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 | |
|---|---|---|---|---|---|---|---|
5701
Lands' End
LE
$310M
| $93.1K | ﹤0.01% |
6,413
-735
| -10% | -$11.3K |
2015 Q4
40 quarters
|
|
5702
Foghorn Therapeutics
FHTX
$173M
| $93K | ﹤0.01% |
17,219
+773
| +5% | +$3.5K |
2020 Q4
20 quarters
|
|
|
EFSI
5703
Eagle Financial Services Inc
EFSI
$245M
| $92.8K | ﹤0.01% |
2,333
+467
| +25% | +$17.5K |
2025 Q2
2 quarters
|
|
5704
Comstock
LODE
$171M
| $92.8K | ﹤0.01% |
+24,682
| New | +$83.9K |
2025 Q4
0 quarters
|
|
5705
Acme United Corp
ACU
$242M
| $92.6K | ﹤0.01% |
2,297
-352
| -13% | -$13.5K |
2025 Q2
2 quarters
|
|
5706
State Street SPDR S&P International Small Cap ETF
GWX
$917M
| $92.3K | ﹤0.01% |
2,260
+179
| +9% | +$7.2K |
2020 Q2
22 quarters
|
|
|
CD
5707
Chaince Digital Holdings
CD
$741M
| $92.2K | ﹤0.01% |
18,561
+3,642
| +24% | +$42.2K |
2025 Q2
2 quarters
|
|
5708
US Gold Corp
USAU
$242M
| $92.1K | ﹤0.01% |
4,744
-237
| -5% | -$4.05K |
2023 Q3
9 quarters
|
|
5709
Pure Cycle
PCYO
$262M
| $91.5K | ﹤0.01% |
8,326
-2,658
| -24% | -$29.7K |
2017 Q4
32 quarters
|
|
5710
Waldencast
WALD
$117M
| $91.1K | ﹤0.01% |
48,434
-9,268
| -16% | -$18.8K |
2023 Q2
10 quarters
|
|
5711
Pacer Swan SOS Moderate January ETF
PSMD
$95M
| $91K | ﹤0.01% |
+2,803
| New | +$89.7K |
2025 Q4
0 quarters
|
|
5712
Consumer Portfolio Services
CPSS
$201M
| $90.8K | ﹤0.01% |
9,730
-6,009
| -38% | -$50.5K |
2021 Q1
19 quarters
|
|
|
DFSI
5713
Dimensional International Sustainability Core 1 ETF
DFSI
$1.15B
| $90.7K | ﹤0.01% |
2,116
+11
| +0.5% | +$458 |
2023 Q1
11 quarters
|
|
5714
Grayscale Bitcoin Trust
GBTC
$12.7B
| $90.4K | ﹤0.01% |
1,322
+618
| +88% | +$48.4K |
2024 Q1
7 quarters
|
|
5715
State Street SPDR Dow Jones International Real Estate ETF
RWX
$241M
| $90.4K | ﹤0.01% |
3,227
-311
| -9% | -$8.65K |
2014 Q4
44 quarters
|
|
|
AARD
5716
Aardvark Therapeutics
AARD
$115M
| $90.3K | ﹤0.01% |
6,883
+4,567
| +197% | +$57K |
2025 Q1
3 quarters
|
|
5717
Perma-Fix Environmental Services
PESI
$327M
| $89.9K | ﹤0.01% |
7,140
+109
| +2% | +$1.39K |
2023 Q4
8 quarters
|
|
|
SNWV
5718
SANUWAVE Health Inc
SNWV
$39.7M
| $89.7K | ﹤0.01% |
3,007
-95
| -3% | -$3.05K |
2025 Q2
2 quarters
|
|
5719
Expensify
EXFY
$216M
| $89.6K | ﹤0.01% |
59,362
-41,117
| -41% | -$65.2K |
2022 Q2
14 quarters
|
|
|
ALMU
5720
Aeluma Inc
ALMU
$242M
| $89.4K | ﹤0.01% |
5,206
+678
| +15% | +$10.7K |
2025 Q2
2 quarters
|
|
|
OPRA
5721
Opera Ltd
OPRA
$1.57B
| $89.4K | ﹤0.01% |
6,312
| – | – |
2021 Q4
16 quarters
|
|
|
NNDM
5722
Nano Dimension
NNDM
$342M
| $88.6K | ﹤0.01% |
57,547
-290,955
| -83% | -$493K |
2021 Q1
19 quarters
|
|
|
FSFG
5723
DELISTED
First Savings Financial Group
FSFG
| $88.6K | ﹤0.01% |
2,781
-2,082
| -43% | -$64.7K |
2021 Q4
16 quarters
|
|
5724
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$111M
| $88.4K | ﹤0.01% |
1,108
-946
| -46% | -$72.5K |
2021 Q1
19 quarters
|
|
|
PEO
5725
Adams Natural Resources Fund
PEO
$777M
| $88.3K | ﹤0.01% |
4,060
+45
| +1% | +$968 |
2015 Q4
40 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.