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 | |
|---|---|---|---|---|---|---|
4351
CALL
Root
ROOT
$829M
| $1.3M | ﹤0.01% |
+22,500
| New | +$1.2M |
|
4352
iShares Morningstar Small-Cap ETF
ISCB
$280M
| $1.29M | ﹤0.01% |
17,214
-63
| -0.4% | -$4.48K |
|
|
AGNT
4353
AGNT Inc
AGNT
$672M
| $1.29M | ﹤0.01% |
231,258
+78,119
| +51% | +$431K |
|
|
INVX
4354
Innovex International
INVX
$2.11B
| $1.28M | ﹤0.01% |
52,256
+27,787
| +114% | +$755K |
|
4355
Preformed Line Products
PLPC
$1.95B
| $1.28M | ﹤0.01% |
3,167
-861
| -21% | -$302K |
|
4356
PUT
SoundHound AI
SOUN
$2.87B
| $1.28M | ﹤0.01% |
+200,000
| New | +$1.55M |
|
|
IMOS
4357
ChipMOS TECHNOLOGIES
IMOS
$1.86B
| $1.28M | ﹤0.01% |
21,887
+21,807
| +27,259% | +$1.15M |
|
|
CEPT
4358
DELISTED
Cantor Equity Partners II
CEPT
| $1.27M | ﹤0.01% |
97,918
-1,995
| -2% | -$23.6K |
|
4359
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$18M
| $1.27M | ﹤0.01% |
25,192
-3,397
| -12% | -$171K |
|
4360
Fidelity Limited Term Bond ETF
FLTB
$470M
| $1.27M | ﹤0.01% |
25,304
+872
| +4% | +$43.8K |
|
|
SAIL
4361
SailPoint Inc
SAIL
$11.3B
| $1.27M | ﹤0.01% |
89,207
-525
| -0.6% | -$7.15K |
|
4362
Viemed Healthcare
VMD
$335M
| $1.27M | ﹤0.01% |
111,162
-3,181
| -3% | -$31.5K |
|
4363
Under Armour Class C
UA
$2.11B
| $1.27M | ﹤0.01% |
206,164
-777,622
| -79% | -$4.48M |
|
|
XOMA
4364
DELISTED
Xoma
XOMA
| $1.27M | ﹤0.01% |
30,018
+26,026
| +652% | +$1.06M |
|
4365
Fidelity Small-Mid Multifactor ETF
FSMD
$2.52B
| $1.26M | ﹤0.01% |
23,973
+520
| +2% | +$25.7K |
|
4366
Shoals Technologies Group
SHLS
$1.19B
| $1.26M | ﹤0.01% |
135,208
-10,221
| -7% | -$92.8K |
|
4367
iShares MSCI Italy ETF
EWI
$1.11B
| $1.26M | ﹤0.01% |
21,317
-2,640
| -11% | -$154K |
|
4368
CALL
Zillow
Z
$7.46B
| $1.26M | ﹤0.01% |
40,000
-198,000
| -83% | -$7.61M |
|
4369
Qfin Holdings
QFIN
$1.03B
| $1.25M | ﹤0.01% |
80,011
-9,434
| -11% | -$132K |
|
|
CEPS
4370
Cantor Equity Partners VI
CEPS
$152M
| $1.25M | ﹤0.01% |
120,077
-17
| -0% | -$173 |
|
4371
Assembly Biosciences
ASMB
$590M
| $1.25M | ﹤0.01% |
46,385
-7,577
| -14% | -$206K |
|
4372
Nuveen ESG Emerging Markets Equity ETF
NUEM
$411M
| $1.25M | ﹤0.01% |
29,795
-4,227
| -12% | -$173K |
|
|
MYCH
4373
State Street My2028 Corporate Bond ETF
MYCH
$838M
| $1.24M | ﹤0.01% |
49,917
+45,615
| +1,060% | +$1.14M |
|
4374
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.29B
| $1.24M | ﹤0.01% |
6,529
-1,138
| -15% | -$201K |
|
4375
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.35B
| $1.24M | ﹤0.01% |
19,474
-2,121
| -10% | -$140K |
|
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.