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 | |
|---|---|---|---|---|---|---|---|
4726
Innovator Defined Wealth Shield ETF
BALT
$2.99B
| $574K | ﹤0.01% |
17,173
-4,008,756
| -100% | -$135M |
2023 Q1
12 quarters
|
|
4727
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.66B
| $572K | ﹤0.01% |
6,716
+2,258
| +51% | +$201K |
2022 Q4
13 quarters
|
|
4728
U-Haul Holding Co
UHAL
$12B
| $572K | ﹤0.01% |
12,362
+1,897
| +18% | +$97.2K |
2013 Q2
51 quarters
|
|
|
ELME
4729
Elme Communities
ELME
$156M
| $571K | ﹤0.01% |
286,918
-110,002
| -28% | -$362K |
2013 Q2
51 quarters
|
|
4730
LG Display
LPL
$3.12B
| $568K | ﹤0.01% |
151,460
-18,679
| -11% | -$78.9K |
2021 Q4
17 quarters
|
|
4731
ProShares S&P 500 ex-Health Care ETF
SPXV
$41.4M
| $565K | ﹤0.01% |
8,183
-105
| -1% | -$7.79K |
2023 Q1
12 quarters
|
|
4732
Marcus & Millichap
MMI
$1.08B
| $564K | ﹤0.01% |
21,543
-55,561
| -72% | -$1.46M |
2017 Q4
33 quarters
|
|
4733
SK Telecom
SKM
$14.1B
| $563K | ﹤0.01% |
19,679
-308,674
| -94% | -$8.51M |
2013 Q2
51 quarters
|
|
|
ANSC
4734
DELISTED
Agriculture & Natural Solutions Acquisition Corp
ANSC
| $561K | ﹤0.01% |
49,883
+59
| +0.1% | +$662 |
2025 Q2
3 quarters
|
|
4735
Oxford Industries
OXM
$373M
| $561K | ﹤0.01% |
15,451
-35,630
| -70% | -$1.34M |
2015 Q4
41 quarters
|
|
4736
Acacia Research
ACTG
$424M
| $561K | ﹤0.01% |
115,856
-24,181
| -17% | -$102K |
2015 Q4
41 quarters
|
|
4737
Opko Health
OPK
$1.16B
| $559K | ﹤0.01% |
508,484
-71,294
| -12% | -$87.8K |
2015 Q3
42 quarters
|
|
|
BCSS
4738
Bain Capital GSS Investment Corp
BCSS
$600M
| $556K | ﹤0.01% |
55,075
| – | – |
2025 Q4
1 quarter
|
|
4739
EverQuote
EVER
$687M
| $555K | ﹤0.01% |
35,418
-22,863
| -39% | -$432K |
2018 Q4
29 quarters
|
|
4740
Alto Ingredients
ALTO
$292M
| $552K | ﹤0.01% |
120,330
+120,328
| +6,016,400% | +$382K |
2021 Q1
20 quarters
|
|
4741
FT Vest US Equity Deep Buffer ETF September
DSEP
$381M
| $552K | ﹤0.01% |
+12,730
| New | +$571K |
2026 Q1
0 quarters
|
|
|
SCZM
4742
Santacruz Silver Mining Ltd
SCZM
$818M
| $551K | ﹤0.01% |
+72,562
| New | +$782K |
2026 Q1
0 quarters
|
|
4743
Telos
TLS
$313M
| $549K | ﹤0.01% |
134,243
-188,644
| -58% | -$892K |
2021 Q1
20 quarters
|
|
|
PMTRU
4744
Perimeter Acquisition Corp I Unit
PMTRU
| $547K | ﹤0.01% |
50,000
-100,000
| -67% | -$1.07M |
2025 Q2
3 quarters
|
|
4745
Pharvaris
PHVS
$2.19B
| $546K | ﹤0.01% |
20,005
-1,937
| -9% | -$51.7K |
2024 Q3
6 quarters
|
|
|
ATIIU
4746
Archimedes Tech SPAC Partners II Co Unit
ATIIU
| $545K | ﹤0.01% |
50,000
-50,000
| -50% | -$548K |
2025 Q1
4 quarters
|
|
4747
Dimensional California Municipal Bond ETF
DFCA
$649M
| $544K | ﹤0.01% |
10,925
-1,200
| -10% | -$60.4K |
2024 Q4
5 quarters
|
|
|
ETHW
4748
Bitwise Ethereum ETF
ETHW
$284M
| $542K | ﹤0.01% |
37,481
+35,539
| +1,830% | +$609K |
2025 Q4
1 quarter
|
|
|
BEAGU
4749
Bold Eagle Acquisition Corp Units
BEAGU
| $540K | ﹤0.01% |
50,000
-40,000
| -44% | -$433K |
2024 Q4
5 quarters
|
|
4750
Bristow Group
VTOL
$1.19B
| $539K | ﹤0.01% |
11,949
-142,473
| -92% | -$6.26M |
2015 Q4
41 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.