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 | |
|---|---|---|---|---|---|---|---|
3751
Prime Medicine
PRME
$541M
| $2.66M | ﹤0.01% |
844,154
+408,444
| +94% | +$1.55M |
2022 Q4
13 quarters
|
|
3752
Hope Bancorp
HOPE
$1.75B
| $2.66M | ﹤0.01% |
241,854
-119,675
| -33% | -$1.38M |
2013 Q2
51 quarters
|
|
3753
Franklin Responsibly Sourced Gold ETF
FGDL
$427M
| $2.65M | ﹤0.01% |
44,074
-63,430
| -59% | -$4.12M |
2025 Q3
2 quarters
|
|
|
MATE
3754
Man Active Trend Enhanced ETF
MATE
$42.1M
| $2.64M | ﹤0.01% |
105,203
-73,741
| -41% | -$2.02M |
2025 Q4
1 quarter
|
|
3755
PUT
RH
RH
$2.28B
| $2.64M | ﹤0.01% |
+20,000
| New | +$3.64M |
2026 Q1
0 quarters
|
|
|
FVAV
3756
Fortress Value Acquisition Corp V
FVAV
| $2.64M | ﹤0.01% |
+262,988
| New | +$2.64M |
2026 Q1
0 quarters
|
|
3757
Comstock Resources
CRK
$3.75B
| $2.63M | ﹤0.01% |
120,388
-2,618
| -2% | -$55.7K |
2019 Q1
28 quarters
|
|
3758
CALL
Futu Holdings
FUTU
$14.3B
| $2.63M | ﹤0.01% |
20,000
-75,200
| -79% | -$11.7M |
2025 Q3
2 quarters
|
|
3759
CALL
Teck Resources
TECK
$33.6B
| $2.62M | ﹤0.01% |
54,200
-32,200
| -37% | -$1.72M |
2024 Q3
6 quarters
|
|
3760
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.79B
| $2.62M | ﹤0.01% |
28,243
+6,105
| +28% | +$590K |
2022 Q1
16 quarters
|
|
3761
Global X Blockchain ETF
BKCH
$287M
| $2.61M | ﹤0.01% |
50,434
-865,466
| -94% | -$58.3M |
2025 Q3
2 quarters
|
|
3762
Inogen
INGN
$158M
| $2.61M | ﹤0.01% |
427,656
-41,645
| -9% | -$257K |
2014 Q1
48 quarters
|
|
3763
Yelp
YELP
$991M
| $2.61M | ﹤0.01% |
105,292
-243,185
| -70% | -$6.16M |
2013 Q2
51 quarters
|
|
3764
PUT
BP
BP
$115B
| $2.6M | ﹤0.01% |
55,000
-45,000
| -45% | -$1.76M |
2024 Q4
5 quarters
|
|
|
MFSB
3765
MFS Active Core Plus Bond ETF
MFSB
$569M
| $2.6M | ﹤0.01% |
104,430
+12,345
| +13% | +$311K |
2025 Q3
2 quarters
|
|
|
BTC
3766
Grayscale Bitcoin Mini Trust ETF
BTC
$4.46B
| $2.6M | ﹤0.01% |
88,276
-9,104
| -9% | -$308K |
2024 Q3
6 quarters
|
|
3767
Fresenius Medical Care
FMS
$11.8B
| $2.59M | ﹤0.01% |
116,494
+17,593
| +18% | +$404K |
2013 Q2
51 quarters
|
|
3768
Natural Resource Partners
NRP
$1.45B
| $2.58M | ﹤0.01% |
21,076
-142,737
| -87% | -$16.9M |
2016 Q1
40 quarters
|
|
3769
Fidelity Corporate Bond ETF
FCOR
$344M
| $2.58M | ﹤0.01% |
55,100
+23,938
| +77% | +$1.14M |
2023 Q3
10 quarters
|
|
3770
CALL
Eaton
ETN
$169B
| $2.58M | ﹤0.01% |
7,500
| – | – |
2025 Q4
1 quarter
|
|
3771
PUT
Medtronic
MDT
$110B
| $2.57M | ﹤0.01% |
+30,000
| New | +$2.87M |
2026 Q1
0 quarters
|
|
3772
Pangaea Logistics
PANL
$552M
| $2.57M | ﹤0.01% |
373,741
+304,572
| +440% | +$2.4M |
2022 Q1
16 quarters
|
|
|
MPT
3773
PUT
Medical Properties Trust
MPT
$1.95B
| $2.57M | ﹤0.01% |
+563,800
| New | +$2.94M |
2026 Q1
0 quarters
|
|
3774
Global X US Preferred ETF
PFFD
$2.05B
| $2.57M | ﹤0.01% |
140,865
+7,254
| +5% | +$139K |
2023 Q3
10 quarters
|
|
3775
BlueLinx
BXC
$579M
| $2.56M | ﹤0.01% |
48,405
-5,815
| -11% | -$382K |
2017 Q2
35 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.