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 | |
|---|---|---|---|---|---|---|---|
451
Kimberly-Clark
KMB
$67.2B
| $494M | 0.03% |
4,985,602
+813,861
| +20% | +$86.9M |
2013 Q2
53 quarters
|
|
452
JPMorgan US Tech Leaders ETF
JTEK
$4.14B
| $488M | 0.03% |
4,667,386
+871,478
| +23% | +$87.8M |
2023 Q4
11 quarters
|
|
453
Duke Energy
DUK
$101B
| $487M | 0.03% |
4,260,147
+626,209
| +17% | +$76.7M |
2013 Q2
53 quarters
|
|
454
VICI Properties
VICI
$27.5B
| $487M | 0.03% |
20,971,158
-148,375
| -0.7% | -$3.82M |
2018 Q1
34 quarters
|
|
455
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.07B
| $485M | 0.03% |
11,429,878
+10,871,059
| +1,945% | +$458M |
2025 Q2
5 quarters
|
|
456
Canadian Imperial Bank of Commerce
CM
$105B
| $483M | 0.03% |
4,265,763
-9,688
| -0.2% | -$1.13M |
2013 Q2
53 quarters
|
|
457
Harbor Commodity All-Weather Strategy ETF
HGER
$4.7B
| $482M | 0.03% |
13,760,749
+1,006,079
| +8% | +$33.9M |
2025 Q4
3 quarters
|
|
458
Healthpeak Properties
DOC
$13.8B
| $477M | 0.03% |
23,678,358
-6,513,959
| -22% | -$138M |
2013 Q2
53 quarters
|
|
459
MKS Inc
MKSI
$14.6B
| $476M | 0.03% |
1,785,452
-1,588,392
| -47% | -$469M |
2013 Q2
53 quarters
|
|
460
Pinduoduo
PDD
$112B
| $475M | 0.03% |
6,132,731
+115,082
| +2% | +$9.7M |
2018 Q3
32 quarters
|
|
461
Leidos
LDOS
$15.9B
| $474M | 0.03% |
3,851,383
+18,031
| +0.5% | +$2.25M |
2013 Q2
53 quarters
|
|
462
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.2B
| $473M | 0.03% |
4,623,075
+2,576,924
| +126% | +$273M |
2013 Q2
53 quarters
|
|
463
Alibaba
BABA
$235B
| $473M | 0.03% |
4,385,882
-32,511
| -0.7% | -$3.76M |
2014 Q3
48 quarters
|
|
464
PUT
iShares Silver Trust
SLV
$23.8B
| $472M | 0.03% |
8,512,100
-10,216,600
| -55% | -$579M |
2019 Q2
29 quarters
|
|
465
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
| $472M | 0.03% |
4,688,364
+455,464
| +11% | +$48.8M |
2018 Q2
33 quarters
|
|
466
L3Harris
LHX
$50.7B
| $468M | 0.03% |
1,980,510
+404,192
| +26% | +$110M |
2013 Q2
53 quarters
|
|
467
Norfolk Southern
NSC
$73.6B
| $467M | 0.03% |
1,493,432
+143,180
| +11% | +$47.4M |
2013 Q2
53 quarters
|
|
468
PUT
State Street SPDR NYSE Technology ETF
XNTK
$1.75B
| $466M | 0.03% |
6,584,600
-3,157,300
| -32% | -$1.13B |
2015 Q2
45 quarters
|
|
469
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
| $465M | 0.03% |
2,751,300
+1,690,200
| +159% | +$301M |
2022 Q4
15 quarters
|
|
470
Biogen
BIIB
$37.5B
| $463M | 0.03% |
2,039,161
+216,021
| +12% | +$45.8M |
2013 Q2
53 quarters
|
|
471
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$39.1B
| $461M | 0.03% |
7,513,811
+915,075
| +14% | +$57.2M |
2019 Q4
27 quarters
|
|
472
iShares Gold Trust Micro
IAUM
$6.14B
| $459M | 0.02% |
11,035,743
+10,597,928
| +2,421% | +$450M |
2024 Q4
7 quarters
|
|
473
Allegro MicroSystems
ALGM
$5.62B
| $459M | 0.02% |
12,527,654
-196,136
| -2% | -$8.22M |
2020 Q4
23 quarters
|
|
474
Penumbra
PEN
$12.6B
| $459M | 0.02% |
1,436,584
+365,130
| +34% | +$117M |
2015 Q3
44 quarters
|
|
475
Apollo Global Management
APO
$72.9B
| $457M | 0.02% |
3,840,407
-661,958
| -15% | -$84M |
2013 Q2
53 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.