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 | |
|---|---|---|---|---|---|---|
4976
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$110M
| $384K | ﹤0.01% |
18,294
-136,874
| -88% | -$2.94M |
|
4977
Waterstone Financial
WSBF
$371M
| $383K | ﹤0.01% |
21,058
-20,532
| -49% | -$365K |
|
4978
Gabelli Equity Trust
GAB
$1.73B
| $383K | ﹤0.01% |
69,800
+52,899
| +313% | +$317K |
|
4979
Ironwood Pharmaceuticals
IRWD
$586M
| $382K | ﹤0.01% |
118,191
-96,416
| -45% | -$395K |
|
4980
Ceragon Networks
CRNT
$188M
| $381K | ﹤0.01% |
189,695
+1,398
| +0.7% | +$3.17K |
|
|
SLI
4981
Standard Lithium
SLI
$475M
| $380K | ﹤0.01% |
117,501
+92,517
| +370% | +$414K |
|
4982
Sprott Uranium Miners ETF
URNM
$1.71B
| $379K | ﹤0.01% |
6,492
+1,818
| +39% | +$124K |
|
4983
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$430M
| $378K | ﹤0.01% |
13,757
+2,411
| +21% | +$69K |
|
4984
Northeast Bank
NBN
$1.04B
| $378K | ﹤0.01% |
3,439
-17,987
| -84% | -$2.03M |
|
4985
Telesat
TSAT
$524M
| $377K | ﹤0.01% |
11,204
+4,087
| +57% | +$131K |
|
4986
CALL
Sony
SONY
$137B
| $376K | ﹤0.01% |
+18,900
| New | +$423K |
|
4987
First Trust Long/Short Equity ETF
FTLS
$2.44B
| $376K | ﹤0.01% |
5,416
+249
| +5% | +$17.6K |
|
4988
Arbutus Biopharma
ABUS
$847M
| $374K | ﹤0.01% |
87,049
-10,826
| -11% | -$47.3K |
|
4989
iShares Preferred and Income Securities ETF
PFF
$13.1B
| $374K | ﹤0.01% |
12,420
-1,039
| -8% | -$32.5K |
|
|
POLE
4990
Andretti Acquisition Corp II
POLE
$319M
| $372K | ﹤0.01% |
34,916
-14,957
| -30% | -$159K |
|
4991
Vanguard Core Bond ETF
VCRB
$7.19B
| $370K | ﹤0.01% |
+4,801
| New | +$375K |
|
4992
Inseego
INSG
$104M
| $370K | ﹤0.01% |
34,451
-127
| -0.4% | -$1.43K |
|
4993
CALL
Cameco
CCJ
$36.8B
| $370K | ﹤0.01% |
3,600
+2,900
| +414% | +$332K |
|
|
RHLD
4994
Resolute Holdings Management
RHLD
$1.05B
| $369K | ﹤0.01% |
2,423
+307
| +15% | +$56K |
|
4995
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.8B
| $368K | ﹤0.01% |
3,728
+2,474
| +197% | +$249K |
|
4996
Altimmune
ALT
$568M
| $367K | ﹤0.01% |
127,498
+22,966
| +22% | +$97.5K |
|
4997
CALL
DuPont de Nemours
DD
$18.6B
| $367K | ﹤0.01% |
+2,767
| New | +$382K |
|
4998
TFS Financial
TFSL
$5.11B
| $367K | ﹤0.01% |
26,715
+3,298
| +14% | +$46.6K |
|
|
DAAQ
4999
Digital Asset Acquisition Corp
DAAQ
$158M
| $367K | ﹤0.01% |
35,843
+5,935
| +20% | +$60.7K |
|
5000
First Trust Small Cap Value AlphaDEX Fund
FYT
$193M
| $365K | ﹤0.01% |
5,993
+2,872
| +92% | +$177K |
|
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.