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 | |
|---|---|---|---|---|---|---|---|
5101
Direxion Daily Financial Bull 3x ETF
FAS
$1.85B
| $302K | ﹤0.01% |
1,793
+209
| +13% | +$34.7K |
2024 Q3
5 quarters
|
|
5102
Meridian
MRBK
$226M
| $301K | ﹤0.01% |
17,110
+7,562
| +79% | +$118K |
2020 Q2
22 quarters
|
|
|
LAFAU
5103
LaFayette Acquisition Corp Unit
LAFAU
| $301K | ﹤0.01% |
+30,000
| New | +$301K |
2025 Q4
0 quarters
|
|
5104
Calamos Strategic Total Return Fund
CSQ
$3.28B
| $301K | ﹤0.01% |
15,651
+11,973
| +326% | +$228K |
2022 Q4
12 quarters
|
|
5105
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$985M
| $299K | ﹤0.01% |
3,553
-1,958
| -36% | -$163K |
2025 Q3
1 quarter
|
|
5106
CALL
American Tower
AMT
$75.6B
| $298K | ﹤0.01% |
1,700
| – | – |
2025 Q3
1 quarter
|
|
5107
Kornit Digital
KRNT
$751M
| $298K | ﹤0.01% |
20,701
-356
| -2% | -$4.88K |
2020 Q1
23 quarters
|
|
5108
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $298K | ﹤0.01% |
3,674
-1
| -0% | -$79 |
2022 Q4
12 quarters
|
|
5109
Lexeo Therapeutics
LXEO
$290M
| $297K | ﹤0.01% |
29,861
+15,502
| +108% | +$141K |
2023 Q4
8 quarters
|
|
5110
Invesco S&P SmallCap Industrials ETF
PSCI
$275M
| $295K | ﹤0.01% |
1,967
-72
| -4% | -$10.8K |
2024 Q2
6 quarters
|
|
5111
CALL
Lumentum
LITE
$97.4B
| $295K | ﹤0.01% |
800
-1,900
| -70% | -$488K |
2025 Q3
1 quarter
|
|
|
GARP
5112
iShares MSCI USA Quality GARP ETF
GARP
$3.37B
| $295K | ﹤0.01% |
4,327
+2,189
| +102% | +$147K |
2025 Q3
1 quarter
|
|
|
PRSU
5113
Pursuit Attractions and Hospitality Inc
PRSU
$1.43B
| $294K | ﹤0.01% |
8,718
-64
| -0.7% | -$2.23K |
2013 Q2
50 quarters
|
|
5114
Innovator US Equity Power Buffer ETF October
POCT
$959M
| $294K | ﹤0.01% |
6,683
+1,384
| +26% | +$60.1K |
2025 Q3
1 quarter
|
|
5115
iShares US Basic Materials ETF
IYM
$1.13B
| $293K | ﹤0.01% |
1,903
-147
| -7% | -$21.8K |
2020 Q4
20 quarters
|
|
5116
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
| $293K | ﹤0.01% |
7,046
+2,068
| +42% | +$87K |
2023 Q3
9 quarters
|
|
5117
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$571M
| $292K | ﹤0.01% |
6,538
+604
| +10% | +$27.2K |
2021 Q1
19 quarters
|
|
|
BIOA
5118
BioAge Labs
BIOA
$303M
| $291K | ﹤0.01% |
22,029
-14,819
| -40% | -$131K |
2024 Q3
5 quarters
|
|
5119
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$170M
| $291K | ﹤0.01% |
8,551
-9
| -0.1% | -$295 |
2022 Q4
12 quarters
|
|
5120
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$239M
| $291K | ﹤0.01% |
7,877
| – | – |
2025 Q1
3 quarters
|
|
5121
Aptus Collared Investment Opportunity ETF
ACIO
$2.41B
| $290K | ﹤0.01% |
6,639
+3,182
| +92% | +$139K |
2022 Q4
12 quarters
|
|
5122
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.82B
| $290K | ﹤0.01% |
6,827
-3,236
| -32% | -$137K |
2025 Q3
1 quarter
|
|
5123
Orange County Bancorp
OBT
$506M
| $289K | ﹤0.01% |
10,135
-531
| -5% | -$13.9K |
2023 Q1
11 quarters
|
|
5124
State Street Global Allocation ETF
GAL
$315M
| $289K | ﹤0.01% |
5,848
+220
| +4% | +$10.9K |
2024 Q2
6 quarters
|
|
5125
CALL
Stratasys
SSYS
$762M
| $289K | ﹤0.01% |
33,300
-100
| -0.3% | -$991 |
2025 Q3
1 quarter
|
|
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.