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 | |
|---|---|---|---|---|---|---|
3576
Woori Financial
WF
$15.9B
| $3.24M | ﹤0.01% |
50,423
-2,340
| -4% | -$158K |
|
3577
Titan International
TWI
$530M
| $3.23M | ﹤0.01% |
486,978
+83,499
| +21% | +$751K |
|
3578
Vitamin Cottage Natural Grocers
NGVC
$744M
| $3.23M | ﹤0.01% |
122,133
+51,007
| +72% | +$1.32M |
|
3579
John B. Sanfilippo & Son
JBSS
$989M
| $3.22M | ﹤0.01% |
40,582
+18,278
| +82% | +$1.41M |
|
|
FPI
3580
Farmland Partners
FPI
$417M
| $3.21M | ﹤0.01% |
290,017
-85,592
| -23% | -$981K |
|
3581
CALL
Celanese
CE
$4.77B
| $3.21M | ﹤0.01% |
+50,000
| New | +$2.61M |
|
3582
CALL
T-Mobile US
TMUS
$196B
| $3.21M | ﹤0.01% |
15,000
-165,000
| -92% | -$33.9M |
|
3583
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
| $3.21M | ﹤0.01% |
68,123
+10,263
| +18% | +$512K |
|
|
EHAB
3584
DELISTED
Enhabit
EHAB
| $3.2M | ﹤0.01% |
227,976
-81,894
| -26% | -$980K |
|
3585
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.46B
| $3.2M | ﹤0.01% |
103,755
+12,346
| +14% | +$404K |
|
3586
Univest Financial
UVSP
$1.24B
| $3.19M | ﹤0.01% |
94,350
-41,213
| -30% | -$1.39M |
|
3587
Invesco Large Cap Value ETF
PWV
$1.7B
| $3.19M | ﹤0.01% |
46,463
+217
| +0.5% | +$15K |
|
3588
Allogene Therapeutics
ALLO
$573M
| $3.18M | ﹤0.01% |
1,434,647
+455,535
| +47% | +$913K |
|
3589
Avantis US Small Cap Equity ETF
AVSC
$3.08B
| $3.18M | ﹤0.01% |
52,384
-3,555
| -6% | -$224K |
|
3590
iShares Morningstar Small-Cap Value ETF
ISCV
$701M
| $3.18M | ﹤0.01% |
46,867
+1,120
| +2% | +$80.1K |
|
3591
Alignment Healthcare
ALHC
$3.81B
| $3.18M | ﹤0.01% |
188,534
+63,551
| +51% | +$1.28M |
|
3592
Capital Group US Multi-Sector Income ETF
CGMS
$5.21B
| $3.16M | ﹤0.01% |
117,101
-6,385
| -5% | -$176K |
|
3593
Bridgewater Bancshares
BWB
$585M
| $3.16M | ﹤0.01% |
179,952
-20,019
| -10% | -$367K |
|
3594
Fidelity International Multifactor ETF
FDEV
$285M
| $3.16M | ﹤0.01% |
90,679
+41,266
| +84% | +$1.49M |
|
3595
PUT
Alcoa
AA
$11.7B
| $3.16M | ﹤0.01% |
50,000
-415,000
| -89% | -$25.5M |
|
3596
CALL
United States Antimony
UAMY
$772M
| $3.15M | ﹤0.01% |
+400,000
| New | +$3.49M |
|
3597
Lincoln Educational Services
LINC
$1.33B
| $3.15M | ﹤0.01% |
78,308
+64,234
| +456% | +$2.02M |
|
3598
PUT
Bilibili
BILI
$7.56B
| $3.15M | ﹤0.01% |
145,000
+125,000
| +625% | +$3.6M |
|
3599
iShares Core Moderate Allocation ETF
AOM
$1.75B
| $3.14M | ﹤0.01% |
67,237
+48,429
| +257% | +$2.34M |
|
3600
Neogen
NEOG
$2B
| $3.14M | ﹤0.01% |
352,534
+24,882
| +8% | +$245K |
|
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.