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 | |
|---|---|---|---|---|---|---|---|
5251
Bitwise Bitcoin ETF
BITB
$3.13B
| $232K | ﹤0.01% |
4,872
+4,147
| +572% | +$226K |
2024 Q4
4 quarters
|
|
5252
ACNB Corp
ACNB
$647M
| $232K | ﹤0.01% |
4,792
-2,484
| -34% | -$117K |
2017 Q4
32 quarters
|
|
5253
TrueShares Structured Outcome July ETF
JULZ
$38.7M
| $232K | ﹤0.01% |
5,497
-1,056
| -16% | -$49K |
2025 Q2
2 quarters
|
|
|
CPSJ
5254
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$50.5M
| $231K | ﹤0.01% |
8,600
+3,804
| +79% | +$102K |
2025 Q3
1 quarter
|
|
5255
Eaton Vance Total Return Bond ETF
EVTR
$5.95B
| $231K | ﹤0.01% |
4,481
+2,728
| +156% | +$141K |
2024 Q4
4 quarters
|
|
5256
Blue Ridge Bankshares
BRBS
$350M
| $231K | ﹤0.01% |
54,044
-7,747
| -13% | -$33.6K |
2021 Q2
18 quarters
|
|
5257
NYLIM Winslow Large Cap Growth ETF
IWLG
$321M
| $230K | ﹤0.01% |
+4,248
| New | +$232K |
2025 Q4
0 quarters
|
|
5258
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$287M
| $230K | ﹤0.01% |
4,675
+1,776
| +61% | +$88.3K |
2022 Q4
12 quarters
|
|
5259
BBVA Argentina
BBAR
$2.54B
| $229K | ﹤0.01% |
12,692
-275,097
| -96% | -$3.95M |
2020 Q3
21 quarters
|
|
|
GTENW
5260
Gores Holdings X Warrants
GTENW
| – | – |
0
| – | – |
2025 Q4
0 quarters
|
|
5261
First Bancorp
FNLC
$386M
| $229K | ﹤0.01% |
8,646
-5,137
| -37% | -$132K |
2017 Q4
32 quarters
|
|
5262
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
| $228K | ﹤0.01% |
4,414
-547
| -11% | -$27.8K |
2024 Q3
5 quarters
|
|
5263
Invesco RAFI Strategic US ETF
IUS
$966M
| $228K | ﹤0.01% |
3,993
+27
| +0.7% | +$1.52K |
2023 Q2
10 quarters
|
|
|
NB
5264
NioCorp Developments
NB
$506M
| $228K | ﹤0.01% |
43,044
+14,213
| +49% | +$97.8K |
2023 Q2
10 quarters
|
|
5265
Invesco Semiconductors ETF
PSI
$3.07B
| $228K | ﹤0.01% |
2,892
| – | – |
2022 Q2
14 quarters
|
|
|
NSLR
5266
Neostellar Capital Corp
NSLR
$194M
| $226K | ﹤0.01% |
23,936
+6,485
| +37% | +$61K |
2022 Q3
13 quarters
|
|
5267
PUT
Vail Resorts
MTN
$4.99B
| $226K | ﹤0.01% |
1,700
-5,900
| -78% | -$868K |
2025 Q2
2 quarters
|
|
5268
RGC Resources
RGCO
$222M
| $225K | ﹤0.01% |
10,576
-2,102
| -17% | -$45.8K |
2023 Q1
11 quarters
|
|
5269
Innovator US Equity Power Buffer ETF August
PAUG
$1.05B
| $225K | ﹤0.01% |
5,199
+2,901
| +126% | +$124K |
2023 Q2
10 quarters
|
|
5270
Main Sector Rotation ETF
SECT
$2.91B
| $225K | ﹤0.01% |
3,482
| – | – |
2023 Q4
8 quarters
|
|
5271
Tigo Energy
TYGO
$67.1M
| $224K | ﹤0.01% |
162,680
+150,460
| +1,231% | +$301K |
2025 Q3
1 quarter
|
|
5272
Investar Holding Corp
ISTR
$402M
| $223K | ﹤0.01% |
8,350
-2,767
| -25% | -$68K |
2023 Q4
8 quarters
|
|
5273
CALL
Sonoco
SON
$4.81B
| $223K | ﹤0.01% |
+5,100
| New | +$211K |
2025 Q4
0 quarters
|
|
5274
Flexsteel Industries
FLXS
$362M
| $221K | ﹤0.01% |
5,607
-14,777
| -72% | -$576K |
2023 Q3
9 quarters
|
|
|
SEVN
5275
Seven Hills Realty Trust
SEVN
$153M
| $221K | ﹤0.01% |
24,834
+4,227
| +21% | +$39.7K |
2023 Q4
8 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.