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 | |
|---|---|---|---|---|---|---|---|
3726
U-Haul Holding Co Series N
UHAL.B
$10.6B
| $2.65M | ﹤0.01% |
56,595
-11,732
| -17% | -$571K |
2022 Q4
12 quarters
|
|
3727
MiMedx Group
MDXG
$670M
| $2.64M | ﹤0.01% |
390,455
-103,206
| -21% | -$723K |
2020 Q4
20 quarters
|
|
|
AVDL
3728
DELISTED
Avadel Pharmaceuticals
AVDL
| $2.64M | ﹤0.01% |
122,476
-442,995
| -78% | -$8.6M |
2018 Q2
30 quarters
|
|
3729
RxSight
RXST
$195M
| $2.63M | ﹤0.01% |
252,598
+149,716
| +146% | +$1.5M |
2021 Q3
17 quarters
|
|
|
STUB
3730
CALL
StubHub Holdings
STUB
$2.07B
| $2.63M | ﹤0.01% |
+194,200
| New | +$3.05M |
2025 Q4
0 quarters
|
|
3731
Universal Corp
UVV
$1.05B
| $2.63M | ﹤0.01% |
49,781
+5,405
| +12% | +$287K |
2013 Q2
50 quarters
|
|
3732
Invesco Water Resources ETF
PHO
$1.9B
| $2.63M | ﹤0.01% |
37,282
+4,954
| +15% | +$357K |
2017 Q4
32 quarters
|
|
3733
Schwab Fundamental US Small Company Index ETF
FNDA
$8.75B
| $2.62M | ﹤0.01% |
83,302
+4,447
| +6% | +$139K |
2018 Q2
30 quarters
|
|
3734
PUT
Align Technology
ALGN
$10.2B
| $2.62M | ﹤0.01% |
16,800
+16,700
| +16,700% | +$2.39M |
2024 Q1
7 quarters
|
|
3735
GraniteShares Gold Shares
BAR
$1.35B
| $2.62M | ﹤0.01% |
61,737
+40,118
| +186% | +$1.64M |
2021 Q1
19 quarters
|
|
3736
VanEck Uranium + Nuclear Energy ETF
NLR
$3.55B
| $2.62M | ﹤0.01% |
21,097
+19,815
| +1,546% | +$2.72M |
2024 Q4
4 quarters
|
|
3737
CALL
Knight Transportation
KNX
$10.9B
| $2.61M | ﹤0.01% |
+50,000
| New | +$2.34M |
2025 Q4
0 quarters
|
|
|
AD
3738
Array Digital Infrastructure
AD
$2.97B
| $2.61M | ﹤0.01% |
48,750
+27,052
| +125% | +$1.33M |
2015 Q4
40 quarters
|
|
3739
Liberty Latin America Class C
LILAK
$1.67B
| $2.61M | ﹤0.01% |
372,683
-154,531
| -29% | -$1.16M |
2015 Q3
41 quarters
|
|
3740
CBIZ
CBZ
$3B
| $2.61M | ﹤0.01% |
51,652
-471,248
| -90% | -$24.8M |
2013 Q2
50 quarters
|
|
3741
HCI Group
HCI
$2.29B
| $2.6M | ﹤0.01% |
13,556
+1,842
| +16% | +$347K |
2013 Q3
49 quarters
|
|
3742
CALL
McDonald's
MCD
$164B
| $2.6M | ﹤0.01% |
8,500
-12,600
| -60% | -$3.86M |
2025 Q2
2 quarters
|
|
|
INN
3743
Summit Hotel Properties
INN
$649M
| $2.59M | ﹤0.01% |
532,031
-323,931
| -38% | -$1.69M |
2014 Q3
45 quarters
|
|
|
AMTM
3744
Amentum Holdings
AMTM
$4.44B
| $2.59M | ﹤0.01% |
89,291
-15,480
| -15% | -$396K |
2024 Q3
5 quarters
|
|
3745
StoneCo
STNE
$2.2B
| $2.58M | ﹤0.01% |
174,317
-11,410
| -6% | -$191K |
2019 Q3
25 quarters
|
|
3746
Invesco S&P 500 Pure Value ETF
RPV
$1.66B
| $2.58M | ﹤0.01% |
24,941
+3,142
| +14% | +$317K |
2013 Q2
50 quarters
|
|
|
CEPT
3747
DELISTED
Cantor Equity Partners II
CEPT
| $2.58M | ﹤0.01% |
228,928
+78,156
| +52% | +$882K |
2025 Q2
2 quarters
|
|
3748
Alarm.com
ALRM
$2.68B
| $2.58M | ﹤0.01% |
50,472
-21,599
| -30% | -$1.1M |
2017 Q3
33 quarters
|
|
3749
CALL
AB InBev
BUD
$145B
| $2.56M | ﹤0.01% |
40,000
| – | – |
2024 Q2
6 quarters
|
|
3750
Insperity
NSP
$1.78B
| $2.56M | ﹤0.01% |
66,154
-53,992
| -45% | -$2.16M |
2014 Q4
44 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.