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 | |
|---|---|---|---|---|---|---|
2001
PUT
Rio Tinto
RIO
$160B
| $20.8M | ﹤0.01% |
260,500
+200,000
| +331% | +$14.4M |
|
|
CSGS
2002
DELISTED
CSG Systems International
CSGS
| $20.8M | ﹤0.01% |
271,563
+126,565
| +87% | +$9.34M |
|
2003
Four Corners Property Trust
FCPT
$2.76B
| $20.8M | ﹤0.01% |
902,582
+290,800
| +48% | +$6.93M |
|
2004
Cipher Digital
CIFR
$6.9B
| $20.8M | ﹤0.01% |
1,408,295
-1,122,878
| -44% | -$19.8M |
|
2005
Materion
MTRN
$5.88B
| $20.7M | ﹤0.01% |
166,719
-23,907
| -13% | -$2.95M |
|
2006
Brink's
BCO
$4.72B
| $20.7M | ﹤0.01% |
177,359
-29,378
| -14% | -$3.36M |
|
2007
Haemonetics
HAE
$4.11B
| $20.6M | ﹤0.01% |
256,553
-22,425
| -8% | -$1.51M |
|
2008
Legend Biotech
LEGN
$3.93B
| $20.6M | ﹤0.01% |
945,694
+636,090
| +205% | +$18.2M |
|
2009
iShares US Regional Banks ETF
IAT
$689M
| $20.5M | ﹤0.01% |
372,092
-3,712
| -1% | -$193K |
|
2010
Sonoco
SON
$5.77B
| $20.5M | ﹤0.01% |
470,160
-15,689
| -3% | -$650K |
|
|
TPC
2011
Tutor Perini Cor
TPC
$4.98B
| $20.5M | ﹤0.01% |
305,899
-100,647
| -25% | -$6.6M |
|
2012
Crocs
CROX
$6.36B
| $20.5M | ﹤0.01% |
239,634
+20,526
| +9% | +$1.72M |
|
2013
Laureate Education
LAUR
$5.15B
| $20.5M | ﹤0.01% |
607,945
-305,603
| -33% | -$9.43M |
|
2014
PUT
Logitech
LOGI
$15B
| $20.5M | ﹤0.01% |
204,200
-51,700
| -20% | -$5.81M |
|
2015
CALL
Lowe's Companies
LOW
$122B
| $20.4M | ﹤0.01% |
84,700
+25,000
| +42% | +$6M |
|
2016
Installed Building Products
IBP
$6.54B
| $20.4M | ﹤0.01% |
78,715
+18,354
| +30% | +$4.75M |
|
2017
Weatherford International
WFRD
$6.6B
| $20.4M | ﹤0.01% |
260,848
-38,970
| -13% | -$2.83M |
|
2018
Spire
SR
$4.9B
| $20.3M | ﹤0.01% |
245,914
-108,060
| -31% | -$9.21M |
|
2019
PUT
QuantumScape Corp
QS
$3.79B
| $20.3M | ﹤0.01% |
1,949,500
+800,000
| +70% | +$11M |
|
2020
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
| $20.3M | ﹤0.01% |
181,585
+5,979
| +3% | +$663K |
|
2021
Sixth Street Specialty
TSLX
$1.82B
| $20.3M | ﹤0.01% |
934,233
-59,502
| -6% | -$1.3M |
|
2022
Roivant Sciences
ROIV
$26.2B
| $20.3M | ﹤0.01% |
934,533
-294,664
| -24% | -$5.81M |
|
2023
Hilltop Holdings
HTH
$2.28B
| $20.2M | ﹤0.01% |
595,621
+97,201
| +20% | +$3.26M |
|
|
VRE
2024
DELISTED
Veris Residential
VRE
| $20.2M | ﹤0.01% |
1,356,397
-1,018,043
| -43% | -$15M |
|
2025
CALL
Dell
DELL
$320B
| $20.2M | ﹤0.01% |
160,300
+25,200
| +19% | +$3.55M |
|
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.