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 | |
|---|---|---|---|---|---|---|---|
|
BLSH
4126
Bullish
BLSH
$5.19B
| $1.56M | ﹤0.01% |
46,885
-116,627
| -71% | -$4.09M |
2025 Q3
2 quarters
|
|
4127
iShares ESG Screened S&P 500 ETF
XVV
$685M
| $1.55M | ﹤0.01% |
32,503
+4,488
| +16% | +$233K |
2024 Q2
7 quarters
|
|
|
NNE
4128
Nano Nuclear Energy
NNE
$839M
| $1.55M | ﹤0.01% |
81,706
+1,203
| +1% | +$32.8K |
2024 Q3
6 quarters
|
|
4129
Schwab 1000 Index ETF
SCHK
$5.78B
| $1.55M | ﹤0.01% |
50,954
+35,128
| +222% | +$1.15M |
2022 Q3
14 quarters
|
|
4130
CALL
Teva Pharmaceutical Industries Limited
TEVA
$46.1B
| $1.55M | ﹤0.01% |
54,600
-1,168,800
| -96% | -$37.6M |
2024 Q2
7 quarters
|
|
|
WBTN
4131
WEBTOON Entertainment Inc
WBTN
$1.42B
| $1.54M | ﹤0.01% |
174,039
+3,006
| +2% | +$33.7K |
2024 Q3
6 quarters
|
|
4132
PUT
Lincoln National
LNC
$7.72B
| $1.54M | ﹤0.01% |
+45,100
| New | +$1.73M |
2026 Q1
0 quarters
|
|
4133
SI-BONE Inc
SIBN
$810M
| $1.54M | ﹤0.01% |
125,099
-66,006
| -35% | -$1.03M |
2018 Q4
29 quarters
|
|
|
AII
4134
American Integrity Insurance
AII
$511M
| $1.53M | ﹤0.01% |
79,649
+12,687
| +19% | +$242K |
2025 Q3
2 quarters
|
|
4135
Zillow
ZG
$6.32B
| $1.53M | ﹤0.01% |
37,724
+15,064
| +66% | +$795K |
2020 Q1
24 quarters
|
|
4136
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.78B
| $1.53M | ﹤0.01% |
36,590
+23,604
| +182% | +$1.06M |
2024 Q3
6 quarters
|
|
4137
Janus Henderson Short Duration Income ETF
VNLA
$3.44B
| $1.53M | ﹤0.01% |
31,138
+8,445
| +37% | +$415K |
2023 Q1
12 quarters
|
|
4138
CALL
DaVita
DVA
$11.4B
| $1.52M | ﹤0.01% |
10,000
-11,400
| -53% | -$1.55M |
2024 Q4
5 quarters
|
|
|
XRN
4139
Chiron Real Estate Inc
XRN
$450M
| $1.52M | ﹤0.01% |
46,331
-9,064
| -16% | -$319K |
2017 Q4
33 quarters
|
|
|
MUNC
4140
Northern Trust 2045 Tax-Exempt Distributing Ladder ETF
MUNC
$7.76M
| $1.52M | ﹤0.01% |
15,000
| – | – |
2025 Q3
2 quarters
|
|
4141
Pro-Dex
PDEX
$205M
| $1.52M | ﹤0.01% |
32,036
-1,919
| -6% | -$82.6K |
2021 Q4
17 quarters
|
|
4142
S&T Bancorp
STBA
$1.75B
| $1.52M | ﹤0.01% |
36,783
-36,424
| -50% | -$1.52M |
2013 Q2
51 quarters
|
|
4143
Alerus Financial
ALRS
$814M
| $1.52M | ﹤0.01% |
63,454
-12,319
| -16% | -$299K |
2019 Q4
25 quarters
|
|
4144
CALL
Constellation Brands
STZ
$19.3B
| $1.51M | ﹤0.01% |
10,000
-100,000
| -91% | -$15.4M |
2024 Q3
6 quarters
|
|
4145
Worthington Steel
WS
$1.88B
| $1.51M | ﹤0.01% |
52,553
+4,396
| +9% | +$170K |
2023 Q4
9 quarters
|
|
4146
Dine Brands
DIN
$379M
| $1.51M | ﹤0.01% |
57,985
-6,395
| -10% | -$208K |
2013 Q2
51 quarters
|
|
4147
Nordic American Tanker
NAT
$1.78B
| $1.5M | ﹤0.01% |
263,472
+109,290
| +71% | +$517K |
2015 Q1
44 quarters
|
|
4148
PUT
Hims & Hers Health
HIMS
$6.77B
| $1.5M | ﹤0.01% |
79,900
+7,900
| +11% | +$187K |
2025 Q2
3 quarters
|
|
4149
PUT
NXP Semiconductors
NXPI
$61.4B
| $1.5M | ﹤0.01% |
8,000
-12,500
| -61% | -$2.77M |
2023 Q2
11 quarters
|
|
4150
iShares US Oil & Gas Exploration & Production ETF
IEO
$758M
| $1.49M | ﹤0.01% |
11,757
+618
| +6% | +$65.4K |
2013 Q2
51 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.