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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
3626
Patria Investments
PAX
$1.65B
| $3.05M | ﹤0.01% |
253,603
-3,540
| -1% | -$49.8K |
2021 Q1
20 quarters
|
|
|
BBNX
3627
Beta Bionics
BBNX
$1.02B
| $3.03M | ﹤0.01% |
307,229
-41,442
| -12% | -$613K |
2025 Q1
4 quarters
|
|
3628
Phathom Pharmaceuticals
PHAT
$560M
| $3.03M | ﹤0.01% |
287,430
-9,254
| -3% | -$117K |
2019 Q4
25 quarters
|
|
3629
PUT
Sysco
SYY
$37.2B
| $3.02M | ﹤0.01% |
43,600
+42,500
| +3,864% | +$3.51M |
2025 Q3
2 quarters
|
|
3630
Telefônica Brasil
VIV
$18.4B
| $3.02M | ﹤0.01% |
198,318
+71,223
| +56% | +$1.05M |
2022 Q2
15 quarters
|
|
|
IBDZ
3631
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$846M
| $3.02M | ﹤0.01% |
116,569
+90,234
| +343% | +$2.38M |
2025 Q3
2 quarters
|
|
3632
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.75B
| $3.02M | ﹤0.01% |
59,065
-4,363
| -7% | -$236K |
2014 Q1
48 quarters
|
|
3633
Hippo Holdings
HIPO
$851M
| $3.02M | ﹤0.01% |
116,517
-42,901
| -27% | -$1.22M |
2021 Q4
17 quarters
|
|
3634
Horace Mann Educators
HMN
$1.83B
| $3.01M | ﹤0.01% |
69,831
-108,602
| -61% | -$4.69M |
2013 Q2
51 quarters
|
|
|
JCAP
3635
Jefferson Capital
JCAP
$1.11B
| $3M | ﹤0.01% |
158,935
+70,225
| +79% | +$1.49M |
2025 Q3
2 quarters
|
|
|
TWLVU
3636
Twelve Seas Investment Company III Units
TWLVU
| $3M | ﹤0.01% |
298,799
+248,799
| +498% | +$2.51M |
2025 Q4
1 quarter
|
|
3637
PUT
CBRE Group
CBRE
$37.5B
| $3M | ﹤0.01% |
22,500
-20,000
| -47% | -$3.04M |
2025 Q3
2 quarters
|
|
3638
Invesco S&P 500 High Beta ETF
SPHB
$970M
| $2.99M | ﹤0.01% |
26,871
-23,140
| -46% | -$2.8M |
2022 Q1
16 quarters
|
|
3639
ARS Pharmaceuticals
SPRY
$405M
| $2.99M | ﹤0.01% |
382,801
-34,289
| -8% | -$329K |
2021 Q1
20 quarters
|
|
3640
Janux Therapeutics
JANX
$1.04B
| $2.99M | ﹤0.01% |
229,268
+58,759
| +34% | +$806K |
2021 Q2
19 quarters
|
|
3641
iShares US Consumer Discretionary ETF
IYC
$1.17B
| $2.98M | ﹤0.01% |
31,620
+651
| +2% | +$66.4K |
2013 Q2
51 quarters
|
|
3642
CNA Financial
CNA
$12.5B
| $2.98M | ﹤0.01% |
65,295
+39,107
| +149% | +$1.85M |
2015 Q2
43 quarters
|
|
3643
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.25B
| $2.98M | ﹤0.01% |
17,496
+405
| +2% | +$87.2K |
2025 Q2
3 quarters
|
|
|
TIC
3644
TIC Solutions Inc
TIC
$1.8B
| $2.98M | ﹤0.01% |
445,701
+309,648
| +228% | +$2.91M |
2025 Q1
4 quarters
|
|
3645
iShares US Telecommunications ETF
IYZ
$1.1B
| $2.98M | ﹤0.01% |
77,141
+15,469
| +25% | +$579K |
2015 Q4
41 quarters
|
|
3646
RxSight
RXST
$195M
| $2.98M | ﹤0.01% |
488,641
+236,043
| +93% | +$1.96M |
2021 Q3
18 quarters
|
|
3647
PUT
CME Group
CME
$94.6B
| $2.98M | ﹤0.01% |
10,000
-26,900
| -73% | -$7.99M |
2017 Q4
33 quarters
|
|
|
GOOD
3648
Gladstone Commercial Corp
GOOD
$626M
| $2.97M | ﹤0.01% |
262,113
-23,565
| -8% | -$276K |
2013 Q3
50 quarters
|
|
|
FGIIU
3649
FG Imperii Acquisition Corp Units
FGIIU
$206M
| $2.96M | ﹤0.01% |
+296,397
| New | +$2.96M |
2026 Q1
0 quarters
|
|
3650
PUT
Halliburton
HAL
$26.5B
| $2.96M | ﹤0.01% |
75,400
-754,600
| -91% | -$26.1M |
2023 Q2
11 quarters
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.