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 | |
|---|---|---|---|---|---|---|---|
5076
VictoryShares US 500 Volatility Wtd ETF
CFA
$512M
| $303K | ﹤0.01% |
3,367
+1,260
| +60% | +$118K |
2024 Q2
7 quarters
|
|
|
DYORU
5077
Insight Digital Partners II Units
DYORU
| $302K | ﹤0.01% |
30,000
| – | – |
2025 Q4
1 quarter
|
|
5078
First Community Bankshares
FCBC
$908M
| $302K | ﹤0.01% |
7,245
-24,787
| -77% | -$944K |
2013 Q2
51 quarters
|
|
|
LAFAU
5079
LaFayette Acquisition Corp Unit
LAFAU
| $302K | ﹤0.01% |
30,000
| – | – |
2025 Q4
1 quarter
|
|
5080
RCI Hospitality Holdings
RICK
$203M
| $301K | ﹤0.01% |
12,914
+6,973
| +117% | +$164K |
2016 Q1
40 quarters
|
|
5081
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $301K | ﹤0.01% |
3,798
+124
| +3% | +$10.5K |
2022 Q4
13 quarters
|
|
|
FTMS
5082
Franklin Short-Term Municipal Income ETF
FTMS
$190M
| $301K | ﹤0.01% |
30,366
+5,265
| +21% | +$52.5K |
2025 Q4
1 quarter
|
|
5083
First Trust Long Duration Opportunities ETF
LGOV
$589M
| $300K | ﹤0.01% |
13,996
-2,814
| -17% | -$61.6K |
2024 Q2
7 quarters
|
|
5084
Donegal Group Class A
DGICA
$678M
| $300K | ﹤0.01% |
17,480
-5,691
| -25% | -$103K |
2017 Q4
33 quarters
|
|
5085
Counterpoint Quantitative Equity ETF
CPAI
$469M
| $300K | ﹤0.01% |
7,415
+313
| +4% | +$13.5K |
2025 Q1
4 quarters
|
|
5086
Cracker Barrel
CBRL
$1.25B
| $299K | ﹤0.01% |
10,770
+566
| +6% | +$17.2K |
2013 Q2
51 quarters
|
|
5087
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$170M
| $299K | ﹤0.01% |
7,866
-685
| -8% | -$26.2K |
2022 Q4
13 quarters
|
|
5088
LSI Industries
LYTS
$792M
| $298K | ﹤0.01% |
16,352
-23,014
| -58% | -$475K |
2020 Q2
23 quarters
|
|
5089
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.03B
| $298K | ﹤0.01% |
5,920
+5,678
| +2,346% | +$286K |
2025 Q4
1 quarter
|
|
5090
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$41.8M
| $298K | ﹤0.01% |
7,758
+5,879
| +313% | +$230K |
2024 Q4
5 quarters
|
|
5091
PUT
Vail Resorts
MTN
$5.03B
| $298K | ﹤0.01% |
2,400
+700
| +41% | +$95.5K |
2025 Q2
3 quarters
|
|
5092
Inhibrx
INBX
$1.43B
| $295K | ﹤0.01% |
4,932
-12,127
| -71% | -$900K |
2024 Q2
7 quarters
|
|
5093
Neuberger Disrupters ETF
NBDS
$183M
| $295K | ﹤0.01% |
+10,037
| New | +$332K |
2026 Q1
0 quarters
|
|
|
CEPU
5094
Central Puerto
CEPU
$1.75B
| $295K | ﹤0.01% |
19,085
+7,002
| +58% | +$111K |
2025 Q1
4 quarters
|
|
|
GPMT
5095
Granite Point Mortgage Trust
GPMT
$36.7M
| $293K | ﹤0.01% |
208,985
-7,853
| -4% | -$15.1K |
2017 Q4
33 quarters
|
|
|
FBLA
5096
FB Bancorp
FBLA
$246M
| $293K | ﹤0.01% |
21,274
-48,621
| -70% | -$641K |
2025 Q1
4 quarters
|
|
5097
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.63B
| $292K | ﹤0.01% |
12,538
+10,257
| +450% | +$247K |
2022 Q3
14 quarters
|
|
5098
PUT
Builders FirstSource
BLDR
$6.05B
| $292K | ﹤0.01% |
3,700
-1,900
| -34% | -$203K |
2025 Q1
4 quarters
|
|
5099
CALL
Allegiant Air
ALGT
$2.12B
| $291K | ﹤0.01% |
+3,800
| New | +$350K |
2026 Q1
0 quarters
|
|
|
FBRT
5100
Franklin BSP Realty Trust
FBRT
$521M
| $287K | ﹤0.01% |
33,685
-31,783
| -49% | -$302K |
2021 Q4
17 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.