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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
3051
iShares Micro-Cap ETF
IWC
$1.4B
| $5.96M | ﹤0.01% |
38,882
-242
| -0.6% | -$40.1K |
2017 Q1
36 quarters
|
|
|
SCDS
3052
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$9.47M
| $5.96M | ﹤0.01% |
100,000
| – | – |
2024 Q3
6 quarters
|
|
3053
InMode
INMD
$811M
| $5.95M | ﹤0.01% |
443,967
-205,221
| -32% | -$2.93M |
2019 Q4
25 quarters
|
|
|
GPAT
3054
GP-Act III Acquisition Corp
GPAT
$178M
| $5.95M | ﹤0.01% |
549,898
+500,082
| +1,004% | +$5.38M |
2025 Q2
3 quarters
|
|
3055
StoneCo
STNE
$2.2B
| $5.94M | ﹤0.01% |
436,739
+262,422
| +151% | +$4.03M |
2019 Q3
26 quarters
|
|
|
IMSR
3056
Terrestrial Energy
IMSR
$400M
| $5.93M | ﹤0.01% |
1,073,073
-97,014
| -8% | -$769K |
2025 Q2
3 quarters
|
|
3057
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
| $5.92M | ﹤0.01% |
244,671
+125,060
| +105% | +$3.04M |
2022 Q2
15 quarters
|
|
3058
Sylvamo
SLVM
$1.29B
| $5.92M | ﹤0.01% |
142,714
+13,310
| +10% | +$623K |
2021 Q4
17 quarters
|
|
3059
CALL
Capital One
COF
$119B
| $5.91M | ﹤0.01% |
33,200
-76,700
| -70% | -$16M |
2025 Q3
2 quarters
|
|
3060
Academy Sports + Outdoors
ASO
$3B
| $5.91M | ﹤0.01% |
108,956
+21,403
| +24% | +$1.22M |
2020 Q4
21 quarters
|
|
3061
Shift4
FOUR
$2.86B
| $5.89M | ﹤0.01% |
135,032
-4,455
| -3% | -$246K |
2020 Q3
22 quarters
|
|
3062
Axogen
AXGN
$2.19B
| $5.87M | ﹤0.01% |
187,539
-98,954
| -35% | -$3.22M |
2017 Q4
33 quarters
|
|
3063
CALL
Enterprise Products Partners
EPD
$78.1B
| $5.86M | ﹤0.01% |
150,000
| – | – |
2025 Q4
1 quarter
|
|
|
3064
PUT
Enterprise Products Partners
EPD
$78.1B
| $5.86M | ﹤0.01% |
150,000
| – | – |
2025 Q4
1 quarter
|
|
3065
Denali Therapeutics
DNLI
$3.2B
| $5.86M | ﹤0.01% |
323,989
+152,041
| +88% | +$3.03M |
2018 Q1
32 quarters
|
|
3066
Fidelity MSCI Health Care Index ETF
FHLC
$3.39B
| $5.85M | ﹤0.01% |
85,086
-6,718
| -7% | -$496K |
2017 Q3
34 quarters
|
|
3067
CALL
Chord Energy
CHRD
$7.49B
| $5.85M | ﹤0.01% |
+40,000
| New | +$4.36M |
2026 Q1
0 quarters
|
|
|
LEG
3068
DELISTED
Leggett & Platt
LEG
| $5.85M | ﹤0.01% |
609,097
+436,197
| +252% | +$4.98M |
2013 Q2
51 quarters
|
|
3069
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.3B
| $5.85M | ﹤0.01% |
126,351
+46,574
| +58% | +$2.33M |
2023 Q1
12 quarters
|
|
3070
PUT
Kenvue
KVUE
$33B
| $5.84M | ﹤0.01% |
338,700
-739,700
| -69% | -$13.2M |
2025 Q2
3 quarters
|
|
3071
CALL
Vertiv
VRT
$97.1B
| $5.83M | ﹤0.01% |
24,900
-5,900
| -19% | -$1.31M |
2022 Q4
13 quarters
|
|
3072
Celcuity
CELC
$3.53B
| $5.83M | ﹤0.01% |
53,866
+2,807
| +5% | +$306K |
2022 Q4
13 quarters
|
|
3073
VictoryShares Free Cash Flow ETF
VFLO
$11B
| $5.82M | ﹤0.01% |
150,826
+1,636
| +1% | +$65.2K |
2024 Q4
5 quarters
|
|
3074
SGHC Ltd
SGHC
$5.72B
| $5.81M | ﹤0.01% |
560,701
-237,447
| -30% | -$2.42M |
2022 Q4
13 quarters
|
|
3075
Syndax Pharmaceuticals
SNDX
$1.57B
| $5.81M | ﹤0.01% |
258,519
-119,985
| -32% | -$2.61M |
2016 Q4
37 quarters
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.