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 | |
|---|---|---|---|---|---|---|---|
|
TACH
4801
Titan Acquisition Corp
TACH
$364M
| $516K | ﹤0.01% |
49,902
+49
| +0.1% | +$505 |
2025 Q3
2 quarters
|
|
|
QVMM
4802
Invesco QQQ Trust Series 1
QVMM
$416M
| $516K | ﹤0.01% |
16,729
+16,003
| +2,204% | +$519K |
2025 Q4
1 quarter
|
|
|
WENNU
4803
Wen Acquisition Corp Unit
WENNU
| $515K | ﹤0.01% |
50,000
| – | – |
2025 Q2
3 quarters
|
|
|
HVMCU
4804
Highview Merger Corp Units
HVMCU
| $515K | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
4805
Vident US Equity Strategy ETF
VUSE
$679M
| $514K | ﹤0.01% |
+8,400
| New | +$549K |
2026 Q1
0 quarters
|
|
|
TLX
4806
Telix Pharmaceuticals
TLX
$3.58B
| $514K | ﹤0.01% |
57,348
-17,020
| -23% | -$130K |
2025 Q3
2 quarters
|
|
|
EVAC.U
4807
EQV Ventures Acquisition Corp II Units
EVAC.U
| $514K | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
4808
Invesco S&P Global Water Index ETF
CGW
$1.02B
| $513K | ﹤0.01% |
8,175
+722
| +10% | +$47.3K |
2022 Q4
13 quarters
|
|
4809
Fidelity MSCI Utilities Index ETF
FUTY
$2.12B
| $513K | ﹤0.01% |
8,671
+6,498
| +299% | +$377K |
2022 Q4
13 quarters
|
|
|
ONCHU
4810
1RT Acquisition Corp Units
ONCHU
| $513K | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
4811
US Treasury 6 Month Bill ETF
XBIL
$754M
| $512K | ﹤0.01% |
+10,244
| New | +$513K |
2026 Q1
0 quarters
|
|
|
HCACU
4812
Hall Chadwick Acquisition Corp Unit
HCACU
| $512K | ﹤0.01% |
50,000
| – | – |
2025 Q4
1 quarter
|
|
4813
Aviat Networks
AVNW
$265M
| $511K | ﹤0.01% |
22,743
+4,864
| +27% | +$116K |
2015 Q4
41 quarters
|
|
4814
American Coastal Insurance
ACIC
$441M
| $511K | ﹤0.01% |
45,190
-97,589
| -68% | -$1.1M |
2017 Q2
35 quarters
|
|
|
IPCX
4815
DELISTED
Inflection Point Acquisition Corp III
IPCX
| $511K | ﹤0.01% |
49,908
-49,953
| -50% | -$508K |
2025 Q3
2 quarters
|
|
4816
Telkom Indonesia
TLK
$12.4B
| $511K | ﹤0.01% |
28,139
-8,294
| -23% | -$169K |
2013 Q2
51 quarters
|
|
4817
PUT
Ciena
CIEN
$55.5B
| $511K | ﹤0.01% |
1,400
| – | – |
2025 Q4
1 quarter
|
|
|
LWACU
4818
LightWave Acquisition Corp Units
LWACU
$200M
| $511K | ﹤0.01% |
50,000
-50,000
| -50% | -$511K |
2025 Q2
3 quarters
|
|
|
EVOXU
4819
Evolution Global Acquisition Corp Units
EVOXU
| $510K | ﹤0.01% |
50,000
| – | – |
2025 Q4
1 quarter
|
|
|
IGACU
4820
Invest Green Acquisition Corp Units
IGACU
| $510K | ﹤0.01% |
50,000
| – | – |
2025 Q4
1 quarter
|
|
|
BIXIU
4821
Bitcoin Infrastructure Acquisition Corp Unit
BIXIU
| $510K | ﹤0.01% |
50,000
| – | – |
2025 Q4
1 quarter
|
|
|
RDAG
4822
Republic Digital Acquisition Co
RDAG
$392M
| $510K | ﹤0.01% |
49,894
+54
| +0.1% | +$552 |
2025 Q2
3 quarters
|
|
|
GTEN
4823
Gores Holdings X
GTEN
$472M
| $510K | ﹤0.01% |
49,872
+75
| +0.2% | +$772 |
2025 Q2
3 quarters
|
|
|
OTGAU
4824
OTG Acquisition Corp I Unit
OTGAU
$215M
| $510K | ﹤0.01% |
50,000
| – | – |
2025 Q3
2 quarters
|
|
|
KOYNU
4825
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$214M
| $509K | ﹤0.01% |
50,079
-9
| -0% | -$91 |
2025 Q3
2 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.