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 | |
|---|---|---|---|---|---|---|
4326
Methode Electronics
MEI
$458M
| $1.18M | ﹤0.01% |
217,481
+15,624
| +8% | +$114K |
|
4327
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.33B
| $1.18M | ﹤0.01% |
18,247
+1,735
| +11% | +$113K |
|
4328
VanEck Morningstar International Moat ETF
MOTI
$74.4M
| $1.17M | ﹤0.01% |
35,348
-3,525
| -9% | -$130K |
|
|
CEPV
4329
Cantor Equity Partners V
CEPV
$332M
| $1.17M | ﹤0.01% |
116,214
+74,910
| +181% | +$762K |
|
4330
PUT
Apogee Therapeutics
APGE
$10.1B
| $1.17M | ﹤0.01% |
+14,900
| New | +$1.08M |
|
|
UHT
4331
Universal Health Realty Income Trust
UHT
$621M
| $1.17M | ﹤0.01% |
29,172
-11,297
| -28% | -$469K |
|
4332
CALL
Corning
GLW
$107B
| $1.17M | ﹤0.01% |
9,100
-27,500
| -75% | -$3.32M |
|
|
MSB
4333
Mesabi Trust
MSB
$296M
| $1.17M | ﹤0.01% |
36,304
-660
| -2% | -$22.5K |
|
4334
Alight
ALIT
$534M
| $1.17M | ﹤0.01% |
104,557
+77,056
| +280% | +$1.84M |
|
4335
Bit Digital
BTBT
$428M
| $1.16M | ﹤0.01% |
920,853
-2,085,778
| -69% | -$3.83M |
|
4336
TriMas Corp
TRS
$1.41B
| $1.16M | ﹤0.01% |
32,726
+2,242
| +7% | +$80.4K |
|
4337
Choiceone Financial
COFS
$514M
| $1.16M | ﹤0.01% |
41,824
-10,199
| -20% | -$292K |
|
|
ASM
4338
Avino Silver & Gold Mines
ASM
$924M
| $1.16M | ﹤0.01% |
199,799
+198,299
| +13,220% | +$1.59M |
|
|
FRMI
4339
Fermi Inc
FRMI
$3.74B
| $1.16M | ﹤0.01% |
215,945
+119,928
| +125% | +$1.05M |
|
|
SBXE
4340
SilverBox Corp V
SBXE
$351M
| $1.16M | ﹤0.01% |
+116,667
| New | +$1.16M |
|
4341
CALL
Powell Industries
POWL
$6.79B
| $1.16M | ﹤0.01% |
+6,900
| New | +$1.13M |
|
4342
ASP Isotopes
ASPI
$446M
| $1.15M | ﹤0.01% |
273,462
+78,983
| +41% | +$467K |
|
4343
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.91B
| $1.15M | ﹤0.01% |
13,496
-15,964
| -54% | -$1.44M |
|
4344
Schneider National
SNDR
$6.17B
| $1.15M | ﹤0.01% |
44,974
+6,781
| +18% | +$188K |
|
4345
Allegiant Air
ALGT
$2.57B
| $1.15M | ﹤0.01% |
15,042
-4,896
| -25% | -$450K |
|
4346
Myriad Genetics
MYGN
$476M
| $1.15M | ﹤0.01% |
263,865
-116,203
| -31% | -$605K |
|
4347
iShares Core 10+ Year USD Bond ETF
ILTB
$594M
| $1.15M | ﹤0.01% |
23,584
-1,044
| -4% | -$52K |
|
4348
Nkarta
NKTX
$152M
| $1.15M | ﹤0.01% |
575,001
-23,984
| -4% | -$53.6K |
|
4349
Nabors Industries
NBR
$1.17B
| $1.15M | ﹤0.01% |
13,113
-15,395
| -54% | -$1.12M |
|
|
GOLD
4350
Gold.com Inc
GOLD
$1.16B
| $1.15M | ﹤0.01% |
30,175
+20,760
| +220% | +$1.01M |
|
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.