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 | |
|---|---|---|---|---|---|---|
4326
OneAscent Core Plus Bond ETF
OACP
$269M
| $1.34M | ﹤0.01% |
58,658
+54,108
| +1,189% | +$1.23M |
|
4327
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$637M
| $1.34M | ﹤0.01% |
19,173
+313
| +2% | +$20.7K |
|
4328
Arcturus Therapeutics
ARCT
$419M
| $1.33M | ﹤0.01% |
195,704
-2,111
| -1% | -$16.6K |
|
4329
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$53.1M
| $1.33M | ﹤0.01% |
24,257
+2
| +0% | +$106 |
|
4330
Invesco NASDAQ Internet ETF
PNQI
$541M
| $1.33M | ﹤0.01% |
29,160
-63,824
| -69% | -$3.03M |
|
4331
Forum Energy Technologies
FET
$952M
| $1.33M | ﹤0.01% |
26,640
-141,570
| -84% | -$7.89M |
|
4332
AMC Entertainment Holdings
AMC
$2.23B
| $1.33M | ﹤0.01% |
656,019
-2,348,020
| -78% | -$4.04M |
|
4333
Finance of America Companies
FOA
$141M
| $1.33M | ﹤0.01% |
48,582
+7,801
| +19% | +$159K |
|
4334
Triumph Financial Inc
TFIN
$1.58B
| $1.33M | ﹤0.01% |
16,550
-2,852
| -15% | -$194K |
|
4335
Brown-Forman Class A
BF.A
$12.2B
| $1.33M | ﹤0.01% |
44,875
-3,335
| -7% | -$91.6K |
|
|
OGG
4336
Osisko Gold Group
OGG
$866M
| $1.33M | ﹤0.01% |
545,714
+53,747
| +11% | +$159K |
|
|
BBUC
4337
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.43B
| $1.32M | ﹤0.01% |
30,115
-40,185
| -57% | -$1.33M |
|
|
BULL
4338
Webull Corp
BULL
$4.88B
| $1.32M | ﹤0.01% |
195,677
-692,283
| -78% | -$4.48M |
|
4339
ProShares UltraPro QQQ
TQQQ
$34.8B
| $1.32M | ﹤0.01% |
17,092
-104,439
| -86% | -$7.25M |
|
4340
CALL
CoStar Group
CSGP
$12.3B
| $1.32M | ﹤0.01% |
45,000
+36,700
| +442% | +$1.26M |
|
4341
Immatics
IMTX
$1.34B
| $1.31M | ﹤0.01% |
137,074
-3,391
| -2% | -$35.8K |
|
4342
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$624M
| $1.31M | ﹤0.01% |
57,184
+11,853
| +26% | +$268K |
|
|
MTA
4343
Metalla Royalty & Streaming
MTA
$954M
| $1.31M | ﹤0.01% |
173,946
-89,743
| -34% | -$635K |
|
4344
Cerence
CRNC
$378M
| $1.31M | ﹤0.01% |
120,297
-7,014
| -6% | -$68.7K |
|
4345
State Street SPDR S&P Transportation ETF
XTN
$343M
| $1.31M | ﹤0.01% |
11,266
+10,735
| +2,022% | +$1.16M |
|
4346
Helen of Troy
HELE
$624M
| $1.3M | ﹤0.01% |
45,464
-147,305
| -76% | -$3.48M |
|
|
PVLA
4347
Palvella Therapeutics
PVLA
$2.16B
| $1.3M | ﹤0.01% |
8,420
+2,901
| +53% | +$352K |
|
|
RNIN
4348
Bushido Capital US SMID Cap Equity ETF
RNIN
$213M
| $1.3M | ﹤0.01% |
+40,304
| New | +$1.26M |
|
4349
PUT
Becton Dickinson
BDX
$48.4B
| $1.3M | ﹤0.01% |
+8,400
| New | +$1.26M |
|
4350
LGI Homes
LGIH
$1.18B
| $1.3M | ﹤0.01% |
20,514
-34,869
| -63% | -$1.67M |
|
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.