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 | |
|---|---|---|---|---|---|---|---|
3376
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.06B
| $4.11M | ﹤0.01% |
60,569
-2,015
| -3% | -$146K |
2022 Q4
13 quarters
|
|
|
BULL
3377
Webull Corp
BULL
$3.96B
| $4.11M | ﹤0.01% |
887,960
-2,271,442
| -72% | -$14.7M |
2025 Q3
2 quarters
|
|
3378
Gogo Inc
GOGO
$286M
| $4.11M | ﹤0.01% |
1,001,256
-55,895
| -5% | -$255K |
2016 Q3
38 quarters
|
|
|
BMNR
3379
BitMine Immersion Technologies
BMNR
$15.8B
| $4.09M | ﹤0.01% |
223,728
-1,757,761
| -89% | -$41.4M |
2025 Q3
2 quarters
|
|
3380
JPMorgan International Bond Opportunities ETF
JPIB
$2.2B
| $4.09M | ﹤0.01% |
86,174
+61,227
| +245% | +$2.98M |
2023 Q3
10 quarters
|
|
3381
Invesco S&P 500 GARP ETF
SPGP
$2.09B
| $4.09M | ﹤0.01% |
39,218
-4,392
| -10% | -$499K |
2021 Q1
20 quarters
|
|
3382
Columbia Multi-Sector Municipal Income ETF
MUST
$528M
| $4.07M | ﹤0.01% |
199,311
-53,119
| -21% | -$1.1M |
2023 Q4
9 quarters
|
|
3383
Biohaven
BHVN
$1.94B
| $4.07M | ﹤0.01% |
503,565
-86,000
| -15% | -$941K |
2022 Q4
13 quarters
|
|
|
ETHA
3384
iShares Ethereum Trust ETF
ETHA
$9.72B
| $4.07M | ﹤0.01% |
266,734
+71,291
| +36% | +$1.29M |
2024 Q4
5 quarters
|
|
|
DAWN
3385
CALL
DELISTED
Day One Biopharmaceuticals
DAWN
| $4.07M | ﹤0.01% |
190,000
+110,000
| +138% | +$1.55M |
2025 Q4
1 quarter
|
|
|
DAWN
3386
PUT
DELISTED
Day One Biopharmaceuticals
DAWN
| $4.07M | ﹤0.01% |
+190,000
| New | +$2.68M |
2026 Q1
0 quarters
|
|
3387
Denison Mines
DNN
$2.33B
| $4.07M | ﹤0.01% |
1,231,866
+124,600
| +11% | +$468K |
2025 Q3
2 quarters
|
|
|
UPB
3388
Upstream Bio Inc
UPB
$276M
| $4.07M | ﹤0.01% |
463,001
+352,721
| +320% | +$6.35M |
2024 Q4
5 quarters
|
|
3389
Global X Lithium & Battery Tech ETF
LIT
$1.45B
| $4.06M | ﹤0.01% |
55,987
-8,171
| -13% | -$585K |
2019 Q4
25 quarters
|
|
3390
CALL
SiteOne Landscape Supply
SITE
$3.91B
| $4.04M | ﹤0.01% |
31,100
-3,400
| -10% | -$480K |
2025 Q4
1 quarter
|
|
|
UMH
3391
UMH Properties
UMH
$1.32B
| $4.04M | ﹤0.01% |
280,296
-3,613
| -1% | -$55.9K |
2014 Q4
45 quarters
|
|
3392
CALL
PNC Financial Services
PNC
$88.2B
| $4.03M | ﹤0.01% |
20,000
| – | – |
2021 Q2
19 quarters
|
|
3393
Ericsson
ERIC
$30.3B
| $4.03M | ﹤0.01% |
365,049
-57,111
| -14% | -$618K |
2013 Q2
51 quarters
|
|
3394
Alkami Technology
ALKT
$1.49B
| $4.02M | ﹤0.01% |
257,808
+189,146
| +275% | +$3.48M |
2021 Q2
19 quarters
|
|
3395
Invesco NASDAQ Internet ETF
PNQI
$531M
| $4.02M | ﹤0.01% |
92,984
+59,037
| +174% | +$2.88M |
2023 Q4
9 quarters
|
|
|
ETOR
3396
eToro Group
ETOR
$2.02B
| $4.01M | ﹤0.01% |
138,908
+48,662
| +54% | +$1.49M |
2025 Q3
2 quarters
|
|
3397
FuelCell Energy
FCEL
$1.48B
| $4.01M | ﹤0.01% |
643,303
+358,890
| +126% | +$2.77M |
2020 Q2
23 quarters
|
|
3398
Huntsman Corp
HUN
$1.5B
| $4.01M | ﹤0.01% |
318,803
-21,264
| -6% | -$258K |
2013 Q2
51 quarters
|
|
3399
CALL
Bloom Energy
BE
$85.2B
| $4M | ﹤0.01% |
33,500
-700
| -2% | -$103K |
2025 Q2
3 quarters
|
|
3400
PUT
Concentrix
CNXC
$1.52B
| $4M | ﹤0.01% |
+150,000
| New | +$5.32M |
2026 Q1
0 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.