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 | |
|---|---|---|---|---|---|---|
3851
Tyra Biosciences
TYRA
$1.81B
| $2.31M | ﹤0.01% |
66,789
-4,386
| -6% | -$142K |
|
3852
Mitek Systems
MITK
$756M
| $2.31M | ﹤0.01% |
174,799
+89,219
| +104% | +$1.1M |
|
|
ACLX
3853
CALL
DELISTED
Arcellx
ACLX
| $2.3M | ﹤0.01% |
20,000
| – | – |
|
|
ACLX
3854
PUT
DELISTED
Arcellx
ACLX
| $2.3M | ﹤0.01% |
20,000
| – | – |
|
3855
Xencor
XNCR
$1.46B
| $2.29M | ﹤0.01% |
201,890
-102,089
| -34% | -$1.27M |
|
3856
Vanguard Russell 2000 Growth ETF
VTWG
$1.44B
| $2.29M | ﹤0.01% |
10,437
-1,297
| -11% | -$315K |
|
|
SNDK
3857
CALL
Sandisk
SNDK
$155B
| $2.29M | ﹤0.01% |
+4,000
| New | +$2.26M |
|
3858
BOK Financial
BOKF
$8.63B
| $2.29M | ﹤0.01% |
18,290
+1,457
| +9% | +$187K |
|
3859
CALL
uniQure
QURE
$2.76B
| $2.28M | ﹤0.01% |
+155,000
| New | +$3.14M |
|
3860
Bausch Health
BHC
$1.68B
| $2.28M | ﹤0.01% |
453,807
+200,167
| +79% | +$1.2M |
|
3861
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
| $2.28M | ﹤0.01% |
28,038
+727
| +3% | +$62.3K |
|
3862
Immunovant
IMVT
$7.85B
| $2.28M | ﹤0.01% |
96,882
+17,016
| +21% | +$441K |
|
3863
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| $2.27M | ﹤0.01% |
56,903
-4,388
| -7% | -$178K |
|
3864
Forward Air
FWRD
$459M
| $2.27M | ﹤0.01% |
144,207
+97,307
| +207% | +$2.37M |
|
3865
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$67.3M
| $2.26M | ﹤0.01% |
58,071
+30,874
| +114% | +$1.24M |
|
3866
N-able
NABL
$840M
| $2.25M | ﹤0.01% |
481,584
+314,012
| +187% | +$1.75M |
|
|
ORBS
3867
Eightco Holdings
ORBS
$223M
| $2.25M | ﹤0.01% |
2,618,656
-73,292
| -3% | -$93.8K |
|
3868
GraniteShares Gold Shares
BAR
$1.36B
| $2.25M | ﹤0.01% |
50,600
-11,137
| -18% | -$535K |
|
3869
United Microelectronic
UMC
$43.6B
| $2.24M | ﹤0.01% |
260,704
+119,364
| +84% | +$1.16M |
|
|
AHRT
3870
AH Realty Trust
AHRT
$541M
| $2.24M | ﹤0.01% |
425,482
-38,590
| -8% | -$246K |
|
3871
First Trust Water ETF
FIW
$1.87B
| $2.24M | ﹤0.01% |
22,206
-755
| -3% | -$83.5K |
|
3872
Amplitude
AMPL
$1.19B
| $2.24M | ﹤0.01% |
328,940
+122,300
| +59% | +$1.01M |
|
3873
Energizer
ENR
$1.47B
| $2.23M | ﹤0.01% |
132,366
+8,030
| +6% | +$162K |
|
3874
HCI Group
HCI
$2.32B
| $2.22M | ﹤0.01% |
14,317
+761
| +6% | +$125K |
|
3875
Franklin FTSE India ETF
FLIN
$2.74B
| $2.22M | ﹤0.01% |
68,650
+62,350
| +990% | +$2.28M |
|
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.