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 | |
|---|---|---|---|---|---|---|
3201
Ichor Holdings
ICHR
$2.73B
| $4.93M | ﹤0.01% |
117,027
+67,058
| +134% | +$2.61M |
|
|
JBGS
3202
JBG SMITH
JBGS
$832M
| $4.93M | ﹤0.01% |
335,018
-48,144
| -13% | -$768K |
|
3203
Talkspace
TALK
$874M
| $4.93M | ﹤0.01% |
951,107
+892,042
| +1,510% | +$3.95M |
|
|
CLDT
3204
Chatham Lodging
CLDT
$643M
| $4.92M | ﹤0.01% |
628,582
-150,724
| -19% | -$1.12M |
|
3205
Atlanta Braves Holdings Series B
BATRK
$3.25B
| $4.92M | ﹤0.01% |
117,138
-100,254
| -46% | -$4.17M |
|
3206
Ryan Specialty Holdings
RYAN
$5.59B
| $4.92M | ﹤0.01% |
149,149
-5,984
| -4% | -$255K |
|
3207
PUT
Arista Networks
ANET
$215B
| $4.9M | ﹤0.01% |
42,200
-99,700
| -70% | -$13.3M |
|
3208
Plug Power
PLUG
$2.87B
| $4.89M | ﹤0.01% |
2,287,086
-622,220
| -21% | -$1.35M |
|
3209
Safe Bulkers
SB
$766M
| $4.89M | ﹤0.01% |
801,786
+298,882
| +59% | +$1.74M |
|
3210
Kiniksa Pharmaceuticals
KNSA
$4.89B
| $4.89M | ﹤0.01% |
107,017
+58,620
| +121% | +$2.6M |
|
3211
PJT Partners
PJT
$4.36B
| $4.88M | ﹤0.01% |
35,311
+8,479
| +32% | +$1.33M |
|
3212
Kura Sushi USA
KRUS
$570M
| $4.87M | ﹤0.01% |
74,879
-52,562
| -41% | -$3.53M |
|
|
CRCL
3213
PUT
Circle Internet Group
CRCL
$16.3B
| $4.87M | ﹤0.01% |
+54,200
| New | +$4.59M |
|
|
TEM
3214
PUT
Tempus AI
TEM
$7.73B
| $4.87M | ﹤0.01% |
115,000
-2,500
| -2% | -$142K |
|
3215
Five Star Bancorp
FSBC
$1.01B
| $4.87M | ﹤0.01% |
129,573
+65,303
| +102% | +$2.51M |
|
3216
Calix
CALX
$2.32B
| $4.86M | ﹤0.01% |
98,463
-11,150
| -10% | -$585K |
|
3217
iShares MSCI China A ETF
CNYA
$203M
| $4.86M | ﹤0.01% |
143,220
-94,906
| -40% | -$3.35M |
|
3218
Custom Truck One Source
CTOS
$2.44B
| $4.86M | ﹤0.01% |
770,219
+744,873
| +2,939% | +$4.89M |
|
3219
Helix Energy Solutions
HLX
$1.42B
| $4.86M | ﹤0.01% |
498,348
-25,385
| -5% | -$216K |
|
|
NHYM
3220
Nuveen High Yield Municipal Income ETF
NHYM
$136M
| $4.86M | ﹤0.01% |
197,808
-2,192
| -1% | -$54.6K |
|
3221
Celldex Therapeutics
CLDX
$2.8B
| $4.86M | ﹤0.01% |
164,778
-8,899
| -5% | -$243K |
|
|
IACOU
3222
Idea Acquisition Corp Units
IACOU
| $4.86M | ﹤0.01% |
+490,070
| New | +$4.85M |
|
3223
CALL
United Rentals
URI
$70.2B
| $4.85M | ﹤0.01% |
6,800
+1,800
| +36% | +$1.51M |
|
3224
CALL
Match Group
MTCH
$9.05B
| $4.85M | ﹤0.01% |
161,000
-175,100
| -52% | -$5.46M |
|
3225
Protolabs
PRLB
$1.85B
| $4.85M | ﹤0.01% |
87,579
-31,056
| -26% | -$1.8M |
|
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.