JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
4126
Innovator US Equity Buffer ETF October
BOCT
$351M
| $1.77M | ﹤0.01% |
33,473
+31,621
| +1,707% | +$1.64M |
2025 Q3
3 quarters
|
|
4127
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
| $1.77M | ﹤0.01% |
84,184
-3,379
| -4% | -$70.8K |
2020 Q3
23 quarters
|
|
4128
OneIM Acquisition Corp
OIM
| $1.76M | ﹤0.01% |
175,326
| – | – |
2026 Q1
1 quarter
|
|
4129
American Drive Acquisition Co
ADAC
$290M
| $1.76M | ﹤0.01% |
175,326
| – | – |
2026 Q1
1 quarter
|
|
4130
Olema Pharmaceuticals
OLMA
$641M
| $1.75M | ﹤0.01% |
143,279
+517
| +0.4% | +$6.92K |
2020 Q4
22 quarters
|
|
4131
Amprius Technologies
AMPX
$1.27B
| $1.74M | ﹤0.01% |
123,377
-1,092,808
| -90% | -$19.6M |
2022 Q4
14 quarters
|
|
4132
Gran Tierra Energy
GTE
$333M
| $1.74M | ﹤0.01% |
280,682
+3,466
| +1% | +$28.3K |
2026 Q1
1 quarter
|
|
4133
Sundial Growers
SNDL
$348M
| $1.74M | ﹤0.01% |
1,262,553
-135,767
| -10% | -$194K |
2025 Q3
3 quarters
|
|
4134
Fidelity Low Duration Bond ETF
FLDB
$442M
| $1.74M | ﹤0.01% |
34,655
+1,938
| +6% | +$97.6K |
2025 Q1
5 quarters
|
|
4135
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
| $1.74M | ﹤0.01% |
36,229
-2,259
| -6% | -$112K |
2021 Q3
19 quarters
|
|
4136
Northern Dynasty Minerals
NAK
$348M
| $1.74M | ﹤0.01% |
869,988
+869,947
| +2,121,822% | +$1.74M |
2026 Q1
1 quarter
|
|
4137
Guardian Pharmacy Services
GRDN
$2.69B
| $1.74M | ﹤0.01% |
42,977
+7,501
| +21% | +$290K |
2024 Q4
6 quarters
|
|
4138
WisdomTree
WT
$2.94B
| $1.74M | ﹤0.01% |
96,900
-616,258
| -86% | -$10.9M |
2014 Q2
48 quarters
|
|
4139
PureCycle Technologies
PCT
$336M
| $1.74M | ﹤0.01% |
219,797
+9,917
| +5% | +$88.9K |
2021 Q2
20 quarters
|
|
4140
Lifestance Health
LFST
$5.24B
| $1.73M | ﹤0.01% |
157,962
-54
| -0% | -$417 |
2021 Q2
20 quarters
|
|
4141
Puma Biotechnology
PBYI
$426M
| $1.73M | ﹤0.01% |
211,339
-9,385
| -4% | -$68.7K |
2013 Q2
52 quarters
|
|
4142
Liberty Media Corporation Series A Common Stock
FWONA
$25.3B
| $1.73M | ﹤0.01% |
20,081
+1,383
| +7% | +$114K |
2013 Q2
52 quarters
|
|
4143
Simplify Hedged Equity ETF
HEQT
$302M
| $1.73M | ﹤0.01% |
51,812
+11,843
| +30% | +$390K |
2021 Q4
18 quarters
|
|
4144
PUT
Campbell Soup
CPB
$6.9B
| $1.73M | ﹤0.01% |
+75,000
| New | +$1.58M |
2026 Q2
0 quarters
|
|
4145
VanEck BDC Income ETF
BIZD
$1.49B
| $1.72M | ﹤0.01% |
136,141
+35,246
| +35% | +$446K |
2022 Q4
14 quarters
|
|
4146
Alerus Financial
ALRS
$837M
| $1.72M | ﹤0.01% |
55,490
-7,964
| -13% | -$219K |
2019 Q4
26 quarters
|
|
4147
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$706M
| $1.72M | ﹤0.01% |
19,018
+12,605
| +197% | +$1.09M |
2022 Q4
14 quarters
|
|
4148
Columbia Core Plus Bond ETF
CRXP
$13.5M
| $1.72M | ﹤0.01% |
86,000
-9,000
| -9% | -$179K |
2025 Q4
2 quarters
|
|
4149
Compass Diversified
CODI
$851M
| $1.72M | ﹤0.01% |
169,492
+141,965
| +516% | +$1.55M |
2015 Q4
42 quarters
|
|
4150
Chiron Real Estate Inc
XRN
$380M
| $1.72M | ﹤0.01% |
45,690
-641
| -1% | -$22.7K |
2017 Q4
34 quarters
|
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,889 reduced and 553 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 553 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.