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 | |
|---|---|---|---|---|---|---|
|
STKL
3676
DELISTED
SunOpta
STKL
| $2.86M | ﹤0.01% |
441,898
-372,376
| -46% | -$2.1M |
|
3677
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
| $2.85M | ﹤0.01% |
62,534
-1,021
| -2% | -$49.5K |
|
|
XYZ
3678
CALL
Block Inc
XYZ
$49.5B
| $2.85M | ﹤0.01% |
+50,000
| New | +$3.04M |
|
|
XYZ
3679
PUT
Block Inc
XYZ
$49.5B
| $2.85M | ﹤0.01% |
+50,000
| New | +$3.04M |
|
3680
CALL
3M
MMM
$94.1B
| $2.85M | ﹤0.01% |
20,000
-35,000
| -64% | -$5.57M |
|
3681
KE Holdings
BEKE
$17.6B
| $2.85M | ﹤0.01% |
189,727
-6,482,305
| -97% | -$111M |
|
3682
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.36B
| $2.85M | ﹤0.01% |
28,568
+1,051
| +4% | +$111K |
|
3683
Esquire Financial Holdings
ESQ
$1.1B
| $2.85M | ﹤0.01% |
26,853
-3,074
| -10% | -$329K |
|
|
WRD
3684
WeRide Inc
WRD
$1.91B
| $2.85M | ﹤0.01% |
400,151
+396,181
| +9,979% | +$3.07M |
|
3685
Avantis International Small Cap Value ETF
AVDV
$18.8B
| $2.84M | ﹤0.01% |
29,421
+12,005
| +69% | +$1.22M |
|
3686
Aurora
AUR
$12.2B
| $2.84M | ﹤0.01% |
732,384
-26,739
| -4% | -$118K |
|
3687
Precigen
PGEN
$1.97B
| $2.84M | ﹤0.01% |
873,283
-41,636
| -5% | -$171K |
|
|
VIA
3688
Via Transportation Inc
VIA
$1.67B
| $2.84M | ﹤0.01% |
203,707
+193,132
| +1,826% | +$3.85M |
|
3689
CALL
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$97.8M
| $2.84M | ﹤0.01% |
+120,000
| New | +$11.4M |
|
|
3690
PUT
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$97.8M
| $2.84M | ﹤0.01% |
+120,000
| New | +$11.4M |
|
|
AGBK
3691
AGI Inc
AGBK
$1.14B
| $2.84M | ﹤0.01% |
+394,368
| New | +$4M |
|
3692
PUT
Exelixis
EXEL
$14.2B
| $2.83M | ﹤0.01% |
67,500
+34,500
| +105% | +$1.48M |
|
3693
Capitol Federal Financial
CFFN
$1.09B
| $2.82M | ﹤0.01% |
403,201
-121,246
| -23% | -$864K |
|
3694
Solid Power
SLDP
$475M
| $2.82M | ﹤0.01% |
999,105
+935,404
| +1,468% | +$3.77M |
|
3695
iRadimed
IRMD
$1.21B
| $2.81M | ﹤0.01% |
29,617
+17,173
| +138% | +$1.72M |
|
3696
The Bancorp
TBBK
$2.86B
| $2.81M | ﹤0.01% |
54,124
+9,428
| +21% | +$564K |
|
3697
CALL
Super Micro Computer
SMCI
$18.4B
| $2.81M | ﹤0.01% |
133,300
+33,300
| +33% | +$999K |
|
3698
Xperi
XPER
$368M
| $2.8M | ﹤0.01% |
505,211
-814,209
| -62% | -$4.71M |
|
3699
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$254M
| $2.8M | ﹤0.01% |
95,072
+16,057
| +20% | +$498K |
|
3700
Cimpress
CMPR
$2.43B
| $2.8M | ﹤0.01% |
38,508
+491
| +1% | +$36.3K |
|
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.