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 | |
|---|---|---|---|---|---|---|---|
|
VNMEU
5151
Vendome Acquisition Corp I Unit
VNMEU
| $257K | ﹤0.01% |
25,000
| – | – |
2025 Q3
2 quarters
|
|
|
SCIIU
5152
SC II Acquisition Corp Units
SCIIU
| $257K | ﹤0.01% |
25,000
-25,000
| -50% | -$255K |
2025 Q4
1 quarter
|
|
|
SOUL
5153
Soulpower Acquisition Corp
SOUL
$356M
| $256K | ﹤0.01% |
25,000
-25,000
| -50% | -$256K |
2025 Q4
1 quarter
|
|
5154
Mediaco Holding
MDIA
$89.9M
| $255K | ﹤0.01% |
383,403
-949,115
| -71% | -$603K |
2025 Q3
2 quarters
|
|
5155
First Trust Energy AlphaDEX Fund
FXN
$369M
| $255K | ﹤0.01% |
11,211
+8,133
| +264% | +$158K |
2025 Q2
3 quarters
|
|
5156
ProShares Large Cap Core Plus
CSM
$520M
| $255K | ﹤0.01% |
3,491
+3,122
| +846% | +$245K |
2025 Q2
3 quarters
|
|
5157
AbCellera Biologics
ABCL
$4.45B
| $255K | ﹤0.01% |
77,618
+4
| +0% | +$14 |
2021 Q4
17 quarters
|
|
5158
FTAI Infrastructure
FIP
$318M
| $254K | ﹤0.01% |
53,848
-96,741
| -64% | -$542K |
2023 Q2
11 quarters
|
|
|
SCIU
5159
CALL
DELISTED
Global X Scientific Beta US ETF
SCIU
| $254K | ﹤0.01% |
5,600
-17,400
| -76% | -$788K |
2025 Q2
3 quarters
|
|
5160
CALL
EyePoint Inc
EYPT
$280M
| $254K | ﹤0.01% |
+21,400
| New | +$320K |
2026 Q1
0 quarters
|
|
5161
Virgin Galactic
SPCE
$459M
| $253K | ﹤0.01% |
116,726
-36,694
| -24% | -$99.5K |
2020 Q2
23 quarters
|
|
5162
PUT
Cloudflare
NET
$124B
| $253K | ﹤0.01% |
1,300
-16,200
| -93% | -$3.09M |
2025 Q4
1 quarter
|
|
|
SSACU
5163
SPACSphere Acquisition Corp Unit
SSACU
$158M
| $252K | ﹤0.01% |
+25,000
| New | +$252K |
2026 Q1
0 quarters
|
|
5164
KRONOS Worldwide
KRO
$895M
| $252K | ﹤0.01% |
39,307
+9,925
| +34% | +$56.3K |
2017 Q4
33 quarters
|
|
5165
Zegna
ZGN
$3.37B
| $251K | ﹤0.01% |
25,527
+837
| +3% | +$8.65K |
2022 Q2
15 quarters
|
|
|
DSACU
5166
Daedalus Special Acquisition Corp Unit
DSACU
| $251K | ﹤0.01% |
25,000
| – | – |
2025 Q4
1 quarter
|
|
|
NVBU
5167
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$34.5M
| $251K | ﹤0.01% |
9,033
-256
| -3% | -$7.4K |
2025 Q3
2 quarters
|
|
|
TLN
5168
PUT
Talen Energy Corp
TLN
$15.2B
| $250K | ﹤0.01% |
800
-18,000
| -96% | -$6.35M |
2025 Q3
2 quarters
|
|
|
HCMA
5169
HCM III Acquisition Corp
HCMA
$347M
| $250K | ﹤0.01% |
24,813
| – | – |
2025 Q3
2 quarters
|
|
|
IBMS
5170
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$342M
| $250K | ﹤0.01% |
+9,689
| New | +$254K |
2026 Q1
0 quarters
|
|
|
UXJL
5171
FT Vest U.S. Equity Uncapped Accelerator ETF - July
UXJL
$5.6M
| $250K | ﹤0.01% |
+8,273
| New | +$271K |
2026 Q1
0 quarters
|
|
|
LEGO.U
5172
Legato Merger Corp IV Units
LEGO.U
| $250K | ﹤0.01% |
+25,000
| New | +$250K |
2026 Q1
0 quarters
|
|
|
ITIC
5173
Investors Title Co
ITIC
$548M
| $249K | ﹤0.01% |
1,137
-397
| -26% | -$95.7K |
2017 Q3
34 quarters
|
|
5174
Accel Entertainment
ACEL
$880M
| $249K | ﹤0.01% |
23,155
+1,151
| +5% | +$13K |
2020 Q2
23 quarters
|
|
5175
Sweetgreen
SG
$1.08B
| $249K | ﹤0.01% |
51,982
-492,977
| -90% | -$3M |
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.