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 | |
|---|---|---|---|---|---|---|
4551
PENN Entertainment
PENN
$2.84B
| $805K | ﹤0.01% |
57,555
+206
| +0.4% | +$2.87K |
|
4552
ARK Blockchain & Fintech Innovation ETF
ARKF
$731M
| $805K | ﹤0.01% |
22,274
-10,761
| -33% | -$452K |
|
4553
Haverty Furniture Companies
HVT
$418M
| $805K | ﹤0.01% |
38,257
+1,115
| +3% | +$27.2K |
|
4554
Health Catalyst
HCAT
$160M
| $800K | ﹤0.01% |
677,949
-74,857
| -10% | -$141K |
|
4555
Movado Group
MOV
$840M
| $797K | ﹤0.01% |
32,833
-5,139
| -14% | -$122K |
|
|
SORNU
4556
Soren Acquisition Corp Unit
SORNU
| $797K | ﹤0.01% |
+80,000
| New | +$798K |
|
4557
FS KKR Capital
FSK
$3.01B
| $797K | ﹤0.01% |
80,067
-416,502
| -84% | -$5.21M |
|
4558
CALL
TransDigm Group
TDG
$70.7B
| $793K | ﹤0.01% |
+700
| New | +$918K |
|
4559
Kemper
KMPR
$1.81B
| $792K | ﹤0.01% |
26,260
-331,214
| -93% | -$11.3M |
|
4560
Trevi Therapeutics
TRVI
$2.57B
| $790K | ﹤0.01% |
70,631
+11,156
| +19% | +$125K |
|
4561
ProShares UltraShort Bloomberg Crude Oil
SCO
$654M
| $790K | ﹤0.01% |
+25,609
| New | +$1.44M |
|
4562
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
| $789K | ﹤0.01% |
17,555
-661
| -4% | -$31.3K |
|
4563
Franklin High Yield Corporate ETF
FLHY
$1.21B
| $789K | ﹤0.01% |
32,978
+21,917
| +198% | +$535K |
|
|
KYIV
4564
Kyivstar Group
KYIV
$3.03B
| $788K | ﹤0.01% |
84,476
+37,718
| +81% | +$447K |
|
4565
Fox Factory Holding Corp
FOXF
$794M
| $784K | ﹤0.01% |
47,433
-1,608
| -3% | -$29.1K |
|
4566
Spok Holdings
SPOK
$229M
| $783K | ﹤0.01% |
69,693
-22,130
| -24% | -$282K |
|
4567
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$140M
| $780K | ﹤0.01% |
14,266
+13,736
| +2,592% | +$791K |
|
|
OBE
4568
Obsidian Energy
OBE
$656M
| $779K | ﹤0.01% |
82,487
-74,084
| -47% | -$566K |
|
4569
State Street SPDR S&P Semiconductor ETF
XSD
$2.51B
| $779K | ﹤0.01% |
2,544
-1
| -0% | -$345 |
|
4570
CALL
SiTime
SITM
$13.8B
| $778K | ﹤0.01% |
+2,500
| New | +$920K |
|
4571
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$840M
| $775K | ﹤0.01% |
4,695
+1,355
| +41% | +$315K |
|
4572
Third Coast Bancshares
TCBX
$738M
| $775K | ﹤0.01% |
20,696
-53,664
| -72% | -$2.12M |
|
|
FIGX
4573
FIGX Capital Acquisition Corp
FIGX
$199M
| $773K | ﹤0.01% |
76,521
+28
| +0% | +$283 |
|
4574
CALL
Roku
ROKU
$21.6B
| $768K | ﹤0.01% |
8,700
-36,300
| -81% | -$3.54M |
|
4575
CALL
Nutrien
NTR
$33.9B
| $766K | ﹤0.01% |
+10,000
| New | +$713K |
|
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.