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 | |
|---|---|---|---|---|---|---|
801
ResMed
RMD
$32.7B
| $141M | 0.01% |
585,608
-31,856
| -5% | -$8.15M |
|
802
TransUnion
TRU
$15.2B
| $140M | 0.01% |
1,637,178
+252,579
| +18% | +$20.8M |
|
803
Icon
ICLR
$12.9B
| $140M | 0.01% |
767,924
+629,056
| +453% | +$112M |
|
804
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $139M | 0.01% |
1,353,527
-172,309
| -11% | -$17.7M |
|
805
Applied Industrial Technologies
AIT
$13.1B
| $139M | 0.01% |
539,471
-38,838
| -7% | -$9.94M |
|
806
Pinterest
PINS
$13B
| $138M | 0.01% |
5,346,059
-152,015
| -3% | -$4.38M |
|
|
BDYN
807
iShares Dynamic Equity Active ETF
BDYN
$3.15B
| $138M | 0.01% |
5,401,264
-66,584
| -1% | -$1.71M |
|
808
Kraft Heinz
KHC
$29B
| $138M | 0.01% |
5,699,181
-3,082,590
| -35% | -$76.7M |
|
809
Affirm
AFRM
$24.8B
| $138M | 0.01% |
1,855,883
+317,475
| +21% | +$22.8M |
|
810
Southern Copper
SCCO
$163B
| $138M | 0.01% |
990,423
-197,173
| -17% | -$25.8M |
|
811
PUT
Coinbase
COIN
$39.1B
| $137M | 0.01% |
607,900
+255,100
| +72% | +$76M |
|
812
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $137M | 0.01% |
1,698,925
-5,842,356
| -77% | -$471M |
|
813
iShares US Financials ETF
IYF
$4.41B
| $136M | 0.01% |
1,053,341
+682,543
| +184% | +$85.4M |
|
814
CubeSmart
CUBE
$9.3B
| $135M | 0.01% |
3,750,773
-1,590,096
| -30% | -$60.4M |
|
815
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.1B
| $135M | 0.01% |
3,737,690
-554,713
| -13% | -$18.4M |
|
816
Atour Lifestyle Holdings
ATAT
$4.6B
| $135M | 0.01% |
3,428,240
+2,402,412
| +234% | +$94.1M |
|
817
Guidewire Software
GWRE
$14.4B
| $135M | 0.01% |
671,716
+103,358
| +18% | +$22.9M |
|
818
Alexandria Real Estate Equities
ARE
$8.28B
| $135M | 0.01% |
2,758,903
-112,091
| -4% | -$6.6M |
|
819
Ryder
R
$10.1B
| $135M | 0.01% |
705,037
+539,854
| +327% | +$97M |
|
820
Innovator Defined Wealth Shield ETF
BALT
$2.8B
| $135M | 0.01% |
4,025,929
+4,017,200
| +46,021% | +$133M |
|
821
iRhythm Holdings
IRTC
$4.06B
| $135M | 0.01% |
758,587
+319,149
| +73% | +$56.6M |
|
822
DuPont de Nemours
DD
$19.5B
| $134M | 0.01% |
1,115,048
-1,379,056
| -55% | -$155M |
|
823
NNN REIT
NNN
$8.78B
| $133M | 0.01% |
3,362,208
+548,414
| +19% | +$22.5M |
|
824
PUT
GE Vernova
GEV
$277B
| $133M | 0.01% |
202,800
+180,800
| +822% | +$110M |
|
825
Nucor
NUE
$61.3B
| $132M | 0.01% |
807,739
-657,819
| -45% | -$98.9M |
|
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.