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 | |
|---|---|---|---|---|---|---|
3776
Gran Tierra Energy
GTE
$226M
| $2.56M | ﹤0.01% |
+277,216
| New | +$1.76M |
|
3777
American Century Diversified Municipal Bond ETF
TAXF
$684M
| $2.56M | ﹤0.01% |
51,261
+20,913
| +69% | +$1.06M |
|
3778
Liberty Latin America Class C
LILAK
$1.65B
| $2.56M | ﹤0.01% |
325,791
-46,892
| -13% | -$335K |
|
3779
Preferred Bank
PFBC
$1.25B
| $2.55M | ﹤0.01% |
28,428
-17,100
| -38% | -$1.55M |
|
3780
ZIM Integrated Shipping Services
ZIM
$2.9B
| $2.55M | ﹤0.01% |
98,531
+37,362
| +61% | +$930K |
|
3781
Amerant Bancorp
AMTB
$1.2B
| $2.55M | ﹤0.01% |
117,639
-12,161
| -9% | -$261K |
|
3782
CALL
CRH
CRH
$69.1B
| $2.55M | ﹤0.01% |
+25,000
| New | +$2.94M |
|
|
3783
PUT
CRH
CRH
$69.1B
| $2.55M | ﹤0.01% |
+25,000
| New | +$2.94M |
|
3784
CP High Yield Trend ETF
HYTR
$290M
| $2.55M | ﹤0.01% |
119,801
-11,785
| -9% | -$256K |
|
3785
Newell Brands
NWL
$2.24B
| $2.54M | ﹤0.01% |
770,305
+540,455
| +235% | +$2.27M |
|
3786
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
| $2.54M | ﹤0.01% |
56,110
+34,073
| +155% | +$1.56M |
|
3787
Dianthus Therapeutics
DNTH
$5.55B
| $2.54M | ﹤0.01% |
31,938
-10,701
| -25% | -$620K |
|
3788
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
| $2.53M | ﹤0.01% |
21,069
| – | – |
|
|
SCIU
3789
PUT
DELISTED
Global X Scientific Beta US ETF
SCIU
| $2.53M | ﹤0.01% |
55,900
+9,800
| +21% | +$444K |
|
3790
PUT
Lyft
LYFT
$5.87B
| $2.53M | ﹤0.01% |
200,000
-650,000
| -76% | -$10.1M |
|
|
FIG
3791
PUT
Figma
FIG
$12.9B
| $2.52M | ﹤0.01% |
+125,000
| New | +$3.43M |
|
3792
Global X Cybersecurity ETF
BUG
$1.26B
| $2.52M | ﹤0.01% |
103,590
-10,175
| -9% | -$279K |
|
|
MULT
3793
Franklin Multisector Income ETF
MULT
$15M
| $2.51M | ﹤0.01% |
100,000
| – | – |
|
3794
Park National Corp
PRK
$3.74B
| $2.51M | ﹤0.01% |
15,712
-19,731
| -56% | -$3.23M |
|
3795
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$95.5M
| $2.5M | ﹤0.01% |
119,418
-392
| -0.3% | -$8.31K |
|
3796
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.86B
| $2.5M | ﹤0.01% |
51,267
+47,614
| +1,303% | +$2.48M |
|
3797
Allient
ALNT
$1.42B
| $2.49M | ﹤0.01% |
41,841
+35,304
| +540% | +$2.22M |
|
3798
Kenon Holdings
KEN
$3.51B
| $2.49M | ﹤0.01% |
31,125
+11,465
| +58% | +$883K |
|
3799
PUT
ARK Genomic Revolution ETF
ARKG
$1.54B
| $2.48M | ﹤0.01% |
100,000
| – | – |
|
3800
Franklin Investment Grade Corporate ETF
FLCO
$580M
| $2.47M | ﹤0.01% |
116,098
+15,485
| +15% | +$335K |
|
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.