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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
4351
Mobileye
MBLY
$6.31B
| $1.15M | ﹤0.01% |
174,596
-372,435
| -68% | -$3.37M |
2022 Q4
13 quarters
|
|
4352
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.35B
| $1.14M | ﹤0.01% |
7,667
+2,391
| +45% | +$386K |
2022 Q4
13 quarters
|
|
4353
State Street SPDR ICE Preferred Securities ETF
PSK
$641M
| $1.14M | ﹤0.01% |
37,064
+6,341
| +21% | +$203K |
2023 Q1
12 quarters
|
|
4354
Cable One
CABO
$69.3M
| $1.14M | ﹤0.01% |
12,006
+763
| +7% | +$74.7K |
2015 Q3
42 quarters
|
|
|
AXIA
4355
DELISTED
AXIA Energia
AXIA
| $1.13M | ﹤0.01% |
105,562
+97,899
| +1,278% | +$1.06M |
2016 Q4
37 quarters
|
|
4356
Abeona Therapeutics
ABEO
$288M
| $1.13M | ﹤0.01% |
266,497
+245,150
| +1,148% | +$1.23M |
2017 Q4
33 quarters
|
|
|
HVMC
4357
Highview Merger Corp
HVMC
| $1.13M | ﹤0.01% |
111,946
+42
| +0% | +$423 |
2025 Q4
1 quarter
|
|
4358
Bank First Corp
BFC
$1.69B
| $1.12M | ﹤0.01% |
8,428
-6,332
| -43% | -$863K |
2019 Q1
28 quarters
|
|
|
AVBC
4359
Avidia Bancorp
AVBC
$411M
| $1.12M | ﹤0.01% |
58,302
+16,229
| +39% | +$299K |
2025 Q3
2 quarters
|
|
4360
Bankwell Financial Group
BWFG
$531M
| $1.12M | ﹤0.01% |
23,412
-8,470
| -27% | -$404K |
2017 Q4
33 quarters
|
|
4361
CALL
Fortinet
FTNT
$133B
| $1.12M | ﹤0.01% |
+14,200
| New | +$1.15M |
2026 Q1
0 quarters
|
|
|
BKDV
4362
BNY Mellon Dynamic Value ETF
BKDV
$1.97B
| $1.12M | ﹤0.01% |
38,619
+13,369
| +53% | +$403K |
2025 Q4
1 quarter
|
|
4363
CALL
Hertz
HTZ
$627M
| $1.12M | ﹤0.01% |
+250,000
| New | +$1.21M |
2026 Q1
0 quarters
|
|
|
WBI
4364
WaterBridge Infrastructure LLC
WBI
$1.6B
| $1.12M | ﹤0.01% |
+41,884
| New | +$998K |
2026 Q1
0 quarters
|
|
4365
ARK Space & Defense Innovation ETF
ARKX
$775M
| $1.12M | ﹤0.01% |
39,917
+7,459
| +23% | +$239K |
2021 Q2
19 quarters
|
|
|
SAIL
4366
SailPoint Inc
SAIL
$11.7B
| $1.12M | ﹤0.01% |
89,732
+3,809
| +4% | +$59.5K |
2025 Q2
3 quarters
|
|
4367
Sharplink Inc
SBET
$2.03B
| $1.12M | ﹤0.01% |
185,788
+10,110
| +6% | +$81.8K |
2025 Q2
3 quarters
|
|
|
MDA
4368
MDA Space Ltd
MDA
$4.85B
| $1.12M | ﹤0.01% |
+47,234
| New | +$1.39M |
2026 Q1
0 quarters
|
|
4369
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$52.5M
| $1.12M | ﹤0.01% |
24,255
+947
| +4% | +$46.6K |
2025 Q3
2 quarters
|
|
4370
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$597M
| $1.11M | ﹤0.01% |
18,860
+2,997
| +19% | +$182K |
2025 Q3
2 quarters
|
|
4371
PUT
WisdomTree
WT
$3.69B
| $1.11M | ﹤0.01% |
+80,000
| New | +$1.24M |
2026 Q1
0 quarters
|
|
4372
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.04B
| $1.11M | ﹤0.01% |
48,269
+46,315
| +2,370% | +$1.13M |
2025 Q4
1 quarter
|
|
4373
TETRA Technologies
TTI
$888M
| $1.11M | ﹤0.01% |
132,606
+5,065
| +4% | +$50.8K |
2016 Q4
37 quarters
|
|
4374
CALL
UiPath
PATH
$6.84B
| $1.11M | ﹤0.01% |
102,000
+100,000
| +5,000% | +$1.27M |
2025 Q3
2 quarters
|
|
|
4375
PUT
UiPath
PATH
$6.84B
| $1.11M | ﹤0.01% |
102,000
+100,000
| +5,000% | +$1.27M |
2025 Q4
1 quarter
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.