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 | |
|---|---|---|---|---|---|---|
|
NPKI
3651
NPK International
NPKI
$1.09B
| $2.96M | ﹤0.01% |
207,952
-22,927
| -10% | -$318K |
|
3652
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
| $2.95M | ﹤0.01% |
56,564
-18,762
| -25% | -$1M |
|
3653
Red Cat Holdings
RCAT
$1.13B
| $2.95M | ﹤0.01% |
254,883
+73,487
| +41% | +$1M |
|
3654
CALL
Evergy
EVRG
$19.7B
| $2.95M | ﹤0.01% |
+36,200
| New | +$2.86M |
|
3655
Edgewell Personal Care
EPC
$1.3B
| $2.95M | ﹤0.01% |
137,596
+54,853
| +66% | +$1.1M |
|
3656
WisdomTree Emerging Markets Multifactor Fund
EMMF
$167M
| $2.95M | ﹤0.01% |
91,947
+18,645
| +25% | +$633K |
|
3657
1st Source
SRCE
$2.18B
| $2.94M | ﹤0.01% |
42,947
-40,165
| -48% | -$2.71M |
|
3658
AMC Entertainment Holdings
AMC
$2.38B
| $2.94M | ﹤0.01% |
3,004,039
-116,522
| -4% | -$150K |
|
|
RZLV
3659
Rezolve AI
RZLV
$921M
| $2.93M | ﹤0.01% |
1,161,683
+1,078,143
| +1,291% | +$3.04M |
|
|
EWCZ
3660
DELISTED
European Wax Center
EWCZ
| $2.92M | ﹤0.01% |
506,876
+492,178
| +3,349% | +$2.45M |
|
|
PRA
3661
DELISTED
ProAssurance
PRA
| $2.92M | ﹤0.01% |
118,430
-17,789
| -13% | -$434K |
|
|
CRAN
3662
Crane Harbor Acquisition Corp II
CRAN
$476M
| $2.92M | ﹤0.01% |
+294,405
| New | +$2.93M |
|
3663
Banner Corp
BANR
$2.4B
| $2.92M | ﹤0.01% |
48,521
-27,359
| -36% | -$1.7M |
|
3664
Archer Aviation
ACHR
$3.68B
| $2.91M | ﹤0.01% |
589,498
-86,517
| -13% | -$617K |
|
3665
U-Haul Holding Co Series N
UHAL.B
$12.6B
| $2.91M | ﹤0.01% |
67,281
+10,686
| +19% | +$506K |
|
3666
Artivion
AORT
$1.31B
| $2.91M | ﹤0.01% |
82,115
-32,248
| -28% | -$1.27M |
|
|
AXON
3667
CALL
Axon Enterprise
AXON
$44.1B
| $2.91M | ﹤0.01% |
7,000
+3,000
| +75% | +$1.56M |
|
3668
ePlus
PLUS
$2.42B
| $2.91M | ﹤0.01% |
39,465
-22,689
| -37% | -$1.86M |
|
3669
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
| $2.9M | ﹤0.01% |
75,040
+1,520
| +2% | +$62K |
|
|
WW
3670
WW International
WW
$138M
| $2.9M | ﹤0.01% |
219,277
+23,325
| +12% | +$522K |
|
3671
Aveanna Healthcare
AVAH
$2.15B
| $2.89M | ﹤0.01% |
453,467
+170,784
| +60% | +$1.32M |
|
3672
iShares Global Energy ETF
IXC
$2.68B
| $2.89M | ﹤0.01% |
49,704
-5,049
| -9% | -$252K |
|
|
BFS
3673
Saul Centers
BFS
$870M
| $2.88M | ﹤0.01% |
88,248
+419
| +0.5% | +$13.9K |
|
3674
Vestis
VSTS
$2.03B
| $2.88M | ﹤0.01% |
368,151
+206,621
| +128% | +$1.51M |
|
3675
iShares MSCI Chile ETF
ECH
$1B
| $2.88M | ﹤0.01% |
75,129
-348,613
| -82% | -$14.9M |
|
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.