JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2551
ImmunityBio
IBRX
$6.46B
| $13.1M | ﹤0.01% |
1,466,896
+16,716
| +1% | +$134K |
2015 Q3
44 quarters
|
|
2552
Stewart Information Services
STC
$1.27B
| $13.1M | ﹤0.01% |
229,686
+85,655
| +59% | +$5.73M |
2013 Q2
53 quarters
|
|
2553
Enerflex
EFXT
$2.48B
| $13.1M | ﹤0.01% |
578,148
+18,174
| +3% | +$404K |
2024 Q1
10 quarters
|
|
2554
First Commonwealth Financial
FCF
$2.03B
| $13.1M | ﹤0.01% |
639,160
+76,541
| +14% | +$1.61M |
2013 Q2
53 quarters
|
|
2555
PUT
Kinder Morgan
KMI
$71.3B
| $13.1M | ﹤0.01% |
429,900
+184,900
| +75% | +$5.86M |
2021 Q2
21 quarters
|
|
2556
KB Financial Group
KB
$39.4B
| $13.1M | ﹤0.01% |
102,209
+79,022
| +341% | +$9.6M |
2013 Q3
52 quarters
|
|
2557
Azenta
AZTA
$1.83B
| $13.1M | ﹤0.01% |
378,943
+135,445
| +56% | +$4.17M |
2016 Q3
40 quarters
|
|
2558
Everforth Inc
EFOR
$1.47B
| $13M | ﹤0.01% |
396,617
-29,230
| -7% | -$814K |
2013 Q2
53 quarters
|
|
2559
American Eagle Outfitters
AEO
$3.63B
| $13M | ﹤0.01% |
710,717
-58,533
| -8% | -$980K |
2013 Q2
53 quarters
|
|
2560
iShares MSCI Global Gold Miners ETF
RING
$2.16B
| $13M | ﹤0.01% |
167,544
+111,221
| +197% | +$8.46M |
2024 Q4
7 quarters
|
|
2561
OneMain Financial
OMF
$6.22B
| $13M | ﹤0.01% |
224,550
+68,616
| +44% | +$4.23M |
2017 Q4
35 quarters
|
|
2562
FIVE9
FIVN
$2.11B
| $13M | ﹤0.01% |
378,541
-81,350
| -18% | -$2.47M |
2015 Q2
45 quarters
|
|
2563
Itron
ITRI
$4.23B
| $13M | ﹤0.01% |
146,307
+96,680
| +195% | +$9.04M |
2013 Q2
53 quarters
|
|
2564
AST SpaceMobile
ASTS
$10.4B
| $13M | ﹤0.01% |
203,615
+2,835
| +1% | +$183K |
2023 Q1
14 quarters
|
|
2565
JD.com
JD
$37.1B
| $13M | ﹤0.01% |
493,012
+335,386
| +213% | +$9.7M |
2014 Q2
49 quarters
|
|
2566
Tarsus Pharmaceuticals
TARS
$3.79B
| $12.9M | ﹤0.01% |
166,137
+26,156
| +19% | +$1.82M |
2020 Q4
23 quarters
|
|
2567
Suzano
SUZ
$12.1B
| $12.9M | ﹤0.01% |
1,514,409
+374,892
| +33% | +$3.21M |
2022 Q3
16 quarters
|
|
2568
Rigetti Computing
RGTI
$3.54B
| $12.9M | ﹤0.01% |
801,820
-395,652
| -33% | -$6.38M |
2022 Q2
17 quarters
|
|
2569
GeneDx Holdings
WGS
$1.55B
| $12.9M | ﹤0.01% |
168,587
+114,200
| +210% | +$8.85M |
2021 Q4
19 quarters
|
|
2570
Definium Therapeutics
DFTX
$4.52B
| $12.9M | ﹤0.01% |
337,191
+71,236
| +27% | +$3M |
2021 Q2
21 quarters
|
|
2571
Schwab Fundamental US Large Company Index ETF
FNDX
$28.8B
| $12.9M | ﹤0.01% |
407,031
+88,896
| +28% | +$2.85M |
2018 Q3
32 quarters
|
|
2572
Reynolds Consumer Products
REYN
$5.17B
| $12.9M | ﹤0.01% |
580,312
+263,250
| +83% | +$6.46M |
2020 Q2
25 quarters
|
|
2573
CALL
Philip Morris
PM
$307B
| $12.9M | ﹤0.01% |
66,400
-13,300
| -17% | -$2.51M |
2024 Q4
7 quarters
|
|
2574
Okeanis Eco Tankers
ECO
$3.42B
| $12.9M | ﹤0.01% |
160,323
-124,372
| -44% | -$8.11M |
2025 Q4
3 quarters
|
|
2575
Sonic Automotive
SAH
$1.9B
| $12.9M | ﹤0.01% |
214,261
-80,492
| -27% | -$6.64M |
2016 Q2
41 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.