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 | |
|---|---|---|---|---|---|---|---|
3301
Agios Pharmaceuticals
AGIO
$1.9B
| $4.49M | ﹤0.01% |
151,558
-100,219
| -40% | -$2.84M |
2013 Q3
50 quarters
|
|
3302
Unity Bancorp
UNTY
$556M
| $4.49M | ﹤0.01% |
87,083
+11,823
| +16% | +$623K |
2017 Q4
33 quarters
|
|
3303
PUT
PNC Financial Services
PNC
$88.2B
| $4.48M | ﹤0.01% |
22,200
| – | – |
2021 Q2
19 quarters
|
|
3304
State Street SPDR S&P Metals & Mining ETF
XME
$4.21B
| $4.47M | ﹤0.01% |
43,223
+5,395
| +14% | +$630K |
2015 Q4
41 quarters
|
|
3305
Edgewise Therapeutics
EWTX
$4.5B
| $4.47M | ﹤0.01% |
147,573
+1,535
| +1% | +$44.3K |
2021 Q2
19 quarters
|
|
3306
Manitowoc
MTW
$837M
| $4.46M | ﹤0.01% |
396,171
+53,122
| +15% | +$713K |
2015 Q3
42 quarters
|
|
3307
PUT
Howmet Aerospace
HWM
$92.2B
| $4.46M | ﹤0.01% |
+20,000
| New | +$4.66M |
2026 Q1
0 quarters
|
|
|
SKYT
3308
DELISTED
SkyWater Technology
SKYT
| $4.45M | ﹤0.01% |
170,103
+157,201
| +1,218% | +$4.62M |
2021 Q2
19 quarters
|
|
3309
Farmers National Banc Corp
FMNB
$909M
| $4.44M | ﹤0.01% |
338,889
+324,061
| +2,185% | +$4.25M |
2015 Q4
41 quarters
|
|
3310
Wave Life Sciences
WVE
$745M
| $4.44M | ﹤0.01% |
670,170
-222,716
| -25% | -$2.9M |
2017 Q3
34 quarters
|
|
3311
CALL
Albemarle
ALB
$12.3B
| $4.43M | ﹤0.01% |
25,000
+22,300
| +826% | +$3.81M |
2025 Q2
3 quarters
|
|
3312
Flowers Foods
FLO
$1.18B
| $4.43M | ﹤0.01% |
528,994
+29,184
| +6% | +$293K |
2013 Q2
51 quarters
|
|
3313
iShares S&P 500 BuyWrite ETF
IVVW
$345M
| $4.43M | ﹤0.01% |
+103,904
| New | +$4.68M |
2026 Q1
0 quarters
|
|
3314
CTS Corp
CTS
$1.76B
| $4.42M | ﹤0.01% |
94,837
+2,368
| +3% | +$119K |
2016 Q2
39 quarters
|
|
3315
DNOW Inc
DNOW
$2.85B
| $4.42M | ﹤0.01% |
380,607
-1,345,617
| -78% | -$18.2M |
2014 Q2
47 quarters
|
|
3316
Invesco BuyBack Achievers ETF
PKW
$1.69B
| $4.42M | ﹤0.01% |
34,426
+1,454
| +4% | +$197K |
2013 Q2
51 quarters
|
|
3317
Veeco
VECO
$3.51B
| $4.42M | ﹤0.01% |
134,595
-25,418
| -16% | -$810K |
2016 Q3
38 quarters
|
|
3318
Ducommun
DCO
$2.65B
| $4.42M | ﹤0.01% |
37,715
+18,788
| +99% | +$2.25M |
2017 Q4
33 quarters
|
|
3319
American Superconductor
AMSC
$1.45B
| $4.41M | ﹤0.01% |
136,845
+13,742
| +11% | +$434K |
2024 Q1
8 quarters
|
|
3320
Lindsay Corp
LNN
$1.16B
| $4.4M | ﹤0.01% |
37,434
-2,305
| -6% | -$292K |
2013 Q2
51 quarters
|
|
3321
Equity Bancshares
EQBK
$983M
| $4.4M | ﹤0.01% |
99,937
-217,849
| -69% | -$9.91M |
2017 Q3
34 quarters
|
|
3322
Nature's Sunshine
NATR
$219M
| $4.4M | ﹤0.01% |
182,175
-23,184
| -11% | -$574K |
2016 Q4
37 quarters
|
|
3323
CALL
Moderna
MRNA
$75.9B
| $4.39M | ﹤0.01% |
91,000
-30,000
| -25% | -$1.4M |
2024 Q2
7 quarters
|
|
3324
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$372M
| $4.39M | ﹤0.01% |
62,748
-1,852
| -3% | -$140K |
2023 Q1
12 quarters
|
|
3325
Banco de Chile
BCH
$19.4B
| $4.39M | ﹤0.01% |
123,126
+42,504
| +53% | +$1.75M |
2021 Q3
18 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.