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 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CAEP
4276
DELISTED
Cantor Equity Partners III
CAEP
| $1.27M | ﹤0.01% |
123,523
-47,194
| -28% | -$483K |
|
4277
Telecom Argentina
TEO
$5.84B
| $1.27M | ﹤0.01% |
113,872
+89,627
| +370% | +$1.05M |
|
|
CRWV
4278
CALL
CoreWeave
CRWV
$33.2B
| $1.27M | ﹤0.01% |
18,300
-372,100
| -95% | -$32.3M |
|
4279
VanEck BDC Income ETF
BIZD
$1.6B
| $1.26M | ﹤0.01% |
100,895
+97,489
| +2,862% | +$1.31M |
|
4280
Kodak
KODK
$809M
| $1.26M | ﹤0.01% |
143,764
+122,753
| +584% | +$937K |
|
|
ALUB.U
4281
Alussa Energy Acquisition Corp II Units
ALUB.U
| $1.26M | ﹤0.01% |
124,344
-137,903
| -53% | -$1.4M |
|
4282
Enanta Pharmaceuticals
ENTA
$362M
| $1.26M | ﹤0.01% |
103,059
-9,905
| -9% | -$133K |
|
4283
Neurogene
NGNE
$672M
| $1.25M | ﹤0.01% |
64,922
+59,559
| +1,111% | +$1.15M |
|
4284
ZKH Group
ZKH
$463M
| $1.25M | ﹤0.01% |
411,322
+356,065
| +644% | +$1.21M |
|
4285
ProShares VIX Short-Term Futures ETF
VIXY
$221M
| $1.25M | ﹤0.01% |
+32,990
| New | +$949K |
|
4286
Vanguard ESG International Stock ETF
VSGX
$6.34B
| $1.25M | ﹤0.01% |
18,035
+890
| +5% | +$66.7K |
|
4287
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
| $1.24M | ﹤0.01% |
63,263
+62,386
| +7,114% | +$1.25M |
|
|
HDUS
4288
Hartford Disciplined US Equity ETF
HDUS
$198M
| $1.24M | ﹤0.01% |
20,149
+487
| +2% | +$31.9K |
|
4289
Merchants Bancorp
MBIN
$2.49B
| $1.24M | ﹤0.01% |
29,161
-72,553
| -71% | -$2.96M |
|
4290
Simulations Plus
SLP
$371M
| $1.24M | ﹤0.01% |
109,037
-21,243
| -16% | -$313K |
|
|
OSG
4291
Octave Specialty Group
OSG
$257M
| $1.24M | ﹤0.01% |
268,434
+115,739
| +76% | +$663K |
|
4292
Simplify Hedged Equity ETF
HEQT
$295M
| $1.23M | ﹤0.01% |
39,969
+2,544
| +7% | +$81.8K |
|
4293
ATN International
ATNI
$365M
| $1.23M | ﹤0.01% |
44,644
+17,374
| +64% | +$442K |
|
4294
Republic Bancorp
RBCAA
$1.96B
| $1.23M | ﹤0.01% |
17,596
-4,931
| -22% | -$348K |
|
4295
Yext
YEXT
$573M
| $1.23M | ﹤0.01% |
326,114
+283,547
| +666% | +$1.71M |
|
4296
iShares MSCI Italy ETF
EWI
$987M
| $1.23M | ﹤0.01% |
23,957
-30,517
| -56% | -$1.67M |
|
4297
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$656M
| $1.23M | ﹤0.01% |
13,471
+113
| +0.8% | +$11K |
|
|
SBR
4298
Sabine Royalty Trust
SBR
$1.06B
| $1.23M | ﹤0.01% |
16,122
-13,305
| -45% | -$949K |
|
|
FERAU
4299
Fifth Era Acquisition Corp I Units
FERAU
| $1.23M | ﹤0.01% |
99,900
-100
| -0.1% | -$1.06K |
|
4300
PUT
Principal Financial Group
PFG
$24.3B
| $1.23M | ﹤0.01% |
+13,900
| New | +$1.27M |
|
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 $73.5B 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 Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
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 605 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.