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 | |
|---|---|---|---|---|---|---|
2526
Douglas Dynamics
PLOW
$1.07B
| $11.1M | ﹤0.01% |
267,948
-34,489
| -11% | -$1.39M |
|
2527
LKQ Corp
LKQ
$6.58B
| $11.1M | ﹤0.01% |
383,467
+39,238
| +11% | +$1.26M |
|
2528
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
| $11.1M | ﹤0.01% |
110,539
+74,726
| +209% | +$7.48M |
|
2529
JetBlue
JBLU
$1.96B
| $11.1M | ﹤0.01% |
2,687,719
+2,161,610
| +411% | +$11M |
|
2530
Ezcorp Inc
EZPW
$1.82B
| $11.1M | ﹤0.01% |
441,329
+126,240
| +40% | +$3.03M |
|
2531
DXC Technology
DXC
$1.63B
| $11M | ﹤0.01% |
924,614
+139,521
| +18% | +$1.87M |
|
2532
Polaris
PII
$4.15B
| $11M | ﹤0.01% |
205,982
-158,160
| -43% | -$9.91M |
|
2533
First Commonwealth Financial
FCF
$2.12B
| $11M | ﹤0.01% |
634,193
-38,431
| -6% | -$677K |
|
2534
VanEck Short Muni ETF
SMB
$312M
| $11M | ﹤0.01% |
634,847
+86,227
| +16% | +$1.5M |
|
2535
Cedar Fair
FUN
$1.78B
| $10.9M | ﹤0.01% |
635,754
-38,890
| -6% | -$656K |
|
|
EFC
2536
Ellington Financial
EFC
$1.68B
| $10.9M | ﹤0.01% |
930,685
+274,048
| +42% | +$3.49M |
|
2537
CALL
Strategy Inc
MSTR
$33.5B
| $10.9M | ﹤0.01% |
90,000
-54,500
| -38% | -$7.79M |
|
2538
CALL
LyondellBasell Industries
LYB
$19.5B
| $10.9M | ﹤0.01% |
132,500
-7,100
| -5% | -$421K |
|
2539
Vanguard Extended Market ETF
VXF
$30.3B
| $10.9M | ﹤0.01% |
54,809
-15
| -0% | -$3.21K |
|
|
CHYM
2540
Chime Financial
CHYM
$7.88B
| $10.9M | ﹤0.01% |
625,610
+555,532
| +793% | +$12.6M |
|
2541
Brighthouse Financial
BHF
$3.63B
| $10.9M | ﹤0.01% |
181,531
-329,291
| -64% | -$20.6M |
|
2542
PUT
Seagate
STX
$193B
| $10.9M | ﹤0.01% |
30,000
| – | – |
|
2543
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
| $10.9M | ﹤0.01% |
240,762
-1,913
| -0.8% | -$87.9K |
|
2544
PUT
Celcuity
CELC
$4.03B
| $10.8M | ﹤0.01% |
+100,000
| New | +$10.9M |
|
2545
Mativ Holdings
MATV
$448M
| $10.8M | ﹤0.01% |
1,264,044
+173,578
| +16% | +$1.99M |
|
2546
PUT
GE Aerospace
GE
$367B
| $10.8M | ﹤0.01% |
39,400
-230,700
| -85% | -$72.5M |
|
2547
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.3B
| $10.7M | ﹤0.01% |
337,968
+52,614
| +18% | +$1.7M |
|
2548
LiveRamp
RAMP
$2.29B
| $10.7M | ﹤0.01% |
408,309
-12,797
| -3% | -$335K |
|
2549
Unity
U
$12.5B
| $10.7M | ﹤0.01% |
520,341
-1,223,808
| -70% | -$33.9M |
|
|
HTFL
2550
Heartflow Inc
HTFL
$2.08B
| $10.7M | ﹤0.01% |
446,985
-139,297
| -24% | -$3.78M |
|
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.