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 | |
|---|---|---|---|---|---|---|---|
3751
NovaGold Resources
NG
$2.87B
| $2.56M | ﹤0.01% |
274,618
+20,499
| +8% | +$190K |
2016 Q3
37 quarters
|
|
3752
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
| $2.56M | ﹤0.01% |
21,069
-540
| -2% | -$65.7K |
2023 Q2
10 quarters
|
|
3753
CALL
ResMed
RMD
$30.8B
| $2.55M | ﹤0.01% |
10,600
+5,600
| +112% | +$1.43M |
2023 Q3
9 quarters
|
|
3754
WisdomTree US SmallCap Earnings Fund
EES
$689M
| $2.55M | ﹤0.01% |
44,796
-119
| -0.3% | -$6.65K |
2018 Q4
28 quarters
|
|
3755
Fidelity Fundamental Large Cap Growth ETF
FFLG
$645M
| $2.55M | ﹤0.01% |
85,026
+1,643
| +2% | +$48.9K |
2024 Q1
7 quarters
|
|
3756
Enphase Energy
ENPH
$4.42B
| $2.54M | ﹤0.01% |
79,324
-843,985
| -91% | -$27.3M |
2018 Q2
30 quarters
|
|
3757
Eldorado Gold
EGO
$9.94B
| $2.54M | ﹤0.01% |
70,676
-135,852
| -66% | -$4.07M |
2013 Q2
50 quarters
|
|
3758
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$105M
| $2.54M | ﹤0.01% |
119,810
-2,003
| -2% | -$42.7K |
2024 Q3
5 quarters
|
|
3759
Amerant Bancorp
AMTB
$1.16B
| $2.53M | ﹤0.01% |
129,800
-93,140
| -42% | -$1.73M |
2019 Q1
27 quarters
|
|
|
MULT
3760
Franklin Multisector Income ETF
MULT
$9.68M
| $2.53M | ﹤0.01% |
100,000
| – | – |
2025 Q3
1 quarter
|
|
3761
Cimpress
CMPR
$1.83B
| $2.53M | ﹤0.01% |
38,017
+28
| +0.1% | +$1.9K |
2017 Q4
32 quarters
|
|
3762
State Street Blackstone Senior Loan ETF
SRLN
$5.57B
| $2.53M | ﹤0.01% |
61,291
+8,994
| +17% | +$371K |
2013 Q2
50 quarters
|
|
3763
iShares MSCI Australia ETF
EWA
$1.21B
| $2.53M | ﹤0.01% |
96,512
-23,783
| -20% | -$629K |
2013 Q2
50 quarters
|
|
3764
Global X US Preferred ETF
PFFD
$2.05B
| $2.53M | ﹤0.01% |
133,611
+25,920
| +24% | +$496K |
2023 Q3
9 quarters
|
|
3765
CALL
O'Reilly Automotive
ORLY
$68.7B
| $2.53M | ﹤0.01% |
27,700
| – | – |
2025 Q3
1 quarter
|
|
3766
Vir Biotechnology
VIR
$1.89B
| $2.52M | ﹤0.01% |
418,603
-30,915
| -7% | -$184K |
2019 Q4
24 quarters
|
|
3767
PUT
Zoetis
ZTS
$28.8B
| $2.52M | ﹤0.01% |
20,000
| – | – |
2025 Q3
1 quarter
|
|
3768
Franklin FTSE Japan ETF
FLJP
$4.16B
| $2.51M | ﹤0.01% |
72,991
+1,145
| +2% | +$40.4K |
2022 Q3
13 quarters
|
|
3769
CALL
Duolingo
DUOL
$6.75B
| $2.51M | ﹤0.01% |
14,300
+11,500
| +411% | +$2.71M |
2025 Q3
1 quarter
|
|
3770
First Trust Water ETF
FIW
$1.73B
| $2.49M | ﹤0.01% |
22,961
+207
| +0.9% | +$23.1K |
2017 Q3
33 quarters
|
|
3771
AngloGold Ashanti
AU
$48B
| $2.49M | ﹤0.01% |
29,178
+16,124
| +124% | +$1.26M |
2024 Q1
7 quarters
|
|
3772
CONMED
CNMD
$1.39B
| $2.48M | ﹤0.01% |
61,206
-78,318
| -56% | -$3.41M |
2013 Q2
50 quarters
|
|
3773
First Trust Health Care AlphaDEX Fund
FXH
$1.13B
| $2.48M | ﹤0.01% |
21,820
+1,430
| +7% | +$162K |
2013 Q2
50 quarters
|
|
3774
Heritage Insurance Holdings
HRTG
$1.01B
| $2.48M | ﹤0.01% |
84,727
+19,362
| +30% | +$523K |
2017 Q2
34 quarters
|
|
3775
Barrett Business Services
BBSI
$739M
| $2.48M | ﹤0.01% |
68,414
-138,770
| -67% | -$5.31M |
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.