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 | |
|---|---|---|---|---|---|---|---|
3851
Tyra Biosciences
TYRA
$1.4B
| $2.31M | ﹤0.01% |
66,789
-4,386
| -6% | -$142K |
2021 Q4
17 quarters
|
|
3852
Mitek Systems
MITK
$801M
| $2.31M | ﹤0.01% |
174,799
+89,219
| +104% | +$1.1M |
2017 Q3
34 quarters
|
|
|
ACLX
3853
CALL
DELISTED
Arcellx
ACLX
| $2.3M | ﹤0.01% |
20,000
| – | – |
2025 Q4
1 quarter
|
|
|
ACLX
3854
PUT
DELISTED
Arcellx
ACLX
| $2.3M | ﹤0.01% |
20,000
| – | – |
2025 Q4
1 quarter
|
|
3855
Xencor
XNCR
$1.85B
| $2.29M | ﹤0.01% |
201,890
-102,089
| -34% | -$1.27M |
2013 Q4
49 quarters
|
|
3856
Vanguard Russell 2000 Growth ETF
VTWG
$1.44B
| $2.29M | ﹤0.01% |
10,437
-1,297
| -11% | -$315K |
2021 Q1
20 quarters
|
|
|
SNDK
3857
CALL
Sandisk
SNDK
$252B
| $2.29M | ﹤0.01% |
+4,000
| New | +$2.26M |
2026 Q1
0 quarters
|
|
3858
BOK Financial
BOKF
$7.8B
| $2.29M | ﹤0.01% |
18,290
+1,457
| +9% | +$187K |
2019 Q2
27 quarters
|
|
3859
CALL
uniQure
QURE
$1.63B
| $2.28M | ﹤0.01% |
+155,000
| New | +$3.14M |
2026 Q1
0 quarters
|
|
3860
Bausch Health
BHC
$2.17B
| $2.28M | ﹤0.01% |
453,807
+200,167
| +79% | +$1.2M |
2013 Q2
51 quarters
|
|
3861
iShares Morningstar Mid-Cap ETF
IMCB
$1.68B
| $2.28M | ﹤0.01% |
28,038
+727
| +3% | +$62.3K |
2023 Q2
11 quarters
|
|
3862
Immunovant
IMVT
$6.94B
| $2.28M | ﹤0.01% |
96,882
+17,016
| +21% | +$441K |
2020 Q1
24 quarters
|
|
3863
State Street Blackstone Senior Loan ETF
SRLN
$5.57B
| $2.27M | ﹤0.01% |
56,903
-4,388
| -7% | -$178K |
2013 Q2
51 quarters
|
|
3864
Forward Air
FWRD
$537M
| $2.27M | ﹤0.01% |
144,207
+97,307
| +207% | +$2.37M |
2013 Q2
51 quarters
|
|
3865
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$94.4M
| $2.26M | ﹤0.01% |
58,071
+30,874
| +114% | +$1.24M |
2025 Q4
1 quarter
|
|
3866
N-able
NABL
$799M
| $2.25M | ﹤0.01% |
481,584
+314,012
| +187% | +$1.75M |
2021 Q3
18 quarters
|
|
|
ORBS
3867
Eightco Holdings
ORBS
$499M
| $2.25M | ﹤0.01% |
2,618,656
-73,292
| -3% | -$93.8K |
2025 Q3
2 quarters
|
|
3868
GraniteShares Gold Shares
BAR
$1.35B
| $2.25M | ﹤0.01% |
50,600
-11,137
| -18% | -$535K |
2021 Q1
20 quarters
|
|
3869
United Microelectronic
UMC
$65.9B
| $2.24M | ﹤0.01% |
260,704
+119,364
| +84% | +$1.16M |
2020 Q2
23 quarters
|
|
|
AHRT
3870
AH Realty Trust
AHRT
$450M
| $2.24M | ﹤0.01% |
425,482
-38,590
| -8% | -$246K |
2014 Q2
47 quarters
|
|
3871
First Trust Water ETF
FIW
$1.73B
| $2.24M | ﹤0.01% |
22,206
-755
| -3% | -$83.5K |
2017 Q3
34 quarters
|
|
3872
Amplitude
AMPL
$1.81B
| $2.24M | ﹤0.01% |
328,940
+122,300
| +59% | +$1.01M |
2021 Q3
18 quarters
|
|
3873
Energizer
ENR
$1.51B
| $2.23M | ﹤0.01% |
132,366
+8,030
| +6% | +$162K |
2015 Q2
43 quarters
|
|
3874
HCI Group
HCI
$2.29B
| $2.22M | ﹤0.01% |
14,317
+761
| +6% | +$125K |
2013 Q3
50 quarters
|
|
3875
Franklin FTSE India ETF
FLIN
$2.5B
| $2.22M | ﹤0.01% |
68,650
+62,350
| +990% | +$2.28M |
2024 Q1
8 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.