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 | |
|---|---|---|---|---|---|---|---|
5926
Invesco International Developed Dynamic Multifactor ETF
IMFL
$1.05B
| $59K | ﹤0.01% |
+1,981
| New | +$57.1K |
2025 Q4
0 quarters
|
|
5927
Bakkt Inc
BKKT
$347M
| $58.9K | ﹤0.01% |
5,869
+1,336
| +29% | +$29.5K |
2021 Q3
17 quarters
|
|
5928
Concrete Pumping Holdings
BBCP
$498M
| $58.9K | ﹤0.01% |
8,774
-181
| -2% | -$1.19K |
2019 Q1
27 quarters
|
|
5929
Seanergy Maritime Holdings
SHIP
$376M
| $58.8K | ﹤0.01% |
6,372
-38,095
| -86% | -$346K |
2023 Q3
9 quarters
|
|
5930
1stdibs.com
DIBS
$130M
| $58.8K | ﹤0.01% |
9,814
-581
| -6% | -$2.62K |
2021 Q2
18 quarters
|
|
5931
Finward Bancorp
FNWD
$181M
| $58.7K | ﹤0.01% |
1,669
-994
| -37% | -$35K |
2025 Q2
2 quarters
|
|
|
SOHU
5932
Sohu.com
SOHU
$334M
| $58.5K | ﹤0.01% |
3,741
| – | – |
2015 Q4
40 quarters
|
|
|
NVNO
5933
enVVeno Medical
NVNO
$5.59M
| $58.5K | ﹤0.01% |
5,209
| – | – |
2024 Q4
4 quarters
|
|
|
COSO
5934
CoastalSouth Bancshares
COSO
$315M
| $58.4K | ﹤0.01% |
2,512
-550
| -18% | -$12.2K |
2025 Q3
1 quarter
|
|
5935
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.57B
| $58.3K | ﹤0.01% |
1,392
| – | – |
2023 Q3
9 quarters
|
|
|
AFCG
5936
AFC Gamma
AFCG
$78.2M
| $58.2K | ﹤0.01% |
20,405
-20,864
| -51% | -$66.3K |
2021 Q2
18 quarters
|
|
|
MESO
5937
Mesoblast
MESO
$1.86B
| $57.7K | ﹤0.01% |
3,200
+369
| +13% | +$6.35K |
2024 Q4
4 quarters
|
|
5938
908 Devices
MASS
$517M
| $57.7K | ﹤0.01% |
10,993
-245
| -2% | -$1.71K |
2021 Q1
19 quarters
|
|
5939
Capital Group Short Duration Municipal Income ETF
CGSM
$1.59B
| $57.5K | ﹤0.01% |
2,183
+542
| +33% | +$14.3K |
2024 Q3
5 quarters
|
|
5940
CALL
Unity
U
$19.2B
| $57.4K | ﹤0.01% |
1,300
+100
| +8% | +$4.08K |
2024 Q3
5 quarters
|
|
5941
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$284M
| $57.4K | ﹤0.01% |
1,154
| – | – |
2025 Q1
3 quarters
|
|
|
BULL
5942
CALL
Webull Corp
BULL
$3.79B
| $56.7K | ﹤0.01% |
+7,300
| New | +$73.4K |
2025 Q4
0 quarters
|
|
5943
Invesco DB Oil Fund
DBO
$295M
| $56.6K | ﹤0.01% |
4,640
+355
| +8% | +$4.55K |
2020 Q4
20 quarters
|
|
|
RAPT
5944
DELISTED
RAPT Therapeutics
RAPT
| $56.5K | ﹤0.01% |
1,668
+1,345
| +416% | +$41.8K |
2019 Q4
24 quarters
|
|
5945
WisdomTree US AI Enhanced Value Fund
AIVL
$406M
| $56.3K | ﹤0.01% |
490
-130
| -21% | -$14.8K |
2014 Q4
44 quarters
|
|
5946
Greenwich LifeSciences
GLSI
$255M
| $56.2K | ﹤0.01% |
2,677
+136
| +5% | +$1.43K |
2021 Q2
18 quarters
|
|
5947
First Trust US Equity Opportunities ETF
FPX
$1.47B
| $56.1K | ﹤0.01% |
342
-450
| -57% | -$73.9K |
2022 Q4
12 quarters
|
|
5948
ReposiTrak
TRAK
$152M
| $55.9K | ﹤0.01% |
4,515
-78
| -2% | -$1.11K |
2020 Q2
22 quarters
|
|
5949
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.34B
| – | – |
0
| – | – |
2024 Q1
7 quarters
|
|
|
CRESY
5950
Cresud
CRESY
$806M
| $55.7K | ﹤0.01% |
+4,411
| New | +$48.8K |
2025 Q4
0 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.