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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
LMRI
2726
Lumexa Imaging Holdings
LMRI
$991M
| $8.8M | ﹤0.01% |
1,104,507
+242,110
| +28% | +$3.32M |
2025 Q4
1 quarter
|
|
2727
Triple Flag Precious Metals
TFPM
$6.31B
| $8.8M | ﹤0.01% |
267,741
+186,227
| +228% | +$6.74M |
2023 Q2
11 quarters
|
|
|
SARO
2728
StandardAero Inc
SARO
$6.97B
| $8.79M | ﹤0.01% |
348,467
+149,606
| +75% | +$4.46M |
2024 Q4
5 quarters
|
|
2729
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
| $8.76M | ﹤0.01% |
167,422
-62,834
| -27% | -$3.44M |
2016 Q1
40 quarters
|
|
2730
Albemarle Corp Depositary Shares
ALB.PRA
$2.07B
| $8.76M | ﹤0.01% |
151,024
+20,138
| +15% | +$1.39M |
2025 Q4
1 quarter
|
|
2731
CrossAmerica Partners
CAPL
$831M
| $8.74M | ﹤0.01% |
424,875
+27,445
| +7% | +$596K |
2022 Q3
14 quarters
|
|
2732
Freedom Holding
FRHC
$11B
| $8.73M | ﹤0.01% |
61,996
-8,073
| -12% | -$1.03M |
2020 Q2
23 quarters
|
|
2733
BrightSpring Health Services
BTSG
$11.9B
| $8.72M | ﹤0.01% |
209,823
+26,142
| +14% | +$1.05M |
2024 Q1
8 quarters
|
|
2734
Erie Indemnity
ERIE
$11.6B
| $8.71M | ﹤0.01% |
35,136
-14,059
| -29% | -$3.77M |
2015 Q4
41 quarters
|
|
2735
CALL
PepsiCo
PEP
$172B
| $8.69M | ﹤0.01% |
55,400
-75,400
| -58% | -$11.7M |
2018 Q2
31 quarters
|
|
|
NVO
2736
PUT
Novo Nordisk
NVO
$165B
| $8.68M | ﹤0.01% |
246,100
-424,800
| -63% | -$20.1M |
2024 Q2
7 quarters
|
|
2737
Myers Industries
MYE
$1.19B
| $8.68M | ﹤0.01% |
420,087
+140,264
| +50% | +$2.95M |
2013 Q2
51 quarters
|
|
2738
Main Street Capital
MAIN
$5.15B
| $8.67M | ﹤0.01% |
167,892
-53,282
| -24% | -$3.16M |
2015 Q4
41 quarters
|
|
2739
Dime Commercial Bancshares
DCOM
$1.76B
| $8.67M | ﹤0.01% |
261,995
+109,673
| +72% | +$3.6M |
2013 Q2
51 quarters
|
|
2740
Central Pacific Financial
CPF
$938M
| $8.65M | ﹤0.01% |
274,661
-24,991
| -8% | -$805K |
2013 Q2
51 quarters
|
|
2741
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.85B
| $8.64M | ﹤0.01% |
216,226
+77,650
| +56% | +$3.05M |
2023 Q2
11 quarters
|
|
2742
PUT
AST SpaceMobile
ASTS
$17.5B
| $8.62M | ﹤0.01% |
116,800
+112,000
| +2,333% | +$10.6M |
2024 Q4
5 quarters
|
|
2743
PVH
PVH
$3.48B
| $8.61M | ﹤0.01% |
129,385
+4,842
| +4% | +$318K |
2013 Q2
51 quarters
|
|
|
ORCL.PRD
2744
Oracle Corp Preferred Stock Series D
ORCL.PRD
| $8.61M | ﹤0.01% |
+191,254
| New | +$9.04M |
2026 Q1
0 quarters
|
|
2745
NBT Bancorp
NBTB
$2.68B
| $8.6M | ﹤0.01% |
204,639
-55,083
| -21% | -$2.39M |
2013 Q2
51 quarters
|
|
2746
Cogent Communications
CCOI
$433M
| $8.6M | ﹤0.01% |
492,468
+323,865
| +192% | +$7.14M |
2015 Q1
44 quarters
|
|
2747
Delek US
DK
$4.54B
| $8.6M | ﹤0.01% |
187,960
-205,492
| -52% | -$7.34M |
2013 Q2
51 quarters
|
|
|
LTC
2748
LTC Properties
LTC
$2.32B
| $8.57M | ﹤0.01% |
229,579
-124,647
| -35% | -$4.69M |
2013 Q2
51 quarters
|
|
2749
Standex International
SXI
$3.54B
| $8.57M | ﹤0.01% |
34,266
-10,220
| -23% | -$2.56M |
2013 Q2
51 quarters
|
|
2750
Schwab Fundamental US Large Company Index ETF
FNDX
$27.2B
| $8.56M | ﹤0.01% |
313,460
+166,571
| +113% | +$4.72M |
2018 Q3
30 quarters
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.