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 | |
|---|---|---|---|---|---|---|
226
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
| $1.25B | 0.08% |
25,175,463
+97,596
| +0.4% | +$4.87M |
|
227
Diamondback Energy
FANG
$57.1B
| $1.24B | 0.08% |
6,265,298
+1,331,757
| +27% | +$226M |
|
228
Nu Holdings
NU
$70.1B
| $1.23B | 0.08% |
91,396,721
+10,635,606
| +13% | +$172M |
|
229
Hewlett Packard
HPE
$63.7B
| $1.23B | 0.08% |
54,552,885
+3,276,065
| +6% | +$72.6M |
|
230
Yum China
YUMC
$14.9B
| $1.23B | 0.08% |
25,393,242
-3,188
| -0% | -$165K |
|
231
CMS Energy
CMS
$22.9B
| $1.22B | 0.08% |
15,839,684
-860,611
| -5% | -$63.9M |
|
232
Arista Networks
ANET
$220B
| $1.22B | 0.08% |
10,521,299
-1,087,833
| -9% | -$146M |
|
233
Canadian Pacific Kansas City
CP
$81.1B
| $1.22B | 0.08% |
15,744,456
+6,257,536
| +66% | +$495M |
|
234
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40B
| $1.22B | 0.08% |
22,637,631
-1,033,750
| -4% | -$59.8M |
|
235
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $1.21B | 0.08% |
9,455,154
+1,226,188
| +15% | +$173M |
|
236
Cheniere Energy
LNG
$56B
| $1.17B | 0.07% |
3,971,663
+432,309
| +12% | +$99.8M |
|
237
Ingersoll Rand
IR
$32.7B
| $1.16B | 0.07% |
15,132,848
+2,921,210
| +24% | +$258M |
|
238
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
| $1.16B | 0.07% |
24,838,850
+257,948
| +1% | +$12.2M |
|
|
239
CALL
Alphabet (Google) Class A
GOOGL
$4.17T
| $1.16B | 0.07% |
4,239,000
+59,000
| +1% | +$18.5M |
|
240
HCA Healthcare
HCA
$82.5B
| $1.15B | 0.07% |
2,461,975
+102,755
| +4% | +$51.7M |
|
241
Cloudflare
NET
$95.5B
| $1.15B | 0.07% |
5,902,745
-7,704,361
| -57% | -$1.47B |
|
242
Celestica
CLS
$38.6B
| $1.15B | 0.07% |
4,450,793
+433,170
| +11% | +$126M |
|
243
Freeport-McMoran
FCX
$93.4B
| $1.14B | 0.07% |
20,942,244
+12,320,846
| +143% | +$744M |
|
244
CALL
Tesla
TSLA
$1.4T
| $1.14B | 0.07% |
3,208,300
-885,900
| -22% | -$365M |
|
245
Twilio
TWLO
$27.8B
| $1.13B | 0.07% |
9,373,200
+219,266
| +2% | +$27M |
|
246
Comfort Systems
FIX
$63B
| $1.13B | 0.07% |
889,891
+182,899
| +26% | +$232M |
|
247
Vistra
VST
$56.2B
| $1.11B | 0.07% |
7,489,657
-3,255,709
| -30% | -$527M |
|
248
PUT
iShares Morningstar Value ETF
ILCV
$1.3B
| $1.1B | 0.07% |
13,997,000
-14,009,500
| -50% | -$1.34B |
|
249
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.1B | 0.07% |
16,820,236
+612,019
| +4% | +$42.5M |
|
250
Travelers Companies
TRV
$77.6B
| $1.09B | 0.07% |
3,726,502
-3,442,119
| -48% | -$1.01B |
|
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.