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 | |
|---|---|---|---|---|---|---|
3751
iShares Global Energy ETF
IXC
$3B
| $3.03M | ﹤0.01% |
61,378
+11,674
| +23% | +$631K |
|
3752
HUB Group
HUBG
$2.05B
| $3.02M | ﹤0.01% |
65,824
-58,031
| -47% | -$2.43M |
|
3753
Prime Medicine
PRME
$570M
| $3.01M | ﹤0.01% |
810,095
-34,059
| -4% | -$113K |
|
3754
Liberty Global Class C
LBTYK
$3.44B
| $3.01M | ﹤0.01% |
265,767
-126,341
| -32% | -$1.46M |
|
3755
Vinci Compass Investments Ltd
VINP
$611M
| $3M | ﹤0.01% |
310,359
+1,691
| +0.5% | +$17.6K |
|
3756
Lakeland Financial Corp
LKFN
$1.51B
| $2.99M | ﹤0.01% |
47,910
-20,227
| -30% | -$1.22M |
|
3757
Gorman-Rupp
GRC
$1.88B
| $2.99M | ﹤0.01% |
32,241
-26,308
| -45% | -$2M |
|
3758
Phathom Pharmaceuticals
PHAT
$660M
| $2.99M | ﹤0.01% |
275,251
-12,179
| -4% | -$139K |
|
|
AYA
3759
Aya Gold & Silver Inc
AYA
$3.85B
| $2.99M | ﹤0.01% |
+159,202
| New | +$3.01M |
|
3760
PGIM Portfolio Ballast ETF
PBL
$78.2M
| $2.99M | ﹤0.01% |
90,269
+21,280
| +31% | +$688K |
|
3761
Northern Trust Quality Dividend ETF
QDF
$2.19B
| $2.98M | ﹤0.01% |
33,325
-47,609
| -59% | -$4.12M |
|
|
SEPN
3762
Septerna Inc
SEPN
$1.81B
| $2.96M | ﹤0.01% |
85,301
+627
| +0.7% | +$17.8K |
|
|
VLRS
3763
Controladora Vuela Compania de Aviacion
VLRS
$728M
| $2.96M | ﹤0.01% |
318,975
+291,263
| +1,051% | +$2.25M |
|
3764
PubMatic
PUBM
$764M
| $2.94M | ﹤0.01% |
224,952
-15,515
| -6% | -$161K |
|
3765
Genco Shipping & Trading
GNK
$1.23B
| $2.94M | ﹤0.01% |
120,360
-19,871
| -14% | -$480K |
|
3766
Liquidity Services
LQDT
$1.36B
| $2.94M | ﹤0.01% |
75,097
+1,489
| +2% | +$52.7K |
|
3767
JPMorgan High Yield Municipal ETF
JMHI
$290M
| $2.93M | ﹤0.01% |
57,883
+4,207
| +8% | +$211K |
|
3768
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$123M
| $2.92M | ﹤0.01% |
40,657
+26,391
| +185% | +$1.7M |
|
3769
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
| $2.92M | ﹤0.01% |
59,107
+15,214
| +35% | +$740K |
|
|
AEXA
3770
American Exceptionalism Acquisition Corp
AEXA
$552M
| $2.92M | ﹤0.01% |
246,377
| – | – |
|
3771
Unisys
UIS
$183M
| $2.92M | ﹤0.01% |
769,559
+357,383
| +87% | +$1.12M |
|
3772
Ibotta
IBTA
$847M
| $2.91M | ﹤0.01% |
84,759
+66,890
| +374% | +$2.23M |
|
3773
AngioDynamics
ANGO
$648M
| $2.91M | ﹤0.01% |
220,775
+204,375
| +1,246% | +$2.33M |
|
3774
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
| $2.91M | ﹤0.01% |
30,193
+2,155
| +8% | +$197K |
|
3775
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.83B
| $2.91M | ﹤0.01% |
24,838
+46
| +0.2% | +$5.1K |
|
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.