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 | |
|---|---|---|---|---|---|---|---|
251
Vanguard Mortgage-Backed Securities ETF
VMBS
$16B
| $1.18B | 0.06% |
26,459,730
-26,049
| -0.1% | -$1.2M |
2018 Q3
32 quarters
|
|
252
IQVIA
IQV
$43.7B
| $1.16B | 0.06% |
4,316,639
-1,823,136
| -30% | -$441M |
2013 Q2
53 quarters
|
|
253
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.16B | 0.06% |
16,265,379
+307,480
| +2% | +$22.1M |
2013 Q2
53 quarters
|
|
254
Marathon Petroleum
MPC
$113B
| $1.16B | 0.06% |
2,947,222
+211,016
| +8% | +$73M |
2013 Q2
53 quarters
|
|
|
255
PUT
NVIDIA
NVDA
$3.93T
| $1.15B | 0.06% |
5,066,400
-2,534,200
| -33% | -$543M |
2017 Q4
35 quarters
|
|
256
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $1.15B | 0.06% |
7,326,243
+5,520,528
| +306% | +$872M |
2013 Q2
53 quarters
|
|
257
Vanguard S&P 500 Growth ETF
VOOG
$26.2B
| $1.14B | 0.06% |
13,373,418
+137,972
| +1% | +$11.5M |
2016 Q4
39 quarters
|
|
258
Zoom
ZM
$29.1B
| $1.11B | 0.06% |
12,578,281
+4,017,048
| +47% | +$383M |
2019 Q2
29 quarters
|
|
259
McKesson
MCK
$127B
| $1.11B | 0.06% |
1,284,716
-464,144
| -27% | -$399M |
2013 Q2
53 quarters
|
|
260
Affirm
AFRM
$22.1B
| $1.1B | 0.06% |
15,914,595
-808,327
| -5% | -$60.7M |
2021 Q1
22 quarters
|
|
261
Sherwin-Williams
SHW
$84.5B
| $1.09B | 0.06% |
3,291,747
+35,268
| +1% | +$11.9M |
2013 Q2
53 quarters
|
|
262
Nu Holdings
NU
$63.9B
| $1.08B | 0.06% |
87,368,412
-12,588,547
| -13% | -$178M |
2021 Q4
19 quarters
|
|
263
Vanguard Morningstar Growth ETF
VUG
$219B
| $1.08B | 0.06% |
11,971,745
+279,481
| +2% | +$24.5M |
2013 Q2
53 quarters
|
|
264
iShares 1-3 Year Treasury Bond ETF
SHY
$27.4B
| $1.06B | 0.06% |
13,104,611
+4,076,817
| +45% | +$333M |
2013 Q2
53 quarters
|
|
265
Emerson Electric
EMR
$91.3B
| $1.06B | 0.06% |
6,733,215
-4,019,932
| -37% | -$605M |
2013 Q2
53 quarters
|
|
266
iShares MSCI Canada ETF
EWC
$7.53B
| $1.05B | 0.06% |
17,804,427
+4,678,891
| +36% | +$282M |
2013 Q2
53 quarters
|
|
267
CMS Energy
CMS
$22.1B
| $1.04B | 0.06% |
16,411,670
+2,281
| +0% | +$160K |
2013 Q2
53 quarters
|
|
268
JPMorgan Preferred and Income Securities ETF
JPRF
$2.16B
| $1.04B | 0.06% |
+21,414,812
| New | +$1.06B |
2026 Q3
0 quarters
|
|
269
JPMorgan Active Growth ETF
JGRO
$9.29B
| $1.03B | 0.06% |
10,673,361
-1,189,184
| -10% | -$113M |
2022 Q3
16 quarters
|
|
270
Newmont
NEM
$118B
| $1.03B | 0.06% |
8,785,326
+382,078
| +5% | +$42.8M |
2013 Q2
53 quarters
|
|
271
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
| $1.02B | 0.06% |
16,043,719
+8,873,879
| +124% | +$552M |
2013 Q2
53 quarters
|
|
272
Adobe
ADBE
$94.6B
| $1.02B | 0.06% |
4,356,290
+1,938,444
| +80% | +$485M |
2013 Q2
53 quarters
|
|
273
Intuit
INTU
$91.3B
| $1.02B | 0.06% |
3,789,699
-1,018,788
| -21% | -$320M |
2013 Q2
53 quarters
|
|
274
Invesco KBW Bank ETF
KBWB
$6.78B
| $1.01B | 0.05% |
11,496,486
-140,005
| -1% | -$13.4M |
2017 Q2
37 quarters
|
|
275
State Street Energy Select Sector SPDR ETF
XLE
$42.6B
| $1.01B | 0.05% |
16,422,540
-2,104,767
| -11% | -$128M |
2013 Q2
53 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.