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 | |
|---|---|---|---|---|---|---|
951
Pultegroup
PHM
$24.6B
| $99.7M | 0.01% |
850,452
-2,519,843
| -75% | -$309M |
|
952
Reliance Steel & Aluminium
RS
$21.8B
| $99.5M | 0.01% |
344,522
+1,726
| +0.5% | +$485K |
|
953
Willis Towers Watson
WTW
$31.6B
| $99.2M | 0.01% |
302,024
+9,693
| +3% | +$3.17M |
|
954
MarketAxess Holdings
MKTX
$5.72B
| $98.8M | 0.01% |
545,364
+97,439
| +22% | +$16.6M |
|
955
Eversource Energy
ES
$26.9B
| $98.2M | 0.01% |
1,459,216
-337,173
| -19% | -$23.7M |
|
956
PUT
Micron Technology
MU
$1.03T
| $97.7M | 0.01% |
342,200
+10,400
| +3% | +$2.39M |
|
957
Rubrik
RBRK
$19.9B
| $97.3M | 0.01% |
1,272,392
+185,480
| +17% | +$14.2M |
|
958
Core & Main
CNM
$8.62B
| $97M | 0.01% |
1,865,756
-184,830
| -9% | -$9.48M |
|
959
CALL
State Street SPDR NYSE Technology ETF
XNTK
$2.25B
| $96.9M | 0.01% |
1,052,900
-329,700
| -24% | -$92.1M |
|
960
PUT
Newmont
NEM
$124B
| $96.7M | 0.01% |
968,200
+479,600
| +98% | +$43.3M |
|
|
WCC
961
WESCO International
WCC
$17.8B
| $96.7M | 0.01% |
395,127
-207,686
| -34% | -$50.9M |
|
962
Alliant Energy
LNT
$18.2B
| $96.6M | 0.01% |
1,486,355
+167,970
| +13% | +$11.3M |
|
963
CALL
Goldman Sachs
GS
$302B
| $95.5M | 0.01% |
108,700
+56,800
| +109% | +$46.3M |
|
964
CALL
ExxonMobil
XOM
$657B
| $95.4M | 0.01% |
792,900
-150,500
| -16% | -$17.5M |
|
965
iShares US Financial Services ETF
IYG
$2.22B
| $95.2M | 0.01% |
1,031,721
+723,555
| +235% | +$64.6M |
|
966
Franklin FTSE Canada ETF
FLCA
$860M
| $95.2M | 0.01% |
1,970,219
+44,927
| +2% | +$2.08M |
|
967
Healthcare Realty
HR
$6.58B
| $95M | 0.01% |
5,605,073
+372,561
| +7% | +$6.63M |
|
|
ACLX
968
DELISTED
Arcellx
ACLX
| $94.8M | 0.01% |
1,454,477
+571,974
| +65% | +$45.6M |
|
969
Citizens Financial Group
CFG
$31.1B
| $94.4M | 0.01% |
1,615,359
-191,287
| -11% | -$10.3M |
|
970
Principal Financial Group
PFG
$24.4B
| $94.2M | 0.01% |
1,067,815
+90,190
| +9% | +$7.61M |
|
971
TTM Technologies
TTMI
$14.5B
| $94M | 0.01% |
1,361,872
+949,171
| +230% | +$62M |
|
972
Cboe Global Markets
CBOE
$30.4B
| $93.8M | 0.01% |
373,810
+16,477
| +5% | +$4.1M |
|
973
Imperial Oil
IMO
$63.1B
| $93.5M | 0.01% |
1,082,938
+15,281
| +1% | +$1.39M |
|
974
CALL
Ferrari
RACE
$71.6B
| $93.4M | 0.01% |
252,800
-400
| -0.2% | -$160K |
|
975
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $93.4M | 0.01% |
296,716
-18,116
| -6% | -$5.66M |
|
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.