JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
4601
Fox Factory Holding Corp
FOXF
$733M
| $1.01M | ﹤0.01% |
54,170
-78,199
| -59% | -$1.51M |
2017 Q2
37 quarters
|
|
4602
BlackBerry
BB
$5.22B
| $1.01M | ﹤0.01% |
115,976
-427,980
| -79% | -$3.77M |
2013 Q2
53 quarters
|
|
4603
Hennessy Capital Investment Corp VIII Units
HCICU
| $1.01M | ﹤0.01% |
100,000
| – | – |
2026 Q2
1 quarter
|
|
4604
Vanguard US Momentum Factor ETF
VFMO
$1.82B
| $1.01M | ﹤0.01% |
+4,434
| New | +$1.02M |
2026 Q2
1 quarter
|
|
4605
Forefront Tech Holdings Acquisition Corp Unit
FTHAU
| $1.01M | ﹤0.01% |
100,000
| – | – |
2026 Q2
1 quarter
|
|
|
OCLTU
4606
OceanLight Acquisition Corp Units
OCLTU
| $1.01M | ﹤0.01% |
+100,000
| New | +$1M |
2026 Q3
0 quarters
|
|
4607
Inspire Global Hope ETF
BLES
$167M
| $1.01M | ﹤0.01% |
21,150
+398
| +2% | +$19.4K |
2024 Q2
9 quarters
|
|
4608
Oakmark U.S. Large Cap ETF
OAKM
$1.21B
| $1.01M | ﹤0.01% |
34,068
+32,017
| +1,561% | +$972K |
2025 Q4
3 quarters
|
|
4609
Berto Acquisition Corp II Unit
GUACU
| $1.01M | ﹤0.01% |
+100,000
| New | +$1.02M |
2026 Q3
0 quarters
|
|
4610
FG Imperii Acquisition Corp Units
FGIIU
| $1.01M | ﹤0.01% |
100,000
-87,431
| -47% | -$881K |
2026 Q1
2 quarters
|
|
4611
Iron Horse Acquisitions Corp II
IRHO
$297M
| $1.01M | ﹤0.01% |
99,980
-118,829
| -54% | -$1.19M |
2026 Q2
1 quarter
|
|
|
YICCU
4612
Yorkville International Capital Corp Units
YICCU
$200M
| $1M | ﹤0.01% |
100,000
| – | – |
2026 Q2
1 quarter
|
|
4613
PUT
Agnico Eagle Mines
AEM
$90.2B
| $1M | ﹤0.01% |
5,400
| – | – |
2025 Q4
3 quarters
|
|
4614
CALL
Marathon Digital Holdings
MARA
$2.71B
| $1M | ﹤0.01% |
83,600
+78,300
| +1,477% | +$901K |
2026 Q2
1 quarter
|
|
4615
Churchill Capital Corp XII
CXII
$582M
| $1M | ﹤0.01% |
93,878
-11,322
| -11% | -$122K |
2026 Q2
1 quarter
|
|
4616
Brightstar Lottery PLC
BRSL
$1.77B
| $1M | ﹤0.01% |
100,727
+23,795
| +31% | +$259K |
2013 Q2
53 quarters
|
|
4617
WhiteFiber Inc
WYFI
$427M
| $999K | ﹤0.01% |
53,920
-49,089
| -48% | -$1.18M |
2025 Q3
4 quarters
|
|
4618
PUT
Skydance Corporation
SKYD
$37.9B
| $999K | ﹤0.01% |
100,000
| – | – |
2026 Q2
1 quarter
|
|
4619
FT Vest US Equity Deep Buffer ETF December
DDEC
$438M
| $999K | ﹤0.01% |
20,542
-738
| -3% | -$35.5K |
2023 Q3
12 quarters
|
|
4620
Rapport Therapeutics
RAPP
$1.55B
| $998K | ﹤0.01% |
30,234
+13,670
| +83% | +$590K |
2024 Q3
8 quarters
|
|
4621
CALL
Allegion
ALLE
$16.3B
| $995K | ﹤0.01% |
+6,400
| New | +$983K |
2026 Q3
0 quarters
|
|
4622
Gladstone Land Corp
LAND
$298M
| $993K | ﹤0.01% |
104,767
+27,377
| +35% | +$243K |
2016 Q2
41 quarters
|
|
4623
Innovator US Equity Power Buffer ETF August
PAUG
$1.03B
| $991K | ﹤0.01% |
21,215
+18,420
| +659% | +$854K |
2023 Q2
13 quarters
|
|
4624
State Street SPDR S&P Global Infrastructure ETF
GII
$983M
| $991K | ﹤0.01% |
14,110
+2,536
| +22% | +$189K |
2024 Q1
10 quarters
|
|
4625
Rush Enterprises Class B
RUSHB
$7.02B
| $991K | ﹤0.01% |
17,604
-2,639
| -13% | -$137K |
2017 Q4
35 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.