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 | |
|---|---|---|---|---|---|---|
4876
Peoples Bancorp
PEBO
$1.51B
| $481K | ﹤0.01% |
14,819
-66,889
| -82% | -$2.16M |
|
4877
Nuveen Real Asset Income & Growth Fund
JRI
$350M
| $481K | ﹤0.01% |
+40,365
| New | +$525K |
|
|
LNKB
4878
DELISTED
LINKBANCORP
LNKB
| $480K | ﹤0.01% |
57,888
+49,163
| +563% | +$426K |
|
4879
PagerDuty
PD
$830M
| $479K | ﹤0.01% |
77,921
-31,142
| -29% | -$269K |
|
4880
Johnson Outdoors
JOUT
$496M
| $478K | ﹤0.01% |
10,293
-6,257
| -38% | -$292K |
|
|
WCMI
4881
First Trust WCM International Equity ETF
WCMI
$1.64B
| $477K | ﹤0.01% |
+29,579
| New | +$522K |
|
|
KLAR
4882
Klarna Group
KLAR
$7.04B
| $477K | ﹤0.01% |
38,193
+14,422
| +61% | +$286K |
|
|
IDVZ
4883
Polen International Dividend Income Fund
IDVZ
$199M
| $476K | ﹤0.01% |
14,461
+14,051
| +3,427% | +$473K |
|
4884
EyePoint Inc
EYPT
$999M
| $475K | ﹤0.01% |
40,112
+2,923
| +8% | +$43.7K |
|
|
KMTS
4885
Kestra Medical Technologies
KMTS
$1.33B
| $473K | ﹤0.01% |
25,786
+5,997
| +30% | +$141K |
|
4886
CALL
Rocket Lab Corp
RKLB
$36.6B
| $471K | ﹤0.01% |
8,200
-300
| -4% | -$22.6K |
|
4887
Hertz
HTZ
$527M
| $465K | ﹤0.01% |
103,778
+5,516
| +6% | +$26.7K |
|
4888
Tredegar Corp
TG
$260M
| $465K | ﹤0.01% |
60,296
+1,537
| +3% | +$12.8K |
|
4889
ROBO Global Robotics & Automation Index ETF
ROBO
$1.87B
| $463K | ﹤0.01% |
7,039
-3,045
| -30% | -$224K |
|
4890
iShares ESG Aware Aggressive Allocation ETF
EAOA
$36.2M
| $463K | ﹤0.01% |
11,694
+89
| +0.8% | +$3.73K |
|
4891
Limbach Holdings
LMB
$807M
| $460K | ﹤0.01% |
5,946
+52
| +0.9% | +$4.38K |
|
4892
Absci
ABSI
$1.17B
| $460K | ﹤0.01% |
166,590
-3,342
| -2% | -$9.67K |
|
4893
Evolv Technologies
EVLV
$998M
| $459K | ﹤0.01% |
80,883
+9,077
| +13% | +$53.1K |
|
|
ZSEP
4894
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$122M
| $459K | ﹤0.01% |
17,289
-2,028
| -10% | -$54.4K |
|
4895
Pulmonx
LUNG
$52.8M
| $458K | ﹤0.01% |
388,103
-38,676
| -9% | -$63.9K |
|
|
ZBIO
4896
Zenas BioPharma
ZBIO
$1.96B
| $458K | ﹤0.01% |
25,109
+3,383
| +16% | +$75.9K |
|
4897
Alico
ALCO
$280M
| $457K | ﹤0.01% |
11,140
-3,602
| -24% | -$143K |
|
4898
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
| $456K | ﹤0.01% |
10,420
-541
| -5% | -$24.8K |
|
4899
Revolve Group
RVLV
$1.85B
| $454K | ﹤0.01% |
20,639
-29,071
| -58% | -$763K |
|
4900
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.03B
| $454K | ﹤0.01% |
+25,000
| New | +$485K |
|
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.