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 | |
|---|---|---|---|---|---|---|
3426
AXT Inc
AXTI
$3.78B
| $4.65M | ﹤0.01% |
62,293
-74,672
| -55% | -$6.73M |
|
3427
CALL
W.P. Carey
WPC
$15.6B
| $4.64M | ﹤0.01% |
+63,100
| New | +$4.62M |
|
3428
PUT
EastGroup Properties
EGP
$10.7B
| $4.64M | ﹤0.01% |
+22,400
| New | +$4.49M |
|
3429
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.33B
| $4.64M | ﹤0.01% |
47,601
+11,645
| +32% | +$1.13M |
|
3430
Dimensional Global Real Estate ETF
DFGR
$3.74B
| $4.63M | ﹤0.01% |
157,375
-4,335
| -3% | -$124K |
|
3431
PUT
Devon Energy
DVN
$56.5B
| $4.62M | ﹤0.01% |
110,000
-10,000
| -8% | -$463K |
|
3432
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.49B
| $4.61M | ﹤0.01% |
78,139
+13,550
| +21% | +$772K |
|
3433
Kinetik
KNTK
$4.4B
| $4.61M | ﹤0.01% |
90,181
+22,547
| +33% | +$1.08M |
|
3434
Concentrix
CNXC
$1.78B
| $4.6M | ﹤0.01% |
180,263
-21,940
| -11% | -$572K |
|
3435
PUT
lululemon athletica
LULU
$10.9B
| $4.57M | ﹤0.01% |
40,000
-52,000
| -57% | -$6.95M |
|
3436
Equity Bancshares
EQBK
$1.03B
| $4.57M | ﹤0.01% |
92,994
-6,943
| -7% | -$320K |
|
3437
MasterBrand
MBC
$1.42B
| $4.56M | ﹤0.01% |
444,632
-230,640
| -34% | -$1.97M |
|
3438
PUT
Live Nation Entertainment
LYV
$39.7B
| $4.56M | ﹤0.01% |
25,000
+22,000
| +733% | +$3.62M |
|
3439
Tiptree Inc
TIPT
$651M
| $4.56M | ﹤0.01% |
256,105
+69,277
| +37% | +$1.2M |
|
3440
CALL
Equinox Gold
EQX
$13.8B
| $4.56M | ﹤0.01% |
+468,700
| New | +$6.05M |
|
3441
Freedom 100 Emerging Markets ETF
FRDM
$3.44B
| $4.56M | ﹤0.01% |
63,574
-9,791
| -13% | -$654K |
|
3442
iShares Dow Jones US ETF
IYY
$3B
| $4.56M | ﹤0.01% |
25,193
+4
| +0% | +$706 |
|
3443
PUT
Welltower
WELL
$168B
| $4.55M | ﹤0.01% |
+20,000
| New | +$4.23M |
|
|
ARI
3444
Apollo Commercial Real Estate
ARI
$837M
| $4.55M | ﹤0.01% |
427,430
-224,105
| -34% | -$2.44M |
|
3445
Fidelity Investment Grade Securitized ETF
FSEC
$4.58B
| $4.55M | ﹤0.01% |
103,183
+22,422
| +28% | +$985K |
|
3446
Nuveen ESG US Aggregate Bond ETF
NUBD
$484M
| $4.54M | ﹤0.01% |
204,117
+172,216
| +540% | +$3.81M |
|
3447
Sturm, Ruger & Co
RGR
$595M
| $4.53M | ﹤0.01% |
119,524
+50,015
| +72% | +$2.01M |
|
|
VOYG
3448
CALL
Voyager Technologies
VOYG
$2.11B
| $4.53M | ﹤0.01% |
+150,000
| New | +$5.19M |
|
|
VOYG
3449
PUT
Voyager Technologies
VOYG
$2.11B
| $4.53M | ﹤0.01% |
+150,000
| New | +$5.19M |
|
3450
CALL
Advanced Energy
AEIS
$10B
| $4.53M | ﹤0.01% |
13,000
+5,600
| +76% | +$1.96M |
|
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.