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 | |
|---|---|---|---|---|---|---|
4051
PUT
PTC Therapeutics
PTCT
$6.18B
| $1.77M | ﹤0.01% |
27,000
| – | – |
|
4052
VanEck High Yield Muni ETF
HYD
$4.44B
| $1.77M | ﹤0.01% |
35,444
-21,097
| -37% | -$1.08M |
|
4053
United States Antimony
UAMY
$728M
| $1.77M | ﹤0.01% |
224,469
-46,261
| -17% | -$403K |
|
4054
Xerox
XRX
$345M
| $1.76M | ﹤0.01% |
1,383,131
+441,873
| +47% | +$874K |
|
4055
Federated Hermes US Strategic Dividend ETF
FDV
$863M
| $1.76M | ﹤0.01% |
57,503
-612,657
| -91% | -$18.8M |
|
|
OIM
4056
OneIM Acquisition Corp
OIM
$363M
| $1.76M | ﹤0.01% |
+175,326
| New | +$1.75M |
|
4057
CALL
Li Auto
LI
$14.4B
| $1.75M | ﹤0.01% |
100,000
| – | – |
|
4058
PUT
Marathon Digital Holdings
MARA
$3.83B
| $1.75M | ﹤0.01% |
225,000
-41,600
| -16% | -$376K |
|
4059
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$35.1M
| $1.75M | ﹤0.01% |
55,032
| – | – |
|
4060
iShares Core Conservative Allocation ETF
AOK
$783M
| $1.75M | ﹤0.01% |
44,425
+39,938
| +890% | +$1.62M |
|
4061
PACS Group
PACS
$7.35B
| $1.75M | ﹤0.01% |
57,655
+6,058
| +12% | +$223K |
|
4062
Tennant Co
TNC
$1.44B
| $1.75M | ﹤0.01% |
27,158
-91,508
| -77% | -$6.65M |
|
4063
iShares Global Financials ETF
IXG
$669M
| $1.74M | ﹤0.01% |
15,741
+13,613
| +640% | +$1.62M |
|
4064
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.41B
| $1.74M | ﹤0.01% |
19,080
+243
| +1% | +$22.3K |
|
4065
Bitwise Bitcoin ETF
BITB
$2.44B
| $1.74M | ﹤0.01% |
48,258
+43,386
| +891% | +$1.8M |
|
4066
ClearShares Ultra-Short Maturity ETF
OPER
$110M
| $1.74M | ﹤0.01% |
17,397
+15,932
| +1,088% | +$1.6M |
|
4067
Schwab International Small-Cap Equity ETF
SCHC
$5.28B
| $1.74M | ﹤0.01% |
38,488
+13,560
| +54% | +$656K |
|
|
ADAC
4068
American Drive Acquisition Co
ADAC
$290M
| $1.74M | ﹤0.01% |
+175,326
| New | +$1.74M |
|
4069
CALL
Invesco CurrencyShares Japanese Yen Trust
FXY
$427M
| $1.73M | ﹤0.01% |
30,000
-51,200
| -63% | -$3M |
|
4070
PUT
Affirm
AFRM
$23.5B
| $1.72M | ﹤0.01% |
+40,000
| New | +$2.31M |
|
4071
Silicon Motion
SIMO
$7.11B
| $1.71M | ﹤0.01% |
16,222
-1,272
| -7% | -$154K |
|
4072
Holley
HLLY
$335M
| $1.71M | ﹤0.01% |
572,687
+158,756
| +38% | +$602K |
|
4073
Granite Ridge Resources
GRNT
$621M
| $1.71M | ﹤0.01% |
285,686
+13,613
| +5% | +$68.3K |
|
|
NXRT
4074
NexPoint Residential Trust
NXRT
$689M
| $1.7M | ﹤0.01% |
68,462
+482
| +0.7% | +$13.8K |
|
4075
VanEck Merk Gold Trust
OUNZ
$2.51B
| $1.7M | ﹤0.01% |
39,189
-373,133
| -90% | -$17.5M |
|
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.