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 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
4226
Goldman Sachs Hedge Industry VIP ETF
GVIP
$546M
| $1.72M | ﹤0.01% |
10,106
+8,965
| +786% | +$1.55M |
2026 Q2
1 quarter
|
|
4227
Flywire
FLYW
$2.67B
| $1.72M | ﹤0.01% |
93,322
+12,702
| +16% | +$227K |
2021 Q2
21 quarters
|
|
4228
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.39B
| $1.72M | ﹤0.01% |
81,463
+74,286
| +1,035% | +$1.6M |
2024 Q1
10 quarters
|
|
4229
Proficient Auto Logistics
PAL
$85.8M
| $1.72M | ﹤0.01% |
478,076
+461,648
| +2,810% | +$2.65M |
2024 Q2
9 quarters
|
|
4230
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.25B
| $1.72M | ﹤0.01% |
18,339
-5,738
| -24% | -$551K |
2021 Q2
21 quarters
|
|
4231
PUT
NGL Energy Partners
NGL
$1.95B
| $1.72M | ﹤0.01% |
116,100
-37,000
| -24% | -$609K |
2026 Q2
1 quarter
|
|
4232
PUT
GDS Holdings
GDS
$4.02B
| $1.72M | ﹤0.01% |
+54,900
| New | +$1.77M |
2026 Q3
0 quarters
|
|
4233
Black Rock Coffee Bar Inc
BRCB
$222M
| $1.71M | ﹤0.01% |
238,655
-4,113
| -2% | -$33.4K |
2025 Q3
4 quarters
|
|
4234
Enerpac Tool Group
EPAC
$2.02B
| $1.71M | ﹤0.01% |
45,570
-188,398
| -81% | -$6.78M |
2015 Q4
43 quarters
|
|
4235
Brainsway
BWAY
$413M
| $1.71M | ﹤0.01% |
127,019
+30,212
| +31% | +$446K |
2024 Q2
9 quarters
|
|
4236
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.4B
| $1.71M | ﹤0.01% |
25,669
+13,102
| +104% | +$888K |
2023 Q4
11 quarters
|
|
4237
Fidelity Low Duration Bond ETF
FLDB
$452M
| $1.71M | ﹤0.01% |
34,146
-509
| -1% | -$25.6K |
2025 Q1
6 quarters
|
|
4238
Nuveen ESG US Aggregate Bond ETF
NUBD
$480M
| $1.71M | ﹤0.01% |
80,803
-123,314
| -60% | -$2.68M |
2023 Q3
12 quarters
|
|
4239
Corvus Pharmaceuticals
CRVS
$896M
| $1.71M | ﹤0.01% |
145,219
+3,233
| +2% | +$45K |
2021 Q4
19 quarters
|
|
4240
VanEck BDC Income ETF
BIZD
$1.49B
| $1.7M | ﹤0.01% |
130,969
-5,172
| -4% | -$67K |
2022 Q4
15 quarters
|
|
4241
CALL
Royal Gold
RGLD
$21.6B
| $1.7M | ﹤0.01% |
7,100
-5,200
| -42% | -$1.19M |
2024 Q1
10 quarters
|
|
4242
ATN International
ATNI
$448M
| $1.69M | ﹤0.01% |
60,569
+4,553
| +8% | +$127K |
2016 Q2
41 quarters
|
|
4243
Avantis Real Estate ETF
AVRE
$904M
| $1.69M | ﹤0.01% |
37,874
-2,336
| -6% | -$111K |
2023 Q4
11 quarters
|
|
4244
Boost Run Inc
BRUN
$471M
| $1.69M | ﹤0.01% |
+101,274
| New | +$2.08M |
2026 Q3
0 quarters
|
|
4245
Nektar Therapeutics
NKTR
$1.27B
| $1.68M | ﹤0.01% |
26,431
+4,293
| +19% | +$301K |
2013 Q2
53 quarters
|
|
4246
FT Vest US Equity Moderate Buffer ETF April
GAPR
$294M
| $1.68M | ﹤0.01% |
39,386
+562
| +1% | +$23.7K |
2026 Q2
1 quarter
|
|
4247
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $1.68M | ﹤0.01% |
26,787
+13,485
| +101% | +$835K |
2026 Q2
1 quarter
|
|
4248
CALL
United States Antimony
UAMY
$436M
| $1.67M | ﹤0.01% |
400,000
| – | – |
2026 Q1
2 quarters
|
|
4249
Autolus Therapeutics
AUTL
$317M
| $1.67M | ﹤0.01% |
897,639
-15,600
| -2% | -$29.8K |
2019 Q4
27 quarters
|
|
4250
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.79B
| $1.67M | ﹤0.01% |
26,666
-808
| -3% | -$50.3K |
2021 Q1
22 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.