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 | |
|---|---|---|---|---|---|---|---|
4651
CareDx
CDNA
$3.47B
| $663K | ﹤0.01% |
40,323
+815
| +2% | +$15.4K |
2017 Q4
33 quarters
|
|
4652
Velocity Financial
VEL
$576M
| $663K | ﹤0.01% |
36,765
+5,330
| +17% | +$101K |
2020 Q1
24 quarters
|
|
4653
Invesco MSCI USA ETF
PBUS
$11.5B
| $662K | ﹤0.01% |
10,456
+9,401
| +891% | +$641K |
2023 Q1
12 quarters
|
|
|
GPAC
4654
General Purpose Acquisition Corp
GPAC
$297M
| $662K | ﹤0.01% |
+66,668
| New | +$661K |
2026 Q1
0 quarters
|
|
|
GBTG
4655
DELISTED
American Express Global Business Travel
GBTG
| $659K | ﹤0.01% |
122,059
-188,552
| -61% | -$1.17M |
2023 Q2
11 quarters
|
|
4656
Innovator International Developed Power Buffer ETF July
IJUL
$251M
| $658K | ﹤0.01% |
+19,882
| New | +$678K |
2026 Q1
0 quarters
|
|
|
FHDG
4657
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$76.6M
| $657K | ﹤0.01% |
+19,749
| New | +$674K |
2026 Q1
0 quarters
|
|
4658
Kopin
KOPN
$913M
| $655K | ﹤0.01% |
348,575
-66,983
| -16% | -$162K |
2021 Q2
19 quarters
|
|
4659
Perella Weinberg Partners
PWP
$1.22B
| $655K | ﹤0.01% |
37,455
-30,583
| -45% | -$601K |
2021 Q3
18 quarters
|
|
4660
Build-A-Bear
BBW
$315M
| $655K | ﹤0.01% |
17,757
-12,666
| -42% | -$667K |
2022 Q2
15 quarters
|
|
|
ATAI
4661
DELISTED
AtaiBeckley Inc
ATAI
| $655K | ﹤0.01% |
192,514
-104,477
| -35% | -$393K |
2021 Q4
17 quarters
|
|
4662
Finance of America Companies
FOA
$124M
| $655K | ﹤0.01% |
40,781
+5,546
| +16% | +$115K |
2021 Q2
19 quarters
|
|
4663
CALL
Synchrony
SYF
$23.4B
| $653K | ﹤0.01% |
9,900
-37,500
| -79% | -$2.73M |
2023 Q4
9 quarters
|
|
4664
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.74B
| $653K | ﹤0.01% |
7,058
+676
| +11% | +$65.2K |
2025 Q2
3 quarters
|
|
4665
CALL
Accenture
ACN
$122B
| $652K | ﹤0.01% |
3,300
+1,400
| +74% | +$326K |
2021 Q2
19 quarters
|
|
4666
AnaptysBio
ANAB
$1.45B
| $645K | ﹤0.01% |
11,645
+729
| +7% | +$39.2K |
2017 Q1
36 quarters
|
|
|
GAU
4667
Galiano Gold
GAU
$521M
| $641K | ﹤0.01% |
278,850
+124,140
| +80% | +$351K |
2025 Q2
3 quarters
|
|
4668
Invesco Large Cap Growth ETF
PWB
$2.7B
| $638K | ﹤0.01% |
5,272
+2,881
| +120% | +$381K |
2016 Q1
40 quarters
|
|
4669
International Money Express
IMXI
$348M
| $634K | ﹤0.01% |
40,124
+27,287
| +213% | +$426K |
2019 Q1
28 quarters
|
|
4670
Pacer Trendpilot US Bond ETF
PTBD
$84.9M
| $631K | ﹤0.01% |
+33,492
| New | +$647K |
2025 Q3
2 quarters
|
|
4671
Malibu Boats
MBUU
$453M
| $631K | ﹤0.01% |
24,261
-1,180
| -5% | -$35.2K |
2014 Q1
48 quarters
|
|
4672
CALL
Conagra Brands
CAG
$6.38B
| $629K | ﹤0.01% |
+40,000
| New | +$706K |
2026 Q1
0 quarters
|
|
4673
CALL
Grab
GRAB
$12.6B
| $629K | ﹤0.01% |
178,200
+8,200
| +5% | +$34.8K |
2025 Q3
2 quarters
|
|
4674
Innovator Growth-100 Power Buffer ETF April
NAPR
$214M
| $629K | ﹤0.01% |
11,528
+9,351
| +430% | +$506K |
2025 Q3
2 quarters
|
|
4675
Nuveen Multi-Asset Income Fund
NMAI
$477M
| $626K | ﹤0.01% |
51,877
+2,655
| +5% | +$35.1K |
2021 Q4
17 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.