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 | |
|---|---|---|---|---|---|---|---|
5126
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$390M
| $288K | ﹤0.01% |
4,272
-87
| -2% | -$5.91K |
2020 Q4
20 quarters
|
|
|
PONY
5127
Pony AI Inc
PONY
$2.64B
| $288K | ﹤0.01% |
19,881
+17,771
| +842% | +$295K |
2025 Q2
2 quarters
|
|
5128
Transportadora de Gas del Sur
TGS
$3.77B
| $288K | ﹤0.01% |
9,258
-54,315
| -85% | -$1.54M |
2025 Q1
3 quarters
|
|
5129
Montauk Renewables
MNTK
$409M
| $288K | ﹤0.01% |
172,192
-5,663
| -3% | -$10.9K |
2021 Q1
19 quarters
|
|
5130
Innovator US Equity Buffer ETF June
BJUN
$243M
| $286K | ﹤0.01% |
6,120
+377
| +7% | +$17.4K |
2024 Q4
4 quarters
|
|
5131
Bel Fuse Inc Class A
BELFA
$3.02B
| $286K | ﹤0.01% |
1,882
-469
| -20% | -$62.9K |
2024 Q1
7 quarters
|
|
5132
Counterpoint Quantitative Equity ETF
CPAI
$469M
| $285K | ﹤0.01% |
7,102
+641
| +10% | +$25.4K |
2025 Q1
3 quarters
|
|
5133
Innovator US Equity Buffer ETF October
BOCT
$291M
| $284K | ﹤0.01% |
5,755
-9,544
| -62% | -$466K |
2025 Q3
1 quarter
|
|
|
BCAX
5134
Bicara Therapeutics
BCAX
$1.17B
| $284K | ﹤0.01% |
16,847
-8,088
| -32% | -$138K |
2024 Q3
5 quarters
|
|
5135
VanEck Mortgage REIT Income ETF
MORT
$292M
| $283K | ﹤0.01% |
+26,896
| New | +$284K |
2025 Q4
0 quarters
|
|
5136
PUT
FuboTV Inc
FUBO
$262M
| $282K | ﹤0.01% |
9,333
| – | – |
2025 Q1
3 quarters
|
|
5137
Telecom Argentina
TEO
$5.05B
| $281K | ﹤0.01% |
+24,245
| New | +$260K |
2025 Q4
0 quarters
|
|
|
HUYA
5138
Huya Inc
HUYA
$525M
| $280K | ﹤0.01% |
97,395
+97,375
| +486,875% | +$285K |
2025 Q2
2 quarters
|
|
5139
Franklin US Small Cap Multifactor Index ETF
FLQS
$45M
| $280K | ﹤0.01% |
6,483
+6,114
| +1,657% | +$264K |
2025 Q3
1 quarter
|
|
5140
UWM Holdings
UWMC
$435M
| $279K | ﹤0.01% |
63,688
+40,002
| +169% | +$215K |
2021 Q2
18 quarters
|
|
5141
CapForce IBD 50 ETF
FFTY
$76.1M
| $278K | ﹤0.01% |
7,994
-4,811
| -38% | -$177K |
2025 Q3
1 quarter
|
|
5142
Hagerty
HGTY
$1.52B
| $278K | ﹤0.01% |
20,676
+19,962
| +2,796% | +$249K |
2024 Q3
5 quarters
|
|
5143
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.26B
| $278K | ﹤0.01% |
5,660
-169
| -3% | -$8.34K |
2023 Q4
8 quarters
|
|
|
SMC
5144
Summit Midstream
SMC
$425M
| $277K | ﹤0.01% |
10,397
+6,595
| +173% | +$157K |
2024 Q4
4 quarters
|
|
|
CBIO
5145
Crescent Biopharma
CBIO
$532M
| $277K | ﹤0.01% |
23,339
+23,322
| +137,188% | +$297K |
2025 Q3
1 quarter
|
|
5146
Innovator US Equity Buffer ETF April
BAPR
$418M
| $275K | ﹤0.01% |
5,733
-9,327
| -62% | -$441K |
2025 Q1
3 quarters
|
|
5147
Vanguard US Quality Factor ETF
VFQY
$493M
| $275K | ﹤0.01% |
1,790
-748
| -29% | -$113K |
2022 Q4
12 quarters
|
|
5148
Innovator US Equity Buffer ETF January
BJAN
$351M
| $272K | ﹤0.01% |
4,946
-4,100
| -45% | -$220K |
2025 Q3
1 quarter
|
|
5149
American Century Focused Dynamic Growth ETF
FDG
$437M
| $272K | ﹤0.01% |
2,141
-5,469
| -72% | -$681K |
2025 Q1
3 quarters
|
|
|
STRK
5150
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$557M
| $271K | ﹤0.01% |
+3,446
| New | +$297K |
2025 Q4
0 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.