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 | |
|---|---|---|---|---|---|---|---|
5976
Evolution Petroleum
EPM
$143M
| $51.6K | ﹤0.01% |
14,573
+226
| +2% | +$954 |
2017 Q3
33 quarters
|
|
5977
Annovis Bio
ANVS
$49.9M
| $51.6K | ﹤0.01% |
14,900
| – | – |
2024 Q3
5 quarters
|
|
5978
State Street SPDR S&P Transportation ETF
XTN
$301M
| $51.5K | ﹤0.01% |
564
-70
| -11% | -$6.09K |
2017 Q1
35 quarters
|
|
|
CHMI
5979
Cherry Hill Mortgage Investment Corp
CHMI
$96.8M
| $51.2K | ﹤0.01% |
20,074
| – | – |
2016 Q2
38 quarters
|
|
5980
FT Vest US Equity Buffer ETF November
FNOV
$1.26B
| $51.1K | ﹤0.01% |
+932
| New | +$50.2K |
2025 Q4
0 quarters
|
|
5981
Dogness International Corp
DOGZ
$15.5M
| $51K | ﹤0.01% |
+4,816
| New | +$57.5K |
2025 Q4
0 quarters
|
|
5982
CF Bankshares
CFBK
$220M
| $51K | ﹤0.01% |
2,044
-169
| -8% | -$4.04K |
2025 Q2
2 quarters
|
|
5983
Enel Chile
ENIC
$5.71B
| $51K | ﹤0.01% |
12,676
-527
| -4% | -$2.03K |
2023 Q2
10 quarters
|
|
5984
Inhibikase Therapeutics
IKT
$269M
| $50.9K | ﹤0.01% |
24,849
-25,088
| -50% | -$39.9K |
2025 Q2
2 quarters
|
|
5985
Alector
ALEC
$208M
| $50.9K | ﹤0.01% |
32,623
-103,762
| -76% | -$184K |
2019 Q1
27 quarters
|
|
5986
Invesco CurrencyShares British Pound Sterling Trust
FXB
$82.4M
| $50.9K | ﹤0.01% |
392
| – | – |
2025 Q2
2 quarters
|
|
5987
CALL
Agnico Eagle Mines
AEM
$91.4B
| $50.9K | ﹤0.01% |
300
-500
| -63% | -$84K |
2025 Q3
1 quarter
|
|
5988
Cadrenal Therapeutics
CVKD
$3.46M
| $50.9K | ﹤0.01% |
7,500
| – | – |
2025 Q3
1 quarter
|
|
5989
First Trust Energy AlphaDEX Fund
FXN
$367M
| $50.7K | ﹤0.01% |
3,078
-1,194
| -28% | -$19.5K |
2025 Q2
2 quarters
|
|
5990
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.3B
| $50.6K | ﹤0.01% |
401
+123
| +44% | +$15.4K |
2022 Q4
12 quarters
|
|
5991
Mercer International
MERC
$21.6M
| $50.3K | ﹤0.01% |
25,380
-7,021
| -22% | -$14.8K |
2024 Q3
5 quarters
|
|
5992
Southland Holdings
SLND
$36.4M
| $50.1K | ﹤0.01% |
15,101
-997
| -6% | -$3.93K |
2023 Q2
10 quarters
|
|
|
TMB
5993
Thornburg Multi Sector Bond ETF
TMB
$260M
| $50K | ﹤0.01% |
1,953
+1,498
| +329% | +$38.5K |
2025 Q2
2 quarters
|
|
5994
Lyell Immunopharma
LYEL
$231M
| $49.7K | ﹤0.01% |
1,616
+1,126
| +230% | +$25.2K |
2021 Q3
17 quarters
|
|
5995
iShares MSCI Japan Value ETF
EWJV
$783M
| $49.7K | ﹤0.01% |
1,250
+1,029
| +466% | +$40.7K |
2024 Q1
7 quarters
|
|
5996
Freedom Day Dividend ETF
MBOX
$146M
| $49.6K | ﹤0.01% |
1,418
-1,638
| -54% | -$57.3K |
2025 Q3
1 quarter
|
|
5997
ALPS Sector Dividend Dogs ETF
SDOG
$1.35B
| $49.6K | ﹤0.01% |
819
-1
| -0.1% | -$60 |
2020 Q4
20 quarters
|
|
5998
FT Vest Gold Strategy Target Income ETF
IGLD
$592M
| $49.4K | ﹤0.01% |
1,975
+1,972
| +65,733% | +$49.3K |
2023 Q1
11 quarters
|
|
5999
Oramed Pharmaceuticals
ORMP
$186M
| $49.2K | ﹤0.01% |
17,278
+17,108
| +10,064% | +$44.1K |
2025 Q3
1 quarter
|
|
|
VTYX
6000
DELISTED
Ventyx Biosciences
VTYX
| $49.2K | ﹤0.01% |
5,449
-742,639
| -99% | -$5.55M |
2021 Q4
16 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.