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 | |
|---|---|---|---|---|---|---|---|
|
ORLA
5251
DELISTED
Orla Mining
ORLA
| $208K | ﹤0.01% |
14,252
-113,514
| -89% | -$1.88M |
2024 Q2
7 quarters
|
|
5252
CSP Inc
CSPI
$76.3M
| $208K | ﹤0.01% |
25,671
-1,312
| -5% | -$13K |
2017 Q3
34 quarters
|
|
5253
iShares Global Consumer Staples ETF
KXI
$1.1B
| $207K | ﹤0.01% |
3,099
-45
| -1% | -$3.1K |
2020 Q1
24 quarters
|
|
5254
American Battery Technology Co
ABAT
$312M
| $207K | ﹤0.01% |
82,556
+12,880
| +18% | +$49.7K |
2025 Q2
3 quarters
|
|
|
SSEAU
5255
Starry Sea Acquisition Corp Unit
SSEAU
| $206K | ﹤0.01% |
20,000
| – | – |
2025 Q3
2 quarters
|
|
|
HLXC
5256
Helix Acquisition Corp III
HLXC
$233M
| $206K | ﹤0.01% |
+19,954
| New | +$204K |
2026 Q1
0 quarters
|
|
|
STRK
5257
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$557M
| $205K | ﹤0.01% |
3,446
| – | – |
2025 Q4
1 quarter
|
|
5258
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$581M
| $205K | ﹤0.01% |
2,227
-18,115
| -89% | -$1.68M |
2023 Q3
10 quarters
|
|
5259
Main Sector Rotation ETF
SECT
$2.91B
| $204K | ﹤0.01% |
3,482
| – | – |
2023 Q4
9 quarters
|
|
5260
Columbia Diversified Fixed Income Allocation ETF
DIAL
$374M
| $204K | ﹤0.01% |
11,343
+788
| +7% | +$14.5K |
2023 Q3
10 quarters
|
|
5261
Kamada
KMDA
$480M
| $203K | ﹤0.01% |
25,192
-32,086
| -56% | -$270K |
2024 Q4
5 quarters
|
|
5262
Invesco S&P SmallCap Health Care ETF
PSCH
$179M
| $203K | ﹤0.01% |
5,188
+5,138
| +10,276% | +$221K |
2021 Q1
20 quarters
|
|
|
FSUN
5263
FirstSun Capital Bancorp
FSUN
$1.74B
| $203K | ﹤0.01% |
5,667
+108
| +2% | +$4.09K |
2025 Q1
4 quarters
|
|
|
WSTNU
5264
Westin Acquisition Corp Units
WSTNU
| $203K | ﹤0.01% |
+20,000
| New | +$203K |
2026 Q1
0 quarters
|
|
5265
LifeMD
LFMD
$132M
| $202K | ﹤0.01% |
56,127
-4,697
| -8% | -$16.3K |
2024 Q2
7 quarters
|
|
|
ASA
5266
ASA Gold and Precious Metals
ASA
$1.04B
| $202K | ﹤0.01% |
+3,494
| New | +$236K |
2026 Q1
0 quarters
|
|
|
GMTL
5267
Guardian Metal Resources
GMTL
$343M
| $202K | ﹤0.01% |
+12,298
| New | +$195K |
2026 Q1
0 quarters
|
|
5268
Innovator International Developed Power Buffer ETF April
IAPR
$191M
| $202K | ﹤0.01% |
6,446
+6,309
| +4,605% | +$197K |
2025 Q2
3 quarters
|
|
|
NB
5269
NioCorp Developments
NB
$506M
| $201K | ﹤0.01% |
48,021
+4,977
| +12% | +$28.5K |
2023 Q2
11 quarters
|
|
|
ABX
5270
Abacus Global Management
ABX
$809M
| $200K | ﹤0.01% |
25,103
+8,256
| +49% | +$71.6K |
2024 Q3
6 quarters
|
|
5271
Invesco Russell 1000 Equal Weight ETF
EQAL
$802M
| $200K | ﹤0.01% |
+3,700
| New | +$205K |
2026 Q1
0 quarters
|
|
5272
Medallion Financial
MFIN
$273M
| $199K | ﹤0.01% |
23,524
-15,702
| -40% | -$154K |
2019 Q1
28 quarters
|
|
5273
CALL
Alcon
ALC
$30.8B
| $199K | ﹤0.01% |
2,700
-500
| -16% | -$39.9K |
2025 Q1
4 quarters
|
|
|
FVR
5274
FrontView REIT
FVR
$408M
| $199K | ﹤0.01% |
13,036
-16,026
| -55% | -$258K |
2024 Q4
5 quarters
|
|
5275
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$97.2M
| $199K | ﹤0.01% |
6,050
-926
| -13% | -$31.3K |
2025 Q3
2 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.