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 | |
|---|---|---|---|---|---|---|---|
|
STKL
3676
DELISTED
SunOpta
STKL
| $2.86M | ﹤0.01% |
441,898
-372,376
| -46% | -$2.1M |
2017 Q2
35 quarters
|
|
3677
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.78B
| $2.85M | ﹤0.01% |
62,534
-1,021
| -2% | -$49.5K |
2022 Q4
13 quarters
|
|
|
XYZ
3678
CALL
Block Inc
XYZ
$44.7B
| $2.85M | ﹤0.01% |
+50,000
| New | +$3.04M |
2026 Q1
0 quarters
|
|
|
XYZ
3679
PUT
Block Inc
XYZ
$44.7B
| $2.85M | ﹤0.01% |
+50,000
| New | +$3.04M |
2026 Q1
0 quarters
|
|
3680
CALL
3M
MMM
$83.5B
| $2.85M | ﹤0.01% |
20,000
-35,000
| -64% | -$5.57M |
2024 Q2
7 quarters
|
|
3681
KE Holdings
BEKE
$18.1B
| $2.85M | ﹤0.01% |
189,727
-6,482,305
| -97% | -$111M |
2020 Q3
22 quarters
|
|
3682
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.29B
| $2.85M | ﹤0.01% |
28,568
+1,051
| +4% | +$111K |
2019 Q1
28 quarters
|
|
3683
Esquire Financial Holdings
ESQ
$1.45B
| $2.85M | ﹤0.01% |
26,853
-3,074
| -10% | -$329K |
2018 Q2
31 quarters
|
|
|
WRD
3684
WeRide Inc
WRD
$1.65B
| $2.85M | ﹤0.01% |
400,151
+396,181
| +9,979% | +$3.07M |
2025 Q2
3 quarters
|
|
3685
Avantis International Small Cap Value ETF
AVDV
$20.1B
| $2.84M | ﹤0.01% |
29,421
+12,005
| +69% | +$1.22M |
2023 Q2
11 quarters
|
|
3686
Aurora
AUR
$11.4B
| $2.84M | ﹤0.01% |
732,384
-26,739
| -4% | -$118K |
2022 Q2
15 quarters
|
|
3687
Precigen
PGEN
$3.06B
| $2.84M | ﹤0.01% |
873,283
-41,636
| -5% | -$171K |
2013 Q3
50 quarters
|
|
|
VIA
3688
Via Transportation Inc
VIA
$2.39B
| $2.84M | ﹤0.01% |
203,707
+193,132
| +1,826% | +$3.85M |
2025 Q4
1 quarter
|
|
3689
CALL
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$95.3M
| $2.84M | ﹤0.01% |
+120,000
| New | +$11.4M |
2026 Q1
0 quarters
|
|
|
3690
PUT
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$95.3M
| $2.84M | ﹤0.01% |
+120,000
| New | +$11.4M |
2026 Q1
0 quarters
|
|
|
AGBK
3691
AGI Inc
AGBK
$873M
| $2.84M | ﹤0.01% |
+394,368
| New | +$4M |
2026 Q1
0 quarters
|
|
3692
PUT
Exelixis
EXEL
$14.5B
| $2.83M | ﹤0.01% |
67,500
+34,500
| +105% | +$1.48M |
2025 Q1
4 quarters
|
|
3693
Capitol Federal Financial
CFFN
$1.06B
| $2.82M | ﹤0.01% |
403,201
-121,246
| -23% | -$864K |
2013 Q2
51 quarters
|
|
3694
Solid Power
SLDP
$532M
| $2.82M | ﹤0.01% |
999,105
+935,404
| +1,468% | +$3.77M |
2022 Q2
15 quarters
|
|
3695
iRadimed
IRMD
$1.09B
| $2.81M | ﹤0.01% |
29,617
+17,173
| +138% | +$1.72M |
2016 Q3
38 quarters
|
|
3696
The Bancorp
TBBK
$1.99B
| $2.81M | ﹤0.01% |
54,124
+9,428
| +21% | +$564K |
2017 Q3
34 quarters
|
|
3697
CALL
Super Micro Computer
SMCI
$28.7B
| $2.81M | ﹤0.01% |
133,300
+33,300
| +33% | +$999K |
2025 Q4
1 quarter
|
|
3698
Xperi
XPER
$265M
| $2.8M | ﹤0.01% |
505,211
-814,209
| -62% | -$4.71M |
2022 Q4
13 quarters
|
|
3699
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$422M
| $2.8M | ﹤0.01% |
95,072
+16,057
| +20% | +$498K |
2020 Q4
21 quarters
|
|
3700
Cimpress
CMPR
$1.83B
| $2.8M | ﹤0.01% |
38,508
+491
| +1% | +$36.3K |
2017 Q4
33 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.