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 | |
|---|---|---|---|---|---|---|
2951
Towne Bank
TOWN
$3.45B
| $6.77M | ﹤0.01% |
202,519
-190,344
| -48% | -$6.61M |
|
2952
WisdomTree US High Dividend Fund
DHS
$1.57B
| $6.77M | ﹤0.01% |
62,517
+9,648
| +18% | +$1.05M |
|
2953
Northwest Natural Holdings
NWN
$2.16B
| $6.76M | ﹤0.01% |
126,006
-55,002
| -30% | -$2.73M |
|
2954
First Trust Senior Loan Fund ETF
FTSL
$2.32B
| $6.75M | ﹤0.01% |
151,256
-162,494
| -52% | -$7.36M |
|
2955
Innovative Industrial Properties
IIPR
$1.78B
| $6.73M | ﹤0.01% |
132,514
-33,712
| -20% | -$1.7M |
|
2956
Nexa Resources
NEXA
$1.71B
| $6.72M | ﹤0.01% |
680,515
+664,625
| +4,183% | +$7.67M |
|
2957
Cohen & Steers
CNS
$4.17B
| $6.72M | ﹤0.01% |
109,488
+10,003
| +10% | +$652K |
|
2958
CALL
Kraft Heinz
KHC
$31.1B
| $6.72M | ﹤0.01% |
300,600
-358,800
| -54% | -$8.44M |
|
2959
MillerKnoll
MLKN
$1.54B
| $6.71M | ﹤0.01% |
476,313
-90,199
| -16% | -$1.77M |
|
2960
PUT
GameStop
GME
$9.66B
| $6.68M | ﹤0.01% |
+300,000
| New | +$6.96M |
|
2961
iShares MSCI USA Equal Weighted ETF
EUSA
$1.82B
| $6.68M | ﹤0.01% |
67,118
+17,422
| +35% | +$1.84M |
|
2962
PUT
Simon Property Group
SPG
$75.1B
| $6.67M | ﹤0.01% |
36,600
-76,100
| -68% | -$14.5M |
|
2963
Forestar Group
FOR
$1.47B
| $6.66M | ﹤0.01% |
278,066
+114,431
| +70% | +$3.06M |
|
2964
Community Trust Bancorp
CTBI
$1.39B
| $6.66M | ﹤0.01% |
109,984
-37,973
| -26% | -$2.31M |
|
2965
Simply Good Foods
SMPL
$943M
| $6.64M | ﹤0.01% |
455,356
+262,494
| +136% | +$4.53M |
|
|
PCG.PRX
2966
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.38B
| $6.62M | ﹤0.01% |
+153,923
| New | +$6.54M |
|
|
PDS
2967
Precision Drilling
PDS
$1.04B
| $6.61M | ﹤0.01% |
67,287
+8,565
| +15% | +$734K |
|
2968
First Financial Bankshares
FFIN
$4.94B
| $6.6M | ﹤0.01% |
226,716
+1,693
| +0.8% | +$53.4K |
|
2969
Enerpac Tool Group
EPAC
$1.78B
| $6.6M | ﹤0.01% |
187,364
+133,125
| +245% | +$5.28M |
|
2970
Howard Hughes
HHH
$3.93B
| $6.59M | ﹤0.01% |
105,670
-18,210
| -15% | -$1.37M |
|
2971
JPMorgan International Growth ETF
JIG
$470M
| $6.59M | ﹤0.01% |
92,391
+47,370
| +105% | +$3.66M |
|
2972
MarineMax
HZO
$799M
| $6.59M | ﹤0.01% |
254,762
+246,244
| +2,891% | +$6.83M |
|
2973
iShares Core Dividend ETF
DIVB
$1.67B
| $6.59M | ﹤0.01% |
123,857
-1,091
| -0.9% | -$59.9K |
|
2974
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
| $6.58M | ﹤0.01% |
89,656
-1,764
| -2% | -$138K |
|
2975
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.1B
| $6.58M | ﹤0.01% |
165,906
+27,836
| +20% | +$1.12M |
|
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.