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 | |
|---|---|---|---|---|---|---|
3176
Diebold Nixdorf
DBD
$3.14B
| $5.03M | ﹤0.01% |
68,370
+1,504
| +2% | +$111K |
|
3177
CALL
Reddit
RDDT
$34.5B
| $5.03M | ﹤0.01% |
40,500
+33,700
| +496% | +$5.74M |
|
3178
Invesco Short Term Treasury ETF
TBLL
$2.61B
| $5.02M | ﹤0.01% |
47,582
+35,505
| +294% | +$3.75M |
|
|
PRAB
3179
State Street IG Public & Private ABS ETF
PRAB
$24.9M
| $5.01M | ﹤0.01% |
+200,000
| New | +$5.01M |
|
|
SOMN
3180
The Southern Company 2025 Series A Corp Units
SOMN
| $5.01M | ﹤0.01% |
97,497
+49,250
| +102% | +$2.54M |
|
3181
Apollo Global Management Series A
APO.PRA
$1.81B
| $5.01M | ﹤0.01% |
85,717
+21,973
| +34% | +$1.43M |
|
3182
First Bancorp
FBNC
$2.59B
| $5.01M | ﹤0.01% |
89,934
+57,144
| +174% | +$3.26M |
|
3183
NETSCOUT
NTCT
$2.91B
| $4.99M | ﹤0.01% |
159,876
-150,744
| -49% | -$4.38M |
|
3184
Cathay General Bancorp
CATY
$4.18B
| $4.99M | ﹤0.01% |
102,085
-63,700
| -38% | -$3.22M |
|
3185
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.53B
| $4.99M | ﹤0.01% |
79,794
+17,099
| +27% | +$1.14M |
|
3186
Legend Biotech
LEGN
$3.73B
| $4.99M | ﹤0.01% |
288,103
-657,591
| -70% | -$12.5M |
|
3187
Independent Bank
INDB
$4.03B
| $4.98M | ﹤0.01% |
67,738
-102,600
| -60% | -$8.04M |
|
3188
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
| $4.98M | ﹤0.01% |
206,375
+62,228
| +43% | +$1.52M |
|
|
HCAC
3189
Hall Chadwick Acquisition Corp
HCAC
$294M
| $4.96M | ﹤0.01% |
+499,927
| New | +$4.99M |
|
3190
Scholastic
SCHL
$769M
| $4.95M | ﹤0.01% |
127,518
-3,098
| -2% | -$107K |
|
3191
SoundHound AI
SOUN
$2.79B
| $4.95M | ﹤0.01% |
820,891
+278,501
| +51% | +$2.4M |
|
3192
ProShares Ultra S&P500
SSO
$7.72B
| $4.95M | ﹤0.01% |
100,868
-7,673
| -7% | -$438K |
|
3193
CALL
Nucor
NUE
$56.4B
| $4.94M | ﹤0.01% |
30,000
+29,600
| +7,400% | +$5.16M |
|
|
3194
PUT
Nucor
NUE
$56.4B
| $4.94M | ﹤0.01% |
+30,000
| New | +$5.23M |
|
3195
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.29B
| $4.94M | ﹤0.01% |
136,652
-41,120
| -23% | -$1.57M |
|
3196
Avantis All International Markets Value ETF
AVNV
$66.1M
| $4.93M | ﹤0.01% |
64,914
-2,648
| -4% | -$212K |
|
3197
CALL
Ford
F
$58.5B
| $4.93M | ﹤0.01% |
440,000
-900,000
| -67% | -$11.9M |
|
3198
Herc Holdings
HRI
$5.34B
| $4.93M | ﹤0.01% |
50,902
-1,945
| -4% | -$278K |
|
3199
CALL
argenx
ARGX
$55.6B
| $4.93M | ﹤0.01% |
7,000
-21,500
| -75% | -$16.8M |
|
|
3200
PUT
argenx
ARGX
$55.6B
| $4.93M | ﹤0.01% |
+7,000
| New | +$5.48M |
|
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.