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 | |
|---|---|---|---|---|---|---|
4426
Dimensional US Core Equity 1 ETF
DCOR
$3.27B
| $1.02M | ﹤0.01% |
14,521
+7,496
| +107% | +$560K |
|
|
SAAQU
4427
Space Asset Acquisition Corp Units
SAAQU
| $1.02M | ﹤0.01% |
+100,000
| New | +$1.02M |
|
4428
BrightView Holdings
BV
$1.24B
| $1.02M | ﹤0.01% |
87,977
-36,365
| -29% | -$471K |
|
4429
Fidelity Small-Mid Multifactor ETF
FSMD
$2.47B
| $1.02M | ﹤0.01% |
23,453
+2,626
| +13% | +$120K |
|
4430
Artesian Resources
ARTNA
$360M
| $1.02M | ﹤0.01% |
31,296
+624
| +2% | +$20.5K |
|
|
CTLP
4431
DELISTED
Cantaloupe
CTLP
| $1.02M | ﹤0.01% |
94,863
-237,509
| -71% | -$2.51M |
|
|
MBVIU
4432
M3-Brigade Acquisition VI Corp Units
MBVIU
| $1.01M | ﹤0.01% |
100,000
-50,000
| -33% | -$510K |
|
|
CCXI
4433
Churchill Capital Corp XI
CCXI
$753M
| $1.01M | ﹤0.01% |
+100,000
| New | +$1.02M |
|
4434
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$132M
| $1.01M | ﹤0.01% |
+39,967
| New | +$1.04M |
|
4435
Pliant Therapeutics
PLRX
$65M
| $1.01M | ﹤0.01% |
861,823
-351,052
| -29% | -$443K |
|
4436
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
| $1.01M | ﹤0.01% |
37,925
-4,866
| -11% | -$132K |
|
4437
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.56B
| $1.01M | ﹤0.01% |
8,460
+2
| +0% | +$248 |
|
4438
PUT
e.l.f. Beauty
ELF
$4.77B
| $1.01M | ﹤0.01% |
17,000
-353,000
| -95% | -$28.7M |
|
4439
Companhia Siderúrgica Nacional
SID
$1.37B
| $1.01M | ﹤0.01% |
851,959
+71,514
| +9% | +$117K |
|
4440
Monro
MNRO
$414M
| $1M | ﹤0.01% |
64,823
+52,781
| +438% | +$1.03M |
|
4441
SandRidge Energy
SD
$503M
| $1M | ﹤0.01% |
58,896
-39,105
| -40% | -$633K |
|
|
QXO
4442
PUT
QXO Inc
QXO
$13.9B
| $1M | ﹤0.01% |
+55,000
| New | +$1.26M |
|
4443
Redwire
RDW
$1.86B
| $999K | ﹤0.01% |
129,564
+57,157
| +79% | +$560K |
|
4444
CALL
Agnico Eagle Mines
AEM
$72.2B
| $998K | ﹤0.01% |
5,200
+4,900
| +1,633% | +$1.02M |
|
|
ITHAU
4445
ITHAX Acquisition Corp III Units
ITHAU
| $996K | ﹤0.01% |
+100,000
| New | +$1M |
|
4446
Adams Diversified Equity Fund
ADX
$3.01B
| $991K | ﹤0.01% |
47,079
+32,740
| +228% | +$751K |
|
4447
Direxion Daily Small Cap Bear 3x ETF
TZA
$257M
| $989K | ﹤0.01% |
12,613
+9,503
| +306% | +$618K |
|
4448
Avantis Core Fixed Income ETF
AVIG
$1.94B
| $986K | ﹤0.01% |
23,821
+11,463
| +93% | +$481K |
|
4449
Lifestance Health
LFST
$4.15B
| $986K | ﹤0.01% |
158,016
-98,722
| -38% | -$687K |
|
|
BRSL
4450
Brightstar Lottery PLC
BRSL
$1.9B
| $985K | ﹤0.01% |
78,904
-165,962
| -68% | -$2.29M |
|
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.