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 | |
|---|---|---|---|---|---|---|
3051
iShares Micro-Cap ETF
IWC
$1.45B
| $5.96M | ﹤0.01% |
38,882
-242
| -0.6% | -$40.1K |
|
|
SCDS
3052
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$9.04M
| $5.96M | ﹤0.01% |
100,000
| – | – |
|
3053
InMode
INMD
$884M
| $5.95M | ﹤0.01% |
443,967
-205,221
| -32% | -$2.93M |
|
|
GPAT
3054
GP-Act III Acquisition Corp
GPAT
$392M
| $5.95M | ﹤0.01% |
549,898
+500,082
| +1,004% | +$5.38M |
|
3055
StoneCo
STNE
$2.65B
| $5.94M | ﹤0.01% |
436,739
+262,422
| +151% | +$4.03M |
|
|
IMSR
3056
Terrestrial Energy
IMSR
$541M
| $5.93M | ﹤0.01% |
1,073,073
-97,014
| -8% | -$769K |
|
3057
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
| $5.92M | ﹤0.01% |
244,671
+125,060
| +105% | +$3.04M |
|
3058
Sylvamo
SLVM
$1.5B
| $5.92M | ﹤0.01% |
142,714
+13,310
| +10% | +$623K |
|
3059
CALL
Capital One
COF
$127B
| $5.91M | ﹤0.01% |
33,200
-76,700
| -70% | -$16M |
|
3060
Academy Sports + Outdoors
ASO
$3.09B
| $5.91M | ﹤0.01% |
108,956
+21,403
| +24% | +$1.22M |
|
3061
Shift4
FOUR
$3.96B
| $5.89M | ﹤0.01% |
135,032
-4,455
| -3% | -$246K |
|
3062
Axogen
AXGN
$2.19B
| $5.87M | ﹤0.01% |
187,539
-98,954
| -35% | -$3.22M |
|
3063
CALL
Enterprise Products Partners
EPD
$82.5B
| $5.86M | ﹤0.01% |
150,000
| – | – |
|
|
3064
PUT
Enterprise Products Partners
EPD
$82.5B
| $5.86M | ﹤0.01% |
150,000
| – | – |
|
3065
Denali Therapeutics
DNLI
$3.74B
| $5.86M | ﹤0.01% |
323,989
+152,041
| +88% | +$3.03M |
|
3066
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
| $5.85M | ﹤0.01% |
85,086
-6,718
| -7% | -$496K |
|
3067
CALL
Chord Energy
CHRD
$7.42B
| $5.85M | ﹤0.01% |
+40,000
| New | +$4.36M |
|
3068
Leggett & Platt
LEG
$1.5B
| $5.85M | ﹤0.01% |
609,097
+436,197
| +252% | +$4.98M |
|
3069
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.1B
| $5.85M | ﹤0.01% |
126,351
+46,574
| +58% | +$2.33M |
|
3070
PUT
Kenvue
KVUE
$37.4B
| $5.84M | ﹤0.01% |
338,700
-739,700
| -69% | -$13.2M |
|
3071
CALL
Vertiv
VRT
$110B
| $5.83M | ﹤0.01% |
24,900
-5,900
| -19% | -$1.31M |
|
3072
Celcuity
CELC
$4.01B
| $5.83M | ﹤0.01% |
53,866
+2,807
| +5% | +$306K |
|
3073
VictoryShares Free Cash Flow ETF
VFLO
$8.71B
| $5.82M | ﹤0.01% |
150,826
+1,636
| +1% | +$65.2K |
|
3074
SGHC Ltd
SGHC
$7.45B
| $5.81M | ﹤0.01% |
560,701
-237,447
| -30% | -$2.42M |
|
3075
Syndax Pharmaceuticals
SNDX
$1.82B
| $5.81M | ﹤0.01% |
258,519
-119,985
| -32% | -$2.61M |
|
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.