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 | Financials | 9.75% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Healthcare | 7.93% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5376
WPP
WPP
$5.83B
| $180K | ﹤0.01% |
8,029
+6,177
| +334% | +$133K |
|
5377
SonicShares Global Shipping ETF
BOAT
$86.6M
| $180K | ﹤0.01% |
5,705
-71
| -1% | -$2.25K |
|
5378
iShares Core Conservative Allocation ETF
AOK
$794M
| $180K | ﹤0.01% |
4,487
-36,338
| -89% | -$1.47M |
|
5379
Solid Biosciences
SLDB
$960M
| $179K | ﹤0.01% |
31,757
-3,946
| -11% | -$21.4K |
|
5380
Zevia
ZVIA
$104M
| $179K | ﹤0.01% |
77,117
+62,929
| +444% | +$156K |
|
5381
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
| $179K | ﹤0.01% |
3,972
-508
| -11% | -$23.1K |
|
5382
WisdomTree Mortgage Plus Bond Fund
MTGP
$74.4M
| $178K | ﹤0.01% |
4,001
-106
| -3% | -$4.74K |
|
5383
Kodak
KODK
$963M
| $178K | ﹤0.01% |
21,011
-5,188
| -20% | -$38.8K |
|
5384
First Trust Small Cap Value AlphaDEX Fund
FYT
$202M
| $177K | ﹤0.01% |
3,121
+2,198
| +238% | +$123K |
|
5385
Zumiez
ZUMZ
$317M
| $177K | ﹤0.01% |
6,787
-312
| -4% | -$7.49K |
|
5386
First Trust STOXX European Select Dividend Income Fund
FDD
$915M
| $175K | ﹤0.01% |
+10,000
| New | +$165K |
|
|
CCCXU
5387
DELISTED
Churchill Capital Corp X Unit
CCCXU
| $174K | ﹤0.01% |
10,000
-30,000
| -75% | -$567K |
|
5388
PUT
Bloom Energy
BE
$69.4B
| $174K | ﹤0.01% |
2,000
-3,700
| -65% | -$389K |
|
5389
ALPS Equal Sector Weight ETF
EQL
$769M
| $174K | ﹤0.01% |
3,746
| – | – |
|
5390
OneAscent Core Plus Bond ETF
OACP
$267M
| $174K | ﹤0.01% |
+7,535
| New | +$174K |
|
5391
ProShares Ultra QQQ
QLD
$14.3B
| $173K | ﹤0.01% |
2,462
-1,020
| -29% | -$72.3K |
|
5392
CVRx
CVRX
$83.9M
| $173K | ﹤0.01% |
24,364
-9,203
| -27% | -$84K |
|
5393
Verastem
VSTM
$590M
| $173K | ﹤0.01% |
22,361
+1,064
| +5% | +$9.48K |
|
5394
ProShares UltraShort S&P500
SDS
$366M
| $172K | ﹤0.01% |
2,511
+237
| +10% | +$16.7K |
|
5395
Citizens Financial Services
CZFS
$399M
| $172K | ﹤0.01% |
3,015
-1,576
| -34% | -$89.7K |
|
5396
Douglas Elliman
DOUG
$181M
| $171K | ﹤0.01% |
72,232
-32,720
| -31% | -$84.2K |
|
5397
BlackRock Science and Technology Trust
BST
$1.74B
| $171K | ﹤0.01% |
4,219
+5
| +0.1% | +$205 |
|
|
FSSL
5398
FS Specialty Lending Fund
FSSL
$875M
| $171K | ﹤0.01% |
+12,082
| New | +$165K |
|
5399
Bank of Marin Bancorp
BMRC
$462M
| $171K | ﹤0.01% |
6,567
-166
| -2% | -$4.27K |
|
5400
Escalade
ESCA
$279M
| $170K | ﹤0.01% |
12,632
-1,221
| -9% | -$15.2K |
|
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 $108B in Q4 2025, closing 563 positions and reducing 3,330 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 Financials and Consumer Discretionary.
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.