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 |
Vanguard S&P 500 ETF
VOO
|
+$9.74B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$8.51B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$6.03B |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$8.63B |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$3.02B |
| 3 |
Palantir
PLTR
|
+$2.14B |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IPX
5976
IperionX
IPX
$804M
| $50.7K | ﹤0.01% |
2,106
| – | – |
|
5977
Clarus
CLAR
$128M
| $50.5K | ﹤0.01% |
19,138
-39,951
| -68% | -$131K |
|
5978
ClearBridge Dividend Strategy ESG ETF
YLDE
$171M
| $50.4K | ﹤0.01% |
+946
| New | +$52.5K |
|
5979
Capital Group International Equity ETF
CGIE
$2.31B
| $50.1K | ﹤0.01% |
+1,535
| New | +$54.5K |
|
5980
Westwood Holdings Group
WHG
$187M
| $50.1K | ﹤0.01% |
3,034
-5,568
| -65% | -$94.8K |
|
5981
CALL
Ondas Inc
ONDS
$4.48B
| $49.7K | ﹤0.01% |
+6,100
| New | +$66.3K |
|
5982
Ternium
TX
$9.68B
| $49.6K | ﹤0.01% |
1,288
+34
| +3% | +$1.41K |
|
5983
Landmark Bancorp
LARK
$195M
| $49.6K | ﹤0.01% |
2,003
-353
| -15% | -$9.34K |
|
5984
Ascent Industries
ACNT
$140M
| $49.5K | ﹤0.01% |
3,766
-10,737
| -74% | -$167K |
|
5985
Enel Chile
ENIC
$6.05B
| $49.5K | ﹤0.01% |
12,964
+288
| +2% | +$1.2K |
|
5986
PUT
Energy Fuels
UUUU
$2.83B
| $49.4K | ﹤0.01% |
+3,000
| New | +$62.1K |
|
5987
Envela
ELA
$555M
| $49.2K | ﹤0.01% |
2,924
+46
| +2% | +$632 |
|
5988
Douglas Elliman
DOUG
$160M
| $49.2K | ﹤0.01% |
30,183
-42,049
| -58% | -$97.5K |
|
5989
BlackRock Science and Technology Trust
BST
$1.55B
| $49K | ﹤0.01% |
1,394
-2,825
| -67% | -$112K |
|
5990
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
| $49K | ﹤0.01% |
777
-323
| -29% | -$20.5K |
|
5991
Innovator Growth-100 Power Buffer ETF January
NJAN
$348M
| $48.6K | ﹤0.01% |
+927
| New | +$50.7K |
|
5992
Stereotaxis
STXS
$128M
| $48.6K | ﹤0.01% |
27,291
+1,031
| +4% | +$2.26K |
|
5993
Heron Therapeutics
HRTX
$92M
| $48.6K | ﹤0.01% |
65,106
+2,710
| +4% | +$3.14K |
|
5994
Kaltura
KLTR
$217M
| $48.5K | ﹤0.01% |
40,093
-12,990
| -24% | -$18.5K |
|
|
ACR
5995
ACRES Commercial Realty
ACR
$129M
| $48.5K | ﹤0.01% |
2,563
-3,787
| -60% | -$72.8K |
|
5996
Nuvectis Pharma
NVCT
$625M
| $48.5K | ﹤0.01% |
6,472
+90
| +1% | +$771 |
|
5997
Bassett Furniture
BSET
$171M
| $48.3K | ﹤0.01% |
3,402
-5,092
| -60% | -$78K |
|
5998
Advantage Solutions
ADV
$542M
| $48.1K | ﹤0.01% |
1,749
-3,429
| -66% | -$66K |
|
5999
SunPower Inc
SPWR
$58.3M
| $48.1K | ﹤0.01% |
39,390
-22,867
| -37% | -$34.4K |
|
6000
Eastern Company
EML
$147M
| $47.9K | ﹤0.01% |
2,389
-5,488
| -70% | -$104K |
|
Similar funds
JP Morgan Chase's Q1 2026 Portfolio in Review
As of Q1 2026, JP Morgan Chase held 8,085 positions worth $1.56T, down 2.2% from $1.59T the previous quarter. Its ten largest holdings account for 23% of the portfolio.
JP Morgan Chase deployed $73.5B of net new capital in Q1 2026, opening 727 new positions and adding to 3,199 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 15,443,505 shares worth $481M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Microsoft, an estimated $8.63B trimmed.
- JP Morgan Chase's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 15,443,505 shares worth $481M.
- JP Morgan Chase added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $9.74B increase.
- JP Morgan Chase's biggest Q1 2026 reduction was Microsoft, cutting an estimated $8.63B.
- JP Morgan Chase fully exited CyberArk in Q1 2026, selling an estimated $307M.
- JP Morgan Chase's ten largest holdings make up 23% of its $1.56T portfolio in Q1 2026.
- JP Morgan Chase opened 727 new positions and closed 605 in Q1 2026.
- JP Morgan Chase's portfolio value fell 2.2% quarter-over-quarter to $1.56T.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.