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 | |
|---|---|---|---|---|---|---|---|
2851
Pitney Bowes
PBI
$2.3B
| $7.59M | ﹤0.01% |
698,716
+90,558
| +15% | +$950K |
2013 Q2
51 quarters
|
|
|
DEC
2852
Diversified Energy Company
DEC
$926M
| $7.58M | ﹤0.01% |
414,023
+310,034
| +298% | +$4.37M |
2023 Q4
9 quarters
|
|
2853
Fulton Financial
FULT
$4.35B
| $7.58M | ﹤0.01% |
385,319
-594,217
| -61% | -$12.2M |
2013 Q2
51 quarters
|
|
2854
C4 Therapeutics
CCCC
$363M
| $7.57M | ﹤0.01% |
3,223,054
+3,217,109
| +54,115% | +$7.58M |
2020 Q4
21 quarters
|
|
2855
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.53B
| $7.57M | ﹤0.01% |
453,283
+359,849
| +385% | +$6.33M |
2021 Q2
19 quarters
|
|
2856
iShares US Medical Devices ETF
IHI
$3.45B
| $7.56M | ﹤0.01% |
143,710
+25,866
| +22% | +$1.52M |
2015 Q4
41 quarters
|
|
2857
Kosmos Energy
KOS
$1.49B
| $7.55M | ﹤0.01% |
2,551,897
+538,781
| +27% | +$1.01M |
2013 Q2
51 quarters
|
|
2858
Financial Institutions
FISI
$788M
| $7.54M | ﹤0.01% |
242,921
-45,156
| -16% | -$1.45M |
2013 Q2
51 quarters
|
|
2859
CarMax
KMX
$7.8B
| $7.53M | ﹤0.01% |
188,200
+65,907
| +54% | +$2.89M |
2013 Q2
51 quarters
|
|
2860
Scholar Rock
SRRK
$5.7B
| $7.51M | ﹤0.01% |
174,419
+3,646
| +2% | +$163K |
2018 Q3
30 quarters
|
|
2861
Reynolds Consumer Products
REYN
$4.7B
| $7.5M | ﹤0.01% |
357,023
+22,331
| +7% | +$512K |
2020 Q2
23 quarters
|
|
2862
CoreCivic
CXW
$3.31B
| $7.49M | ﹤0.01% |
392,947
+86,852
| +28% | +$1.64M |
2013 Q2
51 quarters
|
|
2863
CALL
Regeneron Pharmaceuticals
REGN
$75.7B
| $7.49M | ﹤0.01% |
10,000
-11,000
| -52% | -$8.42M |
2022 Q1
16 quarters
|
|
2864
Leonardo DRS
DRS
$9.82B
| $7.48M | ﹤0.01% |
172,852
-778,504
| -82% | -$32.8M |
2022 Q4
13 quarters
|
|
|
AFIX
2865
Allspring Broad Market Core Bond ETF
AFIX
$193M
| $7.46M | ﹤0.01% |
+300,436
| New | +$7.56M |
2026 Q1
0 quarters
|
|
2866
CALL
Dynatrace
DT
$17.1B
| $7.46M | ﹤0.01% |
201,000
+200,000
| +20,000% | +$7.64M |
2024 Q1
8 quarters
|
|
2867
PUT
Ford
F
$48.2B
| $7.45M | ﹤0.01% |
665,000
-1,095,000
| -62% | -$14.4M |
2015 Q3
42 quarters
|
|
2868
CALL
US Bancorp Series B Preferred Stock
USB.PRH
$733M
| $7.45M | ﹤0.01% |
146,500
+76,500
| +109% | +$1.44M |
2024 Q3
6 quarters
|
|
2869
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.9B
| $7.45M | ﹤0.01% |
60,538
+904
| +2% | +$122K |
2023 Q3
10 quarters
|
|
2870
Mercantile Bank Corp
MBWM
$1.03B
| $7.45M | ﹤0.01% |
148,858
-46,180
| -24% | -$2.37M |
2016 Q2
39 quarters
|
|
|
MAGN
2871
Magnera Corp
MAGN
$415M
| $7.43M | ﹤0.01% |
828,799
+577,762
| +230% | +$7.39M |
2013 Q2
51 quarters
|
|
2872
National Presto Industries
NPK
$1.08B
| $7.42M | ﹤0.01% |
55,986
+33,430
| +148% | +$4.28M |
2015 Q2
43 quarters
|
|
2873
America Movil
AMX
$63.6B
| $7.4M | ﹤0.01% |
300,644
-12,226
| -4% | -$279K |
2013 Q2
51 quarters
|
|
2874
First Trust Dorsey Wright Focus 5 ETF
FV
$3.85B
| $7.39M | ﹤0.01% |
126,028
+60,569
| +93% | +$3.91M |
2014 Q2
47 quarters
|
|
|
GOOS
2875
Canada Goose Holdings
GOOS
$748M
| $7.37M | ﹤0.01% |
708,269
+708,121
| +478,460% | +$8.52M |
2025 Q4
1 quarter
|
|
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.