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 | |
|---|---|---|---|---|---|---|---|
5376
MVB Financial
MVBF
$394M
| $181K | ﹤0.01% |
7,024
-4,450
| -39% | -$118K |
2018 Q2
30 quarters
|
|
5377
WPP
WPP
$5.34B
| $180K | ﹤0.01% |
8,029
+6,177
| +334% | +$133K |
2013 Q2
50 quarters
|
|
5378
SonicShares Global Shipping ETF
BOAT
$141M
| $180K | ﹤0.01% |
5,705
-71
| -1% | -$2.25K |
2024 Q2
6 quarters
|
|
5379
iShares Core Conservative Allocation ETF
AOK
$811M
| $180K | ﹤0.01% |
4,487
-36,338
| -89% | -$1.47M |
2025 Q3
1 quarter
|
|
5380
Solid Biosciences
SLDB
$744M
| $179K | ﹤0.01% |
31,757
-3,946
| -11% | -$21.4K |
2018 Q1
31 quarters
|
|
5381
Zevia
ZVIA
$87.3M
| $179K | ﹤0.01% |
77,117
+62,929
| +444% | +$156K |
2023 Q2
10 quarters
|
|
5382
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
| $179K | ﹤0.01% |
3,972
-508
| -11% | -$23.1K |
2017 Q4
32 quarters
|
|
5383
WisdomTree Mortgage Plus Bond Fund
MTGP
$71.5M
| $178K | ﹤0.01% |
4,001
-106
| -3% | -$4.74K |
2023 Q2
10 quarters
|
|
5384
Kodak
KODK
$970M
| $178K | ﹤0.01% |
21,011
-5,188
| -20% | -$38.8K |
2017 Q4
32 quarters
|
|
5385
First Trust Small Cap Value AlphaDEX Fund
FYT
$183M
| $177K | ﹤0.01% |
3,121
+2,198
| +238% | +$123K |
2025 Q1
3 quarters
|
|
5386
Zumiez
ZUMZ
$206M
| $177K | ﹤0.01% |
6,787
-312
| -4% | -$7.49K |
2016 Q4
36 quarters
|
|
5387
First Trust STOXX European Select Dividend Income Fund
FDD
$867M
| $175K | ﹤0.01% |
+10,000
| New | +$165K |
2025 Q4
0 quarters
|
|
|
CCCXU
5388
DELISTED
Churchill Capital Corp X Unit
CCCXU
| $174K | ﹤0.01% |
10,000
-30,000
| -75% | -$567K |
2025 Q2
2 quarters
|
|
5389
PUT
Bloom Energy
BE
$86.2B
| $174K | ﹤0.01% |
2,000
-3,700
| -65% | -$389K |
2024 Q4
4 quarters
|
|
5390
ALPS Equal Sector Weight ETF
EQL
$744M
| $174K | ﹤0.01% |
3,746
| – | – |
2025 Q2
2 quarters
|
|
5391
OneAscent Core Plus Bond ETF
OACP
$266M
| $174K | ﹤0.01% |
+7,535
| New | +$174K |
2025 Q4
0 quarters
|
|
5392
ProShares Ultra QQQ
QLD
$15.5B
| $173K | ﹤0.01% |
2,462
-1,020
| -29% | -$72.3K |
2023 Q2
10 quarters
|
|
5393
CVRx
CVRX
$42.9M
| $173K | ﹤0.01% |
24,364
-9,203
| -27% | -$84K |
2023 Q2
10 quarters
|
|
5394
Verastem
VSTM
$699M
| $173K | ﹤0.01% |
22,361
+1,064
| +5% | +$9.48K |
2020 Q2
22 quarters
|
|
5395
ProShares UltraShort S&P500
SDS
$346M
| $172K | ﹤0.01% |
2,511
+237
| +10% | +$16.7K |
2023 Q1
11 quarters
|
|
5396
Citizens Financial Services
CZFS
$385M
| $172K | ﹤0.01% |
3,015
-1,576
| -34% | -$89.7K |
2022 Q2
14 quarters
|
|
5397
Douglas Elliman
DOUG
$143M
| $171K | ﹤0.01% |
72,232
-32,720
| -31% | -$84.2K |
2021 Q4
16 quarters
|
|
5398
BlackRock Science and Technology Trust
BST
$1.8B
| $171K | ﹤0.01% |
4,219
+5
| +0.1% | +$205 |
2020 Q4
20 quarters
|
|
|
FSSL
5399
FS Specialty Lending Fund
FSSL
$897M
| $171K | ﹤0.01% |
+12,082
| New | +$165K |
2025 Q4
0 quarters
|
|
5400
Bank of Marin Bancorp
BMRC
$447M
| $171K | ﹤0.01% |
6,567
-166
| -2% | -$4.27K |
2014 Q1
47 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.