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 | |
|---|---|---|---|---|---|---|
3226
Pediatrix Medical
MD
$2.15B
| $4.85M | ﹤0.01% |
232,955
-477,762
| -67% | -$9.94M |
|
3227
AtriCure
ATRC
$1.89B
| $4.84M | ﹤0.01% |
171,263
-8,337
| -5% | -$285K |
|
3228
iShares Global 100 ETF
IOO
$8.68B
| $4.84M | ﹤0.01% |
41,377
+2,072
| +5% | +$261K |
|
3229
Crane NXT
CXT
$3.12B
| $4.84M | ﹤0.01% |
122,149
+6,281
| +5% | +$305K |
|
3230
CALL
Hecla Mining
HL
$10.2B
| $4.82M | ﹤0.01% |
+280,000
| New | +$6.3M |
|
3231
CALL
Albertsons Companies
ACI
$5.57B
| $4.82M | ﹤0.01% |
277,400
+195,000
| +237% | +$3.39M |
|
3232
TripAdvisor
TRIP
$1.66B
| $4.82M | ﹤0.01% |
463,984
+257,591
| +125% | +$3M |
|
3233
The GEO Group
GEO
$4.13B
| $4.82M | ﹤0.01% |
295,207
-80,499
| -21% | -$1.28M |
|
3234
JPMorgan Healthcare Leaders ETF
JDOC
$9.15M
| $4.79M | ﹤0.01% |
88,196
| – | – |
|
3235
MaxLinear
MXL
$5.88B
| $4.78M | ﹤0.01% |
297,513
+15,540
| +6% | +$279K |
|
3236
Atea Pharmaceuticals
AVIR
$386M
| $4.78M | ﹤0.01% |
940,157
-408,137
| -30% | -$1.87M |
|
3237
First Trust Managed Municipal ETF
FMB
$2.04B
| $4.77M | ﹤0.01% |
94,356
+8,020
| +9% | +$412K |
|
3238
PUT
Centene
CNC
$31.6B
| $4.77M | ﹤0.01% |
150,000
-8,900
| -6% | -$365K |
|
3239
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.43B
| $4.76M | ﹤0.01% |
196,608
-20,459
| -9% | -$496K |
|
3240
Centrus Energy
LEU
$3.46B
| $4.76M | ﹤0.01% |
28,266
-15,786
| -36% | -$3.81M |
|
3241
Arlo Technologies
ARLO
$1.51B
| $4.76M | ﹤0.01% |
348,285
-142,653
| -29% | -$1.91M |
|
3242
CALL
Etsy
ETSY
$7.96B
| $4.75M | ﹤0.01% |
100,000
-80,000
| -44% | -$4.37M |
|
3243
Ultragenyx Pharmaceutical
RARE
$2.65B
| $4.75M | ﹤0.01% |
245,928
-3,728,102
| -94% | -$84M |
|
3244
Under Armour
UAA
$3.02B
| $4.74M | ﹤0.01% |
838,203
+725,765
| +645% | +$4.71M |
|
3245
TG Therapeutics
TGTX
$8.53B
| $4.74M | ﹤0.01% |
150,523
+18,577
| +14% | +$554K |
|
|
SNCY
3246
DELISTED
Sun Country Airlines
SNCY
| $4.74M | ﹤0.01% |
298,610
+169,852
| +132% | +$3.03M |
|
3247
Payoneer
PAYO
$2.41B
| $4.74M | ﹤0.01% |
992,953
+757,976
| +323% | +$4M |
|
|
SEM
3248
DELISTED
Select Medical
SEM
| $4.73M | ﹤0.01% |
290,638
+69,068
| +31% | +$1.08M |
|
3249
CALL
Medtronic
MDT
$108B
| $4.72M | ﹤0.01% |
+55,000
| New | +$5.27M |
|
3250
Oppenheimer Holdings
OPY
$1.18B
| $4.71M | ﹤0.01% |
53,824
+3,024
| +6% | +$253K |
|
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.