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 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Minerals Technologies
MTX
$2.25B
| $7.36M | ﹤0.01% |
104,945
+4,444
| +4% | +$306K |
|
|
TEMD
2877
Templeton Emerging Markets Debt ETF
TEMD
$49.4M
| $7.34M | ﹤0.01% |
+300,000
| New | +$7.57M |
|
2878
CorVel
CRVL
$3.12B
| $7.34M | ﹤0.01% |
135,291
+46,140
| +52% | +$2.66M |
|
|
DOCU
2879
PUT
DocuSign
DOCU
$10.3B
| $7.33M | ﹤0.01% |
155,000
+126,700
| +448% | +$6.48M |
|
2880
First Mid Bancshares
FMBH
$1.37B
| $7.32M | ﹤0.01% |
179,954
-44,122
| -20% | -$1.83M |
|
2881
Progress Software
PRGS
$1.63B
| $7.32M | ﹤0.01% |
258,766
+161,828
| +167% | +$6.19M |
|
2882
PUT
McKesson
MCK
$99.9B
| $7.31M | ﹤0.01% |
8,500
-12,200
| -59% | -$10.9M |
|
2883
A10 Networks
ATEN
$2.42B
| $7.3M | ﹤0.01% |
326,646
+109,648
| +51% | +$2.14M |
|
2884
CALL
Zoom
ZM
$26.7B
| $7.29M | ﹤0.01% |
92,600
-40,000
| -30% | -$3.35M |
|
2885
iShares US Tech Independence Focused ETF
IETC
$655M
| $7.28M | ﹤0.01% |
85,782
+2,145
| +3% | +$203K |
|
2886
Harley-Davidson
HOG
$2.62B
| $7.28M | ﹤0.01% |
374,402
-145,451
| -28% | -$2.85M |
|
2887
Aegon
AEG
$13.5B
| $7.28M | ﹤0.01% |
1,050,189
+530,160
| +102% | +$3.95M |
|
2888
CALL
General Motors
GM
$77.3B
| $7.28M | ﹤0.01% |
100,000
+11,000
| +12% | +$874K |
|
2889
US Physical Therapy
USPH
$1.16B
| $7.25M | ﹤0.01% |
96,995
-8,438
| -8% | -$691K |
|
2890
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $7.23M | ﹤0.01% |
143,565
+4,499
| +3% | +$228K |
|
2891
Olin
OLN
$2.5B
| $7.23M | ﹤0.01% |
250,233
-94,096
| -27% | -$2.3M |
|
2892
AXT Inc
AXTI
$3.06B
| $7.22M | ﹤0.01% |
136,965
+136,604
| +37,840% | +$4.53M |
|
2893
PUT
APA Corp
APA
$12.5B
| $7.22M | ﹤0.01% |
165,100
+115,000
| +230% | +$3.48M |
|
|
DFAI
2894
Dimensional International Core Equity Market ETF
DFAI
$17.2B
| $7.2M | ﹤0.01% |
190,176
+110
| +0.1% | +$4.4K |
|
2895
Fulgent Genetics
FLGT
$555M
| $7.2M | ﹤0.01% |
460,363
+210,235
| +84% | +$4.56M |
|
2896
Simplify MBS ETF
MTBA
$1.53B
| $7.19M | ﹤0.01% |
145,765
+5,920
| +4% | +$298K |
|
2897
GMO US Quality ETF
QLTY
$4.78B
| $7.18M | ﹤0.01% |
203,548
+17,687
| +10% | +$678K |
|
2898
Alamo Group
ALG
$2B
| $7.17M | ﹤0.01% |
43,647
+291
| +0.7% | +$54.9K |
|
2899
Alpha and Omega Semiconductor
AOSL
$892M
| $7.17M | ﹤0.01% |
344,032
+106,469
| +45% | +$2.32M |
|
2900
Harbor International Compounders ETF
OSEA
$470M
| $7.16M | ﹤0.01% |
255,063
+62,112
| +32% | +$1.88M |
|
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 $73.5B 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 Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
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 605 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.