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 | |
|---|---|---|---|---|---|---|---|
5651
Western New England Bancorp
WNEB
$274M
| $103K | ﹤0.01% |
8,145
-1,202
| -13% | -$14.4K |
2017 Q4
32 quarters
|
|
|
HVII
5652
DELISTED
Hennessy Capital Investment Corp VII
HVII
| $102K | ﹤0.01% |
+9,895
| New | +$103K |
2025 Q4
0 quarters
|
|
5653
Pacer Trendpilot US Large Cap ETF
PTLC
$3.33B
| $102K | ﹤0.01% |
1,837
+539
| +42% | +$29.9K |
2022 Q2
14 quarters
|
|
5654
Copel
ELPC
$9.18B
| $102K | ﹤0.01% |
10,736
+8,566
| +395% | +$81.7K |
2025 Q2
2 quarters
|
|
5655
HF Foods Group
HFFG
$92.3M
| $102K | ﹤0.01% |
47,467
-6,969
| -13% | -$16.8K |
2018 Q4
28 quarters
|
|
5656
Anterix
ATEX
$1.62B
| $102K | ﹤0.01% |
4,673
-320
| -6% | -$6.64K |
2017 Q4
32 quarters
|
|
|
XOMA
5657
DELISTED
Xoma
XOMA
| $102K | ﹤0.01% |
3,835
+39
| +1% | +$1.25K |
2019 Q3
25 quarters
|
|
5658
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$690M
| $102K | ﹤0.01% |
+3,499
| New | +$105K |
2025 Q4
0 quarters
|
|
5659
Citi Trends
CTRN
$412M
| $102K | ﹤0.01% |
2,452
-11,121
| -82% | -$439K |
2024 Q1
7 quarters
|
|
|
QUMSU
5660
Quantumsphere Acquisition Corp Units
QUMSU
| $102K | ﹤0.01% |
10,000
| – | – |
2025 Q3
1 quarter
|
|
5661
Chegg
CHGG
$78.9M
| $102K | ﹤0.01% |
109,461
-602,399
| -85% | -$657K |
2013 Q4
48 quarters
|
|
5662
AAM S&P 500 High Dividend Value ETF
SPDV
$101M
| $102K | ﹤0.01% |
2,934
+105
| +4% | +$3.62K |
2024 Q4
4 quarters
|
|
5663
First National Corp
FXNC
$268M
| $101K | ﹤0.01% |
4,017
-2,285
| -36% | -$54.3K |
2025 Q2
2 quarters
|
|
5664
Future Fuel
FF
$220M
| $101K | ﹤0.01% |
31,745
-19,291
| -38% | -$69.2K |
2013 Q2
50 quarters
|
|
|
CUK
5665
DELISTED
Carnival PLC
CUK
| $101K | ﹤0.01% |
3,338
-3,931
| -54% | -$101K |
2015 Q1
43 quarters
|
|
5666
Designer Brands
DBI
$310M
| $101K | ﹤0.01% |
13,607
+374
| +3% | +$1.8K |
2015 Q1
43 quarters
|
|
5667
First Trust Financials AlphaDEX Fund
FXO
$1.03B
| $100K | ﹤0.01% |
1,665
+1
| +0.1% | +$59 |
2022 Q3
13 quarters
|
|
5668
OptimizeRx
OPRX
$158M
| $100K | ﹤0.01% |
8,173
+1,609
| +25% | +$26.3K |
2018 Q4
28 quarters
|
|
|
ETHE
5669
Grayscale Ethereum Staking ETF Shares
ETHE
$2.05B
| $100K | ﹤0.01% |
4,111
+3,065
| +293% | +$87.1K |
2024 Q3
5 quarters
|
|
|
SCPQU
5670
Social Commerce Partners Corp Unit
SCPQU
$107M
| $100K | ﹤0.01% |
+10,000
| New | +$100K |
2025 Q4
0 quarters
|
|
|
LPCVU
5671
Launchpad Cadenza Acquisition Corp I Unit
LPCVU
| $99.8K | ﹤0.01% |
+10,000
| New | +$99.9K |
2025 Q4
0 quarters
|
|
5672
CALL
Lemonade
LMND
$3.62B
| $99.7K | ﹤0.01% |
+1,400
| New | +$94.1K |
2025 Q4
0 quarters
|
|
5673
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$202M
| $99.7K | ﹤0.01% |
2,435
+1,953
| +405% | +$79.1K |
2024 Q4
4 quarters
|
|
5674
Global X Cloud Computing ETF
CLOU
$380M
| $99.3K | ﹤0.01% |
4,391
| – | – |
2020 Q4
20 quarters
|
|
5675
ProShares Short QQQ
PSQ
$588M
| $98.8K | ﹤0.01% |
3,271
+1,104
| +51% | +$33.7K |
2022 Q3
13 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.