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 | |
|---|---|---|---|---|---|---|
|
FVR
4926
FrontView REIT
FVR
$483M
| $429K | ﹤0.01% |
29,062
-5,669
| -16% | -$81.5K |
|
4927
CALL
Alamos Gold
AGI
$14B
| $428K | ﹤0.01% |
11,100
+1,600
| +17% | +$55.7K |
|
|
HIMX
4928
Himax Technologies
HIMX
$2.66B
| $428K | ﹤0.01% |
52,270
+39,214
| +300% | +$332K |
|
4929
FT Vest US Equity Moderate Buffer ETF February
GFEB
$381M
| $428K | ﹤0.01% |
10,296
-143
| -1% | -$5.86K |
|
|
MAPS
4930
DELISTED
WM TECHNOLOGY INC A
MAPS
| $427K | ﹤0.01% |
518,030
-994,251
| -66% | -$979K |
|
4931
State Street SPDR S&P Pharmaceuticals ETF
XPH
$518M
| $426K | ﹤0.01% |
7,613
-51,086
| -87% | -$2.65M |
|
4932
FT Vest US Equity Deep Buffer ETF June
DJUN
$353M
| $425K | ﹤0.01% |
8,972
-9,659
| -52% | -$452K |
|
|
CEPV
4933
Cantor Equity Partners V
CEPV
| $423K | ﹤0.01% |
+41,304
| New | +$423K |
|
|
KRSP
4934
Rice Acquisition Corporation 3
KRSP
$481M
| $422K | ﹤0.01% |
+41,199
| New | +$427K |
|
4935
Tredegar Corp
TG
$276M
| $422K | ﹤0.01% |
58,759
-25,028
| -30% | -$190K |
|
4936
Distribution Solutions Group
DSGR
$1.62B
| $420K | ﹤0.01% |
15,326
+246
| +2% | +$6.92K |
|
|
YB
4937
Yuanbao Inc
YB
$621M
| $419K | ﹤0.01% |
20,666
-12,560
| -38% | -$266K |
|
4938
FIGS
FIGS
$2.44B
| $419K | ﹤0.01% |
36,841
-685
| -2% | -$6.42K |
|
4939
VanEck Biotech ETF
BBH
$424M
| $417K | ﹤0.01% |
2,202
-614
| -22% | -$114K |
|
4940
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $417K | ﹤0.01% |
13,459
+2,670
| +25% | +$83.2K |
|
4941
Kura Oncology
KURA
$964M
| $417K | ﹤0.01% |
40,101
+6,065
| +18% | +$63.6K |
|
4942
AB US High Dividend ETF
HIDV
$215M
| $416K | ﹤0.01% |
5,156
-155
| -3% | -$12.3K |
|
4943
iShares CMBS ETF
CMBS
$474M
| $415K | ﹤0.01% |
8,464
-2,774
| -25% | -$136K |
|
4944
Paymentus
PAY
$5.27B
| $414K | ﹤0.01% |
13,105
-610,481
| -98% | -$19.9M |
|
|
ONT
4945
Onterris Inc
ONT
$619M
| $413K | ﹤0.01% |
16,629
+680
| +4% | +$18K |
|
4946
Chemung Financial Corp
CHMG
$405M
| $412K | ﹤0.01% |
7,378
-9,374
| -56% | -$497K |
|
4947
PGIM Total Return Bond ETF
PTRB
$1.13B
| $411K | ﹤0.01% |
+9,783
| New | +$414K |
|
|
ZH
4948
Zhihu
ZH
$273M
| $411K | ﹤0.01% |
125,387
+55,805
| +80% | +$223K |
|
|
MCGAU
4949
Yorkville Acquisition Corp Unit
MCGAU
| $411K | ﹤0.01% |
40,000
| – | – |
|
4950
Capital Southwest
CSWC
$1.59B
| $410K | ﹤0.01% |
18,518
-6,791
| -27% | -$143K |
|
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.