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 | |
|---|---|---|---|---|---|---|---|
5126
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$52.9M
| $271K | ﹤0.01% |
8,811
+2,033
| +30% | +$64.5K |
2025 Q3
2 quarters
|
|
5127
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$390M
| $270K | ﹤0.01% |
4,004
-268
| -6% | -$19K |
2020 Q4
21 quarters
|
|
5128
Riskified
RSKD
$1.04B
| $270K | ﹤0.01% |
70,241
-162,281
| -70% | -$719K |
2022 Q1
16 quarters
|
|
5129
Capital City Bank Group
CCBG
$850M
| $269K | ﹤0.01% |
6,199
-48,219
| -89% | -$2.07M |
2016 Q4
37 quarters
|
|
5130
MetroCity Bankshares
MCBS
$1.01B
| $269K | ﹤0.01% |
9,396
-6,002
| -39% | -$169K |
2019 Q4
25 quarters
|
|
5131
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $266K | ﹤0.01% |
4,045
-1,228
| -23% | -$88.4K |
2022 Q1
16 quarters
|
|
5132
Peoples Financial Services
PFIS
$694M
| $266K | ﹤0.01% |
5,000
-6,245
| -56% | -$329K |
2017 Q4
33 quarters
|
|
|
DRUG
5133
Bright Minds Biosciences
DRUG
$500M
| $265K | ﹤0.01% |
3,877
+1,361
| +54% | +$110K |
2025 Q1
4 quarters
|
|
5134
Gaotu Techedu
GOTU
$599M
| $265K | ﹤0.01% |
135,868
-29,147
| -18% | -$63.8K |
2025 Q3
2 quarters
|
|
5135
PUT
Upstart Holdings
UPST
$2.22B
| $264K | ﹤0.01% |
+10,900
| New | +$383K |
2026 Q1
0 quarters
|
|
5136
Vanguard US Quality Factor ETF
VFQY
$493M
| $263K | ﹤0.01% |
1,802
+12
| +0.7% | +$1.86K |
2022 Q4
13 quarters
|
|
|
XRPN
5137
Armada Acquisition Corp II
XRPN
$1.25B
| $262K | ﹤0.01% |
25,431
-24,442
| -49% | -$251K |
2025 Q3
2 quarters
|
|
|
TOPT
5138
iShares Top 20 U.S. Stocks ETF
TOPT
$718M
| $262K | ﹤0.01% |
+9,461
| New | +$285K |
2026 Q1
0 quarters
|
|
|
EGHAU
5139
EGH Acquisition Corp Unit
EGHAU
| $261K | ﹤0.01% |
25,000
| – | – |
2025 Q2
3 quarters
|
|
|
SVACU
5140
DELISTED
Spring Valley Acquisition Corp III Unit
SVACU
| $261K | ﹤0.01% |
25,000
-25,000
| -50% | -$271K |
2025 Q3
2 quarters
|
|
5141
Aquestive Therapeutics
AQST
$571M
| $260K | ﹤0.01% |
64,438
-314,979
| -83% | -$1.28M |
2018 Q3
30 quarters
|
|
|
GTERU
5142
Globa Terra Acquisition Corp Units
GTERU
| $259K | ﹤0.01% |
25,000
| – | – |
2025 Q3
2 quarters
|
|
|
CTWO
5143
COtwo Advisors Physical European Carbon Allowance Trust
CTWO
$1.87M
| $258K | ﹤0.01% |
+16,275
| New | +$312K |
2026 Q1
0 quarters
|
|
|
ETH
5144
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.24B
| $258K | ﹤0.01% |
13,453
+4,817
| +56% | +$109K |
2025 Q4
1 quarter
|
|
|
LATAU
5145
Galata Acquisition Corp. II Units
LATAU
| $258K | ﹤0.01% |
25,000
| – | – |
2025 Q3
2 quarters
|
|
|
SDHI
5146
Siddhi Acquisition Corp
SDHI
$368M
| $257K | ﹤0.01% |
24,901
-24,886
| -50% | -$256K |
2025 Q2
3 quarters
|
|
5147
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$537M
| $257K | ﹤0.01% |
5,000
| – | – |
2025 Q2
3 quarters
|
|
|
AXINU
5148
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$191M
| $257K | ﹤0.01% |
25,000
| – | – |
2025 Q2
3 quarters
|
|
|
INACU
5149
Indigo Acquisition Corp Unit
INACU
$112M
| $257K | ﹤0.01% |
25,000
| – | – |
2025 Q3
2 quarters
|
|
|
HTT
5150
High Templar Tech Ltd
HTT
$359M
| $257K | ﹤0.01% |
128,941
-5,589
| -4% | -$15.8K |
2024 Q4
5 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.