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 | |
|---|---|---|---|---|---|---|---|
4501
Intuitive Machines
LUNR
$2.37B
| $891K | ﹤0.01% |
54,520
+7,869
| +17% | +$145K |
2023 Q2
11 quarters
|
|
4502
CALL
Agios Pharmaceuticals
AGIO
$1.9B
| $888K | ﹤0.01% |
30,000
| – | – |
2025 Q4
1 quarter
|
|
4503
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$245M
| $887K | ﹤0.01% |
14,302
-46,903
| -77% | -$3.21M |
2023 Q1
12 quarters
|
|
|
CCRP
4504
Columbia Corporate Bond ETF
CCRP
$50.2M
| $887K | ﹤0.01% |
45,000
| – | – |
2025 Q4
1 quarter
|
|
|
KAUG
4505
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$66.2M
| $886K | ﹤0.01% |
+33,639
| New | +$909K |
2026 Q1
0 quarters
|
|
4506
Columbia EM Core ex-China ETF
XCEM
$2.14B
| $885K | ﹤0.01% |
22,576
-8,552
| -27% | -$359K |
2023 Q4
9 quarters
|
|
4507
Bioventus
BVS
$897M
| $883K | ﹤0.01% |
98,495
-11,595
| -11% | -$97.2K |
2021 Q1
20 quarters
|
|
|
HACQU
4508
HCM IV Acquisition Corp Unit
HACQU
| $881K | ﹤0.01% |
+87,663
| New | +$881K |
2026 Q1
0 quarters
|
|
4509
Inspire Global Hope ETF
BLES
$160M
| $880K | ﹤0.01% |
20,332
-771
| -4% | -$34.9K |
2024 Q2
7 quarters
|
|
4510
Fidelity MSCI Real Estate Index ETF
FREL
$1.35B
| $876K | ﹤0.01% |
33,033
-3,174
| -9% | -$88.4K |
2018 Q2
31 quarters
|
|
4511
PUT
O'Reilly Automotive
ORLY
$68.7B
| $875K | ﹤0.01% |
9,500
| – | – |
2025 Q3
2 quarters
|
|
4512
Atlas Energy Solutions
AESI
$1.51B
| $875K | ﹤0.01% |
66,536
+4,705
| +8% | +$55K |
2023 Q2
11 quarters
|
|
4513
State Street SPDR S&P Global Infrastructure ETF
GII
$905M
| $875K | ﹤0.01% |
11,583
+137
| +1% | +$10.2K |
2024 Q1
8 quarters
|
|
4514
PUT
TE Connectivity
TEL
$63.8B
| $874K | ﹤0.01% |
4,400
-10,000
| -69% | -$2.21M |
2025 Q4
1 quarter
|
|
|
PALOU
4515
Paloma Acquisition Corp I Units
PALOU
| $874K | ﹤0.01% |
+87,663
| New | +$875K |
2026 Q1
0 quarters
|
|
4516
Medifast
MED
$131M
| $871K | ﹤0.01% |
87,178
+32,798
| +60% | +$354K |
2013 Q2
51 quarters
|
|
4517
Capital Group Dividend Growers ETF
CGDG
$5.58B
| $869K | ﹤0.01% |
24,620
+19,016
| +339% | +$696K |
2024 Q3
6 quarters
|
|
|
INR
4518
Infinity Natural Resources
INR
$241M
| $868K | ﹤0.01% |
47,027
-95,344
| -67% | -$1.56M |
2025 Q1
4 quarters
|
|
|
ARCI
4519
Archimedes Tech SPAC Partners III
ARCI
$355M
| $862K | ﹤0.01% |
+87,664
| New | +$865K |
2026 Q1
0 quarters
|
|
4520
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.73B
| $860K | ﹤0.01% |
20,730
+2,962
| +17% | +$124K |
2023 Q4
9 quarters
|
|
4521
NextNav
NN
$2.36B
| $860K | ﹤0.01% |
56,310
+3,020
| +6% | +$48.9K |
2022 Q2
15 quarters
|
|
4522
Vanguard ESG US Corporate Bond ETF
VCEB
$1.17B
| $860K | ﹤0.01% |
13,754
+198
| +1% | +$12.6K |
2023 Q3
10 quarters
|
|
4523
PUT
New Fortress Energy
NFE
$37.5M
| $859K | ﹤0.01% |
29,754
-6,400
| -18% | -$374K |
2025 Q3
2 quarters
|
|
4524
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.89B
| $858K | ﹤0.01% |
+17,258
| New | +$857K |
2026 Q1
0 quarters
|
|
|
FFIC
4525
DELISTED
Flushing Financial
FFIC
| $853K | ﹤0.01% |
56,577
-12,190
| -18% | -$191K |
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.