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 | |
|---|---|---|---|---|---|---|---|
5201
Ituran Location and Control
ITRN
$1.04B
| $236K | ﹤0.01% |
4,926
-3,547
| -42% | -$167K |
2016 Q1
40 quarters
|
|
5202
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.37B
| $236K | ﹤0.01% |
2,334
+812
| +53% | +$82.8K |
2024 Q2
7 quarters
|
|
5203
Amplify Energy
AMPY
$181M
| $236K | ﹤0.01% |
36,778
+36,692
| +42,665% | +$200K |
2017 Q2
35 quarters
|
|
5204
Shore Bancshares
SHBI
$768M
| $235K | ﹤0.01% |
12,822
-18,332
| -59% | -$341K |
2021 Q4
17 quarters
|
|
5205
Arrow Financial
AROW
$700M
| $233K | ﹤0.01% |
6,976
-6,978
| -50% | -$233K |
2016 Q4
37 quarters
|
|
|
GETY
5206
DELISTED
GETTY IMAGES HLDGS INC A
GETY
| $232K | ﹤0.01% |
312,536
-1,827,550
| -85% | -$1.84M |
2024 Q1
8 quarters
|
|
|
OCTU
5207
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$58.9M
| $232K | ﹤0.01% |
8,555
+6,165
| +258% | +$175K |
2025 Q1
4 quarters
|
|
|
TMB
5208
Thornburg Multi Sector Bond ETF
TMB
$259M
| $232K | ﹤0.01% |
9,117
+7,164
| +367% | +$184K |
2025 Q2
3 quarters
|
|
5209
Imperial Petroleum
IMPP
$245M
| $232K | ﹤0.01% |
+52,640
| New | +$210K |
2026 Q1
0 quarters
|
|
5210
Aptus Collared Investment Opportunity ETF
ACIO
$2.41B
| $231K | ﹤0.01% |
5,612
-1,027
| -15% | -$44.6K |
2022 Q4
13 quarters
|
|
5211
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$571M
| $230K | ﹤0.01% |
5,274
-1,264
| -19% | -$61.6K |
2021 Q1
20 quarters
|
|
5212
PUT
Rocket Lab Corp
RKLB
$47.3B
| $230K | ﹤0.01% |
4,000
+200
| +5% | +$15.1K |
2025 Q3
2 quarters
|
|
5213
Innovator US Equity Buffer ETF December
BDEC
$214M
| $228K | ﹤0.01% |
+4,858
| New | +$240K |
2026 Q1
0 quarters
|
|
5214
WisdomTree Europe SmallCap Dividend Fund
DFE
$162M
| $228K | ﹤0.01% |
3,285
| – | – |
2014 Q2
47 quarters
|
|
5215
Genesco
GCO
$377M
| $228K | ﹤0.01% |
8,182
+3,838
| +88% | +$110K |
2013 Q2
51 quarters
|
|
5216
Vanguard US Value Factor ETF
VFVA
$902M
| $227K | ﹤0.01% |
+1,715
| New | +$237K |
2026 Q1
0 quarters
|
|
5217
Schwab High Yield Bond ETF
SCYB
$2.77B
| $227K | ﹤0.01% |
8,795
+6,541
| +290% | +$172K |
2025 Q3
2 quarters
|
|
5218
ACNB Corp
ACNB
$649M
| $227K | ﹤0.01% |
4,763
-29
| -0.6% | -$1.43K |
2017 Q4
33 quarters
|
|
5219
Fidelity Magellan ETF
FMAG
$248M
| $226K | ﹤0.01% |
+7,393
| New | +$248K |
2026 Q1
0 quarters
|
|
5220
PUT
Futu Holdings
FUTU
$14.3B
| $223K | ﹤0.01% |
1,700
-3,200
| -65% | -$498K |
2025 Q1
4 quarters
|
|
5221
Invesco Dorsey Wright Financial Momentum ETF
PFI
$58.8M
| $223K | ﹤0.01% |
+4,300
| New | +$242K |
2026 Q1
0 quarters
|
|
5222
PUT
Deere & Co
DE
$185B
| $222K | ﹤0.01% |
400
-4,700
| -92% | -$2.65M |
2021 Q1
20 quarters
|
|
5223
Richtech Robotics
RR
$378M
| $222K | ﹤0.01% |
117,965
+7,850
| +7% | +$24.1K |
2025 Q1
4 quarters
|
|
5224
CALL
Alamos Gold
AGI
$13.6B
| $221K | ﹤0.01% |
5,300
-5,800
| -52% | -$256K |
2025 Q3
2 quarters
|
|
5225
Carlyle Secured Lending
CGBD
$733M
| $220K | ﹤0.01% |
19,500
-102,112
| -84% | -$1.21M |
2018 Q2
31 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.