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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2651
Liquidia Corp
LQDA
$6.12B
| $11.2M | ﹤0.01% |
145,612
-49,504
| -25% | -$2.65M |
|
2652
WD-40
WDFC
$2.56B
| $11.2M | ﹤0.01% |
44,838
+7,500
| +20% | +$1.61M |
|
2653
iShares US Small Cap Equity Factor ETF
SMLF
$4.13B
| $11.2M | ﹤0.01% |
125,857
-2,895
| -2% | -$241K |
|
2654
C3.ai
AI
$1.73B
| $11.1M | ﹤0.01% |
1,250,864
-272,530
| -18% | -$2.59M |
|
2655
CALL
JD.com
JD
$36B
| $11.1M | ﹤0.01% |
440,000
+240,000
| +120% | +$7.07M |
|
2656
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.98B
| $11.1M | ﹤0.01% |
272,769
+56,543
| +26% | +$2.31M |
|
2657
Baytex Energy
BTE
$3.39B
| $11.1M | ﹤0.01% |
2,767,830
+2,725,252
| +6,401% | +$12.6M |
|
2658
CALL
Zoom
ZM
$26.9B
| $11.1M | ﹤0.01% |
128,600
+36,000
| +39% | +$3.4M |
|
2659
Center Bancorp
CNOB
$1.59B
| $11M | ﹤0.01% |
332,349
-21,183
| -6% | -$636K |
|
2660
CALL
Datadog
DDOG
$84.7B
| $11M | ﹤0.01% |
44,300
-55,700
| -56% | -$10.4M |
|
2661
Ooma
OOMA
$617M
| $11M | ﹤0.01% |
565,222
-1,984
| -0.3% | -$34K |
|
2662
REX American Resources
REX
$1.42B
| $11M | ﹤0.01% |
245,749
+85,036
| +53% | +$3.93M |
|
2663
Adeia
ADEA
$2.75B
| $11M | ﹤0.01% |
327,691
-205,667
| -39% | -$6.07M |
|
2664
CALL
American Express
AXP
$210B
| $11M | ﹤0.01% |
32,200
-35,100
| -52% | -$11.2M |
|
2665
CALL
Shopify
SHOP
$165B
| $11M | ﹤0.01% |
96,000
-4,200
| -4% | -$479K |
|
2666
iShares Core US REIT ETF
USRT
$4.37B
| $11M | ﹤0.01% |
162,212
-5,430
| -3% | -$350K |
|
2667
T. Rowe Price International Equity ETF
TOUS
$1.67B
| $11M | ﹤0.01% |
287,155
+113,994
| +66% | +$4.22M |
|
2668
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.33B
| $11M | ﹤0.01% |
212,084
-380,578
| -64% | -$19M |
|
2669
JetBlue
JBLU
$1.68B
| $10.9M | ﹤0.01% |
1,930,933
-756,786
| -28% | -$3.85M |
|
2670
Globalstar
GSAT
$10.7B
| $10.9M | ﹤0.01% |
132,480
+29,495
| +29% | +$2.37M |
|
2671
Nexa Resources
NEXA
$1.71B
| $10.9M | ﹤0.01% |
895,479
+214,964
| +32% | +$2.99M |
|
2672
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
| $10.9M | ﹤0.01% |
241,115
+15,054
| +7% | +$678K |
|
2673
Silicon Motion
SIMO
$8.59B
| $10.9M | ﹤0.01% |
32,825
+16,603
| +102% | +$3.85M |
|
|
BWIN
2674
Baldwin Insurance Group
BWIN
$3.09B
| $10.9M | ﹤0.01% |
410,190
-13,948
| -3% | -$302K |
|
2675
First Trust Municipal High Income ETF
FMHI
$1.03B
| $10.9M | ﹤0.01% |
223,575
+33,733
| +18% | +$1.62M |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.