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 | |
|---|---|---|---|---|---|---|---|
2826
Franklin FTSE Japan ETF
FLJP
$4.16B
| $7.83M | ﹤0.01% |
224,116
+151,125
| +207% | +$5.59M |
2022 Q3
14 quarters
|
|
2827
Korea Electric Power
KEP
$14.2B
| $7.81M | ﹤0.01% |
573,686
+264,464
| +86% | +$5.01M |
2015 Q4
41 quarters
|
|
2828
Sonos
SONO
$2.09B
| $7.79M | ﹤0.01% |
600,071
+382,103
| +175% | +$5.77M |
2018 Q3
30 quarters
|
|
2829
Boston Beer
SAM
$1.72B
| $7.78M | ﹤0.01% |
33,853
+10,844
| +47% | +$2.44M |
2014 Q3
46 quarters
|
|
2830
CALL
Autodesk
ADSK
$44.3B
| $7.78M | ﹤0.01% |
33,000
-21,200
| -39% | -$5.33M |
2023 Q3
10 quarters
|
|
2831
State Street SPDR S&P Health Care Equipment ETF
XHE
$189M
| $7.78M | ﹤0.01% |
101,992
-99,955
| -49% | -$8.53M |
2017 Q2
35 quarters
|
|
|
JIDE
2832
JPMorgan International Dynamic ETF
JIDE
$26.7M
| $7.75M | ﹤0.01% |
+170,000
| New | +$8.38M |
2026 Q1
0 quarters
|
|
2833
CALL
Amphenol
APH
$214B
| $7.74M | ﹤0.01% |
+130,000
| New | +$9.15M |
2026 Q1
0 quarters
|
|
|
NYAX
2834
Nayax
NYAX
$1.83B
| $7.72M | ﹤0.01% |
142,403
+102,813
| +260% | +$5.8M |
2024 Q4
5 quarters
|
|
|
IPFF
2835
CALL
DELISTED
iShares International Preferred Stock ETF
IPFF
| $7.72M | ﹤0.01% |
170,000
-129,500
| -43% | -$5.88M |
2025 Q1
4 quarters
|
|
2836
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.08B
| $7.71M | ﹤0.01% |
72,399
+36,476
| +102% | +$4.49M |
2020 Q4
21 quarters
|
|
2837
Parsons
PSN
$4.36B
| $7.67M | ﹤0.01% |
146,969
+29,519
| +25% | +$1.89M |
2019 Q2
27 quarters
|
|
2838
Corcept Therapeutics
CORT
$12.6B
| $7.66M | ﹤0.01% |
200,953
-633,496
| -76% | -$23.7M |
2016 Q4
37 quarters
|
|
2839
Empire State Realty Trust
ESRT
$722M
| $7.66M | ﹤0.01% |
1,501,407
+21,919
| +1% | +$132K |
2014 Q4
45 quarters
|
|
2840
REX American Resources
REX
$1.44B
| $7.66M | ﹤0.01% |
160,713
+52,293
| +48% | +$1.89M |
2013 Q2
51 quarters
|
|
2841
Assured Guaranty
AGO
$3.01B
| $7.66M | ﹤0.01% |
95,210
-10,126
| -10% | -$864K |
2013 Q2
51 quarters
|
|
2842
Nokia
NOK
$59.3B
| $7.65M | ﹤0.01% |
961,142
+366,270
| +62% | +$2.69M |
2013 Q2
51 quarters
|
|
2843
RadNet
RDNT
$5.5B
| $7.65M | ﹤0.01% |
137,198
+61,296
| +81% | +$4.19M |
2016 Q4
37 quarters
|
|
2844
Nuveen Core Plus Bond ETF
NCPB
$53.4M
| $7.64M | ﹤0.01% |
307,112
+35,999
| +13% | +$910K |
2024 Q2
7 quarters
|
|
2845
CALL
Ascendis Pharma A/S
ASND
$15B
| $7.64M | ﹤0.01% |
35,000
| – | – |
2025 Q3
2 quarters
|
|
|
2846
PUT
Ascendis Pharma A/S
ASND
$15B
| $7.64M | ﹤0.01% |
35,000
| – | – |
2025 Q3
2 quarters
|
|
2847
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.29B
| $7.63M | ﹤0.01% |
351,145
+326,656
| +1,334% | +$7.35M |
2013 Q2
51 quarters
|
|
2848
Universal Insurance Holdings
UVE
$1.22B
| $7.61M | ﹤0.01% |
222,844
+31,113
| +16% | +$1M |
2015 Q1
44 quarters
|
|
2849
Teleflex
TFX
$5.26B
| $7.61M | ﹤0.01% |
66,199
-56,034
| -46% | -$6.18M |
2013 Q2
51 quarters
|
|
2850
WD-40
WDFC
$2.72B
| $7.6M | ﹤0.01% |
37,338
+11,283
| +43% | +$2.52M |
2013 Q2
51 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.