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 | |
|---|---|---|---|---|---|---|---|
3576
CALL
ICICI Bank
IBN
$98.5B
| $3.2M | ﹤0.01% |
107,500
| – | – |
2025 Q2
2 quarters
|
|
3577
CALL
Axsome Therapeutics
AXSM
$9.39B
| $3.2M | ﹤0.01% |
+17,500
| New | +$2.44M |
2025 Q4
0 quarters
|
|
|
3578
PUT
Axsome Therapeutics
AXSM
$9.39B
| $3.2M | ﹤0.01% |
+17,500
| New | +$2.44M |
2025 Q4
0 quarters
|
|
3579
iShares US Consumer Discretionary ETF
IYC
$1.17B
| $3.19M | ﹤0.01% |
30,969
+3,297
| +12% | +$339K |
2013 Q2
50 quarters
|
|
3580
Global Ship Lease
GSL
$1.65B
| $3.18M | ﹤0.01% |
90,712
-77,615
| -46% | -$2.52M |
2020 Q4
20 quarters
|
|
3581
PUT
SiteOne Landscape Supply
SITE
$3.91B
| $3.18M | ﹤0.01% |
+25,500
| New | +$3.23M |
2025 Q4
0 quarters
|
|
|
RSMC
3582
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$753M
| $3.17M | ﹤0.01% |
125,724
-1,800
| -1% | -$46.3K |
2024 Q4
4 quarters
|
|
3583
Ramaco Resources Class A
METC
$516M
| $3.17M | ﹤0.01% |
176,166
+92,363
| +110% | +$2.43M |
2017 Q4
32 quarters
|
|
|
ETOR
3584
eToro Group
ETOR
$2.02B
| $3.17M | ﹤0.01% |
90,246
+83,847
| +1,310% | +$3.24M |
2025 Q3
1 quarter
|
|
3585
Skyward Specialty Insurance
SKWD
$2.44B
| $3.17M | ﹤0.01% |
61,970
-19,528
| -24% | -$939K |
2023 Q1
11 quarters
|
|
3586
CALL
Cummins
CMI
$72.7B
| $3.16M | ﹤0.01% |
6,200
| – | – |
2021 Q3
17 quarters
|
|
3587
Titan International
TWI
$451M
| $3.16M | ﹤0.01% |
403,479
-241,107
| -37% | -$1.89M |
2021 Q2
18 quarters
|
|
3588
Goldman Sachs BDC
GSBD
$1.02B
| $3.16M | ﹤0.01% |
340,200
+317,393
| +1,392% | +$3.11M |
2017 Q1
35 quarters
|
|
3589
Willdan Group
WLDN
$1.12B
| $3.16M | ﹤0.01% |
30,439
-4,471
| -13% | -$440K |
2017 Q4
32 quarters
|
|
3590
Inogen
INGN
$158M
| $3.15M | ﹤0.01% |
469,301
+87,822
| +23% | +$659K |
2014 Q1
47 quarters
|
|
|
BDN
3591
Brandywine Realty Trust
BDN
$479M
| $3.15M | ﹤0.01% |
1,078,619
-446,996
| -29% | -$1.52M |
2013 Q2
50 quarters
|
|
3592
CALL
DoorDash
DASH
$82B
| $3.15M | ﹤0.01% |
13,900
| – | – |
2021 Q4
16 quarters
|
|
3593
PUT
Kroger
KR
$34.9B
| $3.14M | ﹤0.01% |
50,200
+14,100
| +39% | +$922K |
2024 Q4
4 quarters
|
|
3594
Eton Pharmaceutcials
ETON
$1.58B
| $3.14M | ﹤0.01% |
185,439
-165,978
| -47% | -$2.92M |
2024 Q3
5 quarters
|
|
3595
iShares Morningstar Small-Cap Value ETF
ISCV
$657M
| $3.13M | ﹤0.01% |
45,747
-5,858
| -11% | -$395K |
2015 Q2
42 quarters
|
|
3596
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
| $3.13M | ﹤0.01% |
70,164
-1,423
| -2% | -$63.4K |
2022 Q3
13 quarters
|
|
3597
Stepan Co
SCL
$1.43B
| $3.11M | ﹤0.01% |
65,612
+3,724
| +6% | +$171K |
2013 Q2
50 quarters
|
|
3598
Woori Financial
WF
$18.5B
| $3.1M | ﹤0.01% |
52,763
+5,232
| +11% | +$291K |
2015 Q4
40 quarters
|
|
3599
ThredUp
TDUP
$285M
| $3.1M | ﹤0.01% |
485,089
-205,598
| -30% | -$1.66M |
2021 Q1
19 quarters
|
|
3600
Methanex
MEOH
$4.52B
| $3.1M | ﹤0.01% |
77,963
-191,411
| -71% | -$7.12M |
2015 Q2
42 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.