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 | |
|---|---|---|---|---|---|---|---|
3076
CALL
Wynn Resorts
WYNN
$7.81B
| $5.81M | ﹤0.01% |
60,000
-40,000
| -40% | -$4.38M |
2023 Q4
9 quarters
|
|
3077
VanEck Oil Services ETF
OIH
$1.89B
| $5.81M | ﹤0.01% |
14,444
-29,838
| -67% | -$10.9M |
2018 Q3
30 quarters
|
|
|
MCDS
3078
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$9.25M
| $5.8M | ﹤0.01% |
100,000
| – | – |
2024 Q3
6 quarters
|
|
3079
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.95B
| $5.8M | ﹤0.01% |
233,400
+82,078
| +54% | +$2.13M |
2015 Q4
41 quarters
|
|
|
NTSK
3080
Netskope Inc
NTSK
$7.25B
| $5.79M | ﹤0.01% |
721,624
+683,789
| +1,807% | +$8.49M |
2025 Q3
2 quarters
|
|
3081
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.59B
| $5.79M | ﹤0.01% |
61,121
-54,552
| -47% | -$5.29M |
2013 Q2
51 quarters
|
|
3082
T. Rowe Price International Equity ETF
TOUS
$1.67B
| $5.79M | ﹤0.01% |
173,161
+145,145
| +518% | +$5.22M |
2025 Q4
1 quarter
|
|
3083
CALL
JD.com
JD
$34.8B
| $5.79M | ﹤0.01% |
200,000
-138,300
| -41% | -$3.91M |
2025 Q3
2 quarters
|
|
3084
Vital Farms
VITL
$389M
| $5.78M | ﹤0.01% |
438,097
+235,951
| +117% | +$5.58M |
2020 Q3
22 quarters
|
|
3085
Woodside Energy
WDS
$41.4B
| $5.77M | ﹤0.01% |
237,815
+93,651
| +65% | +$1.82M |
2022 Q2
15 quarters
|
|
3086
CALL
Ingersoll Rand
IR
$29.5B
| $5.77M | ﹤0.01% |
+75,000
| New | +$6.62M |
2026 Q1
0 quarters
|
|
|
PSTL
3087
Postal Realty Trust
PSTL
$686M
| $5.77M | ﹤0.01% |
314,711
+70,513
| +29% | +$1.31M |
2019 Q4
25 quarters
|
|
|
BNY
3088
CALL
Bank of New York Mellon
BNY
$98.7B
| $5.76M | ﹤0.01% |
50,000
-190,000
| -79% | -$22.6M |
2024 Q3
6 quarters
|
|
|
BNY
3089
PUT
Bank of New York Mellon
BNY
$98.7B
| $5.76M | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
|
MICC
3090
The Magnum Ice Cream Company N.V.
MICC
$10.6B
| $5.75M | ﹤0.01% |
384,785
-715,571
| -65% | -$11.6M |
2025 Q4
1 quarter
|
|
3091
Genmab
GMAB
$21.7B
| $5.75M | ﹤0.01% |
222,607
-5,881
| -3% | -$176K |
2019 Q3
26 quarters
|
|
3092
Grindr
GRND
$2.33B
| $5.75M | ﹤0.01% |
465,983
+244,012
| +110% | +$2.88M |
2023 Q2
11 quarters
|
|
3093
Motorcar Parts of America
MPAA
$199M
| $5.74M | ﹤0.01% |
528,657
+84,316
| +19% | +$968K |
2017 Q4
33 quarters
|
|
3094
The RealReal
REAL
$1.08B
| $5.73M | ﹤0.01% |
706,257
+172,976
| +32% | +$2.19M |
2019 Q2
27 quarters
|
|
3095
Aehr Test Systems
AEHR
$3.5B
| $5.73M | ﹤0.01% |
190,339
+125,984
| +196% | +$4.03M |
2022 Q4
13 quarters
|
|
3096
CALL
Lyft
LYFT
$5.85B
| $5.73M | ﹤0.01% |
453,100
-53,100
| -10% | -$822K |
2025 Q4
1 quarter
|
|
|
FEOE
3097
First Eagle Overseas Equity ETF
FEOE
$1.91B
| $5.73M | ﹤0.01% |
+116,345
| New | +$6.03M |
2026 Q1
0 quarters
|
|
3098
Fluence Energy
FLNC
$1.09B
| $5.72M | ﹤0.01% |
440,141
+321,136
| +270% | +$6.44M |
2021 Q4
17 quarters
|
|
3099
Dimensional International Small Cap Value ETF
DISV
$5.11B
| $5.71M | ﹤0.01% |
149,274
+2,146
| +1% | +$86.8K |
2022 Q4
13 quarters
|
|
3100
PUT
Acadia Healthcare
ACHC
$2.61B
| $5.71M | ﹤0.01% |
+250,000
| New | +$4.53M |
2026 Q1
0 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.