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 | |
|---|---|---|---|---|---|---|---|
2326
NOV
NOV
$6.74B
| $14.1M | ﹤0.01% |
903,494
-21,031
| -2% | -$312K |
2013 Q2
50 quarters
|
|
2327
Center Bancorp
CNOB
$1.53B
| $14.1M | ﹤0.01% |
538,297
-31,036
| -5% | -$786K |
2017 Q3
33 quarters
|
|
2328
Erie Indemnity
ERIE
$11.6B
| $14.1M | ﹤0.01% |
49,195
-85,133
| -63% | -$25.4M |
2015 Q4
40 quarters
|
|
|
ECHO
2329
CALL
EchoStar
ECHO
$25.7B
| $14M | ﹤0.01% |
128,900
+41,700
| +48% | +$3.4M |
2024 Q1
7 quarters
|
|
2330
OneMain Financial
OMF
$6.43B
| $14M | ﹤0.01% |
207,124
-82,819
| -29% | -$5.04M |
2017 Q4
32 quarters
|
|
2331
Sensient Technologies
SXT
$5.47B
| $14M | ﹤0.01% |
148,691
+50,008
| +51% | +$4.72M |
2013 Q2
50 quarters
|
|
2332
PUT
Stellantis
STLA
$13.6B
| $14M | ﹤0.01% |
1,282,200
-3,361,700
| -72% | -$36.2M |
2018 Q3
29 quarters
|
|
2333
California Resources
CRC
$4.59B
| $14M | ﹤0.01% |
312,161
+58,462
| +23% | +$2.77M |
2020 Q4
20 quarters
|
|
2334
Korn Ferry
KFY
$4.05B
| $14M | ﹤0.01% |
211,352
+73,284
| +53% | +$4.93M |
2013 Q2
50 quarters
|
|
2335
Popular Inc
BPOP
$9.98B
| $13.9M | ﹤0.01% |
111,927
-58,771
| -34% | -$6.95M |
2013 Q2
50 quarters
|
|
2336
PUT
Synchrony
SYF
$23.3B
| $13.9M | ﹤0.01% |
166,900
+135,000
| +423% | +$10.3M |
2023 Q3
9 quarters
|
|
2337
Apogee Enterprises
APOG
$745M
| $13.9M | ﹤0.01% |
382,321
+109,352
| +40% | +$4.13M |
2015 Q3
41 quarters
|
|
2338
ADT
ADT
$4.55B
| $13.9M | ﹤0.01% |
1,723,042
+1,025,563
| +147% | +$8.53M |
2018 Q1
31 quarters
|
|
2339
CALL
Starbucks
SBUX
$108B
| $13.9M | ﹤0.01% |
164,900
-15,300
| -8% | -$1.29M |
2016 Q1
39 quarters
|
|
2340
Hanover Insurance
THG
$7.55B
| $13.9M | ﹤0.01% |
75,927
-4,271
| -5% | -$768K |
2013 Q2
50 quarters
|
|
2341
Penske Automotive Group
PAG
$13.3B
| $13.9M | ﹤0.01% |
87,616
-24,159
| -22% | -$3.97M |
2013 Q2
50 quarters
|
|
2342
PUT
Amgen
AMGN
$220B
| $13.8M | ﹤0.01% |
42,300
+34,500
| +442% | +$10.9M |
2014 Q3
45 quarters
|
|
2343
Valley National Bancorp
VLY
$7B
| $13.8M | ﹤0.01% |
1,182,622
+313,875
| +36% | +$3.48M |
2013 Q2
50 quarters
|
|
2344
PUT
Progressive
PGR
$122B
| $13.8M | ﹤0.01% |
60,600
-24,100
| -28% | -$5.44M |
2023 Q3
9 quarters
|
|
|
RPC
2345
Ridgepost Capital
RPC
$827M
| $13.8M | ﹤0.01% |
1,404,204
+60,200
| +4% | +$610K |
2023 Q2
10 quarters
|
|
2346
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.04B
| $13.8M | ﹤0.01% |
597,191
+505,140
| +549% | +$11.6M |
2020 Q2
22 quarters
|
|
2347
Ubiquiti
UI
$36.9B
| $13.8M | ﹤0.01% |
24,875
+9,034
| +57% | +$5.71M |
2013 Q2
50 quarters
|
|
2348
Cars.com
CARS
$535M
| $13.8M | ﹤0.01% |
1,127,095
+595,609
| +112% | +$6.92M |
2017 Q2
34 quarters
|
|
2349
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$160B
| $13.7M | ﹤0.01% |
711,065
+173,622
| +32% | +$3.01M |
2013 Q2
50 quarters
|
|
2350
Americold
COLD
$3.94B
| $13.7M | ﹤0.01% |
1,063,912
-627,655
| -37% | -$7.69M |
2018 Q1
31 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.