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 | |
|---|---|---|---|---|---|---|
1976
CALL
American Express
AXP
$232B
| $21.4M | ﹤0.01% |
57,900
-77,900
| -57% | -$27.9M |
|
1977
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $21.4M | ﹤0.01% |
77,312
+6,113
| +9% | +$1.69M |
|
1978
PUT
Crocs
CROX
$6.36B
| $21.4M | ﹤0.01% |
250,000
| – | – |
|
1979
Coca-Cola Consolidated
COKE
$12.7B
| $21.4M | ﹤0.01% |
139,292
-105,513
| -43% | -$15.5M |
|
1980
Kaspi.kz JSC
KSPI
$18.9B
| $21.3M | ﹤0.01% |
273,236
-200,023
| -42% | -$15.1M |
|
1981
Avantis International Equity ETF
AVDE
$18.8B
| $21.3M | ﹤0.01% |
259,266
+48,260
| +23% | +$3.87M |
|
1982
Dimensional Emerging Core Equity Market ETF
DFAE
$9.85B
| $21.3M | ﹤0.01% |
653,290
+75,563
| +13% | +$2.43M |
|
1983
Vanguard Russell 1000 ETF
VONE
$8.74B
| $21.3M | ﹤0.01% |
68,821
+17,130
| +33% | +$5.25M |
|
|
VNET
1984
VNET Group
VNET
$2.12B
| $21.2M | ﹤0.01% |
2,502,622
+2,367,410
| +1,751% | +$21.9M |
|
1985
PUT
Boston Scientific
BSX
$74.9B
| $21.1M | ﹤0.01% |
221,300
+9,100
| +4% | +$892K |
|
|
GRFS
1986
Grifois
GRFS
$5.4B
| $21.1M | ﹤0.01% |
2,256,360
-231,934
| -9% | -$2.11M |
|
|
CRWV
1987
CoreWeave
CRWV
$58.6B
| $21.1M | ﹤0.01% |
294,482
-1,820,529
| -86% | -$185M |
|
1988
Knowles
KN
$3.23B
| $21.1M | ﹤0.01% |
983,662
-167,215
| -15% | -$3.81M |
|
1989
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.81B
| $21M | ﹤0.01% |
504,152
+4,511
| +0.9% | +$188K |
|
1990
Galicia Financial Group
GGAL
$7.23B
| $21M | ﹤0.01% |
389,725
-135,859
| -26% | -$6.35M |
|
|
AXON
1991
PUT
Axon Enterprise
AXON
$50B
| $21M | ﹤0.01% |
37,000
+4,000
| +12% | +$2.48M |
|
1992
Wipro
WIT
$19.4B
| $21M | ﹤0.01% |
7,391,444
+294,576
| +4% | +$804K |
|
1993
SLR Investment Corp
SLRC
$711M
| $21M | ﹤0.01% |
1,357,679
+15,264
| +1% | +$233K |
|
1994
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
| $21M | ﹤0.01% |
436,134
-118,605
| -21% | -$5.69M |
|
|
FCBD
1995
Frontier Asset Core Bond ETF
FCBD
$40.4M
| $21M | ﹤0.01% |
822,893
+31,221
| +4% | +$804K |
|
1996
Belden
BDC
$5.36B
| $20.9M | ﹤0.01% |
179,727
-33,003
| -16% | -$3.85M |
|
1997
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $20.9M | ﹤0.01% |
607,334
+12,264
| +2% | +$409K |
|
1998
PUT
Simon Property Group
SPG
$71.7B
| $20.9M | ﹤0.01% |
112,700
+80,000
| +245% | +$14.5M |
|
1999
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $20.9M | ﹤0.01% |
414,974
+17,847
| +4% | +$897K |
|
2000
Pinnacle Financial Partners Inc
PNFP
$16.2B
| $20.9M | ﹤0.01% |
218,535
+45,851
| +27% | +$4.21M |
|
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.