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 | |
|---|---|---|---|---|---|---|---|
|
MLAC
4801
DELISTED
Mountain Lake Acquisition Corp
MLAC
| $519K | ﹤0.01% |
+49,873
| New | +$520K |
2025 Q4
0 quarters
|
|
|
PAII.U
4802
Pyrophyte Acquisition Corp II Units
PAII.U
| $518K | ﹤0.01% |
50,000
| – | – |
2025 Q3
1 quarter
|
|
4803
Avantis Core Fixed Income ETF
AVIG
$1.94B
| $518K | ﹤0.01% |
12,358
+7,641
| +162% | +$321K |
2025 Q2
2 quarters
|
|
|
ONCHU
4804
1RT Acquisition Corp Units
ONCHU
| $518K | ﹤0.01% |
50,000
| – | – |
2025 Q3
1 quarter
|
|
4805
PUT
Pinterest
PINS
$10.9B
| $518K | ﹤0.01% |
20,000
| – | – |
2024 Q1
7 quarters
|
|
|
PGAC
4806
Pantages Capital Acquisition Corp
PGAC
$119M
| $518K | ﹤0.01% |
49,953
-49,965
| -50% | -$516K |
2025 Q3
1 quarter
|
|
4807
CALL
The GEO Group
GEO
$4.13B
| $517K | ﹤0.01% |
32,100
+28,400
| +768% | +$474K |
2025 Q3
1 quarter
|
|
|
ZSEP
4808
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$229M
| $517K | ﹤0.01% |
+19,317
| New | +$514K |
2025 Q4
0 quarters
|
|
4809
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
$3.55B
| $517K | ﹤0.01% |
7,025
-160
| -2% | -$11.6K |
2023 Q4
8 quarters
|
|
4810
Covenant Logistics
CVLG
$857M
| $517K | ﹤0.01% |
23,448
-8,405
| -26% | -$176K |
2016 Q4
36 quarters
|
|
4811
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
| $517K | ﹤0.01% |
7,812
+4,108
| +111% | +$267K |
2024 Q1
7 quarters
|
|
|
DMAA
4812
Drugs Made In America Acquisition Corp
DMAA
$264M
| $517K | ﹤0.01% |
49,821
-49,869
| -50% | -$515K |
2025 Q3
1 quarter
|
|
|
SVACU
4813
DELISTED
Spring Valley Acquisition Corp III Unit
SVACU
| $517K | ﹤0.01% |
50,000
-10,500
| -17% | -$110K |
2025 Q3
1 quarter
|
|
4814
TRI-Continental Corp
TY
$1.83B
| $516K | ﹤0.01% |
15,807
+820
| +5% | +$27.7K |
2022 Q4
12 quarters
|
|
4815
Cadeler
CDLR
$2.14B
| $516K | ﹤0.01% |
27,730
-44,817
| -62% | -$835K |
2023 Q4
8 quarters
|
|
4816
Legacy Housing
LEGH
$698M
| $515K | ﹤0.01% |
26,387
+22,199
| +530% | +$476K |
2019 Q1
27 quarters
|
|
4817
PUT
Toast
TOST
$17.2B
| $515K | ﹤0.01% |
14,500
-20,900
| -59% | -$753K |
2025 Q2
2 quarters
|
|
4818
FS Bancorp
FSBW
$349M
| $515K | ﹤0.01% |
12,497
-4,221
| -25% | -$169K |
2017 Q2
34 quarters
|
|
4819
Evolv Technologies
EVLV
$828M
| $514K | ﹤0.01% |
71,806
-35,985
| -33% | -$256K |
2021 Q3
17 quarters
|
|
|
WTGUU
4820
Wintergreen Acquisition Corp Unit
WTGUU
$59.5M
| $514K | ﹤0.01% |
50,000
| – | – |
2025 Q2
2 quarters
|
|
|
APADU
4821
DELISTED
A Paradise Acquisition Corp Unit
APADU
| $514K | ﹤0.01% |
50,000
-5,000
| -9% | -$51.1K |
2025 Q3
1 quarter
|
|
|
GTEN
4822
Gores Holdings X
GTEN
$472M
| $512K | ﹤0.01% |
49,797
+131
| +0.3% | +$1.35K |
2025 Q2
2 quarters
|
|
|
IPEX
4823
DELISTED
Inflection Point Acquisition Corp V
IPEX
| $512K | ﹤0.01% |
49,942
-99,948
| -67% | -$1.03M |
2025 Q3
1 quarter
|
|
|
FCRS.U
4824
FutureCrest Acquisition Corp Units
FCRS.U
| $512K | ﹤0.01% |
50,000
-57,609
| -54% | -$601K |
2025 Q3
1 quarter
|
|
|
WENNU
4825
Wen Acquisition Corp Unit
WENNU
| $512K | ﹤0.01% |
50,000
| – | – |
2025 Q2
2 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.