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 | |
|---|---|---|---|---|---|---|---|
3901
Helios Technologies
HLIO
$2.36B
| $2.15M | ﹤0.01% |
34,253
+8,308
| +32% | +$557K |
2016 Q3
38 quarters
|
|
3902
Weis Markets
WMK
$1.83B
| $2.14M | ﹤0.01% |
31,168
+2,535
| +9% | +$173K |
2015 Q4
41 quarters
|
|
3903
Teucrium Corn Fund
CORN
$137M
| $2.14M | ﹤0.01% |
116,934
+111,450
| +2,032% | +$1.99M |
2016 Q2
39 quarters
|
|
|
MCW
3904
DELISTED
Mister Car Wash
MCW
| $2.14M | ﹤0.01% |
306,677
+225,377
| +277% | +$1.45M |
2021 Q2
19 quarters
|
|
|
NAVN
3905
Navan Inc
NAVN
$5.58B
| $2.14M | ﹤0.01% |
178,272
+148,743
| +504% | +$1.77M |
2025 Q4
1 quarter
|
|
3906
iShares North American Natural Resources ETF
IGE
$777M
| $2.14M | ﹤0.01% |
34,205
+2,089
| +7% | +$123K |
2021 Q1
20 quarters
|
|
3907
VanEck IG Floating Rate ETF
FLTR
$3.32B
| $2.13M | ﹤0.01% |
83,949
+13,172
| +19% | +$336K |
2023 Q3
10 quarters
|
|
|
AMTM
3908
Amentum Holdings
AMTM
$4.44B
| $2.13M | ﹤0.01% |
84,772
-4,519
| -5% | -$142K |
2024 Q3
6 quarters
|
|
3909
CALL
Ares Capital
ARCC
$13.5B
| $2.13M | ﹤0.01% |
120,000
+108,000
| +900% | +$2.09M |
2025 Q4
1 quarter
|
|
3910
Acadia Healthcare
ACHC
$2.61B
| $2.13M | ﹤0.01% |
93,240
-113,593
| -55% | -$2.06M |
2013 Q2
51 quarters
|
|
|
GLXY
3911
Galaxy Digital Inc
GLXY
$4.48B
| $2.13M | ﹤0.01% |
123,994
-148,218
| -54% | -$3.52M |
2025 Q2
3 quarters
|
|
3912
Heritage Insurance Holdings
HRTG
$1.01B
| $2.12M | ﹤0.01% |
80,887
-3,840
| -5% | -$101K |
2017 Q2
35 quarters
|
|
3913
ProShares UltraPro S&P 500
UPRO
$5.42B
| $2.12M | ﹤0.01% |
23,754
+4,371
| +23% | +$494K |
2021 Q1
20 quarters
|
|
3914
Sana Biotechnology
SANA
$865M
| $2.11M | ﹤0.01% |
785,834
-29,621
| -4% | -$117K |
2021 Q1
20 quarters
|
|
3915
PUT
Super Micro Computer
SMCI
$28.7B
| $2.11M | ﹤0.01% |
100,000
-100,000
| -50% | -$3M |
2023 Q4
9 quarters
|
|
3916
Quanex
NX
$871M
| $2.1M | ﹤0.01% |
120,659
+69,000
| +134% | +$1.3M |
2013 Q2
51 quarters
|
|
|
VACI.U
3917
Viking Acquisition Corp I Units
VACI.U
| $2.1M | ﹤0.01% |
209,600
+159,600
| +319% | +$1.61M |
2025 Q4
1 quarter
|
|
3918
Natural Gas Services Group
NGS
$428M
| $2.1M | ﹤0.01% |
54,919
+26,284
| +92% | +$961K |
2016 Q4
37 quarters
|
|
|
BRCB
3919
Black Rock Coffee Bar Inc
BRCB
$155M
| $2.1M | ﹤0.01% |
170,989
+85,446
| +100% | +$1.38M |
2025 Q3
2 quarters
|
|
3920
Select Water Solutions
WTTR
$2.57B
| $2.09M | ﹤0.01% |
137,625
-34,149
| -20% | -$446K |
2017 Q3
34 quarters
|
|
3921
Nomad Foods
NOMD
$1.49B
| $2.09M | ﹤0.01% |
215,117
+176,399
| +456% | +$2.02M |
2017 Q2
35 quarters
|
|
3922
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.1B
| $2.09M | ﹤0.01% |
82,710
+18,603
| +29% | +$473K |
2024 Q1
8 quarters
|
|
3923
LGI Homes
LGIH
$1.12B
| $2.09M | ﹤0.01% |
55,383
+32,870
| +146% | +$1.6M |
2015 Q3
42 quarters
|
|
3924
Castle Biosciences
CSTL
$1.09B
| $2.09M | ﹤0.01% |
88,771
-1,261
| -1% | -$41.3K |
2019 Q3
26 quarters
|
|
3925
QuidelOrtho
QDEL
$739M
| $2.09M | ﹤0.01% |
136,736
+10,332
| +8% | +$254K |
2015 Q3
42 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.