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 | |
|---|---|---|---|---|---|---|---|
|
PGAC
4776
Pantages Capital Acquisition Corp
PGAC
$119M
| $525K | ﹤0.01% |
49,971
+18
| +0% | +$188 |
2025 Q3
2 quarters
|
|
|
TVAIU
4777
Thayer Ventures Acquisition Corporation II Unit
TVAIU
| $525K | ﹤0.01% |
50,000
-50,000
| -50% | -$518K |
2025 Q2
3 quarters
|
|
4778
Ibotta
IBTA
$838M
| $524K | ﹤0.01% |
17,869
-56,896
| -76% | -$1.33M |
2024 Q2
7 quarters
|
|
|
RAC
4779
Rithm Acquisition Corp
RAC
$310M
| $524K | ﹤0.01% |
50,000
| – | – |
2025 Q2
3 quarters
|
|
|
BSOL
4780
Bitwise Solana Staking ETF
BSOL
$961M
| $523K | ﹤0.01% |
+47,460
| New | +$643K |
2026 Q1
0 quarters
|
|
|
DMAA
4781
Drugs Made In America Acquisition Corp
DMAA
$264M
| $523K | ﹤0.01% |
49,881
+60
| +0.1% | +$627 |
2025 Q3
2 quarters
|
|
|
RDAGU
4782
Republic Digital Acquisition Co Unit
RDAGU
| $523K | ﹤0.01% |
50,000
| – | – |
2025 Q2
3 quarters
|
|
|
PAII.U
4783
Pyrophyte Acquisition Corp II Units
PAII.U
| $523K | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
4784
Tronox
TROX
$628M
| $522K | ﹤0.01% |
56,808
+8,556
| +18% | +$59.3K |
2015 Q3
42 quarters
|
|
|
BLUWU
4785
Blue Water Acquisition Corp III Unit
BLUWU
$216M
| $522K | ﹤0.01% |
50,000
| – | – |
2025 Q2
3 quarters
|
|
|
BCARU
4786
DELISTED
D. Boral ARC Acquisition I Corp Units
BCARU
| $521K | ﹤0.01% |
49,899
-12,140
| -20% | -$132K |
2025 Q3
2 quarters
|
|
|
TACHU
4787
Titan Acquisition Corp Units
TACHU
| $521K | ﹤0.01% |
50,000
| – | – |
2025 Q2
3 quarters
|
|
4788
Cass Information Systems
CASS
$692M
| $519K | ﹤0.01% |
11,810
-2,249
| -16% | -$99K |
2016 Q4
37 quarters
|
|
|
LOKV
4789
DELISTED
Live Oak Acquisition Corp V
LOKV
| $519K | ﹤0.01% |
49,919
-49,958
| -50% | -$516K |
2025 Q2
3 quarters
|
|
4790
Inhibikase Therapeutics
IKT
$279M
| $519K | ﹤0.01% |
328,518
+303,669
| +1,222% | +$539K |
2025 Q2
3 quarters
|
|
4791
State Street Nuveen Municipal Bond ETF
MBND
$25.7M
| $519K | ﹤0.01% |
19,158
+18,161
| +1,822% | +$499K |
2025 Q4
1 quarter
|
|
4792
Innovator US Equity Ultra Buffer ETF July
UJUL
$302M
| $519K | ﹤0.01% |
13,779
-342
| -2% | -$13.3K |
2023 Q3
10 quarters
|
|
4793
PUT
Autodesk
ADSK
$44.3B
| $518K | ﹤0.01% |
2,200
-194,700
| -99% | -$48.9M |
2025 Q2
3 quarters
|
|
|
NHIC
4794
DELISTED
NewHold Investment Corp III
NHIC
| $518K | ﹤0.01% |
49,926
-49,962
| -50% | -$520K |
2025 Q2
3 quarters
|
|
|
TVA
4795
Texas Ventures Acquisition III Corp
TVA
$317M
| $518K | ﹤0.01% |
49,920
+40
| +0.1% | +$423 |
2025 Q2
3 quarters
|
|
4796
CALL
Chewy
CHWY
$7.3B
| $518K | ﹤0.01% |
20,000
-48,400
| -71% | -$1.35M |
2025 Q4
1 quarter
|
|
|
BACCU
4797
Blue Acquisition Corp Unit
BACCU
| $518K | ﹤0.01% |
50,000
-50,000
| -50% | -$526K |
2025 Q2
3 quarters
|
|
|
TACOU
4798
Berto Acquisition Corp Unit
TACOU
| $517K | ﹤0.01% |
50,000
-50,000
| -50% | -$517K |
2025 Q2
3 quarters
|
|
|
PCAPU
4799
ProCap Acquisition Corp Unit
PCAPU
| $517K | ﹤0.01% |
50,000
-50,000
| -50% | -$515K |
2025 Q2
3 quarters
|
|
4800
Kingstone Companies
KINS
$268M
| $516K | ﹤0.01% |
35,773
+24,570
| +219% | +$387K |
2023 Q3
10 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.