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 | |
|---|---|---|---|---|---|---|
4651
CareDx
CDNA
$1.83B
| $663K | ﹤0.01% |
40,323
+815
| +2% | +$15.4K |
|
4652
Velocity Financial
VEL
$696M
| $663K | ﹤0.01% |
36,765
+5,330
| +17% | +$101K |
|
4653
Invesco MSCI USA ETF
PBUS
$11.1B
| $662K | ﹤0.01% |
10,456
+9,401
| +891% | +$641K |
|
|
GPAC
4654
General Purpose Acquisition Corp
GPAC
$294M
| $662K | ﹤0.01% |
+66,668
| New | +$661K |
|
4655
American Express Global Business Travel
GBTG
$4.92B
| $659K | ﹤0.01% |
122,059
-188,552
| -61% | -$1.17M |
|
4656
Innovator International Developed Power Buffer ETF July
IJUL
$240M
| $658K | ﹤0.01% |
+19,882
| New | +$678K |
|
|
FHDG
4657
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$68.2M
| $657K | ﹤0.01% |
+19,749
| New | +$674K |
|
4658
Kopin
KOPN
$586M
| $655K | ﹤0.01% |
348,575
-66,983
| -16% | -$162K |
|
4659
Perella Weinberg Partners
PWP
$1.08B
| $655K | ﹤0.01% |
37,455
-30,583
| -45% | -$601K |
|
4660
Build-A-Bear
BBW
$445M
| $655K | ﹤0.01% |
17,757
-12,666
| -42% | -$667K |
|
4661
AtaiBeckley Inc
ATAI
$2.66B
| $655K | ﹤0.01% |
192,514
-104,477
| -35% | -$393K |
|
4662
Finance of America Companies
FOA
$222M
| $655K | ﹤0.01% |
40,781
+5,546
| +16% | +$115K |
|
4663
CALL
Synchrony
SYF
$24.4B
| $653K | ﹤0.01% |
9,900
-37,500
| -79% | -$2.73M |
|
4664
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.76B
| $653K | ﹤0.01% |
7,058
+676
| +11% | +$65.2K |
|
4665
CALL
Accenture
ACN
$106B
| $652K | ﹤0.01% |
3,300
+1,400
| +74% | +$326K |
|
4666
AnaptysBio
ANAB
$1.54B
| $645K | ﹤0.01% |
11,645
+729
| +7% | +$39.2K |
|
|
GAU
4667
Galiano Gold
GAU
$457M
| $641K | ﹤0.01% |
278,850
+124,140
| +80% | +$351K |
|
4668
Invesco Large Cap Growth ETF
PWB
$2.17B
| $638K | ﹤0.01% |
5,272
+2,881
| +120% | +$381K |
|
4669
International Money Express
IMXI
$389M
| $634K | ﹤0.01% |
40,124
+27,287
| +213% | +$426K |
|
4670
Pacer Trendpilot US Bond ETF
PTBD
$85.2M
| $631K | ﹤0.01% |
+33,492
| New | +$647K |
|
4671
Malibu Boats
MBUU
$548M
| $631K | ﹤0.01% |
24,261
-1,180
| -5% | -$35.2K |
|
4672
CALL
Conagra Brands
CAG
$7.42B
| $629K | ﹤0.01% |
+40,000
| New | +$706K |
|
4673
CALL
Grab
GRAB
$13.7B
| $629K | ﹤0.01% |
178,200
+8,200
| +5% | +$34.8K |
|
4674
Innovator Growth-100 Power Buffer ETF April
NAPR
$207M
| $629K | ﹤0.01% |
11,528
+9,351
| +430% | +$506K |
|
4675
Nuveen Multi-Asset Income Fund
NMAI
$456M
| $626K | ﹤0.01% |
51,877
+2,655
| +5% | +$35.1K |
|
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.