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 | |
|---|---|---|---|---|---|---|---|
4701
Ranpak Holdings
PACK
$351M
| $613K | ﹤0.01% |
113,389
-19,652
| -15% | -$103K |
2020 Q2
22 quarters
|
|
4702
United States Brent Oil Fund
BNO
$782M
| $610K | ﹤0.01% |
21,555
+659
| +3% | +$19K |
2018 Q4
28 quarters
|
|
4703
Target Hospitality
TH
$1.84B
| $610K | ﹤0.01% |
76,181
+6,013
| +9% | +$45.6K |
2019 Q1
27 quarters
|
|
|
GRDN
4704
Guardian Pharmacy Services
GRDN
$2.68B
| $610K | ﹤0.01% |
20,273
+12,374
| +157% | +$350K |
2024 Q4
4 quarters
|
|
4705
Pharvaris
PHVS
$2.19B
| $609K | ﹤0.01% |
21,942
-5,143
| -19% | -$124K |
2024 Q3
5 quarters
|
|
4706
Innovator US Equity Buffer ETF February
BFEB
$208M
| $609K | ﹤0.01% |
12,510
-5,194
| -29% | -$248K |
2024 Q2
6 quarters
|
|
4707
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
| $608K | ﹤0.01% |
28,472
+1,913
| +7% | +$40.7K |
2020 Q3
21 quarters
|
|
4708
Dimensional California Municipal Bond ETF
DFCA
$649M
| $607K | ﹤0.01% |
12,125
-9,654
| -44% | -$483K |
2024 Q4
4 quarters
|
|
|
KYIV
4709
Kyivstar Group
KYIV
$2.89B
| $607K | ﹤0.01% |
46,758
+46,526
| +20,054% | +$613K |
2025 Q3
1 quarter
|
|
4710
PUT
Norfolk Southern
NSC
$71.3B
| $606K | ﹤0.01% |
2,100
| – | – |
2025 Q3
1 quarter
|
|
4711
Kearny Financial
KRNY
$589M
| $603K | ﹤0.01% |
81,390
-58,407
| -42% | -$403K |
2013 Q2
50 quarters
|
|
4712
WisdomTree International Quality Dividend Growth Fund
IQDG
$686M
| $600K | ﹤0.01% |
14,453
-2,826
| -16% | -$114K |
2022 Q3
13 quarters
|
|
|
FINV
4713
FinVolution Group
FINV
$685M
| $597K | ﹤0.01% |
114,069
+113,509
| +20,269% | +$667K |
2024 Q4
4 quarters
|
|
|
PAII
4714
Pyrophyte Acquisition Corp II
PAII
$282M
| $595K | ﹤0.01% |
59,160
| – | – |
2025 Q3
1 quarter
|
|
4715
Absci
ABSI
$1.9B
| $593K | ﹤0.01% |
169,932
-1,567
| -0.9% | -$5.71K |
2021 Q3
17 quarters
|
|
4716
CALL
Rocket Lab Corp
RKLB
$47.3B
| $593K | ﹤0.01% |
8,500
-89,000
| -91% | -$5.1M |
2024 Q1
7 quarters
|
|
4717
Avantis All Equity Markets Value ETF
AVGV
$460M
| $590K | ﹤0.01% |
+8,057
| New | +$575K |
2025 Q4
0 quarters
|
|
|
OLP
4718
One Liberty Properties
OLP
$482M
| $590K | ﹤0.01% |
29,056
-50,396
| -63% | -$1.04M |
2017 Q4
32 quarters
|
|
4719
Sight Sciences
SGHT
$470M
| $589K | ﹤0.01% |
74,329
-25,573
| -26% | -$163K |
2021 Q3
17 quarters
|
|
4720
Ameresco
AMRC
$1.14B
| $585K | ﹤0.01% |
19,976
-775
| -4% | -$27.2K |
2017 Q4
32 quarters
|
|
|
LBRDA
4721
DELISTED
Liberty Broadband Class A
LBRDA
| $584K | ﹤0.01% |
12,105
-2,878
| -19% | -$149K |
2014 Q4
44 quarters
|
|
|
EMO
4722
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
| $584K | ﹤0.01% |
13,083
+1,060
| +9% | +$46.3K |
2021 Q4
16 quarters
|
|
4723
Cass Information Systems
CASS
$692M
| $584K | ﹤0.01% |
14,059
-4,628
| -25% | -$188K |
2016 Q4
36 quarters
|
|
4724
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.74B
| $583K | ﹤0.01% |
6,382
+2,445
| +62% | +$221K |
2025 Q2
2 quarters
|
|
4725
Atlas Energy Solutions
AESI
$1.51B
| $582K | ﹤0.01% |
61,831
-8,931
| -13% | -$90.3K |
2023 Q2
10 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.