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 | |
|---|---|---|---|---|---|---|
2326
NOV
NOV
$7.45B
| $14.1M | ﹤0.01% |
903,494
-21,031
| -2% | -$312K |
|
2327
Center Bancorp
CNOB
$1.81B
| $14.1M | ﹤0.01% |
538,297
-31,036
| -5% | -$786K |
|
2328
Erie Indemnity
ERIE
$13.5B
| $14.1M | ﹤0.01% |
49,195
-85,133
| -63% | -$25.4M |
|
|
ECHO
2329
CALL
EchoStar
ECHO
$26.6B
| $14M | ﹤0.01% |
128,900
+41,700
| +48% | +$3.4M |
|
2330
OneMain Financial
OMF
$7.44B
| $14M | ﹤0.01% |
207,124
-82,819
| -29% | -$5.04M |
|
2331
Sensient Technologies
SXT
$5.53B
| $14M | ﹤0.01% |
148,691
+50,008
| +51% | +$4.72M |
|
2332
PUT
Stellantis
STLA
$20.2B
| $14M | ﹤0.01% |
1,282,200
-3,361,700
| -72% | -$36.2M |
|
2333
California Resources
CRC
$4.69B
| $14M | ﹤0.01% |
312,161
+58,462
| +23% | +$2.77M |
|
2334
Korn Ferry
KFY
$4.28B
| $14M | ﹤0.01% |
211,352
+73,284
| +53% | +$4.93M |
|
2335
Popular Inc
BPOP
$11.2B
| $13.9M | ﹤0.01% |
111,927
-58,771
| -34% | -$6.95M |
|
2336
PUT
Synchrony
SYF
$26.1B
| $13.9M | ﹤0.01% |
166,900
+135,000
| +423% | +$10.3M |
|
2337
Apogee Enterprises
APOG
$897M
| $13.9M | ﹤0.01% |
382,321
+109,352
| +40% | +$4.13M |
|
2338
ADT
ADT
$5.34B
| $13.9M | ﹤0.01% |
1,723,042
+1,025,563
| +147% | +$8.53M |
|
2339
CALL
Starbucks
SBUX
$124B
| $13.9M | ﹤0.01% |
164,900
-15,300
| -8% | -$1.29M |
|
2340
Hanover Insurance
THG
$7.74B
| $13.9M | ﹤0.01% |
75,927
-4,271
| -5% | -$768K |
|
2341
Penske Automotive Group
PAG
$14.3B
| $13.9M | ﹤0.01% |
87,616
-24,159
| -22% | -$3.97M |
|
2342
PUT
Amgen
AMGN
$226B
| $13.8M | ﹤0.01% |
42,300
+34,500
| +442% | +$10.9M |
|
2343
Valley National Bancorp
VLY
$8.25B
| $13.8M | ﹤0.01% |
1,182,622
+313,875
| +36% | +$3.48M |
|
2344
PUT
Progressive
PGR
$121B
| $13.8M | ﹤0.01% |
60,600
-24,100
| -28% | -$5.44M |
|
|
RPC
2345
Ridgepost Capital
RPC
$972M
| $13.8M | ﹤0.01% |
1,404,204
+60,200
| +4% | +$610K |
|
2346
iShares S&P GSCI Commodity-Indexed Trust
GSG
$932M
| $13.8M | ﹤0.01% |
597,191
+505,140
| +549% | +$11.6M |
|
2347
Ubiquiti
UI
$35B
| $13.8M | ﹤0.01% |
24,875
+9,034
| +57% | +$5.71M |
|
2348
Cars.com
CARS
$648M
| $13.8M | ﹤0.01% |
1,127,095
+595,609
| +112% | +$6.92M |
|
2349
Sumitomo Mitsui Financial
SMFG
$167B
| $13.7M | ﹤0.01% |
711,065
+173,622
| +32% | +$3.01M |
|
2350
Americold
COLD
$4.17B
| $13.7M | ﹤0.01% |
1,063,912
-627,655
| -37% | -$7.69M |
|
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.