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 | |
|---|---|---|---|---|---|---|---|
5801
SB Financial Group
SBFG
$184M
| $76.4K | ﹤0.01% |
3,432
-1,725
| -33% | -$35.7K |
2020 Q2
22 quarters
|
|
|
FORA
5802
DELISTED
Forian
FORA
| $76.3K | ﹤0.01% |
36,009
+5,500
| +18% | +$12K |
2021 Q2
18 quarters
|
|
5803
Segall Bryant & Hamill Select Equity ETF
USSE
$364M
| $76.3K | ﹤0.01% |
2,271
-1,452
| -39% | -$48.4K |
2025 Q3
1 quarter
|
|
5804
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$57.7M
| $76.2K | ﹤0.01% |
+2,013
| New | +$74.9K |
2024 Q4
4 quarters
|
|
5805
Sky Harbour Group
SKYH
$375M
| $76.2K | ﹤0.01% |
8,497
-72
| -0.8% | -$688 |
2024 Q2
6 quarters
|
|
|
IPX
5806
IperionX
IPX
$573M
| $76.2K | ﹤0.01% |
2,106
| – | – |
2025 Q2
2 quarters
|
|
|
BFIN
5807
DELISTED
BankFinancial
BFIN
| $75.8K | ﹤0.01% |
6,315
-2,905
| -32% | -$34.4K |
2025 Q2
2 quarters
|
|
5808
Ohio Valley Banc Corp
OVBC
$209M
| $75.7K | ﹤0.01% |
1,894
-1,105
| -37% | -$41.6K |
2025 Q2
2 quarters
|
|
5809
Rimini Street
RMNI
$400M
| $75.7K | ﹤0.01% |
19,511
-421
| -2% | -$1.75K |
2018 Q2
30 quarters
|
|
|
DFSE
5810
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$642M
| $75.7K | ﹤0.01% |
1,825
+1,400
| +329% | +$57.9K |
2024 Q1
7 quarters
|
|
5811
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$288M
| $75.4K | ﹤0.01% |
1,970
-3,603
| -65% | -$176K |
2025 Q2
2 quarters
|
|
5812
Crawford & Co Class A
CRD.A
$598M
| $75.3K | ﹤0.01% |
6,690
-167
| -2% | -$1.84K |
2019 Q1
27 quarters
|
|
5813
Bank7 Corp
BSVN
$524M
| $75.2K | ﹤0.01% |
1,836
-1,914
| -51% | -$81.8K |
2018 Q4
28 quarters
|
|
5814
Fennec Pharmaceuticals
FENC
$362M
| $75.2K | ﹤0.01% |
9,771
-55
| -0.6% | -$452 |
2021 Q4
16 quarters
|
|
5815
Cohen & Steers Infrastructure Fund
UTF
$2.75B
| $75.2K | ﹤0.01% |
3,120
+3,020
| +3,020% | +$72.5K |
2025 Q2
2 quarters
|
|
5816
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.04B
| $75K | ﹤0.01% |
992
+805
| +430% | +$60.5K |
2023 Q1
11 quarters
|
|
5817
LiveWire
LVWR
$318M
| $74.9K | ﹤0.01% |
16,954
-126
| -0.7% | -$606 |
2023 Q1
11 quarters
|
|
5818
EverCommerce
EVCM
$1.75B
| $74.8K | ﹤0.01% |
6,180
-75,114
| -92% | -$798K |
2021 Q3
17 quarters
|
|
5819
NET Power
NPWR
$126M
| $74.8K | ﹤0.01% |
32,809
-180,120
| -85% | -$563K |
2023 Q3
9 quarters
|
|
5820
CALL
Bath & Body Works
BBWI
$3.31B
| $74.3K | ﹤0.01% |
3,700
+300
| +9% | +$6.62K |
2025 Q3
1 quarter
|
|
5821
SR Bancorp
SRBK
$137M
| $74.1K | ﹤0.01% |
4,709
-1,867
| -28% | -$28.6K |
2025 Q2
2 quarters
|
|
5822
MediWound
MDWD
$176M
| $74.1K | ﹤0.01% |
4,013
+830
| +26% | +$15.2K |
2023 Q4
8 quarters
|
|
|
TNGY
5823
Tortoise Energy ETF
TNGY
$554M
| $74K | ﹤0.01% |
8,187
| – | – |
2025 Q2
2 quarters
|
|
5824
ALPS Active Equity Opportunity ETF
RFFC
$30.6M
| $74K | ﹤0.01% |
1,103
+26
| +2% | +$1.71K |
2022 Q4
12 quarters
|
|
5825
Stem
STEM
$39.2M
| $74K | ﹤0.01% |
4,914
+4,602
| +1,475% | +$88.2K |
2021 Q1
19 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.