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 | |
|---|---|---|---|---|---|---|---|
4926
Vident US Bond Strategy ETF
VBND
$507M
| $425K | ﹤0.01% |
9,818
+1,871
| +24% | +$82.3K |
2024 Q2
7 quarters
|
|
4927
Regional Management Corp
RM
$293M
| $425K | ﹤0.01% |
13,379
+4,850
| +57% | +$169K |
2016 Q4
37 quarters
|
|
4928
Energy Services of America
ESOA
$205M
| $424K | ﹤0.01% |
32,120
+8,485
| +36% | +$99.8K |
2025 Q2
3 quarters
|
|
|
NJUN
4929
Innovator Growth-100 Power Buffer ETF - June
NJUN
$179M
| $424K | ﹤0.01% |
13,765
-525
| -4% | -$16.6K |
2025 Q4
1 quarter
|
|
|
KRSP
4930
Rice Acquisition Corporation 3
KRSP
$488M
| $423K | ﹤0.01% |
41,061
-138
| -0.3% | -$1.43K |
2025 Q4
1 quarter
|
|
4931
FT Vest Growth-100 Buffer ETF March
QMAR
$609M
| $423K | ﹤0.01% |
+12,890
| New | +$429K |
2026 Q1
0 quarters
|
|
4932
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.99B
| $419K | ﹤0.01% |
2,022
-2,538
| -56% | -$580K |
2022 Q2
15 quarters
|
|
|
OLP
4933
One Liberty Properties
OLP
$482M
| $419K | ﹤0.01% |
19,360
-9,696
| -33% | -$215K |
2017 Q4
33 quarters
|
|
4934
Greenlight Captial
GLRE
$481M
| $418K | ﹤0.01% |
24,606
-8,365
| -25% | -$122K |
2017 Q4
33 quarters
|
|
4935
State Street SPDR NYSE Technology ETF
XNTK
$2.13B
| $417K | ﹤0.01% |
1,707
+89
| +6% | +$24.3K |
2020 Q3
22 quarters
|
|
|
RWT
4936
Redwood Trust
RWT
$443M
| $416K | ﹤0.01% |
77,396
+8,984
| +13% | +$52.1K |
2013 Q2
51 quarters
|
|
4937
First Trust Materials AlphaDEX Fund
FXZ
$368M
| $416K | ﹤0.01% |
+5,620
| New | +$418K |
2025 Q1
4 quarters
|
|
|
YB
4938
Yuanbao Inc
YB
$596M
| $416K | ﹤0.01% |
24,036
+3,370
| +16% | +$66K |
2025 Q2
3 quarters
|
|
4939
First Business Financial Services
FBIZ
$594M
| $416K | ﹤0.01% |
7,679
-6,901
| -47% | -$384K |
2021 Q4
17 quarters
|
|
4940
Columbia Financial
CLBK
$3.08B
| $415K | ﹤0.01% |
52,690
-115,995
| -69% | -$906K |
2018 Q2
31 quarters
|
|
4941
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
| $414K | ﹤0.01% |
8,389
+3,975
| +90% | +$206K |
2024 Q3
6 quarters
|
|
|
MCGAU
4942
Yorkville Acquisition Corp Unit
MCGAU
$160M
| $413K | ﹤0.01% |
40,000
| – | – |
2025 Q2
3 quarters
|
|
4943
PUT
Lucid Motors
LCID
$1.63B
| $412K | ﹤0.01% |
45,000
-425,000
| -90% | -$4.42M |
2024 Q3
6 quarters
|
|
4944
Geron
GERN
$771M
| $411K | ﹤0.01% |
291,838
+27,360
| +10% | +$41.6K |
2014 Q4
45 quarters
|
|
|
AIIA.U
4945
AI Infrastructure Acquisition Corp Units
AIIA.U
| $410K | ﹤0.01% |
40,000
| – | – |
2025 Q4
1 quarter
|
|
4946
Omeros
OMER
$1.35B
| $409K | ﹤0.01% |
41,720
+4,529
| +12% | +$53.4K |
2017 Q4
33 quarters
|
|
4947
Savara
SVRA
$988M
| $408K | ﹤0.01% |
80,709
+7,650
| +10% | +$42.6K |
2018 Q1
32 quarters
|
|
4948
Franklin International Aggregate Bond ETF
FLIA
$427M
| $407K | ﹤0.01% |
20,164
+299
| +2% | +$6.07K |
2024 Q4
5 quarters
|
|
4949
Kura Oncology
KURA
$947M
| $406K | ﹤0.01% |
52,572
+12,471
| +31% | +$107K |
2017 Q3
34 quarters
|
|
|
WENN
4950
Wen Acquisition Corp
WENN
| $406K | ﹤0.01% |
39,894
+54
| +0.1% | +$549 |
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.