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 | |
|---|---|---|---|---|---|---|
576
Dell
DELL
$285B
| $267M | 0.02% |
2,121,381
-2,223,692
| -51% | -$313M |
|
577
PUT
Citigroup
C
$228B
| $267M | 0.02% |
2,286,100
+513,200
| +29% | +$53.3M |
|
578
Virtus Reaves Utilities ETF
UTES
$1.3B
| $267M | 0.02% |
3,377,998
+675,679
| +25% | +$55.7M |
|
579
iShares MSCI India ETF
INDA
$6.6B
| $265M | 0.02% |
4,911,540
+391,433
| +9% | +$21.1M |
|
580
L3Harris
LHX
$53.3B
| $265M | 0.02% |
903,345
-136,290
| -13% | -$39.4M |
|
581
Equity Residential
EQR
$24.4B
| $265M | 0.02% |
4,205,039
+1,315,654
| +46% | +$80.7M |
|
582
Crown Castle
CCI
$31.3B
| $260M | 0.02% |
2,930,334
+378,914
| +15% | +$34.8M |
|
583
PUT
Broadcom
AVGO
$1.98T
| $257M | 0.02% |
743,700
-147,200
| -17% | -$52.6M |
|
584
TE Connectivity
TEL
$63.3B
| $257M | 0.02% |
1,129,726
-406,162
| -26% | -$93.9M |
|
585
CALL
Bank of America
BAC
$448B
| $257M | 0.02% |
4,671,900
+669,600
| +17% | +$35.4M |
|
586
Verisk Analytics
VRSK
$23.6B
| $257M | 0.02% |
1,147,147
+35,936
| +3% | +$8.11M |
|
587
General Motors
GM
$78.4B
| $254M | 0.02% |
3,128,611
-1,485,816
| -32% | -$105M |
|
588
iShares MSCI EAFE Growth ETF
EFG
$17.3B
| $254M | 0.02% |
2,230,640
-579,939
| -21% | -$66.5M |
|
589
Moody's
MCO
$82.5B
| $253M | 0.02% |
495,596
-538,538
| -52% | -$263M |
|
590
EXL Service
EXLS
$5.29B
| $252M | 0.02% |
5,927,793
+514,911
| +10% | +$21.1M |
|
591
Kinross Gold
KGC
$32.3B
| $250M | 0.02% |
8,892,322
-687,512
| -7% | -$17.9M |
|
592
Macerich
MAC
$6.96B
| $250M | 0.02% |
13,555,892
+2,034,338
| +18% | +$35.8M |
|
593
Ralph Lauren
RL
$23.7B
| $250M | 0.02% |
707,535
-175,969
| -20% | -$60M |
|
594
Valero Energy
VLO
$93.3B
| $250M | 0.02% |
1,535,969
-958,664
| -38% | -$162M |
|
595
Southwest Airlines
LUV
$22.3B
| $249M | 0.02% |
6,031,298
-6,186,788
| -51% | -$216M |
|
596
Hershey
HSY
$36.6B
| $248M | 0.02% |
1,365,092
-478,760
| -26% | -$87.5M |
|
|
FIG
597
Figma
FIG
$13.3B
| $248M | 0.02% |
6,643,939
+3,653,298
| +122% | +$165M |
|
598
Penumbra
PEN
$12.9B
| $248M | 0.02% |
797,490
-46,207
| -5% | -$12.8M |
|
599
MKS Inc
MKSI
$19.9B
| $248M | 0.02% |
1,551,443
+886,847
| +133% | +$132M |
|
600
Kroger
KR
$34.5B
| $246M | 0.02% |
3,936,362
-1,409,332
| -26% | -$92.2M |
|
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.