,810
| +4% | +$60.9K |
|
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.