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 | |
|---|---|---|---|---|---|---|
4901
PDF Solutions
PDFS
$1.72B
| $453K | ﹤0.01% |
14,668
+1,072
| +8% | +$35K |
|
4902
RCM Technologies
RCMT
$202M
| $453K | ﹤0.01% |
23,405
+11,067
| +90% | +$215K |
|
|
KGEI
4903
Kolibri Global Energy
KGEI
$183M
| $450K | ﹤0.01% |
78,726
-40,019
| -34% | -$169K |
|
4904
Dakota Gold
DC
$617M
| $450K | ﹤0.01% |
96,546
-61,647
| -39% | -$365K |
|
4905
PAR Technology
PAR
$716M
| $449K | ﹤0.01% |
35,034
+2,894
| +9% | +$68K |
|
4906
Backblaze
BLZE
$683M
| $448K | ﹤0.01% |
135,468
-470,457
| -78% | -$1.98M |
|
|
DRD
4907
DRDGold
DRD
$1.75B
| $448K | ﹤0.01% |
16,208
+8,252
| +104% | +$274K |
|
4908
Riley Exploration Permian
REPX
$728M
| $448K | ﹤0.01% |
12,203
+4,689
| +62% | +$140K |
|
4909
First Watch Restaurant Group
FWRG
$814M
| $446K | ﹤0.01% |
44,146
-1,838,525
| -98% | -$26.6M |
|
4910
PUT
Live Nation Entertainment
LYV
$42.9B
| $446K | ﹤0.01% |
+3,000
| New | +$454K |
|
|
ZJAN
4911
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
| $443K | ﹤0.01% |
+16,316
| New | +$447K |
|
|
FRMI
4912
CALL
Fermi Inc
FRMI
$3.74B
| $442K | ﹤0.01% |
+82,500
| New | +$722K |
|
|
AEVA
4913
Aeva Technologies
AEVA
$956M
| $441K | ﹤0.01% |
37,943
+9,021
| +31% | +$134K |
|
|
RAPP
4914
Rapport Therapeutics
RAPP
$1.96B
| $439K | ﹤0.01% |
15,846
+717
| +5% | +$20.2K |
|
4915
Direxion Daily Energy Bull 2X ETF
ERX
$231M
| $438K | ﹤0.01% |
4,145
+3,429
| +479% | +$274K |
|
4916
Miller Industries
MLR
$577M
| $435K | ﹤0.01% |
9,578
-15,281
| -61% | -$652K |
|
4917
Similarweb
SMWB
$627M
| $435K | ﹤0.01% |
175,207
+154,958
| +765% | +$647K |
|
4918
VictoryShares WestEnd US Sector ETF
MODL
$1.02B
| $434K | ﹤0.01% |
9,964
+7,412
| +290% | +$347K |
|
4919
Coastal Financial
CCB
$1.08B
| $434K | ﹤0.01% |
5,843
+79
| +1% | +$7.14K |
|
|
BZUN
4920
Baozun
BZUN
$179M
| $433K | ﹤0.01% |
185,082
+1,826
| +1% | +$4.75K |
|
4921
VanEck Short High Yield Muni ETF
SHYD
$452M
| $432K | ﹤0.01% |
19,120
+10,208
| +115% | +$234K |
|
4922
Birkenstock
BIRK
$7.64B
| $431K | ﹤0.01% |
12,655
-5,475
| -30% | -$213K |
|
4923
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$297M
| $429K | ﹤0.01% |
8,501
+1,528
| +22% | +$77.7K |
|
4924
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$134M
| $429K | ﹤0.01% |
+10,390
| New | +$441K |
|
|
ITRG
4925
Integra Resources
ITRG
$414M
| $426K | ﹤0.01% |
+165,733
| New | +$613K |
|
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.