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 | |
|---|---|---|---|---|---|---|---|
4401
Clarivate
CLVT
$947M
| $1.07M | ﹤0.01% |
440,139
-14,539
| -3% | -$37.2K |
2019 Q4
25 quarters
|
|
4402
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.05B
| $1.06M | ﹤0.01% |
40,625
+2,426
| +6% | +$66.3K |
2022 Q4
13 quarters
|
|
4403
Preformed Line Products
PLPC
$2.05B
| $1.06M | ﹤0.01% |
4,028
+512
| +15% | +$131K |
2017 Q4
33 quarters
|
|
|
SVCCU
4404
Stellar V Capital Corp Unit
SVCCU
| $1.06M | ﹤0.01% |
100,000
| – | – |
2025 Q1
4 quarters
|
|
4405
PureCycle Technologies
PCT
$882M
| $1.06M | ﹤0.01% |
209,880
+5,737
| +3% | +$47.8K |
2021 Q2
19 quarters
|
|
4406
Karat Packaging
KRT
$1.09B
| $1.06M | ﹤0.01% |
38,504
-11,681
| -23% | -$294K |
2021 Q2
19 quarters
|
|
4407
Rigel Pharmaceuticals
RIGL
$881M
| $1.06M | ﹤0.01% |
41,084
+4,070
| +11% | +$137K |
2016 Q2
39 quarters
|
|
4408
Central Garden & Pet Co
CENT
$2.49B
| $1.06M | ﹤0.01% |
28,488
-4,283
| -13% | -$153K |
2015 Q4
41 quarters
|
|
4409
OraSure Technologies
OSUR
$273M
| $1.05M | ﹤0.01% |
360,524
-36,561
| -9% | -$104K |
2015 Q4
41 quarters
|
|
4410
Monte Rosa Therapeutics
GLUE
$896M
| $1.05M | ﹤0.01% |
67,536
+43,416
| +180% | +$830K |
2021 Q3
18 quarters
|
|
|
SDHIU
4411
Siddhi Acquisition Corp Unit
SDHIU
| $1.05M | ﹤0.01% |
100,000
-50,000
| -33% | -$525K |
2025 Q2
3 quarters
|
|
|
STLN
4412
Starling Oncology
STLN
$647M
| $1.05M | ﹤0.01% |
370,177
-16,601
| -4% | -$50.9K |
2020 Q3
22 quarters
|
|
|
GSHRU
4413
Gesher Acquisition Corp II Units
GSHRU
| $1.04M | ﹤0.01% |
100,000
| – | – |
2025 Q1
4 quarters
|
|
4414
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
| $1.04M | ﹤0.01% |
13,644
+2,807
| +26% | +$227K |
2022 Q4
13 quarters
|
|
|
SZZLU
4415
Sizzle Acquisition Corp II Unit
SZZLU
| $1.04M | ﹤0.01% |
100,000
-100,000
| -50% | -$1.05M |
2025 Q2
3 quarters
|
|
|
HIVE
4416
HIVE Digital Technologies
HIVE
$817M
| $1.04M | ﹤0.01% |
591,803
-195,458
| -25% | -$482K |
2022 Q2
15 quarters
|
|
|
OYSEU
4417
Oyster Enterprises II Acquisition Corp Units
OYSEU
| $1.03M | ﹤0.01% |
100,000
| – | – |
2025 Q2
3 quarters
|
|
|
NWAX.U
4418
New America Acquisition I Corp Units
NWAX.U
| $1.03M | ﹤0.01% |
100,000
| – | – |
2025 Q4
1 quarter
|
|
|
ORKA
4419
Oruka Therapeutics
ORKA
$5.6B
| $1.03M | ﹤0.01% |
22,620
+2,203
| +11% | +$76.6K |
2024 Q4
5 quarters
|
|
4420
Maravai LifeSciences
MRVI
$1.18B
| $1.03M | ﹤0.01% |
357,260
-67,046
| -16% | -$227K |
2020 Q4
21 quarters
|
|
4421
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.8B
| $1.03M | ﹤0.01% |
+62,760
| New | +$1.04M |
2026 Q1
0 quarters
|
|
4422
PUT
Las Vegas Sands
LVS
$23.5B
| $1.03M | ﹤0.01% |
19,900
-415,000
| -95% | -$23.6M |
2023 Q3
10 quarters
|
|
4423
GCM Grosvenor
GCMG
$798M
| $1.02M | ﹤0.01% |
105,525
-40,373
| -28% | -$447K |
2021 Q2
19 quarters
|
|
|
PACHU
4424
Pioneer Acquisition I Corp Units
PACHU
| $1.02M | ﹤0.01% |
100,000
| – | – |
2025 Q2
3 quarters
|
|
4425
ALPS Smith Core Plus Bond ETF
SMTH
$3.58B
| $1.02M | ﹤0.01% |
39,733
-4,383
| -10% | -$114K |
2024 Q4
5 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.