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 | |
|---|---|---|---|---|---|---|
3426
Napco Security Technologies
NSSC
$1.33B
| $3.89M | ﹤0.01% |
102,563
+32,126
| +46% | +$1.35M |
|
3427
VanEck Junior Gold Miners ETF
GDXJ
$6.99B
| $3.89M | ﹤0.01% |
35,138
+29,741
| +551% | +$3.88M |
|
3428
iShares Dow Jones US ETF
IYY
$2.94B
| $3.88M | ﹤0.01% |
25,189
+150
| +0.6% | +$24.8K |
|
3429
CALL
DraftKings
DKNG
$12.2B
| $3.87M | ﹤0.01% |
185,000
-1,155,000
| -86% | -$31.3M |
|
3430
Capital Group Core Bond ETF
CGCB
$5.73B
| $3.87M | ﹤0.01% |
147,692
+1,581
| +1% | +$42K |
|
3431
Pacer Swan SOS Fund of Funds ETF
PSFF
$589M
| $3.87M | ﹤0.01% |
122,635
+20,081
| +20% | +$650K |
|
3432
Oil-Dri
ODC
$1.48B
| $3.87M | ﹤0.01% |
60,033
+11,239
| +23% | +$684K |
|
3433
Fidelity Fundamental Large Cap Growth ETF
FFLG
$572M
| $3.86M | ﹤0.01% |
145,657
+60,631
| +71% | +$1.78M |
|
3434
Mama's Creations
MAMA
$830M
| $3.86M | ﹤0.01% |
255,046
+8,054
| +3% | +$122K |
|
3435
Lakeland Financial Corp
LKFN
$1.58B
| $3.85M | ﹤0.01% |
68,137
-16,042
| -19% | -$941K |
|
3436
Ocular Therapeutix
OCUL
$1.85B
| $3.85M | ﹤0.01% |
520,663
-29,606
| -5% | -$282K |
|
3437
KNOT Offshore Partners
KNOP
$352M
| $3.85M | ﹤0.01% |
387,140
+9,155
| +2% | +$95.1K |
|
3438
PUT
Spotify
SPOT
$105B
| $3.85M | ﹤0.01% |
8,100
-2,500
| -24% | -$1.25M |
|
3439
MGE Energy Inc
MGEE
$3.09B
| $3.84M | ﹤0.01% |
49,266
-4,399
| -8% | -$346K |
|
3440
CALL
Philip Morris
PM
$312B
| $3.84M | ﹤0.01% |
23,300
-12,900
| -36% | -$2.24M |
|
3441
Freedom 100 Emerging Markets ETF
FRDM
$3.15B
| $3.84M | ﹤0.01% |
73,365
+18,761
| +34% | +$1.07M |
|
3442
Eton Pharmaceutcials
ETON
$1.28B
| $3.84M | ﹤0.01% |
169,876
-15,563
| -8% | -$272K |
|
3443
Biglari Holdings Class B
BH
$1.18B
| $3.83M | ﹤0.01% |
12,308
-3,759
| -23% | -$1.41M |
|
3444
National Vision
EYE
$1.75B
| $3.83M | ﹤0.01% |
155,581
-7,820
| -5% | -$212K |
|
3445
CALL
Synopsys
SNPS
$73.5B
| $3.83M | ﹤0.01% |
10,000
-51,600
| -84% | -$23.3M |
|
3446
Grupo Aeroportuario Centro Norte
OMAB
$5.23B
| $3.83M | ﹤0.01% |
34,082
+15,741
| +86% | +$1.83M |
|
|
GLDD
3447
DELISTED
Great Lakes Dredge & Dock
GLDD
| $3.82M | ﹤0.01% |
225,360
-442,920
| -66% | -$7.05M |
|
3448
Advance Auto Parts
AAP
$3.54B
| $3.82M | ﹤0.01% |
74,707
-2,964
| -4% | -$148K |
|
3449
CALL
Comfort Systems
FIX
$57.2B
| $3.82M | ﹤0.01% |
+3,000
| New | +$3.81M |
|
3450
WaFd
WAFD
$2.71B
| $3.81M | ﹤0.01% |
122,776
-68,476
| -36% | -$2.2M |
|
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.