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 | |
|---|---|---|---|---|---|---|
4351
Mobileye
MBLY
$2.02B
| $1.15M | ﹤0.01% |
174,596
-372,435
| -68% | -$3.37M |
|
4352
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
| $1.14M | ﹤0.01% |
7,667
+2,391
| +45% | +$386K |
|
4353
State Street SPDR ICE Preferred Securities ETF
PSK
$689M
| $1.14M | ﹤0.01% |
37,064
+6,341
| +21% | +$203K |
|
4354
Cable One
CABO
$237M
| $1.14M | ﹤0.01% |
12,006
+763
| +7% | +$74.7K |
|
|
AXIA
4355
AXIA Energia
AXIA
$22.9B
| $1.13M | ﹤0.01% |
105,562
+97,899
| +1,278% | +$1.06M |
|
4356
Abeona Therapeutics
ABEO
$355M
| $1.13M | ﹤0.01% |
266,497
+245,150
| +1,148% | +$1.23M |
|
|
HVMC
4357
Highview Merger Corp
HVMC
$300M
| $1.13M | ﹤0.01% |
111,946
+42
| +0% | +$423 |
|
4358
Bank First Corp
BFC
$1.68B
| $1.12M | ﹤0.01% |
8,428
-6,332
| -43% | -$863K |
|
|
AVBC
4359
Avidia Bancorp
AVBC
$413M
| $1.12M | ﹤0.01% |
58,302
+16,229
| +39% | +$299K |
|
4360
Bankwell Financial Group
BWFG
$543M
| $1.12M | ﹤0.01% |
23,412
-8,470
| -27% | -$404K |
|
4361
CALL
Fortinet
FTNT
$112B
| $1.12M | ﹤0.01% |
+14,200
| New | +$1.15M |
|
|
BKDV
4362
BNY Mellon Dynamic Value ETF
BKDV
$1.75B
| $1.12M | ﹤0.01% |
38,619
+13,369
| +53% | +$403K |
|
4363
CALL
Hertz
HTZ
$527M
| $1.12M | ﹤0.01% |
+250,000
| New | +$1.21M |
|
|
WBI
4364
WaterBridge Infrastructure LLC
WBI
$1.53B
| $1.12M | ﹤0.01% |
+41,884
| New | +$998K |
|
4365
ARK Space & Defense Innovation ETF
ARKX
$765M
| $1.12M | ﹤0.01% |
39,917
+7,459
| +23% | +$239K |
|
|
SAIL
4366
SailPoint Inc
SAIL
$9.01B
| $1.12M | ﹤0.01% |
89,732
+3,809
| +4% | +$59.5K |
|
4367
Sharplink Inc
SBET
$1.29B
| $1.12M | ﹤0.01% |
185,788
+10,110
| +6% | +$81.8K |
|
|
MDA
4368
MDA Space Ltd
MDA
$4.66B
| $1.12M | ﹤0.01% |
+47,234
| New | +$1.39M |
|
4369
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$53.1M
| $1.12M | ﹤0.01% |
24,255
+947
| +4% | +$46.6K |
|
4370
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$679M
| $1.11M | ﹤0.01% |
18,860
+2,997
| +19% | +$182K |
|
4371
PUT
WisdomTree
WT
$2.79B
| $1.11M | ﹤0.01% |
+80,000
| New | +$1.24M |
|
4372
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.03B
| $1.11M | ﹤0.01% |
48,269
+46,315
| +2,370% | +$1.13M |
|
4373
TETRA Technologies
TTI
$1.08B
| $1.11M | ﹤0.01% |
132,606
+5,065
| +4% | +$50.8K |
|
4374
CALL
UiPath
PATH
$6.52B
| $1.11M | ﹤0.01% |
102,000
+100,000
| +5,000% | +$1.27M |
|
|
4375
PUT
UiPath
PATH
$6.52B
| $1.11M | ﹤0.01% |
102,000
+100,000
| +5,000% | +$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.