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 | |
|---|---|---|---|---|---|---|
2976
BlackBerry
BB
$4.93B
| $6.57M | ﹤0.01% |
2,087,198
+437,942
| +27% | +$1.55M |
|
2977
PUT
Ivanhoe Electric
IE
$1.47B
| $6.57M | ﹤0.01% |
610,000
+340,000
| +126% | +$5.33M |
|
2978
Suzano
SUZ
$10.1B
| $6.57M | ﹤0.01% |
683,231
-1,196,356
| -64% | -$12.1M |
|
2979
Evertec
EVTC
$1.88B
| $6.56M | ﹤0.01% |
234,908
-92,036
| -28% | -$2.61M |
|
2980
CVB Financial
CVBF
$3.97B
| $6.55M | ﹤0.01% |
343,244
+164,654
| +92% | +$3.24M |
|
2981
Community Bank
CBU
$3.5B
| $6.55M | ﹤0.01% |
113,522
+17,037
| +18% | +$1.04M |
|
|
SMA
2982
SmartStop Self Storage REIT
SMA
$1.94B
| $6.53M | ﹤0.01% |
219,196
-204,463
| -48% | -$6.57M |
|
2983
ARKO Corp
ARKO
$897M
| $6.51M | ﹤0.01% |
1,188,029
+1,134,317
| +2,112% | +$6.32M |
|
2984
PUT
General Motors
GM
$78.7B
| $6.5M | ﹤0.01% |
89,300
-246,100
| -73% | -$19.6M |
|
2985
iShares MSCI Germany ETF
EWG
$1.55B
| $6.49M | ﹤0.01% |
169,137
+67,655
| +67% | +$2.87M |
|
2986
Dimensional National Municipal Bond ETF
DFNM
$2.23B
| $6.49M | ﹤0.01% |
135,532
+30,496
| +29% | +$1.48M |
|
2987
Ashland
ASH
$3.04B
| $6.48M | ﹤0.01% |
124,049
+37,278
| +43% | +$2.21M |
|
2988
Franklin Electric
FELE
$4.66B
| $6.47M | ﹤0.01% |
71,433
-967
| -1% | -$94.9K |
|
2989
PUT
Alcon
ALC
$32.8B
| $6.45M | ﹤0.01% |
87,500
-185,900
| -68% | -$14.8M |
|
2990
CALL
Steel Dynamics
STLD
$36.1B
| $6.44M | ﹤0.01% |
+37,500
| New | +$6.83M |
|
|
2991
PUT
Steel Dynamics
STLD
$36.1B
| $6.44M | ﹤0.01% |
+37,500
| New | +$6.83M |
|
2992
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$748M
| $6.44M | ﹤0.01% |
30,561
+1,621
| +6% | +$355K |
|
2993
Philips
PHG
$24.3B
| $6.43M | ﹤0.01% |
251,434
+40,522
| +19% | +$1.15M |
|
2994
CALL
American Airlines Group
AAL
$9.9B
| $6.43M | ﹤0.01% |
631,600
| – | – |
|
2995
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
| $6.43M | ﹤0.01% |
148,310
-105,394
| -42% | -$5.02M |
|
2996
Genworth Financial
GNW
$3.79B
| $6.42M | ﹤0.01% |
797,671
+478
| +0.1% | +$4.05K |
|
|
KW
2997
DELISTED
Kennedy-Wilson Holdings
KW
| $6.41M | ﹤0.01% |
583,885
-147,125
| -20% | -$1.53M |
|
2998
Seaboard Corp
SEB
$4.42B
| $6.4M | ﹤0.01% |
1,160
+488
| +73% | +$2.45M |
|
2999
Intellia Therapeutics
NTLA
$1.49B
| $6.39M | ﹤0.01% |
548,491
-195,207
| -26% | -$2.49M |
|
3000
Globalstar
GSAT
$10.2B
| $6.37M | ﹤0.01% |
102,985
+6,301
| +7% | +$384K |
|
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.