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 | |
|---|---|---|---|---|---|---|---|
4326
Dream Finders Homes
DFH
$965M
| $1.52M | ﹤0.01% |
138,005
-129,375
| -48% | -$1.83M |
2021 Q4
19 quarters
|
|
4327
PUT
Campbell Soup
CPB
$6.79B
| $1.52M | ﹤0.01% |
75,000
| – | – |
2026 Q2
1 quarter
|
|
4328
Grocery Outlet
GO
$1.25B
| $1.51M | ﹤0.01% |
138,320
-64,055
| -32% | -$683K |
2019 Q2
29 quarters
|
|
4329
Summit Midstream
SMC
$420M
| $1.51M | ﹤0.01% |
50,089
+20,803
| +71% | +$668K |
2024 Q4
7 quarters
|
|
4330
PUT
Ally Financial
ALLY
$11.5B
| $1.51M | ﹤0.01% |
40,000
-110,000
| -73% | -$4.73M |
2024 Q1
10 quarters
|
|
4331
PUT
Amylyx Pharmaceuticals
AMLX
$3.89B
| $1.51M | ﹤0.01% |
+51,500
| New | +$1.37M |
2026 Q3
0 quarters
|
|
4332
Global X Adaptive Risk Managed Yield ETF
RMHY
$48M
| $1.51M | ﹤0.01% |
+62,107
| New | +$1.55M |
2026 Q3
0 quarters
|
|
4333
NexPoint Residential Trust
NXRT
$396M
| $1.5M | ﹤0.01% |
78,016
-8,835
| -10% | -$216K |
2015 Q4
43 quarters
|
|
4334
Motley Fool 100 Index ETF
TMFC
$2.02B
| $1.5M | ﹤0.01% |
18,791
+15,535
| +477% | +$1.22M |
2024 Q1
10 quarters
|
|
4335
CALL
Barrick Mining
B
$61.2B
| $1.5M | ﹤0.01% |
36,400
+34,500
| +1,816% | +$1.41M |
2023 Q1
14 quarters
|
|
4336
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $1.5M | ﹤0.01% |
8,437
+1,908
| +29% | +$342K |
2022 Q4
15 quarters
|
|
4337
Redwire
RDW
$1.93B
| $1.5M | ﹤0.01% |
139,419
+44,142
| +46% | +$477K |
2022 Q2
17 quarters
|
|
4338
Genesco
GCO
$384M
| $1.49M | ﹤0.01% |
43,299
+4,896
| +13% | +$172K |
2013 Q2
53 quarters
|
|
4339
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.1B
| $1.49M | ﹤0.01% |
82,058
-420,759
| -84% | -$7.82M |
2021 Q4
19 quarters
|
|
4340
Innovator US Equity Power Buffer ETF May
PMAY
$781M
| $1.49M | ﹤0.01% |
35,290
+31,779
| +905% | +$1.33M |
2023 Q3
12 quarters
|
|
4341
Comstock Resources
CRK
$4.46B
| $1.49M | ﹤0.01% |
115,642
+2,530
| +2% | +$34.8K |
2019 Q1
30 quarters
|
|
4342
Strive 500 ETF
STXF
$1.16B
| $1.49M | ﹤0.01% |
30,130
+7,679
| +34% | +$377K |
2025 Q3
4 quarters
|
|
4343
KKR Real Estate Finance Trust
KREF
$311M
| $1.49M | ﹤0.01% |
232,949
-4,454
| -2% | -$32.2K |
2017 Q4
35 quarters
|
|
4344
Postal Realty Trust
PSTL
$749M
| $1.48M | ﹤0.01% |
63,755
-49,586
| -44% | -$1.17M |
2019 Q4
27 quarters
|
|
4345
PUT
Mondelez International
MDLZ
$85.5B
| $1.48M | ﹤0.01% |
25,000
| – | – |
2026 Q2
1 quarter
|
|
4346
Dine Brands
DIN
$453M
| $1.48M | ﹤0.01% |
52,610
-1,365
| -3% | -$45.4K |
2013 Q2
53 quarters
|
|
4347
Adamas Trust
ADAM
$474M
| $1.47M | ﹤0.01% |
185,961
-221,183
| -54% | -$2.05M |
2015 Q3
44 quarters
|
|
4348
Energy Vault
NRGV
$705M
| $1.47M | ﹤0.01% |
371,402
+280,728
| +310% | +$1.03M |
2021 Q4
19 quarters
|
|
4349
QuinStreet
QNST
$1.09B
| $1.47M | ﹤0.01% |
102,070
+75,469
| +284% | +$1.33M |
2016 Q3
40 quarters
|
|
4350
Northern Trust California Intermediate Tax-Exempt Bond ETF
TXCA
| $1.47M | ﹤0.01% |
+30,000
| New | +$1.48M |
2026 Q3
0 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.