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 | |
|---|---|---|---|---|---|---|---|
|
WRD
6126
WeRide Inc
WRD
$1.71B
| $34.5K | ﹤0.01% |
3,970
-374
| -9% | -$3.48K |
2025 Q2
2 quarters
|
|
6127
Sigma Lithium
SGML
$939M
| $34.4K | ﹤0.01% |
2,605
-1,555
| -37% | -$13.4K |
2022 Q1
15 quarters
|
|
|
LHAI
6128
Linkhome Holdings
LHAI
$16.5M
| $34.3K | ﹤0.01% |
+4,493
| New | +$48.1K |
2025 Q4
0 quarters
|
|
6129
PepGen
PEPG
$153M
| $34.1K | ﹤0.01% |
5,241
+3,066
| +141% | +$15.9K |
2022 Q2
14 quarters
|
|
6130
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$335M
| $34.1K | ﹤0.01% |
650
+122
| +23% | +$6.32K |
2024 Q2
6 quarters
|
|
|
SNCR
6131
DELISTED
Synchronoss Technologies
SNCR
| $34K | ﹤0.01% |
3,974
-29,287
| -88% | -$181K |
2018 Q4
28 quarters
|
|
6132
Adaptive Alpha Opportunities ETF
AGOX
$381M
| $34K | ﹤0.01% |
1,191
+815
| +217% | +$24.6K |
2025 Q3
1 quarter
|
|
6133
Valhi
VHI
$431M
| $33.9K | ﹤0.01% |
2,817
-2,563
| -48% | -$34.2K |
2016 Q4
36 quarters
|
|
6134
Eledon Pharmaceuticals
ELDN
$198M
| $33.9K | ﹤0.01% |
22,442
-249
| -1% | -$592 |
2025 Q2
2 quarters
|
|
6135
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$454M
| $33.9K | ﹤0.01% |
860
-42
| -5% | -$1.64K |
2023 Q3
9 quarters
|
|
6136
Myomo
MYO
$63.8M
| $33.8K | ﹤0.01% |
37,139
-41,137
| -53% | -$39.4K |
2024 Q4
4 quarters
|
|
6137
Strive Inc
ASST
$2.94B
| $33.6K | ﹤0.01% |
+2,278
| New | +$54.4K |
2025 Q4
0 quarters
|
|
6138
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.27B
| $33.4K | ﹤0.01% |
1,515
-302,867
| -100% | -$6.7M |
2024 Q1
7 quarters
|
|
6139
TScan Therapeutics
TCRX
$21.5M
| $33.3K | ﹤0.01% |
33,349
-204,401
| -86% | -$296K |
2023 Q4
8 quarters
|
|
6140
Hartford Large Cap Growth ETF
HFGO
$211M
| $33.3K | ﹤0.01% |
1,221
| – | – |
2023 Q4
8 quarters
|
|
6141
Accuray
ARAY
$31.9M
| $33.2K | ﹤0.01% |
40,306
-142,188
| -78% | -$178K |
2014 Q3
45 quarters
|
|
6142
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$520M
| $33.2K | ﹤0.01% |
521
-5,373
| -91% | -$342K |
2025 Q3
1 quarter
|
|
|
CGIC
6143
Capital Group International Core Equity ETF
CGIC
$2.51B
| $33.1K | ﹤0.01% |
1,020
-419
| -29% | -$13.2K |
2025 Q1
3 quarters
|
|
6144
AudioEye
AEYE
$87.2M
| $33K | ﹤0.01% |
3,301
+16
| +0.5% | +$206 |
2024 Q2
6 quarters
|
|
6145
LifeVantage
LFVN
$78.6M
| $33K | ﹤0.01% |
5,353
+1,073
| +25% | +$7.95K |
2023 Q2
10 quarters
|
|
6146
CALL
GE HealthCare
GEHC
$28.9B
| $32.8K | ﹤0.01% |
+400
| New | +$31.2K |
2025 Q4
0 quarters
|
|
6147
CALL
UiPath
PATH
$6.94B
| $32.8K | ﹤0.01% |
2,000
+1,600
| +400% | +$24.9K |
2025 Q3
1 quarter
|
|
|
6148
PUT
UiPath
PATH
$6.94B
| $32.8K | ﹤0.01% |
+2,000
| New | +$31.1K |
2025 Q4
0 quarters
|
|
6149
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$617M
| $32.5K | ﹤0.01% |
286
-82
| -22% | -$9.27K |
2023 Q4
8 quarters
|
|
6150
First Trust Nasdaq Transportation ETF
FTXR
$961M
| $32.4K | ﹤0.01% |
+837
| New | +$30.6K |
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.