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 | |
|---|---|---|---|---|---|---|
|
BLSH
4126
Bullish
BLSH
$3.4B
| $1.56M | ﹤0.01% |
46,885
-116,627
| -71% | -$4.09M |
|
4127
iShares ESG Screened S&P 500 ETF
XVV
$639M
| $1.55M | ﹤0.01% |
32,503
+4,488
| +16% | +$233K |
|
|
NNE
4128
Nano Nuclear Energy
NNE
$813M
| $1.55M | ﹤0.01% |
81,706
+1,203
| +1% | +$32.8K |
|
4129
Schwab 1000 Index ETF
SCHK
$5.64B
| $1.55M | ﹤0.01% |
50,954
+35,128
| +222% | +$1.15M |
|
4130
CALL
Teva Pharmaceuticals
TEVA
$40.6B
| $1.55M | ﹤0.01% |
54,600
-1,168,800
| -96% | -$37.6M |
|
|
WBTN
4131
WEBTOON Entertainment Inc
WBTN
$1.23B
| $1.54M | ﹤0.01% |
174,039
+3,006
| +2% | +$33.7K |
|
4132
PUT
Lincoln National
LNC
$8.03B
| $1.54M | ﹤0.01% |
+45,100
| New | +$1.73M |
|
4133
SI-BONE Inc
SIBN
$812M
| $1.54M | ﹤0.01% |
125,099
-66,006
| -35% | -$1.03M |
|
|
AII
4134
American Integrity Insurance
AII
$394M
| $1.53M | ﹤0.01% |
79,649
+12,687
| +19% | +$242K |
|
4135
Zillow
ZG
$7.91B
| $1.53M | ﹤0.01% |
37,724
+15,064
| +66% | +$795K |
|
4136
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.62B
| $1.53M | ﹤0.01% |
36,590
+23,604
| +182% | +$1.06M |
|
4137
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
| $1.53M | ﹤0.01% |
31,138
+8,445
| +37% | +$415K |
|
4138
CALL
DaVita
DVA
$15.4B
| $1.52M | ﹤0.01% |
10,000
-11,400
| -53% | -$1.55M |
|
|
XRN
4139
Chiron Real Estate Inc
XRN
$537M
| $1.52M | ﹤0.01% |
46,331
-9,064
| -16% | -$319K |
|
|
MUNC
4140
Northern Trust 2045 Tax-Exempt Distributing Ladder ETF
MUNC
$10.1M
| $1.52M | ﹤0.01% |
15,000
| – | – |
|
4141
Pro-Dex
PDEX
$181M
| $1.52M | ﹤0.01% |
32,036
-1,919
| -6% | -$82.6K |
|
4142
S&T Bancorp
STBA
$1.9B
| $1.52M | ﹤0.01% |
36,783
-36,424
| -50% | -$1.52M |
|
4143
Alerus Financial
ALRS
$832M
| $1.52M | ﹤0.01% |
63,454
-12,319
| -16% | -$299K |
|
4144
CALL
Constellation Brands
STZ
$22.5B
| $1.51M | ﹤0.01% |
10,000
-100,000
| -91% | -$15.4M |
|
4145
Worthington Steel
WS
$1.78B
| $1.51M | ﹤0.01% |
52,553
+4,396
| +9% | +$170K |
|
4146
Dine Brands
DIN
$458M
| $1.51M | ﹤0.01% |
57,985
-6,395
| -10% | -$208K |
|
4147
Nordic American Tanker
NAT
$1.37B
| $1.5M | ﹤0.01% |
263,472
+109,290
| +71% | +$517K |
|
4148
PUT
Hims & Hers Health
HIMS
$5.96B
| $1.5M | ﹤0.01% |
79,900
+7,900
| +11% | +$187K |
|
4149
PUT
NXP Semiconductors
NXPI
$62.3B
| $1.5M | ﹤0.01% |
8,000
-12,500
| -61% | -$2.77M |
|
4150
iShares US Oil & Gas Exploration & Production ETF
IEO
$567M
| $1.49M | ﹤0.01% |
11,757
+618
| +6% | +$65.4K |
|
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.