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 | |
|---|---|---|---|---|---|---|
451
Cameco
CCJ
$39B
| $424M | 0.03% |
4,125,370
+16,824
| +0.4% | +$1.93M |
|
452
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.95B
| $423M | 0.03% |
8,920,282
+763,671
| +9% | +$36.6M |
|
453
MACOM Technology Solutions
MTSI
$21.4B
| $422M | 0.03% |
2,015,630
+909,287
| +82% | +$203M |
|
454
Ball Corp
BALL
$16.5B
| $421M | 0.03% |
7,256,377
+1,374,404
| +23% | +$83.6M |
|
455
Waste Management
WM
$95.2B
| $421M | 0.03% |
1,831,105
+142,566
| +8% | +$32.8M |
|
456
Wheaton Precious Metals
WPM
$49.9B
| $421M | 0.03% |
3,403,730
+558,174
| +20% | +$77.6M |
|
457
VanEck Gold Miners ETF
GDX
$22.9B
| $421M | 0.03% |
4,901,635
+4,138,117
| +542% | +$408M |
|
458
PNC Financial Services
PNC
$99B
| $420M | 0.03% |
2,084,429
-126,364
| -6% | -$27.5M |
|
459
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.28B
| $414M | 0.03% |
4,391,336
+184,886
| +4% | +$18M |
|
460
Phillips 66
PSX
$84.3B
| $414M | 0.03% |
2,239,805
+751,884
| +51% | +$118M |
|
461
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
| $412M | 0.03% |
4,093,149
+128,898
| +3% | +$13.2M |
|
462
Invesco S&P 500 Equal Weight ETF
RSP
$95.2B
| $409M | 0.03% |
2,173,043
+316,752
| +17% | +$62.8M |
|
463
Targa Resources
TRGP
$61.4B
| $407M | 0.03% |
1,639,368
+540,432
| +49% | +$117M |
|
464
MSCI
MSCI
$40.3B
| $406M | 0.03% |
763,428
+95,912
| +14% | +$54.1M |
|
465
AerCap
AER
$23.4B
| $405M | 0.03% |
3,071,135
+332,363
| +12% | +$47.5M |
|
466
Labcorp
LH
$23.5B
| $404M | 0.03% |
1,532,723
+245,546
| +19% | +$66.5M |
|
|
THRO
467
iShares U.S. Thematic Rotation Active ETF
THRO
$6.39B
| $404M | 0.03% |
11,502,104
+854,574
| +8% | +$32.6M |
|
468
L3Harris
LHX
$55.5B
| $403M | 0.03% |
1,186,882
+283,537
| +31% | +$99.1M |
|
469
Canadian Imperial Bank of Commerce
CM
$106B
| $403M | 0.03% |
4,393,395
+250,204
| +6% | +$23.9M |
|
|
WCN
470
Waste Connections
WCN
$42.9B
| $401M | 0.03% |
2,477,061
-2,286,681
| -48% | -$381M |
|
471
SLB Ltd
SLB
$70.9B
| $399M | 0.03% |
7,742,394
+3,274,662
| +73% | +$159M |
|
472
iShares Biotechnology ETF
IBB
$9.34B
| $398M | 0.03% |
2,460,954
+2,112,897
| +607% | +$361M |
|
473
NiSource
NI
$22.4B
| $398M | 0.03% |
8,563,633
+1,086,308
| +15% | +$48.9M |
|
474
Extra Space Storage
EXR
$30.6B
| $397M | 0.03% |
3,097,227
-846,857
| -21% | -$119M |
|
475
Tractor Supply
TSCO
$15.4B
| $397M | 0.03% |
8,741,626
+3,285,448
| +60% | +$167M |
|
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.