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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UPB
3051
Upstream Bio Inc
UPB
$292M
| $7.01M | ﹤0.01% |
1,012,044
+549,043
| +119% | +$4.6M |
|
3052
Vanguard ESG US Corporate Bond ETF
VCEB
$1.19B
| $7.01M | ﹤0.01% |
111,000
+97,246
| +707% | +$6.11M |
|
3053
NCR Atleos
NATL
$3.41B
| $6.98M | ﹤0.01% |
159,438
-153,208
| -49% | -$6.79M |
|
|
DOCU
3054
PUT
DocuSign
DOCU
$13.2B
| $6.98M | ﹤0.01% |
155,000
| – | – |
|
|
MPT
3055
Medical Properties Trust
MPT
$2.02B
| $6.96M | ﹤0.01% |
1,484,097
-27,560
| -2% | -$137K |
|
3056
PUT
T-Mobile US
TMUS
$189B
| $6.96M | ﹤0.01% |
40,000
-140,800
| -78% | -$26.7M |
|
3057
Towne Bank
TOWN
$3.43B
| $6.93M | ﹤0.01% |
187,351
-15,168
| -7% | -$530K |
|
3058
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.95B
| $6.93M | ﹤0.01% |
71,217
-20,652
| -22% | -$1.86M |
|
3059
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$709M
| $6.93M | ﹤0.01% |
126,351
-10,777
| -8% | -$644K |
|
3060
PUT
Acadia Healthcare
ACHC
$2.62B
| $6.92M | ﹤0.01% |
250,000
| – | – |
|
3061
JPMorgan International Bond Opportunities ETF
JPIB
$2.21B
| $6.91M | ﹤0.01% |
142,629
+56,455
| +66% | +$2.72M |
|
|
BGIA
3062
Baillie Gifford International Alpha ETF
BGIA
| $6.89M | ﹤0.01% |
+280,000
| New | +$6.92M |
|
3063
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
| $6.89M | ﹤0.01% |
189,236
+6,570
| +4% | +$235K |
|
|
CBLL
3064
CeriBell Inc
CBLL
$940M
| $6.89M | ﹤0.01% |
345,152
+57,946
| +20% | +$1.1M |
|
3065
PUT
Nu Holdings
NU
$66.7B
| $6.89M | ﹤0.01% |
524,600
+124,600
| +31% | +$1.68M |
|
3066
National CineMedia
NCMI
$220M
| $6.88M | ﹤0.01% |
1,805,343
+687
| +0% | +$2.34K |
|
3067
ZIM Integrated Shipping Services
ZIM
$3.53B
| $6.87M | ﹤0.01% |
265,234
+166,703
| +169% | +$4.3M |
|
3068
Kimbell Royalty Partners
KRP
$1.47B
| $6.87M | ﹤0.01% |
476,007
+474,561
| +32,819% | +$7.07M |
|
|
DFAI
3069
Dimensional International Core Equity Market ETF
DFAI
$17.9B
| $6.87M | ﹤0.01% |
166,932
-23,244
| -12% | -$957K |
|
3070
CALL
Nucor
NUE
$59.1B
| $6.86M | ﹤0.01% |
30,000
| – | – |
|
|
3071
PUT
Nucor
NUE
$59.1B
| $6.86M | ﹤0.01% |
30,000
| – | – |
|
3072
Helios Technologies
HLIO
$2.21B
| $6.85M | ﹤0.01% |
75,187
+40,934
| +120% | +$3.14M |
|
3073
CALL
Antero Midstream
AM
$10B
| $6.84M | ﹤0.01% |
300,000
| – | – |
|
3074
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
| $6.84M | ﹤0.01% |
168,384
-7,336
| -4% | -$283K |
|
|
MCDS
3075
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$9.18M
| $6.84M | ﹤0.01% |
101,034
+1,034
| +1% | +$66.6K |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.