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 | |
|---|---|---|---|---|---|---|
3376
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.07B
| $4.11M | ﹤0.01% |
60,569
-2,015
| -3% | -$146K |
|
|
BULL
3377
Webull Corp
BULL
$3.87B
| $4.11M | ﹤0.01% |
887,960
-2,271,442
| -72% | -$14.7M |
|
3378
Gogo Inc
GOGO
$541M
| $4.11M | ﹤0.01% |
1,001,256
-55,895
| -5% | -$255K |
|
|
BMNR
3379
BitMine Immersion Technologies
BMNR
$10.4B
| $4.09M | ﹤0.01% |
223,728
-1,757,761
| -89% | -$41.4M |
|
3380
JPMorgan International Bond Opportunities ETF
JPIB
$2.09B
| $4.09M | ﹤0.01% |
86,174
+61,227
| +245% | +$2.98M |
|
3381
Invesco S&P 500 GARP ETF
SPGP
$2.25B
| $4.09M | ﹤0.01% |
39,218
-4,392
| -10% | -$499K |
|
3382
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
| $4.07M | ﹤0.01% |
199,311
-53,119
| -21% | -$1.1M |
|
3383
Biohaven
BHVN
$2.1B
| $4.07M | ﹤0.01% |
503,565
-86,000
| -15% | -$941K |
|
|
ETHA
3384
iShares Ethereum Trust ETF
ETHA
$5.49B
| $4.07M | ﹤0.01% |
266,734
+71,291
| +36% | +$1.29M |
|
|
DAWN
3385
CALL
DELISTED
Day One Biopharmaceuticals
DAWN
| $4.07M | ﹤0.01% |
190,000
+110,000
| +138% | +$1.55M |
|
|
DAWN
3386
PUT
DELISTED
Day One Biopharmaceuticals
DAWN
| $4.07M | ﹤0.01% |
+190,000
| New | +$2.68M |
|
3387
Denison Mines
DNN
$2.47B
| $4.07M | ﹤0.01% |
1,231,866
+124,600
| +11% | +$468K |
|
|
UPB
3388
Upstream Bio Inc
UPB
$334M
| $4.07M | ﹤0.01% |
463,001
+352,721
| +320% | +$6.35M |
|
3389
Global X Lithium & Battery Tech ETF
LIT
$1.46B
| $4.06M | ﹤0.01% |
55,987
-8,171
| -13% | -$585K |
|
3390
CALL
SiteOne Landscape Supply
SITE
$4.55B
| $4.04M | ﹤0.01% |
31,100
-3,400
| -10% | -$480K |
|
|
UMH
3391
UMH Properties
UMH
$1.35B
| $4.04M | ﹤0.01% |
280,296
-3,613
| -1% | -$55.9K |
|
3392
CALL
PNC Financial Services
PNC
$100B
| $4.03M | ﹤0.01% |
20,000
| – | – |
|
3393
Ericsson
ERIC
$32B
| $4.03M | ﹤0.01% |
365,049
-57,111
| -14% | -$618K |
|
3394
Alkami Technology
ALKT
$1.94B
| $4.02M | ﹤0.01% |
257,808
+189,146
| +275% | +$3.48M |
|
3395
Invesco NASDAQ Internet ETF
PNQI
$522M
| $4.02M | ﹤0.01% |
92,984
+59,037
| +174% | +$2.88M |
|
|
ETOR
3396
eToro Group
ETOR
$3B
| $4.01M | ﹤0.01% |
138,908
+48,662
| +54% | +$1.49M |
|
3397
FuelCell Energy
FCEL
$1.58B
| $4.01M | ﹤0.01% |
643,303
+358,890
| +126% | +$2.77M |
|
3398
Huntsman Corp
HUN
$2.08B
| $4.01M | ﹤0.01% |
318,803
-21,264
| -6% | -$258K |
|
3399
CALL
Bloom Energy
BE
$46.4B
| $4M | ﹤0.01% |
33,500
-700
| -2% | -$103K |
|
3400
PUT
Concentrix
CNXC
$1.59B
| $4M | ﹤0.01% |
+150,000
| New | +$5.32M |
|
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.