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 | |
|---|---|---|---|---|---|---|---|
5426
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$383M
| $158K | ﹤0.01% |
+2,300
| New | +$158K |
2025 Q4
0 quarters
|
|
5427
ALPS Dynamic US Dividend Advantage ETF
RFDA
$77.8M
| $158K | ﹤0.01% |
2,482
| – | – |
2022 Q4
12 quarters
|
|
5428
CALL
Amkor Technology
AMKR
$13.6B
| $158K | ﹤0.01% |
+4,000
| New | +$142K |
2025 Q4
0 quarters
|
|
5429
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
| $157K | ﹤0.01% |
+4,117
| New | +$155K |
2025 Q4
0 quarters
|
|
5430
Savers
SVV
$1.43B
| $157K | ﹤0.01% |
16,774
-811
| -5% | -$8.34K |
2023 Q2
10 quarters
|
|
5431
eHealth
EHTH
$22.4M
| $157K | ﹤0.01% |
34,022
-176,642
| -84% | -$778K |
2016 Q2
38 quarters
|
|
5432
Parke Bancorp
PKBK
$389M
| $156K | ﹤0.01% |
6,228
-4,986
| -44% | -$112K |
2021 Q4
16 quarters
|
|
5433
iShares Mortgage Real Estate ETF
REM
$449M
| $156K | ﹤0.01% |
7,030
+745
| +12% | +$16.6K |
2016 Q2
38 quarters
|
|
5434
iShares Global Timber & Forestry ETF
WOOD
$255M
| $156K | ﹤0.01% |
2,163
+77
| +4% | +$5.43K |
2023 Q4
8 quarters
|
|
5435
Treace Medical Concepts
TMCI
$276M
| $156K | ﹤0.01% |
63,516
-1,550,016
| -96% | -$6.73M |
2021 Q2
18 quarters
|
|
5436
Eve Holding
EVEX
$620M
| $156K | ﹤0.01% |
38,997
+17,492
| +81% | +$76.9K |
2023 Q2
10 quarters
|
|
5437
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.57B
| $156K | ﹤0.01% |
3,506
-7,571
| -68% | -$333K |
2023 Q3
9 quarters
|
|
5438
LCNB Corp
LCNB
$268M
| $155K | ﹤0.01% |
9,478
-4,158
| -30% | -$65.4K |
2017 Q4
32 quarters
|
|
5439
Lightbridge
LTBR
$223M
| $155K | ﹤0.01% |
12,288
+787
| +7% | +$15.1K |
2024 Q4
4 quarters
|
|
5440
Eastern Company
EML
$150M
| $155K | ﹤0.01% |
7,877
-1,073
| -12% | -$21.9K |
2017 Q4
32 quarters
|
|
|
HEDG
5441
Equable Shares Hedged Equity ETF
HEDG
$440M
| $155K | ﹤0.01% |
+5,284
| New | +$154K |
2025 Q4
0 quarters
|
|
5442
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.38B
| $155K | ﹤0.01% |
1,522
+993
| +188% | +$101K |
2024 Q2
6 quarters
|
|
|
GSRFU
5443
GSR IV Acquisition Corp Units
GSRFU
| $155K | ﹤0.01% |
15,000
-1,500
| -9% | -$15.5K |
2025 Q3
1 quarter
|
|
|
CCAQU
5444
Collective Acquisition Corp Units
CCAQU
| $154K | ﹤0.01% |
15,000
| – | – |
2025 Q2
2 quarters
|
|
5445
ProShares UltraPro Short S&P 500
SPXU
$419M
| $154K | ﹤0.01% |
3,097
-77,464
| -96% | -$4.03M |
2025 Q1
3 quarters
|
|
|
TPZ
5446
Tortoise Electrification Infrastructure ETF
TPZ
$119M
| $154K | ﹤0.01% |
7,536
+2,176
| +41% | +$45.5K |
2024 Q4
4 quarters
|
|
|
AAM.WS
5447
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
| – | – |
0
| – | – |
2024 Q4
4 quarters
|
|
5448
Similarweb
SMWB
$725M
| $152K | ﹤0.01% |
20,249
-1,276
| -6% | -$10.3K |
2021 Q2
18 quarters
|
|
|
LENZ
5449
LENZ Therapeutics
LENZ
$115M
| $151K | ﹤0.01% |
9,465
-1,757
| -16% | -$51.2K |
2021 Q3
17 quarters
|
|
5450
Strive US Semiconductor ETF
SHOC
$256M
| $151K | ﹤0.01% |
2,200
| – | – |
2025 Q3
1 quarter
|
|
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.