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 | Miscellaneous | 24.97% |
| 3 | Financials | 9.75% |
| 4 | Consumer Discretionary | 8.78% |
| 5 | Healthcare | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2826
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
| $7.88M | ﹤0.01% |
44,892
+5,066
| +13% | +$889K |
2022 Q2
14 quarters
|
|
2827
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.61B
| $7.88M | ﹤0.01% |
166,439
+14,552
| +10% | +$692K |
2023 Q3
9 quarters
|
|
2828
Innovative Industrial Properties
IIPR
$1.39B
| $7.87M | ﹤0.01% |
166,226
+15,603
| +10% | +$808K |
2017 Q3
33 quarters
|
|
2829
Southside Bancshares
SBSI
$916M
| $7.87M | ﹤0.01% |
258,978
-43,649
| -14% | -$1.28M |
2014 Q4
44 quarters
|
|
2830
IES Holdings
IESC
$13.5B
| $7.86M | ﹤0.01% |
40,406
-10,588
| -21% | -$2.13M |
2017 Q4
32 quarters
|
|
2831
Herc Holdings
HRI
$4.63B
| $7.84M | ﹤0.01% |
52,847
-4,129
| -7% | -$566K |
2013 Q2
50 quarters
|
|
2832
ACM Research
ACMR
$5.81B
| $7.84M | ﹤0.01% |
198,692
+170,004
| +593% | +$6.33M |
2020 Q2
22 quarters
|
|
2833
iShares Core US REIT ETF
USRT
$4.27B
| $7.83M | ﹤0.01% |
137,472
-66,388
| -33% | -$3.84M |
2018 Q4
28 quarters
|
|
2834
iShares International Treasury Bond ETF
IGOV
$1.3B
| $7.83M | ﹤0.01% |
187,946
-11,187
| -6% | -$472K |
2022 Q3
13 quarters
|
|
2835
Clough Select Equity ETF
CBSE
$50.7M
| $7.83M | ﹤0.01% |
198,553
+6,316
| +3% | +$254K |
2024 Q1
7 quarters
|
|
|
HUT
2836
Hut 8
HUT
$11B
| $7.83M | ﹤0.01% |
1,800,154
+1,494,437
| +489% | +$65.9M |
2024 Q2
6 quarters
|
|
|
TBPH
2837
DELISTED
Theravance Biopharma
TBPH
| $7.79M | ﹤0.01% |
416,408
+203,304
| +95% | +$3.37M |
2015 Q4
40 quarters
|
|
2838
Star Group
SGU
$423M
| $7.79M | ﹤0.01% |
657,956
-31,843
| -5% | -$377K |
2019 Q1
27 quarters
|
|
2839
iShares MSCI Saudi Arabia ETF
KSA
$585M
| $7.79M | ﹤0.01% |
213,878
-45,771
| -18% | -$1.77M |
2020 Q3
21 quarters
|
|
2840
Winnebago Industries
WGO
$743M
| $7.77M | ﹤0.01% |
191,858
-37,655
| -16% | -$1.37M |
2016 Q1
39 quarters
|
|
2841
Albemarle Corp Depositary Shares
ALB.PRA
$2.07B
| $7.77M | ﹤0.01% |
+130,886
| New | +$6.48M |
2025 Q4
0 quarters
|
|
2842
C3.ai
AI
$1.77B
| $7.76M | ﹤0.01% |
575,590
+459,435
| +396% | +$7.33M |
2021 Q1
19 quarters
|
|
2843
Golar LNG
GLNG
$5.02B
| $7.75M | ﹤0.01% |
208,320
+153,109
| +277% | +$5.85M |
2013 Q2
50 quarters
|
|
2844
CALL
Chubb
CB
$128B
| $7.74M | ﹤0.01% |
24,800
+20,000
| +417% | +$5.85M |
2020 Q4
20 quarters
|
|
2845
Xperi
XPER
$265M
| $7.73M | ﹤0.01% |
1,319,420
-150,824
| -10% | -$946K |
2022 Q4
12 quarters
|
|
|
EXE
2846
PUT
Expand Energy Corp
EXE
$19.8B
| $7.73M | ﹤0.01% |
70,000
-130,000
| -65% | -$14.4M |
2025 Q3
1 quarter
|
|
2847
OppFi
OPFI
$509M
| $7.72M | ﹤0.01% |
738,280
-41,978
| -5% | -$426K |
2021 Q3
17 quarters
|
|
2848
Applied Finance Valuation Large Cap ETF
VSLU
$567M
| $7.72M | ﹤0.01% |
174,427
+2,190
| +1% | +$95.3K |
2023 Q3
9 quarters
|
|
|
SAFE
2849
Safehold
SAFE
$854M
| $7.7M | ﹤0.01% |
562,599
-848,559
| -60% | -$12.1M |
2017 Q4
32 quarters
|
|
2850
CALL
Crocs
CROX
$5.66B
| $7.7M | ﹤0.01% |
90,000
+36,000
| +67% | +$3.01M |
2022 Q3
13 quarters
|
|
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 $106B in Q4 2025, closing 563 positions and reducing 3,329 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 Miscellaneous and Financials.
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.