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 |
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 |
SCHW
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 | |
|---|---|---|---|---|---|---|
4201
iShares Global REIT ETF
REET
$4.83B
| $1.62M | ﹤0.01% |
57,591
+1,663
| +3% | +$45.1K |
|
4202
FT Vest US Equity Moderate Buffer ETF April
GAPR
$293M
| $1.61M | ﹤0.01% |
+38,824
| New | +$1.6M |
|
4203
PUT
United States Oil Fund
USO
$2.28B
| $1.61M | ﹤0.01% |
15,000
| – | – |
|
4204
Nkarta
NKTX
$209M
| $1.6M | ﹤0.01% |
562,980
-12,021
| -2% | -$33.9K |
|
4205
CALL
Regions Financial
RF
$25.6B
| $1.6M | ﹤0.01% |
53,000
-97,000
| -65% | -$2.72M |
|
|
4206
PUT
Regions Financial
RF
$25.6B
| $1.6M | ﹤0.01% |
53,000
-97,000
| -65% | -$2.72M |
|
|
COSO
4207
CoastalSouth Bancshares
COSO
$329M
| $1.6M | ﹤0.01% |
59,792
+56,060
| +1,502% | +$1.45M |
|
4208
PUT
UiPath
PATH
$7.64B
| $1.6M | ﹤0.01% |
150,000
+48,000
| +47% | +$512K |
|
4209
S&T Bancorp
STBA
$1.78B
| $1.6M | ﹤0.01% |
31,130
-5,653
| -15% | -$255K |
|
|
SLDE
4210
Slide Insurance Holdings
SLDE
$3.06B
| $1.6M | ﹤0.01% |
78,066
+23,538
| +43% | +$426K |
|
|
JHCR
4211
John Hancock Core Bond ETF
JHCR
$2.48B
| $1.6M | ﹤0.01% |
+63,233
| New | +$1.6M |
|
4212
PUT
Omnicom Group
OMC
$22.2B
| $1.6M | ﹤0.01% |
21,600
+21,500
| +21,500% | +$1.62M |
|
|
IEAG
4213
Infinite Eagle Acquisition Corp
IEAG
$444M
| $1.6M | ﹤0.01% |
157,793
| – | – |
|
4214
Orthofix Medical
OFIX
$371M
| $1.6M | ﹤0.01% |
164,866
-25,501
| -13% | -$281K |
|
4215
CBIZ
CBZ
$2.96B
| $1.59M | ﹤0.01% |
47,098
-176,891
| -79% | -$5.5M |
|
4216
Cedar Fair
FUN
$1.35B
| $1.59M | ﹤0.01% |
73,070
-562,684
| -89% | -$11.5M |
|
4217
Caleres
CAL
$433M
| $1.59M | ﹤0.01% |
124,780
+108,928
| +687% | +$1.41M |
|
|
WLCOU
4218
Wilco 63 Corporation Units
WLCOU
| $1.59M | ﹤0.01% |
+160,260
| New | +$1.59M |
|
4219
CEVA Inc
CEVA
$782M
| $1.59M | ﹤0.01% |
36,897
-79,498
| -68% | -$2.81M |
|
|
AHRT
4220
AH Realty Trust
AHRT
$465M
| $1.58M | ﹤0.01% |
220,075
-205,407
| -48% | -$1.32M |
|
4221
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.8B
| $1.58M | ﹤0.01% |
31,678
+14,420
| +84% | +$718K |
|
4222
Invesco CurrencyShares Japanese Yen Trust
FXY
$449M
| $1.57M | ﹤0.01% |
27,788
+25,175
| +963% | +$1.45M |
|
4223
CALL
Innodata
INOD
$1.9B
| $1.57M | ﹤0.01% |
+20,500
| New | +$1.51M |
|
4224
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.86B
| $1.57M | ﹤0.01% |
13,298
+462
| +4% | +$50K |
|
4225
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$132M
| $1.57M | ﹤0.01% |
69,485
+38,772
| +126% | +$1.05M |
|
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, 2,890 reduced and 552 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 552 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.