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 | |
|---|---|---|---|---|---|---|
3551
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.45B
| $3.37M | ﹤0.01% |
135,300
+62,471
| +86% | +$1.58M |
|
3552
PUT
Kinder Morgan
KMI
$70.3B
| $3.37M | ﹤0.01% |
100,000
-433,500
| -81% | -$13.5M |
|
3553
Jack in the Box
JACK
$308M
| $3.36M | ﹤0.01% |
357,794
-38,879
| -10% | -$688K |
|
3554
iShares MSCI Hong Kong ETF
EWH
$1.24B
| $3.36M | ﹤0.01% |
150,014
-74,097
| -33% | -$1.71M |
|
3555
Adaptive Biotechnologies
ADPT
$3.6B
| $3.33M | ﹤0.01% |
259,176
-6,575
| -2% | -$105K |
|
3556
Zevra Therapeutics
ZVRA
$575M
| $3.33M | ﹤0.01% |
378,932
-33,329
| -8% | -$300K |
|
3557
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.19B
| $3.32M | ﹤0.01% |
101,318
+15,935
| +19% | +$558K |
|
3558
World Acceptance Corp
WRLD
$880M
| $3.32M | ﹤0.01% |
24,910
+17,104
| +219% | +$2.29M |
|
3559
W&T Offshore
WTI
$473M
| $3.32M | ﹤0.01% |
922,376
+234,528
| +34% | +$580K |
|
3560
Digital Turbine
APPS
$1.02B
| $3.32M | ﹤0.01% |
1,155,824
+588,304
| +104% | +$2.53M |
|
3561
Viant Technology
DSP
$227M
| $3.31M | ﹤0.01% |
304,186
+193,244
| +174% | +$2.14M |
|
|
FIVA
3562
Fidelity International Value Factor ETF
FIVA
$578M
| $3.31M | ﹤0.01% |
97,815
+30,873
| +46% | +$1.11M |
|
3563
Phreesia
PHR
$671M
| $3.3M | ﹤0.01% |
289,622
-217,598
| -43% | -$2.88M |
|
3564
F&G Annuities & Life
FG
$4.03B
| $3.3M | ﹤0.01% |
132,953
-11,448
| -8% | -$298K |
|
3565
Cohu
COHU
$2B
| $3.29M | ﹤0.01% |
115,127
-30,860
| -21% | -$906K |
|
3566
Kinetik
KNTK
$3.64B
| $3.29M | ﹤0.01% |
67,634
+14,003
| +26% | +$596K |
|
3567
CALL
CVR Energy
CVI
$3.39B
| $3.28M | ﹤0.01% |
+94,000
| New | +$2.42M |
|
3568
FMC
FMC
$1.37B
| $3.28M | ﹤0.01% |
195,096
-11,126
| -5% | -$166K |
|
3569
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
| $3.28M | ﹤0.01% |
84,837
-14,882
| -15% | -$619K |
|
3570
Invesco Total Return Bond ETF
GTO
$2.42B
| $3.27M | ﹤0.01% |
70,091
+1,263
| +2% | +$59.9K |
|
|
SHOE
3571
Shoe Station Group
SHOE
$431M
| $3.27M | ﹤0.01% |
212,503
+102,062
| +92% | +$1.94M |
|
3572
John Hancock Multifactor Mid Cap ETF
JHMM
$5.96B
| $3.26M | ﹤0.01% |
49,897
-11,905
| -19% | -$819K |
|
3573
Centuri Holdings
CTRI
$2.63B
| $3.26M | ﹤0.01% |
117,208
-17,143
| -13% | -$500K |
|
3574
Li Auto
LI
$13.8B
| $3.26M | ﹤0.01% |
185,577
-86,046
| -32% | -$1.5M |
|
3575
ProFrac Holding
ACDC
$671M
| $3.25M | ﹤0.01% |
517,318
+490,551
| +1,833% | +$2.63M |
|
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.