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 | |
|---|---|---|---|---|---|---|
4076
PUT
Consolidated Edison
ED
$41.2B
| $1.7M | ﹤0.01% |
+15,000
| New | +$1.62M |
|
4077
Organon & Co
OGN
$3.56B
| $1.7M | ﹤0.01% |
298,326
+18,748
| +7% | +$141K |
|
|
TECX
4078
Tectonic Therapeutic
TECX
$552M
| $1.7M | ﹤0.01% |
58,870
+53,091
| +919% | +$1.31M |
|
4079
Aclaris Therapeutics
ACRS
$716M
| $1.7M | ﹤0.01% |
486,633
-139,330
| -22% | -$470K |
|
4080
PUT
Hewlett Packard
HPE
$60.6B
| $1.7M | ﹤0.01% |
75,000
| – | – |
|
|
MAZE
4081
Maze Therapeutics
MAZE
$1.51B
| $1.7M | ﹤0.01% |
58,446
+38,439
| +192% | +$1.7M |
|
4082
CALL
Gold Fields
GFI
$28.8B
| $1.69M | ﹤0.01% |
40,000
+12,100
| +43% | +$608K |
|
4083
Bitwise Crypto Industry Innovators ETF
BITQ
$366M
| $1.69M | ﹤0.01% |
95,001
+7,059
| +8% | +$147K |
|
4084
ReNew
RNW
$2.2B
| $1.68M | ﹤0.01% |
374,011
+355,745
| +1,948% | +$1.89M |
|
4085
CALL
Phillips 66
PSX
$83.8B
| $1.68M | ﹤0.01% |
9,100
-58,700
| -87% | -$9.2M |
|
4086
Real Brokerage
REAX
$360M
| $1.68M | ﹤0.01% |
697,677
-809,887
| -54% | -$2.45M |
|
4087
PUT
Erasca
ERAS
$6.1B
| $1.68M | ﹤0.01% |
+112,500
| New | +$1.33M |
|
4088
PUT
Celsius Holdings
CELH
$7.47B
| $1.68M | ﹤0.01% |
49,600
+48,600
| +4,860% | +$2.3M |
|
4089
RPC Inc
RES
$1.14B
| $1.67M | ﹤0.01% |
233,872
+25,268
| +12% | +$157K |
|
4090
Arcus Biosciences
RCUS
$3.32B
| $1.67M | ﹤0.01% |
80,817
+8,062
| +11% | +$174K |
|
|
IAUX
4091
i-80 Gold Corp
IAUX
$1.1B
| $1.67M | ﹤0.01% |
1,182,340
+1,165,748
| +7,026% | +$1.99M |
|
4092
CALL
lululemon athletica
LULU
$13.6B
| $1.66M | ﹤0.01% |
11,400
-75,500
| -87% | -$13.5M |
|
4093
Hyster-Yale Materials Handling
HY
$588M
| $1.66M | ﹤0.01% |
52,203
+6,707
| +15% | +$230K |
|
4094
Alvotech
ALVO
$1.16B
| $1.66M | ﹤0.01% |
504,201
+479,952
| +1,979% | +$2.11M |
|
4095
Middlesex Water
MSEX
$1.06B
| $1.66M | ﹤0.01% |
31,424
+3,278
| +12% | +$173K |
|
|
CRCL
4096
CALL
Circle Internet Group
CRCL
$15.6B
| $1.65M | ﹤0.01% |
18,400
-106,600
| -85% | -$9.04M |
|
4097
State Street SPDR S&P Software & Services ETF
XSW
$447M
| $1.65M | ﹤0.01% |
11,911
-6,717
| -36% | -$1.08M |
|
4098
iShares US Healthcare Providers ETF
IHF
$1.22B
| $1.65M | ﹤0.01% |
40,228
-31,916
| -44% | -$1.46M |
|
|
ACRE
4099
Ares Commercial Real Estate
ACRE
$244M
| $1.65M | ﹤0.01% |
339,269
-79,027
| -19% | -$396K |
|
4100
Fidelity Low Duration Bond ETF
FLDB
$413M
| $1.65M | ﹤0.01% |
32,717
+12,345
| +61% | +$623K |
|
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.