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 | |
|---|---|---|---|---|---|---|---|
|
CAEP
4276
DELISTED
Cantor Equity Partners III
CAEP
| $1.27M | ﹤0.01% |
123,523
-47,194
| -28% | -$483K |
2025 Q2
3 quarters
|
|
4277
Telecom Argentina
TEO
$5.05B
| $1.27M | ﹤0.01% |
113,872
+89,627
| +370% | +$1.05M |
2025 Q4
1 quarter
|
|
|
CRWV
4278
CALL
CoreWeave
CRWV
$49.4B
| $1.27M | ﹤0.01% |
18,300
-372,100
| -95% | -$32.3M |
2025 Q3
2 quarters
|
|
4279
VanEck BDC Income ETF
BIZD
$1.48B
| $1.26M | ﹤0.01% |
100,895
+97,489
| +2,862% | +$1.31M |
2022 Q4
13 quarters
|
|
4280
Kodak
KODK
$960M
| $1.26M | ﹤0.01% |
143,764
+122,753
| +584% | +$937K |
2017 Q4
33 quarters
|
|
|
ALUB.U
4281
Alussa Energy Acquisition Corp II Units
ALUB.U
| $1.26M | ﹤0.01% |
124,344
-137,903
| -53% | -$1.4M |
2025 Q4
1 quarter
|
|
4282
Enanta Pharmaceuticals
ENTA
$377M
| $1.26M | ﹤0.01% |
103,059
-9,905
| -9% | -$133K |
2016 Q1
40 quarters
|
|
4283
Neurogene
NGNE
$513M
| $1.25M | ﹤0.01% |
64,922
+59,559
| +1,111% | +$1.15M |
2020 Q1
24 quarters
|
|
|
ZKH
4284
ZKH Group
ZKH
$432M
| $1.25M | ﹤0.01% |
411,322
+356,065
| +644% | +$1.21M |
2024 Q2
7 quarters
|
|
4285
ProShares VIX Short-Term Futures ETF
VIXY
$216M
| $1.25M | ﹤0.01% |
+32,990
| New | +$949K |
2026 Q1
0 quarters
|
|
4286
Vanguard ESG International Stock ETF
VSGX
$6.69B
| $1.25M | ﹤0.01% |
18,035
+890
| +5% | +$66.7K |
2022 Q4
13 quarters
|
|
4287
VanEck Emerging Markets High Yield Bond ETF
HYEM
$507M
| $1.24M | ﹤0.01% |
63,263
+62,386
| +7,114% | +$1.25M |
2023 Q3
10 quarters
|
|
|
HDUS
4288
Hartford Disciplined US Equity ETF
HDUS
$106M
| $1.24M | ﹤0.01% |
20,149
+487
| +2% | +$31.9K |
2023 Q3
10 quarters
|
|
4289
Merchants Bancorp
MBIN
$2.29B
| $1.24M | ﹤0.01% |
29,161
-72,553
| -71% | -$2.96M |
2017 Q4
33 quarters
|
|
4290
Simulations Plus
SLP
$374M
| $1.24M | ﹤0.01% |
109,037
-21,243
| -16% | -$313K |
2017 Q4
33 quarters
|
|
|
OSG
4291
Octave Specialty Group
OSG
$207M
| $1.24M | ﹤0.01% |
268,434
+115,739
| +76% | +$663K |
2013 Q2
51 quarters
|
|
4292
Simplify Hedged Equity ETF
HEQT
$319M
| $1.23M | ﹤0.01% |
39,969
+2,544
| +7% | +$81.8K |
2021 Q4
17 quarters
|
|
4293
ATN International
ATNI
$430M
| $1.23M | ﹤0.01% |
44,644
+17,374
| +64% | +$442K |
2016 Q2
39 quarters
|
|
4294
Republic Bancorp
RBCAA
$1.84B
| $1.23M | ﹤0.01% |
17,596
-4,931
| -22% | -$348K |
2013 Q2
51 quarters
|
|
4295
Yext
YEXT
$644M
| $1.23M | ﹤0.01% |
326,114
+283,547
| +666% | +$1.71M |
2017 Q4
33 quarters
|
|
4296
iShares MSCI Italy ETF
EWI
$1.07B
| $1.23M | ﹤0.01% |
23,957
-30,517
| -56% | -$1.67M |
2023 Q2
11 quarters
|
|
4297
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
$664M
| $1.23M | ﹤0.01% |
13,471
+113
| +0.8% | +$11K |
2024 Q2
7 quarters
|
|
|
SBR
4298
Sabine Royalty Trust
SBR
$1.03B
| $1.23M | ﹤0.01% |
16,122
-13,305
| -45% | -$949K |
2023 Q3
10 quarters
|
|
|
FERAU
4299
Fifth Era Acquisition Corp I Units
FERAU
| $1.23M | ﹤0.01% |
99,900
-100
| -0.1% | -$1.06K |
2025 Q1
4 quarters
|
|
4300
PUT
Principal Financial Group
PFG
$24B
| $1.23M | ﹤0.01% |
+13,900
| New | +$1.27M |
2026 Q1
0 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.