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 | |
|---|---|---|---|---|---|---|---|
4701
Amalgamated Financial
AMAL
$1.44B
| $603K | ﹤0.01% |
15,767
-45,446
| -74% | -$1.72M |
2018 Q3
30 quarters
|
|
4702
First Trust SSI Strategic Convertible Securities ETF
FCVT
$105M
| $600K | ﹤0.01% |
13,970
-1,787
| -11% | -$81.1K |
2023 Q4
9 quarters
|
|
|
BWAY
4703
Brainsway
BWAY
$503M
| $600K | ﹤0.01% |
47,030
+1,586
| +3% | +$19.3K |
2024 Q2
7 quarters
|
|
|
PAII
4704
Pyrophyte Acquisition Corp II
PAII
$282M
| $600K | ﹤0.01% |
59,160
| – | – |
2025 Q3
2 quarters
|
|
4705
ProShares UltraPro Short Russell2000
SRTY
$72M
| $599K | ﹤0.01% |
13,508
+12,550
| +1,310% | +$460K |
2025 Q4
1 quarter
|
|
4706
Marcus Corp
MCS
$834M
| $598K | ﹤0.01% |
35,601
+4,756
| +15% | +$76K |
2016 Q1
40 quarters
|
|
4707
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.02B
| $597K | ﹤0.01% |
24,796
+24,712
| +29,419% | +$596K |
2023 Q2
11 quarters
|
|
4708
Bel Fuse Inc Class A
BELFA
$3.02B
| $596K | ﹤0.01% |
3,310
+1,428
| +76% | +$273K |
2024 Q1
8 quarters
|
|
4709
State Street SPDR Portfolio Europe ETF
SPEU
$694M
| $596K | ﹤0.01% |
11,999
+4,948
| +70% | +$265K |
2024 Q3
6 quarters
|
|
|
ELVR
4710
Elevra Lithium Ltd
ELVR
$716M
| $595K | ﹤0.01% |
10,766
-4,534
| -30% | -$247K |
2025 Q3
2 quarters
|
|
|
INVX
4711
Innovex International
INVX
$1.91B
| $593K | ﹤0.01% |
24,469
+191
| +0.8% | +$4.79K |
2013 Q2
51 quarters
|
|
|
LAND
4712
Gladstone Land Corp
LAND
$412M
| $593K | ﹤0.01% |
58,480
+29,514
| +102% | +$317K |
2016 Q2
39 quarters
|
|
4713
PUT
Norfolk Southern
NSC
$71.3B
| $593K | ﹤0.01% |
2,100
| – | – |
2025 Q3
2 quarters
|
|
4714
Sprott Junior Uranium Miners ETF
URNJ
$310M
| $591K | ﹤0.01% |
22,193
+304
| +1% | +$9.76K |
2023 Q4
9 quarters
|
|
|
LX
4715
LexinFintech Holdings
LX
$113M
| $589K | ﹤0.01% |
284,381
-183,836
| -39% | -$516K |
2024 Q4
5 quarters
|
|
4716
Wahed FTSE USA Shariah ETF
HLAL
$987M
| $588K | ﹤0.01% |
+10,240
| New | +$636K |
2026 Q1
0 quarters
|
|
4717
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$483M
| $587K | ﹤0.01% |
+23,188
| New | +$593K |
2026 Q1
0 quarters
|
|
4718
PUT
Quanta Services
PWR
$102B
| $587K | ﹤0.01% |
1,100
-600
| -35% | -$309K |
2025 Q3
2 quarters
|
|
4719
CALL
Caesars Entertainment
CZR
$6.04B
| $587K | ﹤0.01% |
23,000
-24,000
| -51% | -$571K |
2023 Q4
9 quarters
|
|
4720
Trump Media & Technology Group
DJT
$2.48B
| $583K | ﹤0.01% |
66,845
-83,600
| -56% | -$960K |
2021 Q4
17 quarters
|
|
4721
ProShares Short S&P500
SH
$956M
| $582K | ﹤0.01% |
14,919
+11,542
| +342% | +$420K |
2024 Q4
5 quarters
|
|
4722
CS Disco
LAW
$271M
| $581K | ﹤0.01% |
151,796
-24,355
| -14% | -$120K |
2021 Q3
18 quarters
|
|
4723
Clover Health Investments
CLOV
$2.33B
| $580K | ﹤0.01% |
337,095
+25,603
| +8% | +$55.5K |
2024 Q3
6 quarters
|
|
|
LOKVU
4724
DELISTED
Live Oak Acquisition Corp V Units
LOKVU
| $575K | ﹤0.01% |
50,000
| – | – |
2025 Q1
4 quarters
|
|
4725
Innovator US Equity Power Buffer ETF November
PNOV
$865M
| $575K | ﹤0.01% |
14,299
+13,527
| +1,752% | +$565K |
2025 Q1
4 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.