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 | |
|---|---|---|---|---|---|---|
5051
SoundThinking
SSTI
$80.3M
| $339K | ﹤0.01% |
42,208
-5,138
| -11% | -$44.8K |
|
5052
Agilon Health
AGL
$1.63B
| $339K | ﹤0.01% |
19,678
-64,534
| -77% | -$1.25M |
|
5053
CSP Inc
CSPI
$81.1M
| $337K | ﹤0.01% |
26,983
+1,388
| +5% | +$17K |
|
5054
Karooooo
KARO
$1.92B
| $337K | ﹤0.01% |
7,411
+3,747
| +102% | +$176K |
|
|
KC
5055
Kingsoft Cloud Holdings
KC
$3.51B
| $337K | ﹤0.01% |
32,570
-428,291
| -93% | -$5.26M |
|
5056
Adams Diversified Equity Fund
ADX
$3.28B
| $334K | ﹤0.01% |
14,339
+1,170
| +9% | +$26.8K |
|
5057
Information Services Group
III
$250M
| $334K | ﹤0.01% |
57,716
+42,738
| +285% | +$240K |
|
5058
West Fraser Timber
WFG
$5.54B
| $331K | ﹤0.01% |
5,412
+849
| +19% | +$53.1K |
|
5059
Regional Management Corp
RM
$309M
| $331K | ﹤0.01% |
8,529
+4,377
| +105% | +$169K |
|
|
GRVY
5060
GRAVITY
GRVY
$489M
| $329K | ﹤0.01% |
5,691
-403
| -7% | -$23.4K |
|
5061
PUT
Ciena
CIEN
$60.7B
| $327K | ﹤0.01% |
+1,400
| New | +$272K |
|
5062
Magnachip Semiconductor
MX
$139M
| $327K | ﹤0.01% |
128,262
+8,130
| +7% | +$22.6K |
|
5063
CALL
SoFi Technologies
SOFI
$23.6B
| $325K | ﹤0.01% |
12,400
-99,600
| -89% | -$2.78M |
|
5064
Amplify Cybersecurity ETF
HACK
$2.98B
| $324K | ﹤0.01% |
4,034
+1,754
| +77% | +$149K |
|
5065
Atlanticus Holdings
ATLC
$1.56B
| $324K | ﹤0.01% |
4,834
-9,520
| -66% | -$560K |
|
5066
Mesa Laboratories
MLAB
$593M
| $322K | ﹤0.01% |
4,100
-221
| -5% | -$16.8K |
|
5067
Corsair Gaming
CRSR
$1.41B
| $321K | ﹤0.01% |
54,090
-25,089
| -32% | -$174K |
|
|
GOLD
5068
Gold.com Inc
GOLD
$1.28B
| $321K | ﹤0.01% |
9,415
+59
| +0.6% | +$1.69K |
|
5069
Anika Therapeutics
ANIK
$288M
| $320K | ﹤0.01% |
33,334
+6,471
| +24% | +$62K |
|
5070
Enliven Therapeutics
ELVN
$4.31B
| $319K | ﹤0.01% |
20,701
-4,117
| -17% | -$82K |
|
|
JBIO
5071
Jade Biosciences
JBIO
$1.57B
| $318K | ﹤0.01% |
20,599
+7,401
| +56% | +$86.8K |
|
5072
Foster
FSTR
$408M
| $317K | ﹤0.01% |
11,761
-2,302
| -16% | -$62.1K |
|
|
KALV
5073
DELISTED
KalVista Pharmaceuticals
KALV
| $314K | ﹤0.01% |
19,454
-1,305
| -6% | -$17.3K |
|
5074
Sable Offshore Corp
SOC
$796M
| $314K | ﹤0.01% |
34,830
-124,408
| -78% | -$1.17M |
|
|
NHICU
5075
NewHold Investment Corp III Units
NHICU
$217M
| $314K | ﹤0.01% |
30,000
-3,366
| -10% | -$35K |
|
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.