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 | |
|---|---|---|---|---|---|---|---|
5451
Polestar Automotive Holding UK
PSNY
$1.04B
| $150K | ﹤0.01% |
7,028
+1,455
| +26% | +$30.4K |
2024 Q1
7 quarters
|
|
|
LFACU
5452
Leapfrog Acquisition Corp Units
LFACU
| $150K | ﹤0.01% |
+15,000
| New | +$150K |
2025 Q4
0 quarters
|
|
5453
iShares Short Maturity Bond ETF
NEAR
$5.1B
| $150K | ﹤0.01% |
2,928
-39,369
| -93% | -$2.02M |
2022 Q4
12 quarters
|
|
5454
FT Vest US Equity Buffer ETF August
FAUG
$1.36B
| $150K | ﹤0.01% |
2,826
-5,324
| -65% | -$278K |
2024 Q3
5 quarters
|
|
5455
EVI Industries
EVI
$248M
| $150K | ﹤0.01% |
6,072
-1,349
| -18% | -$33.6K |
2023 Q2
10 quarters
|
|
5456
Security National Financial
SNFCA
$229M
| $149K | ﹤0.01% |
17,359
+915
| +6% | +$7.38K |
2020 Q2
22 quarters
|
|
|
VOXR
5457
Vox Royalty Corp
VOXR
$348M
| $149K | ﹤0.01% |
31,395
-2,740
| -8% | -$12.4K |
2025 Q2
2 quarters
|
|
5458
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.74B
| $149K | ﹤0.01% |
8,792
-235,026
| -96% | -$3.98M |
2024 Q3
5 quarters
|
|
5459
InfraCap MLP ETF
AMZA
$458M
| $148K | ﹤0.01% |
3,751
| – | – |
2021 Q1
19 quarters
|
|
|
SMLR
5460
DELISTED
Semler Scientific
SMLR
| $148K | ﹤0.01% |
9,686
+4,744
| +96% | +$108K |
2023 Q1
11 quarters
|
|
5461
Westwood Holdings Group
WHG
$178M
| $148K | ﹤0.01% |
8,602
-1,589
| -16% | -$26.7K |
2017 Q4
32 quarters
|
|
5462
CALL
PENN Entertainment
PENN
$1.95B
| $148K | ﹤0.01% |
10,000
| – | – |
2023 Q4
8 quarters
|
|
5463
Aptus Behavioral Momentum ETF
ADME
$308M
| $147K | ﹤0.01% |
2,872
| – | – |
2022 Q3
13 quarters
|
|
5464
CALL
Plug Power
PLUG
$2.64B
| $147K | ﹤0.01% |
74,800
+64,300
| +612% | +$168K |
2025 Q3
1 quarter
|
|
|
NMAX
5465
Newsmax Inc
NMAX
$1.27B
| $147K | ﹤0.01% |
19,031
-1,485
| -7% | -$14.3K |
2025 Q2
2 quarters
|
|
5466
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
| $147K | ﹤0.01% |
7,133
-323,597
| -98% | -$6.66M |
2024 Q3
5 quarters
|
|
5467
Fidelity D&D Bancorp
FDBC
$315M
| $147K | ﹤0.01% |
3,375
-1,550
| -31% | -$68.7K |
2018 Q2
30 quarters
|
|
|
EB
5468
DELISTED
Eventbrite
EB
| $147K | ﹤0.01% |
32,990
-767,395
| -96% | -$2.38M |
2019 Q1
27 quarters
|
|
5469
DNP Select Income Fund
DNP
$3.52B
| $147K | ﹤0.01% |
14,685
+6,360
| +76% | +$64K |
2022 Q4
12 quarters
|
|
|
BACQR
5470
DELISTED
Inflection Point Acquisition Corp IV Right
BACQR
| $147K | ﹤0.01% |
199,400
-50,600
| -20% | -$41.3K |
2025 Q3
1 quarter
|
|
5471
ClearShares Ultra-Short Maturity ETF
OPER
$115M
| $147K | ﹤0.01% |
1,465
-1,185
| -45% | -$119K |
2025 Q1
3 quarters
|
|
5472
Custom Truck One Source
CTOS
$2.16B
| $146K | ﹤0.01% |
25,346
-299
| -1% | -$1.82K |
2020 Q2
22 quarters
|
|
5473
Krispy Kreme
DNUT
$503M
| $145K | ﹤0.01% |
33,989
-16,854
| -33% | -$66.7K |
2021 Q3
17 quarters
|
|
5474
Invesco MSCI Sustainable Future ETF
ERTH
$122M
| $145K | ﹤0.01% |
3,075
| – | – |
2021 Q4
16 quarters
|
|
5475
National Bankshares
NKSH
$270M
| $145K | ﹤0.01% |
4,312
-2,181
| -34% | -$66K |
2017 Q4
32 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.