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 | |
|---|---|---|---|---|---|---|---|
5101
Invesco S&P SmallCap Industrials ETF
PSCI
$275M
| $287K | ﹤0.01% |
1,921
-46
| -2% | -$7.5K |
2024 Q2
7 quarters
|
|
5102
Groupon
GRPN
$785M
| $287K | ﹤0.01% |
26,125
+15,697
| +151% | +$209K |
2023 Q4
9 quarters
|
|
5103
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$239M
| $287K | ﹤0.01% |
7,877
| – | – |
2025 Q1
4 quarters
|
|
|
USAS
5104
Americas Gold and Silver
USAS
$1.49B
| $287K | ﹤0.01% |
61,354
-72,532
| -54% | -$530K |
2024 Q4
5 quarters
|
|
5105
Fidelity Yield Enhanced Equity ETF
FYEE
$296M
| $286K | ﹤0.01% |
+10,857
| New | +$311K |
2026 Q1
0 quarters
|
|
|
STXF
5106
Strive 500 ETF
STXF
$1.17B
| $286K | ﹤0.01% |
7,021
+1,268
| +22% | +$55.6K |
2025 Q3
2 quarters
|
|
5107
Washington Trust Bancorp
WASH
$734M
| $286K | ﹤0.01% |
8,676
-14,709
| -63% | -$485K |
2013 Q2
51 quarters
|
|
5108
Innovator US Equity Buffer ETF April
BAPR
$418M
| $285K | ﹤0.01% |
5,970
+237
| +4% | +$11.5K |
2025 Q1
4 quarters
|
|
5109
Wabash National
WNC
$572M
| $284K | ﹤0.01% |
33,641
-90,902
| -73% | -$903K |
2013 Q2
51 quarters
|
|
|
ILPT
5110
Industrial Logistics Properties Trust
ILPT
$473M
| $284K | ﹤0.01% |
49,057
-119,587
| -71% | -$696K |
2018 Q1
32 quarters
|
|
|
GME.WS
5111
GameStop Corp Warrants
GME.WS
| – | – |
0
| – | – |
2025 Q4
1 quarter
|
|
5112
First Trust Nasdaq Bank ETF
FTXO
$276M
| $281K | ﹤0.01% |
8,032
-8,806
| -52% | -$333K |
2025 Q3
2 quarters
|
|
|
NIQ
5113
NIQ Global Intelligence PLC
NIQ
$4.91B
| $281K | ﹤0.01% |
27,003
+2,894
| +12% | +$39K |
2025 Q3
2 quarters
|
|
5114
Energy Recovery
ERII
$346M
| $280K | ﹤0.01% |
28,551
+211
| +0.7% | +$2.76K |
2013 Q2
51 quarters
|
|
|
DOG
5115
ProShares Short Dow30
DOG
$110M
| $278K | ﹤0.01% |
11,113
+5,546
| +100% | +$130K |
2024 Q4
5 quarters
|
|
5116
PUT
Knight Transportation
KNX
$10.9B
| $277K | ﹤0.01% |
+5,000
| New | +$287K |
2026 Q1
0 quarters
|
|
5117
FT Vest US Equity Deep Buffer ETF November
DNOV
$405M
| $277K | ﹤0.01% |
5,865
-5,008
| -46% | -$244K |
2024 Q2
7 quarters
|
|
5118
WisdomTree Dynamic International Equity Fund
DDWM
$1.43B
| $276K | ﹤0.01% |
6,434
+322
| +5% | +$14.6K |
2022 Q4
13 quarters
|
|
5119
Insteel Industries
IIIN
$572M
| $275K | ﹤0.01% |
8,400
-22,392
| -73% | -$768K |
2016 Q4
37 quarters
|
|
5120
Immersion
IMMR
$245M
| $275K | ﹤0.01% |
50,322
+38,154
| +314% | +$240K |
2017 Q4
33 quarters
|
|
5121
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.25B
| $274K | ﹤0.01% |
14,024
-15,230
| -52% | -$298K |
2023 Q3
10 quarters
|
|
5122
Criteo S.A.
CRTO
$722M
| $273K | ﹤0.01% |
15,645
-198,421
| -93% | -$3.73M |
2014 Q2
47 quarters
|
|
5123
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.26B
| $273K | ﹤0.01% |
5,660
| – | – |
2023 Q4
9 quarters
|
|
5124
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$95.2M
| $272K | ﹤0.01% |
7,967
-105
| -1% | -$3.81K |
2023 Q2
11 quarters
|
|
5125
PUT
Alamos Gold
AGI
$13.6B
| $271K | ﹤0.01% |
+6,500
| New | +$286K |
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.