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 | |
|---|---|---|---|---|---|---|
2251
Viasat
VSAT
$11.4B
| $15.3M | ﹤0.01% |
442,802
-9,262
| -2% | -$327K |
|
2252
Adeia
ADEA
$3.16B
| $15.3M | ﹤0.01% |
884,314
-165,214
| -16% | -$2.45M |
|
2253
Pediatrix Medical
MD
$2.14B
| $15.2M | ﹤0.01% |
710,717
-116,358
| -14% | -$2.38M |
|
2254
Wave Life Sciences
WVE
$1.02B
| $15.2M | ﹤0.01% |
892,886
+32,745
| +4% | +$333K |
|
2255
CALL
Constellation Brands
STZ
$23.3B
| $15.2M | ﹤0.01% |
110,000
+50,000
| +83% | +$6.86M |
|
2256
10x Genomics
TXG
$7.58B
| $15.1M | ﹤0.01% |
928,426
-145,439
| -14% | -$2.2M |
|
2257
PUT
Yum! Brands
YUM
$41.2B
| $15.1M | ﹤0.01% |
+100,000
| New | +$14.8M |
|
2258
Dimensional US Small Cap ETF
DFAS
$15.9B
| $15.1M | ﹤0.01% |
216,721
+1,996
| +0.9% | +$138K |
|
2259
Insight Enterprises
NSIT
$4.6B
| $15.1M | ﹤0.01% |
185,185
-11,765
| -6% | -$1.1M |
|
2260
WisdomTree US MidCap Dividend Fund
DON
$4.11B
| $15.1M | ﹤0.01% |
292,134
-46,699
| -14% | -$2.41M |
|
2261
Outfront Media
OUT
$5.24B
| $15.1M | ﹤0.01% |
625,413
-231,117
| -27% | -$4.81M |
|
2262
Virtus Investment Partners
VRTS
$1.14B
| $15M | ﹤0.01% |
92,206
-5,377
| -6% | -$909K |
|
2263
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $15M | ﹤0.01% |
298,634
-32,923
| -10% | -$1.66M |
|
2264
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
| $15M | ﹤0.01% |
55,807
-461
| -0.8% | -$126K |
|
2265
Federated Hermes
FHI
$4.74B
| $15M | ﹤0.01% |
288,418
+69,677
| +32% | +$3.54M |
|
|
GTY
2266
Getty Realty Corp
GTY
$2.05B
| $15M | ﹤0.01% |
548,428
+105,019
| +24% | +$2.9M |
|
2267
Voya Financial
VOYA
$9.16B
| $15M | ﹤0.01% |
201,446
-20,846
| -9% | -$1.52M |
|
2268
Fidelity Value Factor ETF
FVAL
$1.38B
| $15M | ﹤0.01% |
207,602
+1,204
| +0.6% | +$85K |
|
2269
Green Brick Partners
GRBK
$3.04B
| $15M | ﹤0.01% |
239,305
+7,015
| +3% | +$462K |
|
2270
Grupo Aeroportuario del Pacifico
PAC
$12.4B
| $14.9M | ﹤0.01% |
56,657
+17,868
| +46% | +$4.15M |
|
2271
Teleflex
TFX
$5.82B
| $14.9M | ﹤0.01% |
122,233
-1,110
| -0.9% | -$135K |
|
2272
TriNet
TNET
$3.22B
| $14.9M | ﹤0.01% |
251,233
+31,137
| +14% | +$1.85M |
|
2273
Cognex
CGNX
$10.4B
| $14.8M | ﹤0.01% |
412,400
+22,298
| +6% | +$903K |
|
2274
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
| $14.8M | ﹤0.01% |
293,932
-100,512
| -25% | -$5.15M |
|
2275
PUT
Ferrari
RACE
$72.5B
| $14.8M | ﹤0.01% |
40,100
-11,500
| -22% | -$4.6M |
|
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.