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 | |
|---|---|---|---|---|---|---|---|
5001
CALL
Sweetgreen
SG
$1.08B
| $372K | ﹤0.01% |
55,100
| – | – |
2025 Q2
2 quarters
|
|
5002
Core Laboratories
CLB
$455M
| $372K | ﹤0.01% |
23,188
+1,023
| +5% | +$15.2K |
2013 Q2
50 quarters
|
|
5003
American Resources Corp
AREC
$191M
| $371K | ﹤0.01% |
+149,442
| New | +$498K |
2025 Q4
0 quarters
|
|
|
CIO
5004
DELISTED
City Office REIT
CIO
| $369K | ﹤0.01% |
52,782
-208,845
| -80% | -$1.45M |
2017 Q4
32 quarters
|
|
5005
Beyond Meat
BYND
$142M
| $368K | ﹤0.01% |
14,965
+13,892
| +1,295% | +$580K |
2019 Q2
26 quarters
|
|
5006
State Street SPDR Portfolio Europe ETF
SPEU
$694M
| $368K | ﹤0.01% |
7,051
+5,757
| +445% | +$292K |
2024 Q3
5 quarters
|
|
5007
First Trust Long Duration Opportunities ETF
LGOV
$589M
| $367K | ﹤0.01% |
16,810
-195
| -1% | -$4.29K |
2024 Q2
6 quarters
|
|
5008
First Trust Long/Short Equity ETF
FTLS
$2.58B
| $367K | ﹤0.01% |
5,167
+2,369
| +85% | +$167K |
2022 Q4
12 quarters
|
|
5009
B2Gold
BTG
$6.87B
| $366K | ﹤0.01% |
81,247
-5,495
| -6% | -$25.6K |
2013 Q2
50 quarters
|
|
5010
Invesco S&P MidCap Low Volatility ETF
XMLV
$694M
| $366K | ﹤0.01% |
5,871
-140,834
| -96% | -$8.84M |
2018 Q1
31 quarters
|
|
5011
iShares MSCI Thailand ETF
THD
$408M
| $366K | ﹤0.01% |
6,130
-6,925
| -53% | -$414K |
2017 Q3
33 quarters
|
|
5012
Ituran Location and Control
ITRN
$1.04B
| $364K | ﹤0.01% |
8,473
-115
| -1% | -$4.51K |
2016 Q1
39 quarters
|
|
5013
Return Stacked Global Stocks & Bonds ETF
RSSB
$499M
| $364K | ﹤0.01% |
12,954
+9,494
| +274% | +$273K |
2025 Q3
1 quarter
|
|
|
AOCT
5014
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$48M
| $363K | ﹤0.01% |
13,669
+12,202
| +832% | +$322K |
2025 Q3
1 quarter
|
|
|
AMBQ
5015
Ambiq Micro
AMBQ
$1.65B
| $362K | ﹤0.01% |
12,691
+10,814
| +576% | +$310K |
2025 Q3
1 quarter
|
|
|
BAND
5016
Bandwidth Inc
BAND
$2.05B
| $362K | ﹤0.01% |
23,409
-28,315
| -55% | -$429K |
2018 Q2
30 quarters
|
|
5017
VanEck Pharmaceutical ETF
PPH
$993M
| $360K | ﹤0.01% |
3,488
-253,497
| -99% | -$24.7M |
2022 Q4
12 quarters
|
|
5018
Rackspace Technology
RXT
$1.05B
| $359K | ﹤0.01% |
369,308
-1,095,081
| -75% | -$1.38M |
2020 Q3
21 quarters
|
|
5019
Inspired Entertainment
INSE
$91.2M
| $358K | ﹤0.01% |
38,278
+941
| +3% | +$7.92K |
2019 Q2
26 quarters
|
|
|
QLTI
5020
GMO International Quality ETF
QLTI
$272M
| $358K | ﹤0.01% |
13,468
-484
| -3% | -$12.6K |
2025 Q2
2 quarters
|
|
5021
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$55.4M
| $356K | ﹤0.01% |
11,741
-1,629
| -12% | -$49K |
2025 Q1
3 quarters
|
|
5022
Richtech Robotics
RR
$378M
| $356K | ﹤0.01% |
110,115
-9,407
| -8% | -$41.6K |
2025 Q1
3 quarters
|
|
5023
CALL
Pitney Bowes
PBI
$2.3B
| $355K | ﹤0.01% |
33,600
+12,900
| +62% | +$134K |
2025 Q3
1 quarter
|
|
5024
Inseego
INSG
$75.7M
| $355K | ﹤0.01% |
34,578
+29,388
| +566% | +$382K |
2016 Q4
36 quarters
|
|
5025
CALL
Transocean
RIG
$5.77B
| $354K | ﹤0.01% |
85,700
-5,200
| -6% | -$20.2K |
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.