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 | |
|---|---|---|---|---|---|---|---|
4426
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
$3.55B
| $1.02M | ﹤0.01% |
14,521
+7,496
| +107% | +$560K |
2023 Q4
9 quarters
|
|
|
SAAQU
4427
Space Asset Acquisition Corp Units
SAAQU
| $1.02M | ﹤0.01% |
+100,000
| New | +$1.02M |
2026 Q1
0 quarters
|
|
4428
BrightView Holdings
BV
$952M
| $1.02M | ﹤0.01% |
87,977
-36,365
| -29% | -$471K |
2018 Q2
31 quarters
|
|
4429
Fidelity Small-Mid Multifactor ETF
FSMD
$2.53B
| $1.02M | ﹤0.01% |
23,453
+2,626
| +13% | +$120K |
2023 Q2
11 quarters
|
|
4430
Artesian Resources
ARTNA
$347M
| $1.02M | ﹤0.01% |
31,296
+624
| +2% | +$20.5K |
2013 Q2
51 quarters
|
|
|
CTLP
4431
DELISTED
Cantaloupe
CTLP
| $1.02M | ﹤0.01% |
94,863
-237,509
| -71% | -$2.51M |
2020 Q4
21 quarters
|
|
|
MBVIU
4432
M3-Brigade Acquisition VI Corp Units
MBVIU
| $1.01M | ﹤0.01% |
100,000
-50,000
| -33% | -$510K |
2025 Q4
1 quarter
|
|
|
CCXI
4433
Churchill Capital Corp XI
CCXI
$668M
| $1.01M | ﹤0.01% |
+100,000
| New | +$1.02M |
2026 Q1
0 quarters
|
|
4434
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$137M
| $1.01M | ﹤0.01% |
+39,967
| New | +$1.04M |
2026 Q1
0 quarters
|
|
4435
Pliant Therapeutics
PLRX
$63.8M
| $1.01M | ﹤0.01% |
861,823
-351,052
| -29% | -$443K |
2020 Q3
22 quarters
|
|
4436
Invesco Taxable Municipal Bond ETF
BAB
$842M
| $1.01M | ﹤0.01% |
37,925
-4,866
| -11% | -$132K |
2020 Q2
23 quarters
|
|
4437
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.55B
| $1.01M | ﹤0.01% |
8,460
+2
| +0% | +$248 |
2013 Q2
51 quarters
|
|
4438
PUT
e.l.f. Beauty
ELF
$6.18B
| $1.01M | ﹤0.01% |
17,000
-353,000
| -95% | -$28.7M |
2024 Q1
8 quarters
|
|
4439
Companhia Siderúrgica Nacional
SID
$1.54B
| $1.01M | ﹤0.01% |
851,959
+71,514
| +9% | +$117K |
2024 Q2
7 quarters
|
|
4440
Monro
MNRO
$443M
| $1M | ﹤0.01% |
64,823
+52,781
| +438% | +$1.03M |
2015 Q4
41 quarters
|
|
4441
SandRidge Energy
SD
$505M
| $1M | ﹤0.01% |
58,896
-39,105
| -40% | -$633K |
2016 Q4
37 quarters
|
|
|
QXO
4442
PUT
QXO Inc
QXO
$12.5B
| $1M | ﹤0.01% |
+55,000
| New | +$1.26M |
2026 Q1
0 quarters
|
|
4443
Redwire
RDW
$2.72B
| $999K | ﹤0.01% |
129,564
+57,157
| +79% | +$560K |
2022 Q2
15 quarters
|
|
4444
CALL
Agnico Eagle Mines
AEM
$93B
| $998K | ﹤0.01% |
5,200
+4,900
| +1,633% | +$1.02M |
2025 Q3
2 quarters
|
|
|
ITHAU
4445
ITHAX Acquisition Corp III Units
ITHAU
| $996K | ﹤0.01% |
+100,000
| New | +$1M |
2026 Q1
0 quarters
|
|
4446
Adams Diversified Equity Fund
ADX
$3.22B
| $991K | ﹤0.01% |
47,079
+32,740
| +228% | +$751K |
2015 Q4
41 quarters
|
|
4447
Direxion Daily Small Cap Bear 3x ETF
TZA
$244M
| $989K | ﹤0.01% |
12,613
+9,503
| +306% | +$618K |
2025 Q2
3 quarters
|
|
4448
Avantis Core Fixed Income ETF
AVIG
$1.94B
| $986K | ﹤0.01% |
23,821
+11,463
| +93% | +$481K |
2025 Q2
3 quarters
|
|
4449
Lifestance Health
LFST
$4.5B
| $986K | ﹤0.01% |
158,016
-98,722
| -38% | -$687K |
2021 Q2
19 quarters
|
|
|
BRSL
4450
Brightstar Lottery PLC
BRSL
$1.8B
| $985K | ﹤0.01% |
78,904
-165,962
| -68% | -$2.29M |
2013 Q2
51 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.