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 | |
|---|---|---|---|---|---|---|
4251
ASP Isotopes
ASPI
$489M
| $1.5M | ﹤0.01% |
241,054
-32,408
| -12% | -$191K |
|
|
UHT
4252
Universal Health Realty Income Trust
UHT
$572M
| $1.5M | ﹤0.01% |
34,091
+4,919
| +17% | +$202K |
|
4253
Bankwell Financial Group
BWFG
$544M
| $1.49M | ﹤0.01% |
24,967
+1,555
| +7% | +$82.4K |
|
4254
Standard Motor Products
SMP
$855M
| $1.49M | ﹤0.01% |
38,154
+12,200
| +47% | +$467K |
|
4255
Janus Henderson Short Duration Income ETF
VNLA
$3.44B
| $1.49M | ﹤0.01% |
30,287
-851
| -3% | -$41.7K |
|
4256
Upbound Group
UPBD
$1.06B
| $1.49M | ﹤0.01% |
68,727
-5,784
| -8% | -$108K |
|
4257
CALL
Scholar Rock
SRRK
$6.31B
| $1.48M | ﹤0.01% |
+27,000
| New | +$1.3M |
|
|
4258
PUT
Scholar Rock
SRRK
$6.31B
| $1.48M | ﹤0.01% |
+27,000
| New | +$1.3M |
|
4259
Target Hospitality
TH
$1.82B
| $1.48M | ﹤0.01% |
72,534
+34,924
| +93% | +$584K |
|
|
HDUS
4260
Hartford Disciplined US Equity ETF
HDUS
$123M
| $1.48M | ﹤0.01% |
20,991
+842
| +4% | +$58.5K |
|
4261
Central Garden & Pet Co
CENT
$2.51B
| $1.48M | ﹤0.01% |
33,156
+4,668
| +16% | +$183K |
|
4262
Kopin
KOPN
$809M
| $1.48M | ﹤0.01% |
342,080
-6,495
| -2% | -$28.3K |
|
4263
State Street SPDR ICE Preferred Securities ETF
PSK
$661M
| $1.47M | ﹤0.01% |
48,155
+11,091
| +30% | +$345K |
|
4264
CONMED
CNMD
$1.39B
| $1.47M | ﹤0.01% |
41,436
-12,045
| -23% | -$434K |
|
4265
State Street SPDR S&P Semiconductor ETF
XSD
$2.56B
| $1.47M | ﹤0.01% |
2,479
-65
| -3% | -$34K |
|
|
BWAY
4266
Brainsway
BWAY
$548M
| $1.47M | ﹤0.01% |
96,807
+49,777
| +106% | +$753K |
|
4267
ALPS Smith Core Plus Bond ETF
SMTH
$3.02B
| $1.46M | ﹤0.01% |
56,672
+16,939
| +43% | +$436K |
|
4268
Dimensional US Core Equity 1 ETF
DCOR
$3.51B
| $1.46M | ﹤0.01% |
17,948
+3,427
| +24% | +$272K |
|
4269
Bioventus
BVS
$899M
| $1.46M | ﹤0.01% |
149,615
+51,120
| +52% | +$488K |
|
|
BNT
4270
Brookfield Wealth Solutions
BNT
$11.2B
| $1.46M | ﹤0.01% |
34,621
+28,528
| +468% | +$1.28M |
|
|
JENA
4271
Jena Acquisition Corp II
JENA
| $1.46M | ﹤0.01% |
140,000
| – | – |
|
4272
Cooper-Standard Automotive
CPS
$416M
| $1.44M | ﹤0.01% |
55,642
+40,472
| +267% | +$1.19M |
|
4273
Telefônica Brasil
VIV
$19B
| $1.44M | ﹤0.01% |
108,514
-89,804
| -45% | -$1.31M |
|
4274
Smith & Wesson
SWBI
$592M
| $1.44M | ﹤0.01% |
93,477
+28,714
| +44% | +$431K |
|
4275
VanEck Merk Gold Trust
OUNZ
$2.77B
| $1.43M | ﹤0.01% |
37,124
-2,065
| -5% | -$89.6K |
|
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.