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 | |
|---|---|---|---|---|---|---|---|
4876
iShares Morningstar Multi-Asset Income ETF
IYLD
$124M
| $483K | ﹤0.01% |
22,537
| – | – |
2020 Q1
23 quarters
|
|
4877
Greenlight Captial
GLRE
$481M
| $481K | ﹤0.01% |
32,971
-8,872
| -21% | -$117K |
2017 Q4
32 quarters
|
|
|
EAOA
4878
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
| $480K | ﹤0.01% |
11,605
+101
| +0.9% | +$4.16K |
2024 Q3
5 quarters
|
|
4879
Marcus Corp
MCS
$834M
| $478K | ﹤0.01% |
30,845
-86,227
| -74% | -$1.28M |
2016 Q1
39 quarters
|
|
4880
Perion Network
PERI
$334M
| $478K | ﹤0.01% |
49,935
-76,276
| -60% | -$741K |
2021 Q1
19 quarters
|
|
4881
Village Super Market
VLGEA
$681M
| $478K | ﹤0.01% |
13,502
-2,553
| -16% | -$87.6K |
2015 Q2
42 quarters
|
|
|
HTT
4882
High Templar Tech Ltd
HTT
$359M
| $478K | ﹤0.01% |
134,530
-107,130
| -44% | -$478K |
2024 Q4
4 quarters
|
|
4883
Pangaea Logistics
PANL
$552M
| $476K | ﹤0.01% |
69,169
+57,157
| +476% | +$346K |
2022 Q1
15 quarters
|
|
4884
KraneShares Global Carbon Strategy ETF
KRBN
$135M
| $475K | ﹤0.01% |
13,426
+771
| +6% | +$26.3K |
2021 Q4
16 quarters
|
|
4885
El Paso Energy Capital Trust I
EP.PRC
$219M
| $474K | ﹤0.01% |
9,645
+4,250
| +79% | +$210K |
2024 Q1
7 quarters
|
|
4886
Ardagh Metal Packaging
AMBP
$2.65B
| $473K | ﹤0.01% |
115,432
-952,614
| -89% | -$3.61M |
2022 Q3
13 quarters
|
|
4887
CALL
UL Solutions
ULS
$13.3B
| $473K | ﹤0.01% |
+6,000
| New | +$482K |
2025 Q4
0 quarters
|
|
4888
CALL
Groupon
GRPN
$785M
| $472K | ﹤0.01% |
26,800
-5,800
| -18% | -$109K |
2025 Q1
3 quarters
|
|
4889
Bain Capital Specialty
BCSF
$717M
| $471K | ﹤0.01% |
33,850
-31,539
| -48% | -$442K |
2019 Q2
26 quarters
|
|
4890
Arbutus Biopharma
ABUS
$882M
| $471K | ﹤0.01% |
97,875
-354
| -0.4% | -$1.59K |
2020 Q4
20 quarters
|
|
|
CWBC
4891
Community West Bancshares
CWBC
$720M
| $470K | ﹤0.01% |
20,901
-8,457
| -29% | -$185K |
2016 Q2
38 quarters
|
|
4892
Invesco S&P Global Water Index ETF
CGW
$1.02B
| $470K | ﹤0.01% |
7,453
+500
| +7% | +$32K |
2022 Q4
12 quarters
|
|
|
KGEI
4893
Kolibri Global Energy
KGEI
$221M
| $467K | ﹤0.01% |
118,745
-30,711
| -21% | -$134K |
2025 Q1
3 quarters
|
|
4894
Arteris
AIP
$1.21B
| $466K | ﹤0.01% |
30,055
+18,276
| +155% | +$265K |
2021 Q4
16 quarters
|
|
|
SERV
4895
Serve Robotics
SERV
$401M
| $463K | ﹤0.01% |
44,613
+6,191
| +16% | +$74.3K |
2024 Q2
6 quarters
|
|
4896
Donegal Group Class A
DGICA
$678M
| $463K | ﹤0.01% |
23,171
+459
| +2% | +$9.01K |
2017 Q4
32 quarters
|
|
|
MBX
4897
MBX Biosciences
MBX
$2.82B
| $462K | ﹤0.01% |
14,645
+8,470
| +137% | +$206K |
2024 Q4
4 quarters
|
|
4898
OneWater Marine
ONEW
$164M
| $461K | ﹤0.01% |
42,616
+34,487
| +424% | +$460K |
2020 Q1
23 quarters
|
|
4899
PUT
State Street Technology Select Sector SPDR ETF
XLK
$130B
| $461K | ﹤0.01% |
+3,200
| New | +$462K |
2025 Q4
0 quarters
|
|
4900
Omega Flex
OFLX
$266M
| $459K | ﹤0.01% |
15,598
-5,532
| -26% | -$158K |
2017 Q4
32 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.