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 | |
|---|---|---|---|---|---|---|---|
|
MMTXU
4951
Miluna Acquisition Corp Units
MMTXU
| $406K | ﹤0.01% |
40,000
| – | – |
2025 Q4
1 quarter
|
|
|
HAVAU
4952
Harvard Ave Acquisition Corporation Unit
HAVAU
| $405K | ﹤0.01% |
40,000
| – | – |
2025 Q4
1 quarter
|
|
4953
FT Vest Growth-100 Buffer ETF June
QJUN
$734M
| $405K | ﹤0.01% |
+13,261
| New | +$422K |
2026 Q1
0 quarters
|
|
4954
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$714M
| $405K | ﹤0.01% |
7,376
+270
| +4% | +$15.7K |
2022 Q3
14 quarters
|
|
|
KALV
4955
DELISTED
KalVista Pharmaceuticals
KALV
| $404K | ﹤0.01% |
22,026
+2,572
| +13% | +$41.5K |
2017 Q4
33 quarters
|
|
|
TDAY
4956
USA Today Co
TDAY
$1.04B
| $403K | ﹤0.01% |
59,305
-230,277
| -80% | -$1.41M |
2017 Q4
33 quarters
|
|
4957
Keros Therapeutics
KROS
$225M
| $402K | ﹤0.01% |
37,680
+19,042
| +102% | +$294K |
2020 Q2
23 quarters
|
|
4958
Cooper-Standard Automotive
CPS
$388M
| $402K | ﹤0.01% |
15,170
+5,648
| +59% | +$189K |
2016 Q1
40 quarters
|
|
4959
ProShares Short VIX Short-Term Futures ETF
SVXY
$261M
| $401K | ﹤0.01% |
9,174
+4,411
| +93% | +$229K |
2025 Q3
2 quarters
|
|
4960
CALL
Affirm
AFRM
$23.9B
| $400K | ﹤0.01% |
9,300
+8,700
| +1,450% | +$503K |
2024 Q4
5 quarters
|
|
|
IRAB.U
4961
Iris Acquisition Corp II Units
IRAB.U
| $398K | ﹤0.01% |
+40,000
| New | +$398K |
2026 Q1
0 quarters
|
|
|
NOA
4962
North American Construction
NOA
$328M
| $395K | ﹤0.01% |
30,304
+21,199
| +233% | +$324K |
2025 Q4
1 quarter
|
|
|
AIOT
4963
PowerFleet Inc
AIOT
$377M
| $395K | ﹤0.01% |
136,201
-58,695
| -30% | -$246K |
2024 Q2
7 quarters
|
|
4964
ActivePassive US Equity ETF
APUE
$2.5B
| $393K | ﹤0.01% |
10,091
+7,149
| +243% | +$298K |
2025 Q3
2 quarters
|
|
4965
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.82B
| $392K | ﹤0.01% |
9,988
+3,161
| +46% | +$133K |
2025 Q3
2 quarters
|
|
4966
iShares International Small Cap Equity Factor ETF
ISCF
$663M
| $391K | ﹤0.01% |
9,625
-100
| -1% | -$4.35K |
2025 Q2
3 quarters
|
|
4967
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$360M
| $390K | ﹤0.01% |
8,812
+6,817
| +342% | +$246K |
2025 Q2
3 quarters
|
|
4968
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$287M
| $390K | ﹤0.01% |
7,903
+3,228
| +69% | +$160K |
2022 Q4
13 quarters
|
|
4969
POET Technologies
POET
$1.35B
| $390K | ﹤0.01% |
+76,732
| New | +$498K |
2026 Q1
0 quarters
|
|
4970
CALL
ON Semiconductor
ON
$33B
| $390K | ﹤0.01% |
7,000
-71,000
| -91% | -$4.46M |
2023 Q1
12 quarters
|
|
4971
CALL
Generac Holdings
GNRC
$12.8B
| $390K | ﹤0.01% |
+2,100
| New | +$403K |
2026 Q1
0 quarters
|
|
4972
Core Laboratories
CLB
$455M
| $389K | ﹤0.01% |
23,192
+4
| +0% | +$72 |
2013 Q2
51 quarters
|
|
4973
State Street SPDR S&P Pharmaceuticals ETF
XPH
$525M
| $388K | ﹤0.01% |
7,563
-50
| -0.7% | -$2.79K |
2015 Q4
41 quarters
|
|
4974
Omega Flex
OFLX
$266M
| $385K | ﹤0.01% |
12,529
-3,069
| -20% | -$101K |
2017 Q4
33 quarters
|
|
4975
Smith Douglas Homes
SDHC
$84.6M
| $384K | ﹤0.01% |
+31,559
| New | +$518K |
2026 Q1
0 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.