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 | |
|---|---|---|---|---|---|---|---|
2776
Pricesmart
PSMT
$5.27B
| $8.22M | ﹤0.01% |
55,462
+5,759
| +12% | +$841K |
2015 Q4
41 quarters
|
|
2777
Equinox Gold
EQX
$13B
| $8.22M | ﹤0.01% |
634,965
+381,722
| +151% | +$5.83M |
2024 Q3
6 quarters
|
|
2778
iShares US Healthcare ETF
IYH
$3.83B
| $8.22M | ﹤0.01% |
136,130
+9,266
| +7% | +$599K |
2013 Q2
51 quarters
|
|
2779
iShares Emerging Markets Dividend ETF
DVYE
$1.19B
| $8.21M | ﹤0.01% |
243,993
-33,131
| -12% | -$1.12M |
2023 Q4
9 quarters
|
|
2780
Clough Select Equity ETF
CBSE
$50.7M
| $8.2M | ﹤0.01% |
211,361
+12,808
| +6% | +$538K |
2024 Q1
8 quarters
|
|
2781
CALL
XPO
XPO
$21.8B
| $8.2M | ﹤0.01% |
44,000
-45,700
| -51% | -$8.19M |
2024 Q4
5 quarters
|
|
|
2782
PUT
XPO
XPO
$21.8B
| $8.2M | ﹤0.01% |
44,000
-45,700
| -51% | -$8.19M |
2024 Q4
5 quarters
|
|
2783
iShares MSCI Saudi Arabia ETF
KSA
$585M
| $8.2M | ﹤0.01% |
211,408
-2,470
| -1% | -$94.5K |
2020 Q3
22 quarters
|
|
2784
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$702M
| $8.18M | ﹤0.01% |
137,128
| – | – |
2023 Q3
10 quarters
|
|
2785
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.61B
| $8.17M | ﹤0.01% |
174,187
+7,748
| +5% | +$367K |
2023 Q3
10 quarters
|
|
2786
Ingevity
NGVT
$2.49B
| $8.15M | ﹤0.01% |
117,159
+39,461
| +51% | +$2.7M |
2016 Q2
39 quarters
|
|
2787
Goodyear
GT
$1.39B
| $8.14M | ﹤0.01% |
1,294,639
+514,844
| +66% | +$4.34M |
2013 Q2
51 quarters
|
|
2788
PUT
Marathon Petroleum
MPC
$119B
| $8.11M | ﹤0.01% |
33,100
-35,000
| -51% | -$7.07M |
2021 Q3
18 quarters
|
|
2789
Ooma
OOMA
$574M
| $8.11M | ﹤0.01% |
567,206
-8,835
| -2% | -$111K |
2017 Q3
34 quarters
|
|
2790
PUT
Aon
AON
$57.2B
| $8.1M | ﹤0.01% |
+25,000
| New | +$8.31M |
2026 Q1
0 quarters
|
|
2791
Invesco S&P International Developed Momentum ETF
IDMO
$4.31B
| $8.09M | ﹤0.01% |
152,876
+8,278
| +6% | +$474K |
2025 Q2
3 quarters
|
|
2792
Avista
AVA
$2.96B
| $8.09M | ﹤0.01% |
199,928
-44,494
| -18% | -$1.8M |
2013 Q2
51 quarters
|
|
|
SEMR
2793
DELISTED
Semrush
SEMR
| $8.08M | ﹤0.01% |
676,584
+656,020
| +3,190% | +$7.8M |
2021 Q4
17 quarters
|
|
2794
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$571M
| $8.08M | ﹤0.01% |
89,840
-85,590
| -49% | -$8.26M |
2022 Q4
13 quarters
|
|
2795
Invesco Aerospace & Defense ETF
PPA
$7.41B
| $8.07M | ﹤0.01% |
50,424
+7,545
| +18% | +$1.32M |
2021 Q2
19 quarters
|
|
2796
AMC Global Media
AMCX
$460M
| $8.07M | ﹤0.01% |
1,212,065
-179,486
| -13% | -$1.4M |
2013 Q2
51 quarters
|
|
|
PLGO
2797
Pelagos Insurance Capital
PLGO
$2.01B
| $8.05M | ﹤0.01% |
419,915
-203,201
| -33% | -$3.89M |
2023 Q3
10 quarters
|
|
2798
Innoviva
INVA
$1.48B
| $8.03M | ﹤0.01% |
350,571
+200,769
| +134% | +$4.32M |
2016 Q4
37 quarters
|
|
2799
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.35B
| $7.99M | ﹤0.01% |
317,996
-570,226
| -64% | -$14.4M |
2023 Q1
12 quarters
|
|
2800
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$572M
| $7.98M | ﹤0.01% |
155,462
+129,361
| +496% | +$6.9M |
2022 Q3
14 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.