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 | |
|---|---|---|---|---|---|---|
2926
Valvoline
VVV
$5.05B
| $6.9M | ﹤0.01% |
208,208
-26,223
| -11% | -$907K |
|
|
MPT
2927
Medical Properties Trust
MPT
$2.86B
| $6.89M | ﹤0.01% |
1,511,657
-294,244
| -16% | -$1.53M |
|
2928
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$582M
| $6.89M | ﹤0.01% |
257,702
+254,203
| +7,265% | +$7.56M |
|
|
EUHY
2929
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$240M
| $6.89M | ﹤0.01% |
+132,478
| New | +$7.07M |
|
2930
Eldorado Gold
EGO
$8.48B
| $6.88M | ﹤0.01% |
212,331
+141,655
| +200% | +$5.77M |
|
2931
Dorman Products
DORM
$4.08B
| $6.87M | ﹤0.01% |
67,002
-10,158
| -13% | -$1.21M |
|
|
ARI
2932
Apollo Commercial Real Estate
ARI
$876M
| $6.87M | ﹤0.01% |
651,535
-12,954
| -2% | -$135K |
|
2933
Central Garden & Pet Co Class A
CENTA
$2.39B
| $6.86M | ﹤0.01% |
209,937
-67,794
| -24% | -$2.16M |
|
2934
Liquidia Corp
LQDA
$7.51B
| $6.86M | ﹤0.01% |
195,116
+73,455
| +60% | +$2.73M |
|
2935
PUT
ADMA Biologics
ADMA
$1.97B
| $6.86M | ﹤0.01% |
+750,000
| New | +$11.8M |
|
2936
Fidelity Momentum Factor ETF
FDMO
$926M
| $6.86M | ﹤0.01% |
89,011
+61,898
| +228% | +$5.21M |
|
2937
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
| $6.86M | ﹤0.01% |
184,041
-104,238
| -36% | -$4.02M |
|
2938
B2Gold
BTG
$5.16B
| $6.85M | ﹤0.01% |
1,624,041
+1,542,794
| +1,899% | +$7.75M |
|
2939
Tandem Diabetes Care
TNDM
$1.18B
| $6.85M | ﹤0.01% |
349,792
+8,161
| +2% | +$177K |
|
2940
Gold Royalty Corp
GROY
$609M
| $6.85M | ﹤0.01% |
2,075,340
+370,412
| +22% | +$1.58M |
|
2941
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$283M
| $6.85M | ﹤0.01% |
127,740
-664
| -0.5% | -$37.8K |
|
2942
La-Z-Boy
LZB
$1.62B
| $6.84M | ﹤0.01% |
214,133
+30,285
| +16% | +$1.09M |
|
2943
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$767M
| $6.84M | ﹤0.01% |
143,613
-8,608
| -6% | -$426K |
|
2944
NETGEAR
NTGR
$681M
| $6.83M | ﹤0.01% |
317,855
-7,321
| -2% | -$158K |
|
|
CAM
2945
AB California Intermediate Municipal ETF
CAM
$1.21B
| $6.81M | ﹤0.01% |
+273,354
| New | +$6.89M |
|
2946
TriNet
TNET
$2.94B
| $6.8M | ﹤0.01% |
180,249
-70,984
| -28% | -$3.39M |
|
2947
CALL
Blue Owl Capital
OWL
$6.54B
| $6.8M | ﹤0.01% |
750,000
+200,000
| +36% | +$2.42M |
|
2948
PUT
Applied Digital
APLD
$7.54B
| $6.78M | ﹤0.01% |
329,900
-15,900
| -5% | -$498K |
|
2949
CALL
Cadence Design Systems
CDNS
$93.4B
| $6.77M | ﹤0.01% |
25,000
+12,600
| +102% | +$3.76M |
|
|
2950
PUT
Cadence Design Systems
CDNS
$93.4B
| $6.77M | ﹤0.01% |
25,000
+22,900
| +1,090% | +$6.83M |
|
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.