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 | |
|---|---|---|---|---|---|---|---|
5326
ARK Next Generation Technology ETF
ARKW
$1.95B
| $179K | ﹤0.01% |
1,564
-3,837
| -71% | -$509K |
2020 Q1
24 quarters
|
|
5327
Amplify Cybersecurity ETF
HACK
$3.35B
| $179K | ﹤0.01% |
2,471
-1,563
| -39% | -$120K |
2023 Q4
9 quarters
|
|
5328
Invesco International Developed Dynamic Multifactor ETF
IMFL
$1.06B
| $179K | ﹤0.01% |
5,843
+3,862
| +195% | +$125K |
2025 Q4
1 quarter
|
|
5329
AngioDynamics
ANGO
$635M
| $178K | ﹤0.01% |
16,400
+145
| +0.9% | +$1.57K |
2016 Q1
40 quarters
|
|
5330
Critical Metals Corp
CRML
$1.04B
| $178K | ﹤0.01% |
26,687
+7,492
| +39% | +$86.3K |
2024 Q1
8 quarters
|
|
5331
Innovator US Equity Power Buffer ETF October
POCT
$958M
| $178K | ﹤0.01% |
4,191
-2,492
| -37% | -$109K |
2025 Q3
2 quarters
|
|
5332
InfraCap MLP ETF
AMZA
$461M
| $177K | ﹤0.01% |
3,795
+44
| +1% | +$1.93K |
2021 Q1
20 quarters
|
|
5333
Columbus McKinnon
CMCO
$482M
| $177K | ﹤0.01% |
12,675
+151
| +1% | +$2.81K |
2013 Q2
51 quarters
|
|
5334
Innovator US Equity Ultra Buffer ETF March
UMAR
$144M
| $176K | ﹤0.01% |
+4,484
| New | +$180K |
2026 Q1
0 quarters
|
|
5335
The Honest Company
HNST
$550M
| $176K | ﹤0.01% |
60,748
-34,910
| -36% | -$89.8K |
2021 Q2
19 quarters
|
|
|
BGDV
5336
Bahl & Gaynor Dividend ETF
BGDV
$795M
| $176K | ﹤0.01% |
6,554
+6,234
| +1,948% | +$177K |
2025 Q4
1 quarter
|
|
5337
ALPS Equal Sector Weight ETF
EQL
$743M
| $175K | ﹤0.01% |
3,746
| – | – |
2025 Q2
3 quarters
|
|
5338
Entrada Therapeutics
TRDA
$206M
| $175K | ﹤0.01% |
14,847
-55,914
| -79% | -$641K |
2022 Q4
13 quarters
|
|
5339
Pacific Biosciences
PACB
$790M
| $175K | ﹤0.01% |
138,504
-318,404
| -70% | -$570K |
2017 Q4
33 quarters
|
|
|
SFIX
5340
Stitch Fix
SFIX
$351M
| $174K | ﹤0.01% |
53,358
+6,431
| +14% | +$26.2K |
2018 Q2
31 quarters
|
|
5341
Emergent Biosolutions
EBS
$323M
| $173K | ﹤0.01% |
21,541
+187
| +0.9% | +$1.94K |
2014 Q1
48 quarters
|
|
5342
Distribution Solutions Group
DSGR
$1.62B
| $172K | ﹤0.01% |
6,698
-8,628
| -56% | -$241K |
2016 Q4
37 quarters
|
|
5343
CALL
Upstart Holdings
UPST
$2.24B
| $172K | ﹤0.01% |
+7,100
| New | +$250K |
2026 Q1
0 quarters
|
|
|
GRDN
5344
CALL
Guardian Pharmacy Services
GRDN
$2.65B
| $171K | ﹤0.01% |
+4,600
| New | +$150K |
2026 Q1
0 quarters
|
|
5345
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$632M
| $171K | ﹤0.01% |
+4,800
| New | +$183K |
2026 Q1
0 quarters
|
|
5346
iShares CMBS ETF
CMBS
$458M
| $171K | ﹤0.01% |
3,510
-4,954
| -59% | -$244K |
2020 Q4
21 quarters
|
|
5347
Dream Finders Homes
DFH
$979M
| $170K | ﹤0.01% |
12,642
-27,421
| -68% | -$487K |
2021 Q4
17 quarters
|
|
|
CWBC
5348
Community West Bancshares
CWBC
$718M
| $170K | ﹤0.01% |
7,477
-13,424
| -64% | -$314K |
2016 Q2
39 quarters
|
|
5349
Nuveen Global High Income Fund
JGH
$326M
| $170K | ﹤0.01% |
14,313
-15,812
| -52% | -$200K |
2025 Q4
1 quarter
|
|
|
PTRN
5350
Pattern Group Inc
PTRN
$3.12B
| $170K | ﹤0.01% |
14,313
-101,366
| -88% | -$1.25M |
2025 Q4
1 quarter
|
|
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.