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 | |
|---|---|---|---|---|---|---|---|
2751
PUT
FedEx
FDX
$68.7B
| $8.54M | ﹤0.01% |
25,000
-35,500
| -59% | -$12.3M |
2020 Q3
22 quarters
|
|
2752
International Bancshares
IBOC
$4.34B
| $8.52M | ﹤0.01% |
127,060
-42,102
| -25% | -$2.92M |
2015 Q4
41 quarters
|
|
2753
Hamilton Insurance Group
HG
$3.37B
| $8.52M | ﹤0.01% |
291,516
-124,487
| -30% | -$3.58M |
2024 Q1
8 quarters
|
|
|
BLZR
2754
Trailblazer Acquisition Corp
BLZR
$352M
| $8.5M | ﹤0.01% |
849,641
-34,783
| -4% | -$350K |
2025 Q4
1 quarter
|
|
2755
Peapack-Gladstone Financial
PGC
$790M
| $8.5M | ﹤0.01% |
243,243
+183,812
| +309% | +$5.98M |
2017 Q4
33 quarters
|
|
2756
Intapp
INTA
$2.79B
| $8.47M | ﹤0.01% |
333,254
+213,213
| +178% | +$6.36M |
2021 Q3
18 quarters
|
|
2757
Global Net Lease
GNL
$1.91B
| $8.45M | ﹤0.01% |
918,205
-208,253
| -18% | -$1.96M |
2016 Q4
37 quarters
|
|
2758
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.09B
| $8.44M | ﹤0.01% |
274,491
+26,074
| +10% | +$802K |
2017 Q1
36 quarters
|
|
2759
Stoke Therapeutics
STOK
$1.65B
| $8.43M | ﹤0.01% |
265,473
-12,457
| -4% | -$409K |
2019 Q3
26 quarters
|
|
|
SHYM
2760
iShares Short Duration High Yield Muni Active ETF
SHYM
$811M
| $8.42M | ﹤0.01% |
382,820
+25,420
| +7% | +$567K |
2024 Q2
7 quarters
|
|
2761
Photronics
PLAB
$1.86B
| $8.42M | ﹤0.01% |
227,606
+5,955
| +3% | +$215K |
2016 Q4
37 quarters
|
|
2762
VanEck Long Muni ETF
MLN
$637M
| $8.41M | ﹤0.01% |
483,792
+113,085
| +31% | +$1.99M |
2023 Q3
10 quarters
|
|
2763
PUT
Itron
ITRI
$3.79B
| $8.39M | ﹤0.01% |
+100,000
| New | +$9.6M |
2026 Q1
0 quarters
|
|
2764
abrdn Physical Palladium Shares ETF
PALL
$613M
| $8.37M | ﹤0.01% |
326,855
+16,670
| +5% | +$516K |
2013 Q2
51 quarters
|
|
2765
BancFirst
BANF
$3.63B
| $8.33M | ﹤0.01% |
77,182
-37,535
| -33% | -$4.17M |
2013 Q2
51 quarters
|
|
2766
Apogee Enterprises
APOG
$743M
| $8.32M | ﹤0.01% |
256,624
-125,697
| -33% | -$4.66M |
2015 Q3
42 quarters
|
|
2767
PUT
Synchrony
SYF
$23.4B
| $8.32M | ﹤0.01% |
126,100
-40,800
| -24% | -$2.97M |
2023 Q3
10 quarters
|
|
2768
Victory Capital Holdings
VCTR
$6.96B
| $8.32M | ﹤0.01% |
128,097
+17,576
| +16% | +$1.22M |
2020 Q1
24 quarters
|
|
2769
Iovance Biotherapeutics
IOVA
$6.44B
| $8.3M | ﹤0.01% |
2,500,624
-500,878
| -17% | -$1.6M |
2017 Q2
35 quarters
|
|
2770
Takeda Pharmaceutical
TAK
$57.1B
| $8.29M | ﹤0.01% |
453,981
+211,802
| +87% | +$3.72M |
2018 Q4
29 quarters
|
|
2771
Worthington Enterprises
WOR
$2.97B
| $8.28M | ﹤0.01% |
162,475
+42,164
| +35% | +$2.26M |
2013 Q2
51 quarters
|
|
2772
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$27.2B
| $8.26M | ﹤0.01% |
203,229
+2,579
| +1% | +$150K |
2022 Q4
13 quarters
|
|
2773
Lincoln National
LNC
$7.72B
| $8.25M | ﹤0.01% |
242,165
+24,908
| +11% | +$957K |
2013 Q2
51 quarters
|
|
2774
Tenable Holdings
TENB
$4.06B
| $8.24M | ﹤0.01% |
483,187
+82,041
| +20% | +$1.72M |
2018 Q3
30 quarters
|
|
2775
Star Group
SGU
$423M
| $8.24M | ﹤0.01% |
659,865
+1,909
| +0.3% | +$24.2K |
2019 Q1
28 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.