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 | |
|---|---|---|---|---|---|---|---|
4376
Qfin Holdings
QFIN
$785M
| $1.11M | ﹤0.01% |
89,445
-107,588
| -55% | -$1.65M |
2021 Q2
19 quarters
|
|
4377
Quantum Computing Inc
QUBT
$1.85B
| $1.11M | ﹤0.01% |
175,174
+37,255
| +27% | +$341K |
2023 Q4
9 quarters
|
|
|
CCRN
4378
DELISTED
Cross Country Healthcare
CCRN
| $1.1M | ﹤0.01% |
116,670
-16,673
| -13% | -$149K |
2013 Q2
51 quarters
|
|
4379
Flywire
FLYW
$2.14B
| $1.1M | ﹤0.01% |
95,808
+6,304
| +7% | +$79.3K |
2021 Q2
19 quarters
|
|
4380
CALL
ResMed
RMD
$30.8B
| $1.1M | ﹤0.01% |
5,000
-5,600
| -53% | -$1.4M |
2023 Q3
10 quarters
|
|
4381
SEACOR Marine Holdings
SMHI
$224M
| $1.1M | ﹤0.01% |
147,275
-22,805
| -13% | -$161K |
2017 Q2
35 quarters
|
|
4382
Triumph Financial Inc
TFIN
$1.49B
| $1.1M | ﹤0.01% |
19,402
+1,359
| +8% | +$85K |
2015 Q1
44 quarters
|
|
4383
Summit Therapeutics
SMMT
$13.4B
| $1.1M | ﹤0.01% |
64,554
-2,868
| -4% | -$46.4K |
2020 Q3
22 quarters
|
|
4384
iShares Morningstar Small-Cap ETF
ISCB
$274M
| $1.09M | ﹤0.01% |
17,277
-117
| -0.7% | -$7.91K |
2020 Q4
21 quarters
|
|
|
BGSI
4385
Boyd Group Services
BGSI
$2.18B
| $1.09M | ﹤0.01% |
8,692
-19,086
| -69% | -$3.07M |
2025 Q4
1 quarter
|
|
4386
Daily Journal
DJCO
$905M
| $1.09M | ﹤0.01% |
2,221
+380
| +21% | +$208K |
2017 Q4
33 quarters
|
|
4387
Tenaris
TS
$28.3B
| $1.09M | ﹤0.01% |
18,997
-418
| -2% | -$20.6K |
2015 Q3
42 quarters
|
|
4388
Funko
FNKO
$328M
| $1.09M | ﹤0.01% |
354,759
-190,830
| -35% | -$761K |
2017 Q4
33 quarters
|
|
|
CEPT
4389
DELISTED
Cantor Equity Partners II
CEPT
| $1.08M | ﹤0.01% |
99,913
-129,015
| -56% | -$1.48M |
2025 Q2
3 quarters
|
|
4390
Sonida Senior Living
SNDA
$1.81B
| $1.08M | ﹤0.01% |
34,674
+32,480
| +1,480% | +$1.09M |
2023 Q3
10 quarters
|
|
4391
CALL
IonQ
IONQ
$17.7B
| $1.08M | ﹤0.01% |
+40,700
| New | +$1.56M |
2026 Q1
0 quarters
|
|
4392
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.21B
| $1.08M | ﹤0.01% |
52,207
+1,647
| +3% | +$35.5K |
2013 Q2
51 quarters
|
|
4393
CALL
Establishment Labs
ESTA
$1.91B
| $1.08M | ﹤0.01% |
+19,700
| New | +$1.35M |
2026 Q1
0 quarters
|
|
4394
PUT
Archer Daniels Midland
ADM
$38.8B
| $1.08M | ﹤0.01% |
15,000
-83,400
| -85% | -$5.63M |
2024 Q2
7 quarters
|
|
4395
Voyager Therapeutics
VYGR
$151M
| $1.07M | ﹤0.01% |
276,867
-49,363
| -15% | -$194K |
2017 Q3
34 quarters
|
|
4396
CALL
Lucid Motors
LCID
$1.63B
| $1.07M | ﹤0.01% |
117,000
+25,470
| +28% | +$265K |
2025 Q1
4 quarters
|
|
|
WTPI
4397
WisdomTree Equity Premium Income Fund
WTPI
$543M
| $1.07M | ﹤0.01% |
34,408
+10,900
| +46% | +$362K |
2020 Q1
24 quarters
|
|
4398
Viemed Healthcare
VMD
$348M
| $1.07M | ﹤0.01% |
114,343
-40,498
| -26% | -$337K |
2020 Q2
23 quarters
|
|
4399
PUT
Polaris
PII
$3.06B
| $1.07M | ﹤0.01% |
20,000
| – | – |
2024 Q2
7 quarters
|
|
|
VZLA
4400
Vizsla Silver
VZLA
$1.28B
| $1.07M | ﹤0.01% |
340,349
+340,207
| +239,582% | +$1.56M |
2024 Q3
6 quarters
|
|
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.