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 | |
|---|---|---|---|---|---|---|---|
4026
CALL
Core Scientific
CORZ
$5.29B
| $1.75M | ﹤0.01% |
+120,000
| New | +$2.09M |
2025 Q4
0 quarters
|
|
|
4027
PUT
Core Scientific
CORZ
$5.29B
| $1.75M | ﹤0.01% |
+120,000
| New | +$2.09M |
2025 Q4
0 quarters
|
|
4028
Oxford Industries
OXM
$373M
| $1.75M | ﹤0.01% |
51,081
+34,973
| +217% | +$1.3M |
2015 Q4
40 quarters
|
|
|
WYFI
4029
WhiteFiber Inc
WYFI
$697M
| $1.75M | ﹤0.01% |
110,492
+10,445
| +10% | +$258K |
2025 Q3
1 quarter
|
|
|
JMIA
4030
Jumia Technologies
JMIA
$925M
| $1.74M | ﹤0.01% |
139,515
+139,309
| +67,626% | +$1.61M |
2020 Q2
22 quarters
|
|
|
CAEP
4031
DELISTED
Cantor Equity Partners III
CAEP
| $1.74M | ﹤0.01% |
170,717
-247,395
| -59% | -$2.57M |
2025 Q2
2 quarters
|
|
4032
Winmark
WINA
$1.07B
| $1.74M | ﹤0.01% |
4,295
+66
| +2% | +$28.2K |
2017 Q3
33 quarters
|
|
|
SAIL
4033
SailPoint Inc
SAIL
$11.7B
| $1.74M | ﹤0.01% |
85,923
-9,693
| -10% | -$202K |
2025 Q2
2 quarters
|
|
4034
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$6.89B
| $1.73M | ﹤0.01% |
37,825
+2,543
| +7% | +$113K |
2020 Q4
20 quarters
|
|
4035
Arcus Biosciences
RCUS
$3.11B
| $1.73M | ﹤0.01% |
72,755
+8,813
| +14% | +$180K |
2018 Q1
31 quarters
|
|
4036
Grid Dynamics Holdings
GDYN
$651M
| $1.73M | ﹤0.01% |
191,606
-322,071
| -63% | -$2.79M |
2020 Q2
22 quarters
|
|
4037
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$278M
| $1.73M | ﹤0.01% |
48,153
-49,740
| -51% | -$2.49M |
2025 Q1
3 quarters
|
|
4038
CALL
Air Products & Chemicals
APD
$61.8B
| $1.73M | ﹤0.01% |
7,000
| – | – |
2025 Q3
1 quarter
|
|
4039
Upbound Group
UPBD
$928M
| $1.73M | ﹤0.01% |
98,350
-168,712
| -63% | -$3.26M |
2016 Q1
39 quarters
|
|
|
SVC
4040
Service Properties Trust
SVC
$826M
| $1.73M | ﹤0.01% |
187,652
-58,179
| -24% | -$584K |
2013 Q2
50 quarters
|
|
4041
Grocery Outlet
GO
$1.15B
| $1.73M | ﹤0.01% |
170,883
-121
| -0.1% | -$1.52K |
2019 Q2
26 quarters
|
|
4042
Invesco DB US Dollar Index Bullish Fund
UUP
$426M
| $1.73M | ﹤0.01% |
63,847
-47,301
| -43% | -$1.32M |
2014 Q4
44 quarters
|
|
|
AMWD
4043
DELISTED
American Woodmark
AMWD
| $1.72M | ﹤0.01% |
31,964
+11,745
| +58% | +$688K |
2013 Q3
49 quarters
|
|
4044
Invesco Senior Loan ETF
BKLN
$6.66B
| $1.72M | ﹤0.01% |
81,966
-268,187
| -77% | -$5.61M |
2013 Q2
50 quarters
|
|
|
ORLA
4045
DELISTED
Orla Mining
ORLA
| $1.72M | ﹤0.01% |
127,766
+127,170
| +21,337% | +$1.54M |
2024 Q2
6 quarters
|
|
4046
Invesco Dividend Achievers ETF
PFM
$775M
| $1.72M | ﹤0.01% |
33,400
-4,112
| -11% | -$211K |
2022 Q2
14 quarters
|
|
|
PBT
4047
Permian Basin Royalty Trust
PBT
$1.47B
| $1.72M | ﹤0.01% |
101,084
+210
| +0.2% | +$3.76K |
2020 Q4
20 quarters
|
|
4048
CALL
Roivant Sciences
ROIV
$25.8B
| $1.71M | ﹤0.01% |
78,900
-5,000
| -6% | -$98.6K |
2025 Q3
1 quarter
|
|
4049
Harrow
HROW
$1.14B
| $1.71M | ﹤0.01% |
34,907
-1,260
| -3% | -$52.9K |
2019 Q3
25 quarters
|
|
4050
Fidelity International Multifactor ETF
FDEV
$274M
| $1.71M | ﹤0.01% |
49,413
+1,810
| +4% | +$60.9K |
2025 Q1
3 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.