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 | |
|---|---|---|---|---|---|---|
3026
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
| $6.13M | ﹤0.01% |
88,979
-14,582
| -14% | -$1.05M |
|
3027
PUT
Oscar Health
OSCR
$8.54B
| $6.13M | ﹤0.01% |
565,000
-180,000
| -24% | -$2.54M |
|
3028
JPMorgan Active China ETF
JCHI
$14.9M
| $6.13M | ﹤0.01% |
120,000
| – | – |
|
3029
WisdomTree US Total Dividend Fund
DTD
$1.65B
| $6.13M | ﹤0.01% |
72,320
+1,829
| +3% | +$161K |
|
3030
iShares US Infrastructure ETF
IFRA
$4.6B
| $6.12M | ﹤0.01% |
108,882
-3,098
| -3% | -$178K |
|
3031
iShares US Industrials ETF
IYJ
$2B
| $6.12M | ﹤0.01% |
42,705
+3,710
| +10% | +$574K |
|
3032
Addus HomeCare
ADUS
$2.16B
| $6.11M | ﹤0.01% |
64,777
+12,307
| +23% | +$1.3M |
|
|
FARX
3033
Frontier Asset Absolute Return ETF
FARX
$12.8M
| $6.11M | ﹤0.01% |
217,071
-2,907
| -1% | -$81.6K |
|
3034
St. Joe Company
JOE
$3.56B
| $6.09M | ﹤0.01% |
97,284
+4,485
| +5% | +$300K |
|
3035
Angi Inc
ANGI
$240M
| $6.09M | ﹤0.01% |
915,520
-832,814
| -48% | -$8.35M |
|
|
CBL
3036
CBL Properties
CBL
$1.81B
| $6.08M | ﹤0.01% |
157,678
-8,197
| -5% | -$304K |
|
3037
OFG Bancorp
OFG
$2.21B
| $6.08M | ﹤0.01% |
152,467
-427,568
| -74% | -$17.3M |
|
3038
CALL
Electronic Arts
EA
$52.4B
| $6.08M | ﹤0.01% |
30,000
-53,100
| -64% | -$10.7M |
|
|
3039
PUT
Electronic Arts
EA
$52.4B
| $6.08M | ﹤0.01% |
30,000
-30,000
| -50% | -$6.06M |
|
3040
PUT
IonQ
IONQ
$13.4B
| $6.07M | ﹤0.01% |
+228,200
| New | +$8.76M |
|
3041
Relay Therapeutics
RLAY
$4.06B
| $6.05M | ﹤0.01% |
647,518
+221,560
| +52% | +$1.98M |
|
3042
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
| $6.05M | ﹤0.01% |
182,666
+28,664
| +19% | +$984K |
|
3043
CBIZ
CBZ
$2.39B
| $6.05M | ﹤0.01% |
223,989
+172,337
| +334% | +$6.08M |
|
3044
VanEck Vietnam ETF
VNM
$472M
| $6.02M | ﹤0.01% |
357,008
-91,680
| -20% | -$1.68M |
|
3045
PUT
Eaton
ETN
$155B
| $6.01M | ﹤0.01% |
17,500
+10,000
| +133% | +$3.56M |
|
3046
Sprinklr
CXM
$1.42B
| $5.98M | ﹤0.01% |
1,007,062
+404,454
| +67% | +$2.51M |
|
3047
CALL
Constellation Energy
CEG
$96.4B
| $5.97M | ﹤0.01% |
20,000
-45,000
| -69% | -$13.7M |
|
3048
CALL
Sun Communities
SUI
$15B
| $5.97M | ﹤0.01% |
+47,300
| New | +$6.11M |
|
|
GLIBK
3049
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$900M
| $5.97M | ﹤0.01% |
162,727
+67,082
| +70% | +$2.54M |
|
3050
PUT
Edwards Lifesciences
EW
$47.8B
| $5.96M | ﹤0.01% |
75,000
-179,500
| -71% | -$14.8M |
|
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.