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 | |
|---|---|---|---|---|---|---|---|
2576
Addus HomeCare
ADUS
$2.29B
| $12.9M | ﹤0.01% |
112,744
+54,314
| +93% | +$6.25M |
2015 Q3
44 quarters
|
|
2577
PUT
SoundHound AI
SOUN
$1.7B
| $12.8M | ﹤0.01% |
2,200,000
+2,000,000
| +1,000% | +$13.2M |
2026 Q2
1 quarter
|
|
2578
Frontier Asset Opportunistic Credit ETF
FOPC
$32.1M
| $12.8M | ﹤0.01% |
528,046
-15,434
| -3% | -$388K |
2024 Q4
7 quarters
|
|
2579
Resideo Technologies
REZI
$3.24B
| $12.8M | ﹤0.01% |
700,264
+13,566
| +2% | +$345K |
2018 Q4
31 quarters
|
|
2580
TIM SA
TIMB
$9.07B
| $12.8M | ﹤0.01% |
717,655
+140,659
| +24% | +$2.72M |
2017 Q3
36 quarters
|
|
2581
DoubleVerify
DV
$2.12B
| $12.8M | ﹤0.01% |
947,276
+715,713
| +309% | +$9M |
2021 Q2
21 quarters
|
|
2582
ServiceTitan Inc
TTAN
$7.97B
| $12.8M | ﹤0.01% |
197,878
-60,003
| -23% | -$4.69M |
2025 Q1
6 quarters
|
|
2583
Business First Bancshares
BFST
$1.04B
| $12.8M | ﹤0.01% |
419,676
+14,053
| +3% | +$438K |
2018 Q2
33 quarters
|
|
2584
GDS Holdings
GDS
$3.97B
| $12.8M | ﹤0.01% |
407,945
+86,900
| +27% | +$2.8M |
2017 Q1
38 quarters
|
|
2585
Hesai Group
HSAI
$2.27B
| $12.8M | ﹤0.01% |
821,946
-40,645
| -5% | -$691K |
2024 Q4
7 quarters
|
|
2586
CALL
Logitech
LOGI
$14.5B
| $12.7M | ﹤0.01% |
126,600
+40,300
| +47% | +$4.09M |
2024 Q2
9 quarters
|
|
|
2587
PUT
Logitech
LOGI
$14.5B
| $12.7M | ﹤0.01% |
126,500
-81,900
| -39% | -$8.3M |
2021 Q3
20 quarters
|
|
2588
CALL
Keysight
KEYS
$50.7B
| $12.7M | ﹤0.01% |
+35,300
| New | +$11.6M |
2026 Q3
0 quarters
|
|
2589
PUT
S&P Global
SPGI
$137B
| $12.7M | ﹤0.01% |
32,400
-2,600
| -7% | -$1.1M |
2018 Q2
33 quarters
|
|
2590
Marten Transport
MRTN
$982M
| $12.7M | ﹤0.01% |
971,483
+367,117
| +61% | +$5.54M |
2015 Q4
43 quarters
|
|
2591
Prudential
PUK
$31.2B
| $12.7M | ﹤0.01% |
502,521
+197,913
| +65% | +$5.49M |
2013 Q2
53 quarters
|
|
2592
SunocoCorp LLC
SUNC
$3.4B
| $12.7M | ﹤0.01% |
173,333
-113,905
| -40% | -$8.62M |
2025 Q4
3 quarters
|
|
2593
PUT
Marriott International
MAR
$109B
| $12.7M | ﹤0.01% |
+35,000
| New | +$12.5M |
2026 Q3
0 quarters
|
|
2594
Beam Therapeutics
BEAM
$2.36B
| $12.6M | ﹤0.01% |
510,579
-4,188
| -0.8% | -$117K |
2020 Q1
26 quarters
|
|
2595
Vanguard Materials ETF
VAW
$2.96B
| $12.6M | ﹤0.01% |
57,469
+1,197
| +2% | +$275K |
2015 Q4
43 quarters
|
|
2596
Amneal Pharmaceuticals
AMRX
$7.45B
| $12.6M | ﹤0.01% |
617,276
-177,724
| -22% | -$3.2M |
2018 Q2
33 quarters
|
|
2597
CALL
Zoom
ZM
$29.1B
| $12.6M | ﹤0.01% |
142,700
+14,100
| +11% | +$1.34M |
2024 Q3
8 quarters
|
|
2598
First Trust North American Energy Infrastructure Fund
EMLP
$4.24B
| $12.6M | ﹤0.01% |
305,358
+25,204
| +9% | +$1.1M |
2013 Q2
53 quarters
|
|
2599
Summit Hotel Properties
INN
$782M
| $12.6M | ﹤0.01% |
2,127,935
+872,927
| +70% | +$5.45M |
2014 Q3
48 quarters
|
|
2600
FLEX LNG
FLNG
$1.38B
| $12.6M | ﹤0.01% |
407,423
+69,370
| +21% | +$2.15M |
2021 Q2
21 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.