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 | |
|---|---|---|---|---|---|---|
3626
Patria Investments
PAX
$1.77B
| $3.05M | ﹤0.01% |
253,603
-3,540
| -1% | -$49.8K |
|
|
BBNX
3627
Beta Bionics
BBNX
$704M
| $3.03M | ﹤0.01% |
307,229
-41,442
| -12% | -$613K |
|
3628
Phathom Pharmaceuticals
PHAT
$930M
| $3.03M | ﹤0.01% |
287,430
-9,254
| -3% | -$117K |
|
3629
PUT
Sysco
SYY
$40.7B
| $3.02M | ﹤0.01% |
43,600
+42,500
| +3,864% | +$3.51M |
|
3630
Telefônica Brasil
VIV
$21B
| $3.02M | ﹤0.01% |
198,318
+71,223
| +56% | +$1.05M |
|
|
IBDZ
3631
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$869M
| $3.02M | ﹤0.01% |
116,569
+90,234
| +343% | +$2.38M |
|
3632
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
| $3.02M | ﹤0.01% |
59,065
-4,363
| -7% | -$236K |
|
3633
Hippo Holdings
HIPO
$789M
| $3.02M | ﹤0.01% |
116,517
-42,901
| -27% | -$1.22M |
|
3634
Horace Mann Educators
HMN
$2.12B
| $3.01M | ﹤0.01% |
69,831
-108,602
| -61% | -$4.69M |
|
|
JCAP
3635
Jefferson Capital
JCAP
$1.26B
| $3M | ﹤0.01% |
158,935
+70,225
| +79% | +$1.49M |
|
|
TWLVU
3636
Twelve Seas Investment Company III Units
TWLVU
| $3M | ﹤0.01% |
298,799
+248,799
| +498% | +$2.51M |
|
3637
PUT
CBRE Group
CBRE
$43.1B
| $3M | ﹤0.01% |
22,500
-20,000
| -47% | -$3.04M |
|
3638
Invesco S&P 500 High Beta ETF
SPHB
$965M
| $2.99M | ﹤0.01% |
26,871
-23,140
| -46% | -$2.8M |
|
3639
ARS Pharmaceuticals
SPRY
$563M
| $2.99M | ﹤0.01% |
382,801
-34,289
| -8% | -$329K |
|
3640
Janux Therapeutics
JANX
$915M
| $2.99M | ﹤0.01% |
229,268
+58,759
| +34% | +$806K |
|
3641
iShares US Consumer Discretionary ETF
IYC
$1.16B
| $2.98M | ﹤0.01% |
31,620
+651
| +2% | +$66.4K |
|
3642
CNA Financial
CNA
$15B
| $2.98M | ﹤0.01% |
65,295
+39,107
| +149% | +$1.85M |
|
3643
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
| $2.98M | ﹤0.01% |
17,496
+405
| +2% | +$87.2K |
|
|
TIC
3644
TIC Solutions Inc
TIC
$1.6B
| $2.98M | ﹤0.01% |
445,701
+309,648
| +228% | +$2.91M |
|
3645
iShares US Telecommunications ETF
IYZ
$1.19B
| $2.98M | ﹤0.01% |
77,141
+15,469
| +25% | +$579K |
|
3646
RxSight
RXST
$250M
| $2.98M | ﹤0.01% |
488,641
+236,043
| +93% | +$1.96M |
|
3647
PUT
CME Group
CME
$93.5B
| $2.98M | ﹤0.01% |
10,000
-26,900
| -73% | -$7.99M |
|
|
GOOD
3648
Gladstone Commercial Corp
GOOD
$627M
| $2.97M | ﹤0.01% |
262,113
-23,565
| -8% | -$276K |
|
|
FGIIU
3649
FG Imperii Acquisition Corp Units
FGIIU
| $2.96M | ﹤0.01% |
+296,397
| New | +$2.96M |
|
3650
PUT
Halliburton
HAL
$26.1B
| $2.96M | ﹤0.01% |
75,400
-754,600
| -91% | -$26.1M |
|
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.