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 | |
|---|---|---|---|---|---|---|
3901
Helios Technologies
HLIO
$2.51B
| $2.15M | ﹤0.01% |
34,253
+8,308
| +32% | +$557K |
|
3902
Weis Markets
WMK
$1.93B
| $2.14M | ﹤0.01% |
31,168
+2,535
| +9% | +$173K |
|
3903
Teucrium Corn Fund
CORN
$178M
| $2.14M | ﹤0.01% |
116,934
+111,450
| +2,032% | +$1.99M |
|
|
MCW
3904
DELISTED
Mister Car Wash
MCW
| $2.14M | ﹤0.01% |
306,677
+225,377
| +277% | +$1.45M |
|
|
NAVN
3905
Navan Inc
NAVN
$6.73B
| $2.14M | ﹤0.01% |
178,272
+148,743
| +504% | +$1.77M |
|
3906
iShares North American Natural Resources ETF
IGE
$733M
| $2.14M | ﹤0.01% |
34,205
+2,089
| +7% | +$123K |
|
3907
VanEck IG Floating Rate ETF
FLTR
$2.94B
| $2.13M | ﹤0.01% |
83,949
+13,172
| +19% | +$336K |
|
|
AMTM
3908
Amentum Holdings
AMTM
$5.43B
| $2.13M | ﹤0.01% |
84,772
-4,519
| -5% | -$142K |
|
3909
CALL
Ares Capital
ARCC
$13.6B
| $2.13M | ﹤0.01% |
120,000
+108,000
| +900% | +$2.09M |
|
3910
Acadia Healthcare
ACHC
$2.57B
| $2.13M | ﹤0.01% |
93,240
-113,593
| -55% | -$2.06M |
|
|
GLXY
3911
Galaxy Digital Inc
GLXY
$3.7B
| $2.13M | ﹤0.01% |
123,994
-148,218
| -54% | -$3.52M |
|
3912
Heritage Insurance Holdings
HRTG
$901M
| $2.12M | ﹤0.01% |
80,887
-3,840
| -5% | -$101K |
|
3913
ProShares UltraPro S&P 500
UPRO
$5.01B
| $2.12M | ﹤0.01% |
23,754
+4,371
| +23% | +$494K |
|
3914
Sana Biotechnology
SANA
$849M
| $2.11M | ﹤0.01% |
785,834
-29,621
| -4% | -$117K |
|
3915
PUT
Super Micro Computer
SMCI
$17.3B
| $2.11M | ﹤0.01% |
100,000
-100,000
| -50% | -$3M |
|
3916
Quanex
NX
$832M
| $2.1M | ﹤0.01% |
120,659
+69,000
| +134% | +$1.3M |
|
|
VACI.U
3917
Viking Acquisition Corp I Units
VACI.U
| $2.1M | ﹤0.01% |
209,600
+159,600
| +319% | +$1.61M |
|
3918
Natural Gas Services Group
NGS
$459M
| $2.1M | ﹤0.01% |
54,919
+26,284
| +92% | +$961K |
|
|
BRCB
3919
Black Rock Coffee Bar Inc
BRCB
$183M
| $2.1M | ﹤0.01% |
170,989
+85,446
| +100% | +$1.38M |
|
3920
Select Water Solutions
WTTR
$2.24B
| $2.09M | ﹤0.01% |
137,625
-34,149
| -20% | -$446K |
|
3921
Nomad Foods
NOMD
$1.77B
| $2.09M | ﹤0.01% |
215,117
+176,399
| +456% | +$2.02M |
|
3922
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
| $2.09M | ﹤0.01% |
82,710
+18,603
| +29% | +$473K |
|
3923
LGI Homes
LGIH
$1.39B
| $2.09M | ﹤0.01% |
55,383
+32,870
| +146% | +$1.6M |
|
3924
Castle Biosciences
CSTL
$733M
| $2.09M | ﹤0.01% |
88,771
-1,261
| -1% | -$41.3K |
|
3925
QuidelOrtho
QDEL
$1.13B
| $2.09M | ﹤0.01% |
136,736
+10,332
| +8% | +$254K |
|
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.