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 | |
|---|---|---|---|---|---|---|---|
4526
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.29B
| $850K | ﹤0.01% |
736
-10
| -1% | -$12.2K |
2021 Q4
17 quarters
|
|
4527
Rush Enterprises Class B
RUSHB
$6.62B
| $849K | ﹤0.01% |
19,985
-6,051
| -23% | -$248K |
2017 Q4
33 quarters
|
|
4528
LendingTree
TREE
$346M
| $849K | ﹤0.01% |
20,115
-15,191
| -43% | -$727K |
2017 Q1
36 quarters
|
|
4529
Evolent Health
EVH
$391M
| $847K | ﹤0.01% |
390,480
-2,557,206
| -87% | -$8.11M |
2015 Q2
43 quarters
|
|
4530
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$809M
| $846K | ﹤0.01% |
26,021
+25,725
| +8,691% | +$767K |
2025 Q4
1 quarter
|
|
4531
Gerdau
GGB
$9.83B
| $843K | ﹤0.01% |
243,541
+58,235
| +31% | +$229K |
2013 Q2
51 quarters
|
|
4532
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$650M
| $842K | ﹤0.01% |
17,753
-14,102
| -44% | -$731K |
2023 Q3
10 quarters
|
|
|
LINE
4533
PUT
Lineage Inc
LINE
$7.82B
| $841K | ﹤0.01% |
+26,400
| New | +$978K |
2026 Q1
0 quarters
|
|
|
QXO.PRB
4534
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$449M
| $839K | ﹤0.01% |
15,257
-71,507
| -82% | -$4.57M |
2025 Q2
3 quarters
|
|
4535
CALL
CBRE Group
CBRE
$37.5B
| $839K | ﹤0.01% |
6,300
| – | – |
2025 Q3
2 quarters
|
|
4536
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.24B
| $838K | ﹤0.01% |
20,971
-42,798
| -67% | -$2.19M |
2025 Q3
2 quarters
|
|
4537
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$389M
| $836K | ﹤0.01% |
15,993
+1,395
| +10% | +$74.9K |
2022 Q3
14 quarters
|
|
4538
Unisys
UIS
$166M
| $833K | ﹤0.01% |
412,176
-853,415
| -67% | -$2.14M |
2013 Q2
51 quarters
|
|
4539
SmartRent
SMRT
$230M
| $832K | ﹤0.01% |
590,223
+325,346
| +123% | +$550K |
2021 Q3
18 quarters
|
|
|
FCRS
4540
FutureCrest Acquisition Corp
FCRS
$368M
| $831K | ﹤0.01% |
82,588
| – | – |
2025 Q4
1 quarter
|
|
4541
PUT
Liberty Media Corporation Series C Common Stock
FWONK
$22.9B
| $828K | ﹤0.01% |
+10,000
| New | +$874K |
2026 Q1
0 quarters
|
|
4542
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$542M
| $828K | ﹤0.01% |
+32,253
| New | +$828K |
2026 Q1
0 quarters
|
|
4543
CALL
State Street SPDR NYSE Technology ETF
XNTK
$2.13B
| $827K | ﹤0.01% |
13,000
-1,039,900
| -99% | -$283M |
2014 Q3
46 quarters
|
|
|
EQIN
4544
Columbia U.S. Equity Income ETF
EQIN
$303M
| $825K | ﹤0.01% |
16,973
+1,410
| +9% | +$70.1K |
2022 Q4
13 quarters
|
|
4545
State Street SPDR S&P International Dividend ETF
DWX
$509M
| $819K | ﹤0.01% |
18,306
+4,329
| +31% | +$199K |
2017 Q1
36 quarters
|
|
4546
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$590M
| $818K | ﹤0.01% |
14,127
-5,414
| -28% | -$341K |
2022 Q4
13 quarters
|
|
4547
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.46B
| $817K | ﹤0.01% |
30,661
-7,412
| -19% | -$205K |
2023 Q2
11 quarters
|
|
4548
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$458M
| $813K | ﹤0.01% |
7,228
-145
| -2% | -$16.7K |
2022 Q4
13 quarters
|
|
4549
WisdomTree International Equity Fund
DWM
$654M
| $812K | ﹤0.01% |
11,951
+427
| +4% | +$30.6K |
2022 Q2
15 quarters
|
|
4550
Ardmore Shipping
ASC
$788M
| $811K | ﹤0.01% |
54,073
+1,212
| +2% | +$16.7K |
2017 Q3
34 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.