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 | |
|---|---|---|---|---|---|---|
|
CLBR.U
3701
Colombier Acquisition Corp III Units
CLBR.U
| $2.8M | ﹤0.01% |
+275,328
| New | +$2.8M |
|
3702
CALL
Teradyne
TER
$50.2B
| $2.79M | ﹤0.01% |
10,100
+100
| +1% | +$27.9K |
|
3703
Radiant Logistics
RLGT
$411M
| $2.79M | ﹤0.01% |
404,176
-63,234
| -14% | -$444K |
|
3704
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$296M
| $2.78M | ﹤0.01% |
48,740
-36,488
| -43% | -$2.16M |
|
3705
Sturm, Ruger & Co
RGR
$611M
| $2.78M | ﹤0.01% |
69,509
+19,661
| +39% | +$747K |
|
3706
WisdomTree US SmallCap Earnings Fund
EES
$727M
| $2.78M | ﹤0.01% |
48,798
+4,002
| +9% | +$237K |
|
3707
AngloGold Ashanti
AU
$39.9B
| $2.78M | ﹤0.01% |
28,567
-611
| -2% | -$62.7K |
|
3708
Atlanticus Holdings
ATLC
$1.58B
| $2.78M | ﹤0.01% |
54,084
+49,250
| +1,019% | +$2.75M |
|
3709
Teladoc Health
TDOC
$1.69B
| $2.78M | ﹤0.01% |
539,927
-77,858
| -13% | -$437K |
|
3710
SunCoke Energy
SXC
$779M
| $2.77M | ﹤0.01% |
421,089
+198,301
| +89% | +$1.4M |
|
3711
BNY Mellon High Yield Beta ETF
BKHY
$158M
| $2.77M | ﹤0.01% |
58,946
-33,300
| -36% | -$1.6M |
|
|
BLDP
3712
Ballard Power Systems
BLDP
$808M
| $2.77M | ﹤0.01% |
1,202,692
-215,697
| -15% | -$514K |
|
3713
Zymeworks
ZYME
$1.66B
| $2.76M | ﹤0.01% |
114,072
+79,064
| +226% | +$1.87M |
|
3714
Fidelity Dividend ETF for Rising Rates
FDRR
$739M
| $2.76M | ﹤0.01% |
48,070
+22,715
| +90% | +$1.39M |
|
|
PBT
3715
Permian Basin Royalty Trust
PBT
$1.31B
| $2.76M | ﹤0.01% |
126,612
+25,528
| +25% | +$497K |
|
3716
State Street Multi-Asset Real Return ETF
RLY
$1.25B
| $2.76M | ﹤0.01% |
76,674
+73,912
| +2,676% | +$2.56M |
|
3717
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.95B
| $2.76M | ﹤0.01% |
96,471
+31,986
| +50% | +$827K |
|
3718
Butterfly Network
BFLY
$1.88B
| $2.75M | ﹤0.01% |
719,020
-44,331
| -6% | -$171K |
|
3719
iShares US Utilities ETF
IDU
$1.39B
| $2.75M | ﹤0.01% |
23,687
+4,533
| +24% | +$515K |
|
3720
CALL
NetEase
NTES
$81.5B
| $2.75M | ﹤0.01% |
+25,000
| New | +$3.1M |
|
|
BIOA
3721
BioAge Labs
BIOA
$974M
| $2.75M | ﹤0.01% |
173,570
+151,541
| +688% | +$2.92M |
|
3722
ODDITY Tech
ODD
$784M
| $2.74M | ﹤0.01% |
213,286
-96,053
| -31% | -$2.41M |
|
3723
WisdomTree International Efficient Core Fund
NTSI
$488M
| $2.74M | ﹤0.01% |
64,219
+14,401
| +29% | +$657K |
|
3724
Rocket Pharmaceuticals
RCKT
$343M
| $2.74M | ﹤0.01% |
796,224
-679,400
| -46% | -$2.7M |
|
3725
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$321M
| $2.73M | ﹤0.01% |
52,421
+283
| +0.5% | +$16.3K |
|
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.