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 | |
|---|---|---|---|---|---|---|---|
2926
National CineMedia
NCMI
$198M
| $7.02M | ﹤0.01% |
1,804,823
-1,079
| -0.1% | -$4.47K |
2023 Q1
11 quarters
|
|
2927
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$304M
| $7.02M | ﹤0.01% |
128,404
-34,583
| -21% | -$1.87M |
2023 Q3
9 quarters
|
|
|
AVR
2928
Anteris Technologies
AVR
$751M
| $7.01M | ﹤0.01% |
1,405,766
-11,861
| -0.8% | -$54.4K |
2025 Q1
3 quarters
|
|
2929
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
| $7.01M | ﹤0.01% |
91,420
-4,812
| -5% | -$366K |
2022 Q4
12 quarters
|
|
2930
Northern Oil and Gas
NOG
$2.54B
| $6.99M | ﹤0.01% |
325,688
+141,472
| +77% | +$3.17M |
2020 Q4
20 quarters
|
|
|
HPE.PRC
2931
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$5.31B
| $6.99M | ﹤0.01% |
104,801
+69,013
| +193% | +$4.51M |
2024 Q3
5 quarters
|
|
2932
Victory Capital Holdings
VCTR
$6.96B
| $6.97M | ﹤0.01% |
110,521
-2,871
| -3% | -$183K |
2020 Q1
23 quarters
|
|
|
TEM
2933
PUT
Tempus AI
TEM
$13.9B
| $6.94M | ﹤0.01% |
117,500
-1,200
| -1% | -$93.9K |
2025 Q2
2 quarters
|
|
2934
CALL
Cigna
CI
$71.5B
| $6.94M | ﹤0.01% |
25,200
| – | – |
2021 Q2
18 quarters
|
|
2935
Franklin Electric
FELE
$4.36B
| $6.92M | ﹤0.01% |
72,400
-133,217
| -65% | -$12.7M |
2013 Q2
50 quarters
|
|
|
ELME
2936
Elme Communities
ELME
$156M
| $6.91M | ﹤0.01% |
396,920
-222,089
| -36% | -$3.77M |
2013 Q2
50 quarters
|
|
2937
PUT
Chipotle Mexican Grill
CMG
$40.9B
| $6.9M | ﹤0.01% |
186,600
+6,000
| +3% | +$217K |
2021 Q3
17 quarters
|
|
2938
International Seaways
INSW
$5.74B
| $6.89M | ﹤0.01% |
141,928
-6,822
| -5% | -$337K |
2016 Q4
36 quarters
|
|
2939
Gold Royalty Corp
GROY
$688M
| $6.89M | ﹤0.01% |
1,704,928
+181,406
| +12% | +$694K |
2025 Q1
3 quarters
|
|
2940
BrightSpring Health Services
BTSG
$11.9B
| $6.88M | ﹤0.01% |
183,681
-115,069
| -39% | -$3.86M |
2024 Q1
7 quarters
|
|
2941
Dave & Buster's
PLAY
$235M
| $6.88M | ﹤0.01% |
424,277
+350,429
| +475% | +$5.86M |
2014 Q4
44 quarters
|
|
2942
CALL
Royal Gold
RGLD
$19.9B
| $6.87M | ﹤0.01% |
30,900
+19,500
| +171% | +$3.87M |
2024 Q1
7 quarters
|
|
2943
NeoGenomics
NEO
$2.37B
| $6.87M | ﹤0.01% |
584,035
-234,399
| -29% | -$2.53M |
2017 Q4
32 quarters
|
|
2944
Arlo Technologies
ARLO
$1.38B
| $6.87M | ﹤0.01% |
490,938
-123,244
| -20% | -$1.94M |
2018 Q3
29 quarters
|
|
2945
Agios Pharmaceuticals
AGIO
$1.9B
| $6.85M | ﹤0.01% |
251,777
+68,677
| +38% | +$2.41M |
2013 Q3
49 quarters
|
|
2946
La-Z-Boy
LZB
$1.2B
| $6.85M | ﹤0.01% |
183,848
-63,037
| -26% | -$2.21M |
2013 Q2
50 quarters
|
|
2947
Bitdeer Technologies
BTDR
$3B
| $6.85M | ﹤0.01% |
610,638
+573,779
| +1,557% | +$9.24M |
2024 Q4
4 quarters
|
|
2948
Nuveen Core Plus Bond ETF
NCPB
$53.4M
| $6.85M | ﹤0.01% |
271,113
+19,273
| +8% | +$489K |
2024 Q2
6 quarters
|
|
2949
PUT
CBRE Group
CBRE
$37.5B
| $6.83M | ﹤0.01% |
42,500
+22,500
| +113% | +$3.54M |
2025 Q3
1 quarter
|
|
2950
Goodyear
GT
$1.39B
| $6.83M | ﹤0.01% |
779,795
+321,005
| +70% | +$2.53M |
2013 Q2
50 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.