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 | |
|---|---|---|---|---|---|---|---|
4976
Lifeway Foods
LWAY
$320M
| $397K | ﹤0.01% |
16,380
+5,668
| +53% | +$139K |
2024 Q2
6 quarters
|
|
4977
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.43B
| $396K | ﹤0.01% |
7,712
+1,177
| +18% | +$55.6K |
2022 Q2
14 quarters
|
|
4978
Ceragon Networks
CRNT
$199M
| $395K | ﹤0.01% |
188,297
-46,404
| -20% | -$104K |
2024 Q3
5 quarters
|
|
4979
Luxfer Holdings
LXFR
$466M
| $392K | ﹤0.01% |
28,977
-2,266
| -7% | -$29.5K |
2016 Q1
39 quarters
|
|
|
GAU
4980
Galiano Gold
GAU
$521M
| $391K | ﹤0.01% |
154,710
-15,252
| -9% | -$37.7K |
2025 Q2
2 quarters
|
|
|
CSHP
4981
iShares Dynamic Short-Term Active ETF
CSHP
$374M
| $390K | ﹤0.01% |
3,942
-6,055
| -61% | -$602K |
2025 Q3
1 quarter
|
|
4982
PDF Solutions
PDFS
$2.34B
| $388K | ﹤0.01% |
13,596
-52
| -0.4% | -$1.44K |
2016 Q1
39 quarters
|
|
4983
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $386K | ﹤0.01% |
5,273
+2,435
| +86% | +$173K |
2022 Q1
15 quarters
|
|
4984
iShares MSCI Sweden ETF
EWD
$942M
| $386K | ﹤0.01% |
7,835
-1,504
| -16% | -$72.2K |
2020 Q3
21 quarters
|
|
|
AEVA
4985
Aeva Technologies
AEVA
$1.03B
| $384K | ﹤0.01% |
28,922
-53,783
| -65% | -$766K |
2021 Q2
18 quarters
|
|
4986
ProShares Ultra Semiconductors
USD
$3.12B
| $384K | ﹤0.01% |
7,304
-28,384
| -80% | -$1.51M |
2025 Q2
2 quarters
|
|
|
ITIC
4987
Investors Title Co
ITIC
$548M
| $383K | ﹤0.01% |
1,534
+261
| +21% | +$68.6K |
2017 Q3
33 quarters
|
|
4988
Gaotu Techedu
GOTU
$599M
| $383K | ﹤0.01% |
165,015
+19,594
| +13% | +$53.1K |
2025 Q3
1 quarter
|
|
4989
Energy Recovery
ERII
$346M
| $382K | ﹤0.01% |
28,340
-91,110
| -76% | -$1.38M |
2013 Q2
50 quarters
|
|
4990
Aviat Networks
AVNW
$265M
| $382K | ﹤0.01% |
17,879
+2,997
| +20% | +$66.9K |
2015 Q4
40 quarters
|
|
4991
CALL
Albemarle
ALB
$12.3B
| $382K | ﹤0.01% |
2,700
-50,000
| -95% | -$5.68M |
2025 Q2
2 quarters
|
|
4992
Nuveen Global High Income Fund
JGH
$326M
| $380K | ﹤0.01% |
+30,125
| New | +$385K |
2025 Q4
0 quarters
|
|
4993
Keros Therapeutics
KROS
$225M
| $379K | ﹤0.01% |
18,638
-153,303
| -89% | -$2.69M |
2020 Q2
22 quarters
|
|
4994
Arvinas
ARVN
$485M
| $379K | ﹤0.01% |
31,995
-182,784
| -85% | -$2M |
2018 Q3
29 quarters
|
|
|
RWT
4995
Redwood Trust
RWT
$443M
| $378K | ﹤0.01% |
68,412
-269,884
| -80% | -$1.48M |
2013 Q2
50 quarters
|
|
4996
Monte Rosa Therapeutics
GLUE
$896M
| $378K | ﹤0.01% |
24,120
+1,181
| +5% | +$15.9K |
2021 Q3
17 quarters
|
|
4997
Altimmune
ALT
$531M
| $377K | ﹤0.01% |
104,532
+5,341
| +5% | +$23.3K |
2020 Q4
20 quarters
|
|
|
APLS
4998
CALL
DELISTED
Apellis Pharmaceuticals
APLS
| $377K | ﹤0.01% |
+15,000
| New | +$352K |
2025 Q4
0 quarters
|
|
4999
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.66B
| $375K | ﹤0.01% |
4,458
+1,779
| +66% | +$149K |
2022 Q4
12 quarters
|
|
|
WILC
5000
DELISTED
G. Willi-Food International
WILC
| $373K | ﹤0.01% |
12,954
+2,051
| +19% | +$48.6K |
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.