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 | |
|---|---|---|---|---|---|---|---|
|
CLBR.U
3701
Colombier Acquisition Corp III Units
CLBR.U
| $2.8M | ﹤0.01% |
+275,328
| New | +$2.8M |
2026 Q1
0 quarters
|
|
3702
CALL
Teradyne
TER
$70.2B
| $2.79M | ﹤0.01% |
10,100
+100
| +1% | +$27.9K |
2024 Q3
6 quarters
|
|
3703
Radiant Logistics
RLGT
$439M
| $2.79M | ﹤0.01% |
404,176
-63,234
| -14% | -$444K |
2017 Q4
33 quarters
|
|
3704
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$301M
| $2.78M | ﹤0.01% |
48,740
-36,488
| -43% | -$2.16M |
2022 Q4
13 quarters
|
|
3705
Sturm, Ruger & Co
RGR
$709M
| $2.78M | ﹤0.01% |
69,509
+19,661
| +39% | +$747K |
2015 Q2
43 quarters
|
|
3706
WisdomTree US SmallCap Earnings Fund
EES
$689M
| $2.78M | ﹤0.01% |
48,798
+4,002
| +9% | +$237K |
2018 Q4
29 quarters
|
|
3707
AngloGold Ashanti
AU
$48B
| $2.78M | ﹤0.01% |
28,567
-611
| -2% | -$62.7K |
2024 Q1
8 quarters
|
|
3708
Atlanticus Holdings
ATLC
$1.39B
| $2.78M | ﹤0.01% |
54,084
+49,250
| +1,019% | +$2.75M |
2020 Q2
23 quarters
|
|
3709
Teladoc Health
TDOC
$1B
| $2.78M | ﹤0.01% |
539,927
-77,858
| -13% | -$437K |
2015 Q3
42 quarters
|
|
3710
SunCoke Energy
SXC
$840M
| $2.77M | ﹤0.01% |
421,089
+198,301
| +89% | +$1.4M |
2013 Q2
51 quarters
|
|
3711
BNY Mellon High Yield Beta ETF
BKHY
$164M
| $2.77M | ﹤0.01% |
58,946
-33,300
| -36% | -$1.6M |
2023 Q3
10 quarters
|
|
|
BLDP
3712
Ballard Power Systems
BLDP
$720M
| $2.77M | ﹤0.01% |
1,202,692
-215,697
| -15% | -$514K |
2015 Q4
41 quarters
|
|
3713
Zymeworks
ZYME
$1.8B
| $2.76M | ﹤0.01% |
114,072
+79,064
| +226% | +$1.87M |
2020 Q4
21 quarters
|
|
3714
Fidelity Dividend ETF for Rising Rates
FDRR
$756M
| $2.76M | ﹤0.01% |
48,070
+22,715
| +90% | +$1.39M |
2023 Q3
10 quarters
|
|
|
PBT
3715
Permian Basin Royalty Trust
PBT
$1.47B
| $2.76M | ﹤0.01% |
126,612
+25,528
| +25% | +$497K |
2020 Q4
21 quarters
|
|
3716
State Street Multi-Asset Real Return ETF
RLY
$1.39B
| $2.76M | ﹤0.01% |
76,674
+73,912
| +2,676% | +$2.56M |
2025 Q3
2 quarters
|
|
3717
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.33B
| $2.76M | ﹤0.01% |
96,471
+31,986
| +50% | +$827K |
2023 Q3
10 quarters
|
|
3718
Butterfly Network
BFLY
$2.38B
| $2.75M | ﹤0.01% |
719,020
-44,331
| -6% | -$171K |
2021 Q1
20 quarters
|
|
3719
iShares US Utilities ETF
IDU
$1.34B
| $2.75M | ﹤0.01% |
23,687
+4,533
| +24% | +$515K |
2013 Q2
51 quarters
|
|
3720
CALL
NetEase
NTES
$75.1B
| $2.75M | ﹤0.01% |
+25,000
| New | +$3.1M |
2026 Q1
0 quarters
|
|
|
BIOA
3721
BioAge Labs
BIOA
$303M
| $2.75M | ﹤0.01% |
173,570
+151,541
| +688% | +$2.92M |
2024 Q3
6 quarters
|
|
3722
ODDITY Tech
ODD
$872M
| $2.74M | ﹤0.01% |
213,286
-96,053
| -31% | -$2.41M |
2023 Q3
10 quarters
|
|
3723
WisdomTree International Efficient Core Fund
NTSI
$477M
| $2.74M | ﹤0.01% |
64,219
+14,401
| +29% | +$657K |
2025 Q3
2 quarters
|
|
3724
Rocket Pharmaceuticals
RCKT
$281M
| $2.74M | ﹤0.01% |
796,224
-679,400
| -46% | -$2.7M |
2018 Q2
31 quarters
|
|
3725
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$406M
| $2.73M | ﹤0.01% |
52,421
+283
| +0.5% | +$16.3K |
2023 Q4
9 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.