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 | |
|---|---|---|---|---|---|---|
3526
Icon
ICLR
$13.9B
| $3.47M | ﹤0.01% |
32,994
-734,930
| -96% | -$100M |
|
3527
Koppers
KOP
$965M
| $3.47M | ﹤0.01% |
90,679
+20,724
| +30% | +$693K |
|
3528
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $3.47M | ﹤0.01% |
103,750
-5,490
| -5% | -$186K |
|
3529
Capital Group Core Balanced ETF
CGBL
$7.15B
| $3.47M | ﹤0.01% |
102,585
+45,614
| +80% | +$1.63M |
|
3530
PC Connection
CNXN
$2.1B
| $3.46M | ﹤0.01% |
60,511
+563
| +0.9% | +$33.7K |
|
3531
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
| $3.46M | ﹤0.01% |
35,956
-1,363
| -4% | -$133K |
|
3532
Appian
APPN
$2.01B
| $3.46M | ﹤0.01% |
145,224
+33,325
| +30% | +$905K |
|
3533
Invesco China Technology ETF
CQQQ
$3B
| $3.46M | ﹤0.01% |
77,303
-229,851
| -75% | -$12.1M |
|
3534
Avanos Medical
AVNS
| $3.45M | ﹤0.01% |
251,162
-22,556
| -8% | -$304K |
|
3535
First Busey Corp
BUSE
$2.56B
| $3.45M | ﹤0.01% |
139,347
-87,232
| -38% | -$2.2M |
|
3536
Live Oak Bancshares
LOB
$1.99B
| $3.44M | ﹤0.01% |
106,624
+53,622
| +101% | +$1.98M |
|
3537
IDT Corp
IDT
$1.69B
| $3.44M | ﹤0.01% |
70,154
+23,413
| +50% | +$1.16M |
|
3538
iShares MSCI France ETF
EWQ
$329M
| $3.44M | ﹤0.01% |
81,915
+78,743
| +2,482% | +$3.56M |
|
3539
Xeris Biopharma Holdings
XERS
$1.42B
| $3.43M | ﹤0.01% |
612,479
-282,580
| -32% | -$1.87M |
|
3540
Global X MSCI Argentina ETF
ARGT
$839M
| $3.42M | ﹤0.01% |
38,443
-4,509
| -10% | -$415K |
|
3541
CALL
DexCom
DXCM
$28.9B
| $3.4M | ﹤0.01% |
55,000
-40,000
| -42% | -$2.79M |
|
|
3542
PUT
DexCom
DXCM
$28.9B
| $3.4M | ﹤0.01% |
55,000
-23,700
| -30% | -$1.65M |
|
|
USAR
3543
USA Rare Earth Inc
USAR
$3.44B
| $3.4M | ﹤0.01% |
239,098
+164,319
| +220% | +$3.19M |
|
3544
First Trust Capital Strength ETF
FTCS
$8.03B
| $3.4M | ﹤0.01% |
37,029
+7,574
| +26% | +$727K |
|
3545
CALL
monday.com
MNDY
$3.68B
| $3.4M | ﹤0.01% |
+50,100
| New | +$4.81M |
|
3546
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
| $3.39M | ﹤0.01% |
128,206
+78,495
| +158% | +$2.14M |
|
3547
Array Technologies
ARRY
$785M
| $3.39M | ﹤0.01% |
492,320
-938,271
| -66% | -$8.68M |
|
3548
Ouster
OUST
$2.28B
| $3.38M | ﹤0.01% |
203,441
+53,231
| +35% | +$1.16M |
|
|
BCAX
3549
Bicara Therapeutics
BCAX
$1.77B
| $3.38M | ﹤0.01% |
177,408
+160,561
| +953% | +$2.76M |
|
3550
Grid Dynamics Holdings
GDYN
$513M
| $3.37M | ﹤0.01% |
594,135
+402,529
| +210% | +$2.96M |
|
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.