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 | |
|---|---|---|---|---|---|---|
5276
Franklin FTSE Germany ETF
FLGR
$39.6M
| $220K | ﹤0.01% |
6,548
-14,133
| -68% | -$462K |
|
5277
CALL
Eldorado Gold
EGO
$10.3B
| $219K | ﹤0.01% |
6,100
+3,400
| +126% | +$102K |
|
5278
Bloomin' Brands
BLMN
$896M
| $219K | ﹤0.01% |
35,494
-1,297
| -4% | -$9.04K |
|
5279
PUT
ZIM Integrated Shipping Services
ZIM
$3.38B
| $219K | ﹤0.01% |
+10,300
| New | +$173K |
|
5280
CALL
AeroVironment
AVAV
$9.74B
| $218K | ﹤0.01% |
900
-300
| -25% | -$94.3K |
|
5281
Weyco Group
WEYS
$431M
| $217K | ﹤0.01% |
7,093
-2,211
| -24% | -$67.6K |
|
5282
AMES National
ATLO
$283M
| $217K | ﹤0.01% |
9,437
-1,983
| -17% | -$42.6K |
|
|
NBXG
5283
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.25B
| $217K | ﹤0.01% |
15,000
+13,780
| +1,130% | +$204K |
|
5284
Columbus McKinnon
CMCO
$547M
| $216K | ﹤0.01% |
12,524
-231
| -2% | -$3.7K |
|
5285
AB Core Plus Bond ETF
CPLS
$211M
| $215K | ﹤0.01% |
6,061
-46,845
| -89% | -$1.68M |
|
5286
DocGo
DCGO
$65.5M
| $215K | ﹤0.01% |
245,343
-312,270
| -56% | -$334K |
|
5287
Invesco S&P SmallCap Momentum ETF
XSMO
$3.12B
| $215K | ﹤0.01% |
2,987
+2,706
| +963% | +$197K |
|
|
RZLV
5288
Rezolve AI
RZLV
$1.06B
| $215K | ﹤0.01% |
83,540
-13,951
| -14% | -$52.6K |
|
5289
Timberland Bancorp
TSBK
$360M
| $215K | ﹤0.01% |
5,997
-1,093
| -15% | -$36.9K |
|
5290
Talkspace
TALK
$871M
| $214K | ﹤0.01% |
59,065
-132,247
| -69% | -$419K |
|
5291
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$44.7M
| $214K | ﹤0.01% |
6,778
+2,730
| +67% | +$84.9K |
|
5292
Limoneira
LMNR
$251M
| $214K | ﹤0.01% |
16,913
-4,471
| -21% | -$63.1K |
|
5293
iShares MSCI Turkey ETF
TUR
$221M
| $213K | ﹤0.01% |
6,191
-203
| -3% | -$6.87K |
|
|
WLAC
5294
DELISTED
Willow Lane Acquisition Corp
WLAC
| $213K | ﹤0.01% |
16,851
+1,968
| +13% | +$24.2K |
|
5295
Personalis
PSNL
$1.51B
| $213K | ﹤0.01% |
26,716
+1,883
| +8% | +$16.5K |
|
5296
OneAscent International Equity ETF
OAIM
$383M
| $212K | ﹤0.01% |
5,132
-221
| -4% | -$8.93K |
|
5297
First Trust International Developed Capital Strength ETF
FICS
$213M
| $212K | ﹤0.01% |
5,283
-127
| -2% | -$4.95K |
|
|
BRT
5298
BRT Apartments
BRT
$269M
| $212K | ﹤0.01% |
14,391
-4,435
| -24% | -$65.5K |
|
|
CEPU
5299
Central Puerto
CEPU
$1.96B
| $211K | ﹤0.01% |
12,083
+2,649
| +28% | +$36.7K |
|
|
VBIL
5300
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
| $211K | ﹤0.01% |
+2,797
| New | +$211K |
|
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.