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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3401
Schrodinger
SDGR
$1.74B
| $4.8M | ﹤0.01% |
276,168
-6,690
| -2% | -$89.5K |
|
3402
Telecom Argentina
TEO
$6B
| $4.8M | ﹤0.01% |
372,661
+258,789
| +227% | +$3.26M |
|
3403
Bit Digital
BTBT
$527M
| $4.79M | ﹤0.01% |
2,617,050
+1,696,197
| +184% | +$2.99M |
|
3404
Kura Sushi USA
KRUS
$431M
| $4.78M | ﹤0.01% |
80,411
+5,532
| +7% | +$303K |
|
|
FTMS
3405
Franklin Short-Term Municipal Income ETF
FTMS
$191M
| $4.78M | ﹤0.01% |
481,696
+451,330
| +1,486% | +$4.48M |
|
3406
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.87B
| $4.77M | ﹤0.01% |
19,282
+5,249
| +37% | +$1.13M |
|
3407
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.53B
| $4.76M | ﹤0.01% |
125,944
+22,189
| +21% | +$792K |
|
3408
John Hancock Multifactor Mid Cap ETF
JHMM
$5.94B
| $4.75M | ﹤0.01% |
63,526
+13,629
| +27% | +$983K |
|
3409
Invesco BuyBack Achievers ETF
PKW
$1.77B
| $4.73M | ﹤0.01% |
33,278
-1,148
| -3% | -$158K |
|
|
NHP
3410
National Healthcare Properties
NHP
$1.17B
| $4.72M | ﹤0.01% |
+321,981
| New | +$4.51M |
|
|
GOLD
3411
Gold.com Inc
GOLD
$1.39B
| $4.72M | ﹤0.01% |
114,752
+84,577
| +280% | +$3.64M |
|
3412
PUT
Valero Energy
VLO
$114B
| $4.71M | ﹤0.01% |
17,700
-57,500
| -76% | -$14.2M |
|
|
NEE.PRT
3413
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.42B
| $4.71M | ﹤0.01% |
89,570
-232,721
| -72% | -$11.9M |
|
3414
Privia Health
PRVA
$2.6B
| $4.71M | ﹤0.01% |
178,843
-8,250
| -4% | -$191K |
|
|
FLXR
3415
TCW Flexible Income ETF
FLXR
$3.6B
| $4.7M | ﹤0.01% |
119,732
+50,138
| +72% | +$1.97M |
|
3416
PUT
Charter Communications
CHTR
$16.8B
| $4.69M | ﹤0.01% |
+32,100
| New | +$5.36M |
|
3417
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$895M
| $4.69M | ﹤0.01% |
107,327
-437
| -0.4% | -$19K |
|
3418
Global Ship Lease
GSL
$1.64B
| $4.68M | ﹤0.01% |
124,134
-5,637
| -4% | -$220K |
|
3419
PUT
Philip Morris
PM
$303B
| $4.68M | ﹤0.01% |
25,600
-159,900
| -86% | -$27.7M |
|
|
IACOU
3420
Idea Acquisition Corp Units
IACOU
| $4.68M | ﹤0.01% |
466,774
-23,296
| -5% | -$233K |
|
3421
AtriCure
ATRC
$2.86B
| $4.67M | ﹤0.01% |
160,393
-10,870
| -6% | -$306K |
|
3422
First Trust Capital Strength ETF
FTCS
$7.71B
| $4.66M | ﹤0.01% |
49,608
+12,579
| +34% | +$1.18M |
|
|
JHHY
3423
John Hancock High Yield ETF
JHHY
$98.9M
| $4.65M | ﹤0.01% |
181,810
-23,909
| -12% | -$614K |
|
3424
Dream Finders Homes
DFH
$1.14B
| $4.65M | ﹤0.01% |
267,380
+254,738
| +2,015% | +$3.75M |
|
|
IVA
3425
Inventiva
IVA
$912M
| $4.65M | ﹤0.01% |
+1,309,100
| New | +$6.29M |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.