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 | |
|---|---|---|---|---|---|---|---|
4626
WisdomTree International Equity Fund
DWM
$657M
| $990K | ﹤0.01% |
13,417
+1,488
| +12% | +$112K |
2022 Q2
17 quarters
|
|
4627
Algonquin Power & Utilities
AQN
$4.31B
| $990K | ﹤0.01% |
195,948
-55,216
| -22% | -$311K |
2017 Q1
38 quarters
|
|
4628
LGI Homes
LGIH
$961M
| $988K | ﹤0.01% |
20,633
+119
| +0.6% | +$6.65K |
2015 Q3
44 quarters
|
|
4629
Onterris Inc
ONT
$817M
| $988K | ﹤0.01% |
70,010
+53,135
| +315% | +$969K |
2020 Q3
24 quarters
|
|
4630
iShares Global Consumer Discretionary ETF
RXI
$248M
| $985K | ﹤0.01% |
5,319
-704
| -12% | -$138K |
2018 Q1
34 quarters
|
|
4631
Personalis
PSNL
$1.7B
| $984K | ﹤0.01% |
60,207
+17,638
| +41% | +$266K |
2019 Q2
29 quarters
|
|
4632
Bitwise Ethereum ETF
ETHW
$207M
| $980K | ﹤0.01% |
50,935
-12,347
| -20% | -$191K |
2025 Q4
3 quarters
|
|
4633
Anika Therapeutics
ANIK
$179M
| $980K | ﹤0.01% |
49,112
-5,103
| -9% | -$97.7K |
2015 Q4
43 quarters
|
|
4634
VNET Group
VNET
$850M
| $979K | ﹤0.01% |
171,450
+159,571
| +1,343% | +$1.12M |
2024 Q1
10 quarters
|
|
4635
CALL
Nokia
NOK
$45.7B
| $975K | ﹤0.01% |
+94,100
| New | +$978K |
2026 Q3
0 quarters
|
|
4636
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$488M
| $974K | ﹤0.01% |
18,033
-310
| -2% | -$17K |
2023 Q4
11 quarters
|
|
4637
Larimar Therapeutics
LRMR
$314M
| $973K | ﹤0.01% |
309,818
-18,197
| -6% | -$70.4K |
2020 Q4
23 quarters
|
|
4638
Mama's Creations
MAMA
$613M
| $970K | ﹤0.01% |
75,403
-179,567
| -70% | -$2.96M |
2023 Q3
12 quarters
|
|
4639
First Trust Technology AlphaDEX Fund
FXL
$2.59B
| $970K | ﹤0.01% |
4,405
-52
| -1% | -$11K |
2017 Q4
35 quarters
|
|
4640
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
| $970K | ﹤0.01% |
20,478
-25,665
| -56% | -$1.23M |
2023 Q1
14 quarters
|
|
4641
SandRidge Energy
SD
$484M
| $967K | ﹤0.01% |
72,069
+7,840
| +12% | +$109K |
2016 Q4
39 quarters
|
|
4642
PUT
Silicon Motion
SIMO
$5.75B
| $967K | ﹤0.01% |
+3,500
| New | +$929K |
2026 Q3
0 quarters
|
|
4643
CALL
Agnico Eagle Mines
AEM
$90.2B
| $966K | ﹤0.01% |
5,200
| – | – |
2025 Q3
4 quarters
|
|
4644
Goosehead Insurance
GSHD
$1.1B
| $965K | ﹤0.01% |
20,698
-26,086
| -56% | -$1.56M |
2018 Q2
33 quarters
|
|
4645
iShares Core 10+ Year USD Bond ETF
ILTB
$580M
| $961K | ﹤0.01% |
21,352
-1,732
| -8% | -$81.8K |
2014 Q3
48 quarters
|
|
4646
Ironwood Pharmaceuticals
IRWD
$800M
| $961K | ﹤0.01% |
230,954
+18,379
| +9% | +$76.7K |
2014 Q3
48 quarters
|
|
4647
Northern Trust 2036 Tax-Exempt Distributing Ladder ETF
MUNF
| $960K | ﹤0.01% |
+10,000
| New | +$984K |
2026 Q3
0 quarters
|
|
4648
Capital Group Dividend Growers ETF
CGDG
$6.01B
| $959K | ﹤0.01% |
25,606
-3,720
| -13% | -$142K |
2024 Q3
8 quarters
|
|
4649
CALL
Strive Inc
ASST
$2.72B
| $956K | ﹤0.01% |
+32,600
| New | +$605K |
2026 Q3
0 quarters
|
|
4650
State Street SPDR Portfolio Europe ETF
SPEU
$715M
| $950K | ﹤0.01% |
17,491
+2,142
| +14% | +$119K |
2024 Q3
8 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.