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 | |
|---|---|---|---|---|---|---|---|
|
PRMB
3701
CALL
Primo Brands
PRMB
$7.06B
| $2.78M | ﹤0.01% |
+170,000
| New | +$3.14M |
2025 Q4
0 quarters
|
|
|
PRMB
3702
PUT
Primo Brands
PRMB
$7.06B
| $2.78M | ﹤0.01% |
+170,000
| New | +$3.14M |
2025 Q4
0 quarters
|
|
3703
Stock Yards Bancorp
SYBT
$2.44B
| $2.78M | ﹤0.01% |
42,791
-10,468
| -20% | -$703K |
2013 Q2
50 quarters
|
|
3704
Petco
WOOF
$627M
| $2.78M | ﹤0.01% |
988,921
+156,509
| +19% | +$507K |
2021 Q1
19 quarters
|
|
3705
PUT
Hertz
HTZ
$627M
| $2.78M | ﹤0.01% |
540,000
-275,900
| -34% | -$1.51M |
2023 Q2
10 quarters
|
|
3706
PrimeEnergy Resources
PNRG
$324M
| $2.77M | ﹤0.01% |
16,201
-1,009
| -6% | -$162K |
2021 Q4
16 quarters
|
|
3707
United Fire Group
UFCS
$1.4B
| $2.77M | ﹤0.01% |
76,213
-56,681
| -43% | -$1.94M |
2013 Q2
50 quarters
|
|
|
BFS
3708
Saul Centers
BFS
$745M
| $2.77M | ﹤0.01% |
87,829
-37,516
| -30% | -$1.15M |
2013 Q2
50 quarters
|
|
3709
Vanguard Russell 2000 Growth ETF
VTWG
$1.44B
| $2.77M | ﹤0.01% |
11,734
-1,995
| -15% | -$474K |
2021 Q1
19 quarters
|
|
3710
Intrepid Potash
IPI
$441M
| $2.77M | ﹤0.01% |
99,782
-57,760
| -37% | -$1.55M |
2017 Q4
32 quarters
|
|
3711
JPMorgan High Yield Municipal ETF
JMHI
$283M
| $2.77M | ﹤0.01% |
55,063
-118,384
| -68% | -$5.97M |
2023 Q3
9 quarters
|
|
|
NPKI
3712
NPK International
NPKI
$1B
| $2.75M | ﹤0.01% |
230,879
+7,415
| +3% | +$90.5K |
2016 Q4
36 quarters
|
|
3713
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.77B
| $2.75M | ﹤0.01% |
61,753
+20,071
| +48% | +$903K |
2024 Q2
6 quarters
|
|
3714
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.88B
| $2.74M | ﹤0.01% |
63,867
-15,096
| -19% | -$630K |
2019 Q3
25 quarters
|
|
3715
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.53B
| $2.73M | ﹤0.01% |
50,569
+5,435
| +12% | +$299K |
2024 Q2
6 quarters
|
|
3716
Gentherm
THRM
$962M
| $2.73M | ﹤0.01% |
75,011
+11,205
| +18% | +$403K |
2014 Q3
45 quarters
|
|
3717
First Trust Capital Strength ETF
FTCS
$7.39B
| $2.72M | ﹤0.01% |
29,455
+347
| +1% | +$32.1K |
2019 Q2
26 quarters
|
|
|
NAGE
3718
Niagen Bioscience
NAGE
$221M
| $2.71M | ﹤0.01% |
426,384
+32,218
| +8% | +$224K |
2018 Q2
30 quarters
|
|
3719
Triple Flag Precious Metals
TFPM
$6.31B
| $2.71M | ﹤0.01% |
81,514
-297,854
| -79% | -$9.32M |
2023 Q2
10 quarters
|
|
3720
WisdomTree US Efficient Core Fund
NTSX
$1.37B
| $2.71M | ﹤0.01% |
49,400
+35,562
| +257% | +$1.94M |
2025 Q3
1 quarter
|
|
|
BOW
3721
Bowhead Specialty Holdings
BOW
$1.11B
| $2.68M | ﹤0.01% |
93,898
+57,525
| +158% | +$1.53M |
2024 Q3
5 quarters
|
|
3722
CALL
Snap
SNAP
$9.44B
| $2.68M | ﹤0.01% |
332,000
-1,751,000
| -84% | -$13.8M |
2025 Q3
1 quarter
|
|
3723
PUT
Bunge Global
BG
$20.5B
| $2.67M | ﹤0.01% |
30,000
| – | – |
2024 Q2
6 quarters
|
|
|
NUTX
3724
Nutex Health
NUTX
$1.48B
| $2.66M | ﹤0.01% |
16,133
+1,351
| +9% | +$179K |
2022 Q2
14 quarters
|
|
|
ALUB.U
3725
Alussa Energy Acquisition Corp II Units
ALUB.U
| $2.65M | ﹤0.01% |
+262,247
| New | +$2.65M |
2025 Q4
0 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.