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 | |
|---|---|---|---|---|---|---|
1226
Lamar Advertising Co
LAMR
$16.2B
| $64.9M | ﹤0.01% |
524,941
+12,366
| +2% | +$1.62M |
|
1227
Aaon
AAON
$8.41B
| $64.7M | ﹤0.01% |
827,480
-35,819
| -4% | -$3.25M |
|
1228
Moelis & Co
MC
$4.98B
| $64.7M | ﹤0.01% |
1,177,612
+151,719
| +15% | +$9.86M |
|
1229
Global Payments
GPN
$22.1B
| $64.6M | ﹤0.01% |
974,918
+518,134
| +113% | +$38.2M |
|
1230
BCE
BCE
$19.9B
| $64.6M | ﹤0.01% |
2,559,588
+609,711
| +31% | +$15.5M |
|
1231
Wingstop
WING
$3.68B
| $64.5M | ﹤0.01% |
417,053
-14,300
| -3% | -$3.44M |
|
|
ABVX
1232
Abivax
ABVX
$11B
| $64.5M | ﹤0.01% |
635,066
+179,143
| +39% | +$21.2M |
|
1233
Loar Holdings
LOAR
$6.64B
| $64.4M | ﹤0.01% |
1,164,694
+588,673
| +102% | +$39.7M |
|
1234
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $64.3M | ﹤0.01% |
603,574
-37,085
| -6% | -$3.97M |
|
|
EXE
1235
Expand Energy Corp
EXE
$21.9B
| $63.7M | ﹤0.01% |
571,877
-28,232
| -5% | -$3.01M |
|
|
CON
1236
Concentra Group Holdings
CON
$4.04B
| $63.6M | ﹤0.01% |
3,019,723
-729,485
| -19% | -$16.2M |
|
1237
Moderna
MRNA
$21.5B
| $63.5M | ﹤0.01% |
1,317,601
+303,717
| +30% | +$14.2M |
|
1238
Verra Mobility
VRRM
$615M
| $63.4M | ﹤0.01% |
4,485,100
-421,479
| -9% | -$7.72M |
|
|
1239
PUT
Robinhood
HOOD
$85.2B
| $63.4M | ﹤0.01% |
973,200
-712,900
| -42% | -$62.6M |
|
1240
Zillow
Z
$7.04B
| $63.3M | ﹤0.01% |
1,551,106
-269,222
| -15% | -$14.3M |
|
|
SUNB
1241
Sunbelt Rentals Holdings
SUNB
$31B
| $63.2M | ﹤0.01% |
+986,297
| New | +$69.2M |
|
1242
PUT
Johnson & Johnson
JNJ
$635B
| $63.1M | ﹤0.01% |
260,200
-86,800
| -25% | -$20.2M |
|
1243
PUT
Freeport-McMoran
FCX
$90B
| $63M | ﹤0.01% |
1,151,900
-143,500
| -11% | -$8.67M |
|
1244
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
| $62.9M | ﹤0.01% |
2,460,825
-352,759
| -13% | -$9.1M |
|
1245
CALL
Wells Fargo
WFC
$261B
| $62.7M | ﹤0.01% |
816,700
+153,100
| +23% | +$13.1M |
|
|
MDLN
1246
Medline Inc
MDLN
$32.8B
| $62.7M | ﹤0.01% |
1,470,444
+120,283
| +9% | +$5.31M |
|
1247
XPO
XPO
$25B
| $62.5M | ﹤0.01% |
335,117
+3,763
| +1% | +$675K |
|
1248
iShares MSCI Brazil ETF
EWZ
$9.05B
| $62.5M | ﹤0.01% |
1,698,673
+447,680
| +36% | +$16.4M |
|
1249
PUT
Uber
UBER
$134B
| $62.3M | ﹤0.01% |
891,800
+102,500
| +13% | +$7.89M |
|
1250
Domino's
DPZ
$11B
| $62.3M | ﹤0.01% |
176,614
+51,100
| +41% | +$20.2M |
|
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.