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 | |
|---|---|---|---|---|---|---|
|
LMRI
2726
Lumexa Imaging Holdings
LMRI
$1.1B
| $8.8M | ﹤0.01% |
1,104,507
+242,110
| +28% | +$3.32M |
|
2727
Triple Flag Precious Metals
TFPM
$5.99B
| $8.8M | ﹤0.01% |
267,741
+186,227
| +228% | +$6.74M |
|
|
SARO
2728
StandardAero Inc
SARO
$9.83B
| $8.79M | ﹤0.01% |
348,467
+149,606
| +75% | +$4.46M |
|
2729
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $8.76M | ﹤0.01% |
167,422
-62,834
| -27% | -$3.44M |
|
2730
Albemarle Corp Depositary Shares
ALB.PRA
$2.25B
| $8.76M | ﹤0.01% |
151,024
+20,138
| +15% | +$1.39M |
|
2731
CrossAmerica Partners
CAPL
$835M
| $8.74M | ﹤0.01% |
424,875
+27,445
| +7% | +$596K |
|
2732
Freedom Holding
FRHC
$9.77B
| $8.73M | ﹤0.01% |
61,996
-8,073
| -12% | -$1.03M |
|
2733
BrightSpring Health Services
BTSG
$14.2B
| $8.72M | ﹤0.01% |
209,823
+26,142
| +14% | +$1.05M |
|
2734
Erie Indemnity
ERIE
$11.9B
| $8.71M | ﹤0.01% |
35,136
-14,059
| -29% | -$3.77M |
|
2735
CALL
PepsiCo
PEP
$188B
| $8.69M | ﹤0.01% |
55,400
-75,400
| -58% | -$11.7M |
|
|
NVO
2736
PUT
Novo Nordisk
NVO
$218B
| $8.68M | ﹤0.01% |
246,100
-424,800
| -63% | -$20.1M |
|
2737
Myers Industries
MYE
$1.2B
| $8.68M | ﹤0.01% |
420,087
+140,264
| +50% | +$2.95M |
|
2738
Main Street Capital
MAIN
$5.01B
| $8.67M | ﹤0.01% |
167,892
-53,282
| -24% | -$3.16M |
|
2739
Dime Commercial Bancshares
DCOM
$1.76B
| $8.67M | ﹤0.01% |
261,995
+109,673
| +72% | +$3.6M |
|
2740
Central Pacific Financial
CPF
$1.01B
| $8.65M | ﹤0.01% |
274,661
-24,991
| -8% | -$805K |
|
2741
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.33B
| $8.64M | ﹤0.01% |
216,226
+77,650
| +56% | +$3.05M |
|
2742
PUT
AST SpaceMobile
ASTS
$17.4B
| $8.62M | ﹤0.01% |
116,800
+112,000
| +2,333% | +$10.6M |
|
2743
PVH
PVH
$3.84B
| $8.61M | ﹤0.01% |
129,385
+4,842
| +4% | +$318K |
|
|
ORCL.PRD
2744
Oracle Corp Preferred Stock Series D
ORCL.PRD
| $8.61M | ﹤0.01% |
+191,254
| New | +$9.04M |
|
2745
NBT Bancorp
NBTB
$2.74B
| $8.6M | ﹤0.01% |
204,639
-55,083
| -21% | -$2.39M |
|
2746
Cogent Communications
CCOI
$600M
| $8.6M | ﹤0.01% |
492,468
+323,865
| +192% | +$7.14M |
|
2747
Delek US
DK
$3.88B
| $8.6M | ﹤0.01% |
187,960
-205,492
| -52% | -$7.34M |
|
|
LTC
2748
LTC Properties
LTC
$2.15B
| $8.57M | ﹤0.01% |
229,579
-124,647
| -35% | -$4.69M |
|
2749
Standex International
SXI
$3.71B
| $8.57M | ﹤0.01% |
34,266
-10,220
| -23% | -$2.56M |
|
2750
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
| $8.56M | ﹤0.01% |
313,460
+166,571
| +113% | +$4.72M |
|
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.