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 | |
|---|---|---|---|---|---|---|---|
4926
State Street SPDR S&P Retail ETF
XRT
$397M
| $429K | ﹤0.01% |
5,034
-877,188
| -99% | -$73.7M |
2013 Q2
50 quarters
|
|
|
FVR
4927
FrontView REIT
FVR
$408M
| $429K | ﹤0.01% |
29,062
-5,669
| -16% | -$81.5K |
2024 Q4
4 quarters
|
|
4928
CALL
Alamos Gold
AGI
$13.6B
| $428K | ﹤0.01% |
11,100
+1,600
| +17% | +$55.7K |
2025 Q3
1 quarter
|
|
|
HIMX
4929
Himax Technologies
HIMX
$2.66B
| $428K | ﹤0.01% |
52,270
+39,214
| +300% | +$332K |
2021 Q1
19 quarters
|
|
4930
FT Vest US Equity Moderate Buffer ETF February
GFEB
$383M
| $428K | ﹤0.01% |
10,296
-143
| -1% | -$5.86K |
2025 Q3
1 quarter
|
|
|
MAPS
4931
DELISTED
WM TECHNOLOGY INC A
MAPS
| $427K | ﹤0.01% |
518,030
-994,251
| -66% | -$979K |
2021 Q4
16 quarters
|
|
4932
State Street SPDR S&P Pharmaceuticals ETF
XPH
$525M
| $426K | ﹤0.01% |
7,613
-51,086
| -87% | -$2.65M |
2015 Q4
40 quarters
|
|
4933
FT Vest US Equity Deep Buffer ETF June
DJUN
$359M
| $425K | ﹤0.01% |
8,972
-9,659
| -52% | -$452K |
2024 Q4
4 quarters
|
|
|
CEPV
4934
Cantor Equity Partners V
CEPV
$327M
| $423K | ﹤0.01% |
+41,304
| New | +$423K |
2025 Q4
0 quarters
|
|
|
KRSP
4935
Rice Acquisition Corporation 3
KRSP
$488M
| $422K | ﹤0.01% |
+41,199
| New | +$427K |
2025 Q4
0 quarters
|
|
4936
Tredegar Corp
TG
$245M
| $422K | ﹤0.01% |
58,759
-25,028
| -30% | -$190K |
2013 Q2
50 quarters
|
|
4937
Distribution Solutions Group
DSGR
$1.62B
| $420K | ﹤0.01% |
15,326
+246
| +2% | +$6.92K |
2016 Q4
36 quarters
|
|
|
YB
4938
Yuanbao Inc
YB
$596M
| $419K | ﹤0.01% |
20,666
-12,560
| -38% | -$266K |
2025 Q2
2 quarters
|
|
4939
FIGS
FIGS
$2.25B
| $419K | ﹤0.01% |
36,841
-685
| -2% | -$6.42K |
2021 Q2
18 quarters
|
|
4940
VanEck Biotech ETF
BBH
$476M
| $417K | ﹤0.01% |
2,202
-614
| -22% | -$114K |
2022 Q2
14 quarters
|
|
4941
iShares Preferred and Income Securities ETF
PFF
$12.4B
| $417K | ﹤0.01% |
13,459
+2,670
| +25% | +$83.2K |
2013 Q2
50 quarters
|
|
4942
Kura Oncology
KURA
$947M
| $417K | ﹤0.01% |
40,101
+6,065
| +18% | +$63.6K |
2017 Q3
33 quarters
|
|
4943
AB US High Dividend ETF
HIDV
$197M
| $416K | ﹤0.01% |
5,156
-155
| -3% | -$12.3K |
2025 Q3
1 quarter
|
|
4944
iShares CMBS ETF
CMBS
$459M
| $415K | ﹤0.01% |
8,464
-2,774
| -25% | -$136K |
2020 Q4
20 quarters
|
|
4945
Paymentus
PAY
$3.88B
| $414K | ﹤0.01% |
13,105
-610,481
| -98% | -$19.9M |
2021 Q2
18 quarters
|
|
|
ONT
4946
Onterris Inc
ONT
$446M
| $413K | ﹤0.01% |
16,629
+680
| +4% | +$18K |
2020 Q3
21 quarters
|
|
4947
Chemung Financial Corp
CHMG
$395M
| $412K | ﹤0.01% |
7,378
-9,374
| -56% | -$497K |
2022 Q4
12 quarters
|
|
4948
PGIM Total Return Bond ETF
PTRB
$1.13B
| $411K | ﹤0.01% |
+9,783
| New | +$414K |
2025 Q4
0 quarters
|
|
|
ZH
4949
Zhihu
ZH
$286M
| $411K | ﹤0.01% |
125,387
+55,805
| +80% | +$223K |
2025 Q2
2 quarters
|
|
|
MCGAU
4950
Yorkville Acquisition Corp Unit
MCGAU
$160M
| $411K | ﹤0.01% |
40,000
| – | – |
2025 Q2
2 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.