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 | |
|---|---|---|---|---|---|---|---|
|
MESHU
4851
Meshflow Acquisition Corp Units
MESHU
| $498K | ﹤0.01% |
50,000
-50,000
| -50% | -$500K |
2025 Q4
1 quarter
|
|
|
MZYX.U
4852
MOZAYYX Acquisition Corp Units
MZYX.U
| $498K | ﹤0.01% |
+50,000
| New | +$497K |
2026 Q1
0 quarters
|
|
|
BEBE.U
4853
TGE Value Creative Solutions Corp Units
BEBE.U
| $497K | ﹤0.01% |
50,000
+25,000
| +100% | +$249K |
2025 Q4
1 quarter
|
|
4854
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$2.93B
| $495K | ﹤0.01% |
11,403
+7,613
| +201% | +$337K |
2021 Q1
20 quarters
|
|
|
DHIL
4855
DELISTED
Diamond Hill
DHIL
| $492K | ﹤0.01% |
2,848
-4,218
| -60% | -$723K |
2017 Q4
33 quarters
|
|
4856
Lexeo Therapeutics
LXEO
$290M
| $491K | ﹤0.01% |
93,163
+63,302
| +212% | +$449K |
2023 Q4
9 quarters
|
|
|
IAUG
4857
Innovator International Developed Power Buffer ETF - August
IAUG
$80.2M
| $491K | ﹤0.01% |
+17,402
| New | +$504K |
2026 Q1
0 quarters
|
|
4858
CALL
Global Payments
GPN
$20.7B
| $491K | ﹤0.01% |
7,400
-50,000
| -87% | -$3.69M |
2025 Q2
3 quarters
|
|
|
4859
PUT
Global Payments
GPN
$20.7B
| $491K | ﹤0.01% |
7,400
-50,000
| -87% | -$3.69M |
2025 Q2
3 quarters
|
|
4860
El Paso Energy Capital Trust I
EP.PRC
$219M
| $489K | ﹤0.01% |
9,645
| – | – |
2024 Q1
8 quarters
|
|
|
NBIS
4861
PUT
Nebius Group N.V.
NBIS
$66B
| $489K | ﹤0.01% |
5,300
+4,500
| +563% | +$449K |
2025 Q4
1 quarter
|
|
4862
JELD-WEN Holding
JELD
$164M
| $488K | ﹤0.01% |
443,773
+8,213
| +2% | +$18K |
2017 Q1
36 quarters
|
|
|
CGHM
4863
Capital Group Municipal High-Income ETF
CGHM
$3.23B
| $488K | ﹤0.01% |
19,344
+5,572
| +40% | +$143K |
2025 Q3
2 quarters
|
|
4864
FT Vest US Equity Moderate Buffer ETF March
GMAR
$424M
| $487K | ﹤0.01% |
11,858
+9,917
| +511% | +$409K |
2023 Q3
10 quarters
|
|
4865
Anika Therapeutics
ANIK
$256M
| $485K | ﹤0.01% |
34,300
+966
| +3% | +$11.2K |
2015 Q4
41 quarters
|
|
4866
iShares Morningstar Multi-Asset Income ETF
IYLD
$124M
| $485K | ﹤0.01% |
22,537
| – | – |
2020 Q1
24 quarters
|
|
|
AOCT
4867
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$48M
| $484K | ﹤0.01% |
18,429
+4,760
| +35% | +$127K |
2025 Q3
2 quarters
|
|
4868
Cadeler
CDLR
$2.14B
| $484K | ﹤0.01% |
22,072
-5,658
| -20% | -$134K |
2023 Q4
9 quarters
|
|
4869
Heritage Financial
HFWA
$1.15B
| $484K | ﹤0.01% |
18,936
-12,575
| -40% | -$327K |
2014 Q2
47 quarters
|
|
4870
TRI-Continental Corp
TY
$1.83B
| $483K | ﹤0.01% |
15,611
-196
| -1% | -$6.42K |
2022 Q4
13 quarters
|
|
4871
Certara
CERT
$1.43B
| $482K | ﹤0.01% |
84,879
-27,165
| -24% | -$207K |
2020 Q4
21 quarters
|
|
4872
PUT
Sony
SONY
$139B
| $482K | ﹤0.01% |
+24,200
| New | +$542K |
2026 Q1
0 quarters
|
|
|
CRESY
4873
Cresud
CRESY
$804M
| $482K | ﹤0.01% |
39,348
+34,937
| +792% | +$425K |
2025 Q4
1 quarter
|
|
|
VLOS
4874
Velos Acquisition I Corp
VLOS
$252M
| $482K | ﹤0.01% |
44,715
-5,132
| -10% | -$54.8K |
2025 Q2
3 quarters
|
|
4875
SelectQuote
SLQT
$73.7M
| $481K | ﹤0.01% |
784,600
-358,827
| -31% | -$377K |
2020 Q2
23 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.