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 | |
|---|---|---|---|---|---|---|---|
|
NXH
5276
Neighborhood Intelligence Inc
NXH
$263M
| $220K | ﹤0.01% |
40,292
-521,269
| -93% | -$3.78M |
2017 Q4
32 quarters
|
|
5277
Franklin FTSE Germany ETF
FLGR
$36.9M
| $220K | ﹤0.01% |
6,548
-14,133
| -68% | -$462K |
2025 Q2
2 quarters
|
|
5278
CALL
Eldorado Gold
EGO
$9.85B
| $219K | ﹤0.01% |
6,100
+3,400
| +126% | +$102K |
2025 Q3
1 quarter
|
|
5279
Bloomin' Brands
BLMN
$715M
| $219K | ﹤0.01% |
35,494
-1,297
| -4% | -$9.04K |
2014 Q4
44 quarters
|
|
5280
PUT
ZIM Integrated Shipping Services
ZIM
$3.59B
| $219K | ﹤0.01% |
+10,300
| New | +$173K |
2025 Q4
0 quarters
|
|
5281
CALL
AeroVironment
AVAV
$7.11B
| $218K | ﹤0.01% |
900
-300
| -25% | -$94.3K |
2025 Q2
2 quarters
|
|
5282
Weyco Group
WEYS
$488M
| $217K | ﹤0.01% |
7,093
-2,211
| -24% | -$67.6K |
2017 Q4
32 quarters
|
|
5283
AMES National
ATLO
$283M
| $217K | ﹤0.01% |
9,437
-1,983
| -17% | -$42.6K |
2017 Q4
32 quarters
|
|
|
NBXG
5284
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.26B
| $217K | ﹤0.01% |
15,000
+13,780
| +1,130% | +$204K |
2023 Q2
10 quarters
|
|
5285
Columbus McKinnon
CMCO
$480M
| $216K | ﹤0.01% |
12,524
-231
| -2% | -$3.7K |
2013 Q2
50 quarters
|
|
5286
AB Core Plus Bond ETF
CPLS
$197M
| $215K | ﹤0.01% |
6,061
-46,845
| -89% | -$1.68M |
2025 Q3
1 quarter
|
|
5287
DocGo
DCGO
$37.9M
| $215K | ﹤0.01% |
245,343
-312,270
| -56% | -$334K |
2022 Q2
14 quarters
|
|
5288
Invesco S&P SmallCap Momentum ETF
XSMO
$2.92B
| $215K | ﹤0.01% |
2,987
+2,706
| +963% | +$197K |
2024 Q1
7 quarters
|
|
|
RZLV
5289
Rezolve AI
RZLV
$880M
| $215K | ﹤0.01% |
83,540
-13,951
| -14% | -$52.6K |
2024 Q3
5 quarters
|
|
5290
Timberland Bancorp
TSBK
$353M
| $215K | ﹤0.01% |
5,997
-1,093
| -15% | -$36.9K |
2023 Q1
11 quarters
|
|
|
TALK
5291
DELISTED
Talkspace
TALK
| $214K | ﹤0.01% |
59,065
-132,247
| -69% | -$419K |
2021 Q2
18 quarters
|
|
5292
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$52.8M
| $214K | ﹤0.01% |
6,778
+2,730
| +67% | +$84.9K |
2025 Q3
1 quarter
|
|
5293
Limoneira
LMNR
$217M
| $214K | ﹤0.01% |
16,913
-4,471
| -21% | -$63.1K |
2017 Q4
32 quarters
|
|
5294
iShares MSCI Turkey ETF
TUR
$170M
| $213K | ﹤0.01% |
6,191
-203
| -3% | -$6.87K |
2025 Q2
2 quarters
|
|
|
WLAC
5295
DELISTED
Willow Lane Acquisition Corp
WLAC
| $213K | ﹤0.01% |
16,851
+1,968
| +13% | +$24.2K |
2025 Q3
1 quarter
|
|
5296
Personalis
PSNL
$1.73B
| $213K | ﹤0.01% |
26,716
+1,883
| +8% | +$16.5K |
2019 Q2
26 quarters
|
|
5297
OneAscent International Equity ETF
OAIM
$385M
| $212K | ﹤0.01% |
5,132
-221
| -4% | -$8.93K |
2024 Q4
4 quarters
|
|
5298
First Trust International Developed Capital Strength ETF
FICS
$195M
| $212K | ﹤0.01% |
5,283
-127
| -2% | -$4.95K |
2024 Q2
6 quarters
|
|
|
BRT
5299
BRT Apartments
BRT
$249M
| $212K | ﹤0.01% |
14,391
-4,435
| -24% | -$65.5K |
2018 Q2
30 quarters
|
|
|
CEPU
5300
Central Puerto
CEPU
$1.77B
| $211K | ﹤0.01% |
12,083
+2,649
| +28% | +$36.7K |
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.