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 | |
|---|---|---|---|---|---|---|
4876
Greenlight Captial
GLRE
$514M
| $481K | ﹤0.01% |
32,971
-8,872
| -21% | -$117K |
|
4877
iShares ESG Aware Aggressive Allocation ETF
EAOA
| $480K | ﹤0.01% |
11,605
+101
| +0.9% | +$4.16K |
|
4878
Marcus Corp
MCS
$925M
| $478K | ﹤0.01% |
30,845
-86,227
| -74% | -$1.28M |
|
4879
Perion Network
PERI
$385M
| $478K | ﹤0.01% |
49,935
-76,276
| -60% | -$741K |
|
4880
Village Super Market
VLGEA
$637M
| $478K | ﹤0.01% |
13,502
-2,553
| -16% | -$87.6K |
|
|
HTT
4881
High Templar Tech Ltd
HTT
$393M
| $478K | ﹤0.01% |
134,530
-107,130
| -44% | -$478K |
|
4882
Pangaea Logistics
PANL
$487M
| $476K | ﹤0.01% |
69,169
+57,157
| +476% | +$346K |
|
4883
KraneShares Global Carbon Strategy ETF
KRBN
$132M
| $475K | ﹤0.01% |
13,426
+771
| +6% | +$26.3K |
|
4884
El Paso Energy Capital Trust I
EP.PRC
$222M
| $474K | ﹤0.01% |
9,645
+4,250
| +79% | +$210K |
|
4885
Ardagh Metal Packaging
AMBP
$3.13B
| $473K | ﹤0.01% |
115,432
-952,614
| -89% | -$3.61M |
|
4886
CALL
UL Solutions
ULS
$15.6B
| $473K | ﹤0.01% |
+6,000
| New | +$482K |
|
4887
CALL
Groupon
GRPN
$875M
| $472K | ﹤0.01% |
26,800
-5,800
| -18% | -$109K |
|
4888
Bain Capital Specialty
BCSF
$814M
| $471K | ﹤0.01% |
33,850
-31,539
| -48% | -$442K |
|
4889
Arbutus Biopharma
ABUS
$924M
| $471K | ﹤0.01% |
97,875
-354
| -0.4% | -$1.59K |
|
|
CWBC
4890
Community West Bancshares
CWBC
$708M
| $470K | ﹤0.01% |
20,901
-8,457
| -29% | -$185K |
|
4891
Invesco S&P Global Water Index ETF
CGW
$1.06B
| $470K | ﹤0.01% |
7,453
+500
| +7% | +$32K |
|
|
KGEI
4892
Kolibri Global Energy
KGEI
$206M
| $467K | ﹤0.01% |
118,745
-30,711
| -21% | -$134K |
|
4893
Arteris
AIP
$1.39B
| $466K | ﹤0.01% |
30,055
+18,276
| +155% | +$265K |
|
|
SERV
4894
Serve Robotics
SERV
$433M
| $463K | ﹤0.01% |
44,613
+6,191
| +16% | +$74.3K |
|
4895
Donegal Group Class A
DGICA
$696M
| $463K | ﹤0.01% |
23,171
+459
| +2% | +$9.01K |
|
|
MBX
4896
MBX Biosciences
MBX
$3.3B
| $462K | ﹤0.01% |
14,645
+8,470
| +137% | +$206K |
|
4897
OneWater Marine
ONEW
$198M
| $461K | ﹤0.01% |
42,616
+34,487
| +424% | +$460K |
|
4898
PUT
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $461K | ﹤0.01% |
+3,200
| New | +$462K |
|
4899
Omega Flex
OFLX
$289M
| $459K | ﹤0.01% |
15,598
-5,532
| -26% | -$158K |
|
|
RAPP
4900
Rapport Therapeutics
RAPP
$2.28B
| $459K | ﹤0.01% |
15,129
+5,145
| +52% | +$142K |
|
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.