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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3701
United Parks & Resorts
PRKS
$1.63B
| $3.24M | ﹤0.01% |
68,315
-633,162
| -90% | -$24.6M |
|
3702
Artisan Partners
APAM
$2.61B
| $3.23M | ﹤0.01% |
89,061
-8,636
| -9% | -$318K |
|
|
SA
3703
Seabridge Gold
SA
$3.16B
| $3.23M | ﹤0.01% |
127,232
+81,198
| +176% | +$2.44M |
|
3704
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
| $3.22M | ﹤0.01% |
78,830
+3,790
| +5% | +$156K |
|
3705
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.32B
| $3.22M | ﹤0.01% |
65,579
+24,935
| +61% | +$1.34M |
|
3706
Fidelity Corporate Bond ETF
FCOR
$351M
| $3.22M | ﹤0.01% |
67,981
+12,881
| +23% | +$609K |
|
3707
Vitesse Energy
VTS
$780M
| $3.22M | ﹤0.01% |
202,256
+4,304
| +2% | +$76.2K |
|
3708
Western Union
WU
$2.14B
| $3.22M | ﹤0.01% |
407,112
-1,297,114
| -76% | -$10.9M |
|
3709
Dianthus Therapeutics
DNTH
$5.86B
| $3.21M | ﹤0.01% |
31,783
-155
| -0.5% | -$13.5K |
|
|
WW
3710
WW International
WW
$151M
| $3.21M | ﹤0.01% |
195,713
-23,564
| -11% | -$315K |
|
3711
iShares Latin America 40 ETF
ILF
$3.92B
| $3.21M | ﹤0.01% |
94,749
-3,424,412
| -97% | -$121M |
|
3712
Oil-Dri
ODC
$1.25B
| $3.2M | ﹤0.01% |
31,460
-28,573
| -48% | -$2.28M |
|
3713
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.04B
| $3.2M | ﹤0.01% |
21,053
-16
| -0.1% | -$2.23K |
|
3714
PUT
Marathon Digital Holdings
MARA
$4.34B
| $3.19M | ﹤0.01% |
227,700
+2,700
| +1% | +$33.8K |
|
3715
Allogene Therapeutics
ALLO
$594M
| $3.19M | ﹤0.01% |
1,438,434
+3,787
| +0.3% | +$8.32K |
|
3716
Southern California Bancorp
BCAL
$710M
| $3.17M | ﹤0.01% |
152,117
+68,139
| +81% | +$1.3M |
|
|
AVR
3717
Anteris Technologies
AVR
$813M
| $3.17M | ﹤0.01% |
324,034
+291,621
| +900% | +$2.22M |
|
3718
PUT
Arbor Realty Trust
ABR
$843M
| $3.15M | ﹤0.01% |
590,700
| – | – |
|
|
WTPI
3719
WisdomTree Equity Premium Income Fund
WTPI
$532M
| $3.15M | ﹤0.01% |
96,737
+62,329
| +181% | +$2.05M |
|
|
ITWO
3720
ProShares Russell 2000 High Income ETF
ITWO
$191M
| $3.15M | ﹤0.01% |
67,589
-50,023
| -43% | -$2.2M |
|
3721
Horace Mann Educators
HMN
$2.01B
| $3.15M | ﹤0.01% |
58,673
-11,158
| -16% | -$518K |
|
3722
UFP Technologies
UFPT
$2.13B
| $3.15M | ﹤0.01% |
11,579
-1,036
| -8% | -$225K |
|
3723
VanEck High Yield Muni ETF
HYD
$4.08B
| $3.14M | ﹤0.01% |
60,848
+25,404
| +72% | +$1.3M |
|
3724
iShares Yield Optimized Bond ETF
BYLD
$439M
| $3.14M | ﹤0.01% |
138,140
+50,199
| +57% | +$1.13M |
|
3725
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
| $3.13M | ﹤0.01% |
33,112
+371
| +1% | +$33.8K |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.