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 | |
|---|---|---|---|---|---|---|---|
3401
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.77B
| $4M | ﹤0.01% |
90,951
+29,198
| +47% | +$1.34M |
2024 Q2
7 quarters
|
|
|
TEN
3402
Tsakos Energy Navigation Ltd
TEN
$1.51B
| $4M | ﹤0.01% |
105,264
+70,264
| +201% | +$2.15M |
2025 Q2
3 quarters
|
|
3403
Kohl's
KSS
$2.13B
| $4M | ﹤0.01% |
327,689
-222,228
| -40% | -$3.75M |
2013 Q2
51 quarters
|
|
3404
Wipro
WIT
$17B
| $4M | ﹤0.01% |
1,930,064
-5,461,380
| -74% | -$13.3M |
2021 Q2
19 quarters
|
|
3405
Buckle
BKE
$2.21B
| $3.99M | ﹤0.01% |
80,878
-150,941
| -65% | -$7.82M |
2014 Q4
45 quarters
|
|
3406
Cullinan Oncology
CGEM
$998M
| $3.99M | ﹤0.01% |
297,231
+150,176
| +102% | +$1.93M |
2021 Q1
20 quarters
|
|
3407
iShares Core 5-10 Year USD Bond ETF
IMTB
$264M
| $3.99M | ﹤0.01% |
91,308
+5,793
| +7% | +$256K |
2021 Q3
18 quarters
|
|
|
BOW
3408
Bowhead Specialty Holdings
BOW
$1.11B
| $3.97M | ﹤0.01% |
178,637
+84,739
| +90% | +$2.06M |
2024 Q3
6 quarters
|
|
3409
Invesco DB Commodity Index Tracking Fund
DBC
$1.93B
| $3.97M | ﹤0.01% |
135,833
-681,420
| -83% | -$17.3M |
2013 Q2
51 quarters
|
|
3410
Shutterstock
SSTK
$141M
| $3.97M | ﹤0.01% |
242,917
+133,129
| +121% | +$2.34M |
2016 Q2
39 quarters
|
|
3411
CALL
Sanmina
SANM
$12.3B
| $3.97M | ﹤0.01% |
+32,000
| New | +$4.7M |
2026 Q1
0 quarters
|
|
3412
PUT
Alphatec Holdings
ATEC
$1.55B
| $3.96M | ﹤0.01% |
+360,000
| New | +$5.24M |
2026 Q1
0 quarters
|
|
3413
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.15B
| $3.96M | ﹤0.01% |
179,556
+8,741
| +5% | +$198K |
2022 Q1
16 quarters
|
|
|
MBX
3414
MBX Biosciences
MBX
$2.82B
| $3.96M | ﹤0.01% |
147,057
+132,412
| +904% | +$4.5M |
2024 Q4
5 quarters
|
|
3415
PRA Group
PRAA
$710M
| $3.96M | ﹤0.01% |
229,446
+97,258
| +74% | +$1.48M |
2013 Q2
51 quarters
|
|
3416
BigBear.ai
BBAI
$1.27B
| $3.96M | ﹤0.01% |
1,301,019
+231,994
| +22% | +$1.08M |
2022 Q1
16 quarters
|
|
3417
Oric Pharmaceuticals
ORIC
$1.27B
| $3.94M | ﹤0.01% |
323,584
-91,202
| -22% | -$1.04M |
2020 Q2
23 quarters
|
|
3418
NWPX Infrastructure Inc
NWPX
$1.02B
| $3.94M | ﹤0.01% |
51,981
+17,196
| +49% | +$1.24M |
2017 Q4
33 quarters
|
|
3419
Invesco S&P 500 Pure Value ETF
RPV
$1.66B
| $3.94M | ﹤0.01% |
37,173
+12,232
| +49% | +$1.33M |
2013 Q2
51 quarters
|
|
3420
PUT
United States Antimony
UAMY
$597M
| $3.94M | ﹤0.01% |
+500,000
| New | +$4.36M |
2026 Q1
0 quarters
|
|
3421
Albany International
AIN
$1.73B
| $3.93M | ﹤0.01% |
77,994
-5,718
| -7% | -$321K |
2013 Q2
51 quarters
|
|
3422
HighPeak Energy
HPK
$993M
| $3.9M | ﹤0.01% |
512,924
+427,335
| +499% | +$2.24M |
2021 Q1
20 quarters
|
|
3423
Surgery Partners
SGRY
$1.74B
| $3.9M | ﹤0.01% |
336,384
+190,967
| +131% | +$2.74M |
2016 Q4
37 quarters
|
|
3424
CALL
AST SpaceMobile
ASTS
$17.5B
| $3.89M | ﹤0.01% |
52,700
+42,700
| +427% | +$4.03M |
2024 Q4
5 quarters
|
|
3425
CALL
XPeng
XPEV
$8.86B
| $3.89M | ﹤0.01% |
232,500
-204,900
| -47% | -$3.8M |
2025 Q2
3 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.