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 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5351
Copel
ELPC
$8.56B
| $170K | ﹤0.01% |
14,873
+4,137
| +39% | +$44K |
|
5352
Alpha Architect US Quantitative Value ETF
QVAL
$590M
| $169K | ﹤0.01% |
3,317
+3,162
| +2,040% | +$164K |
|
|
SHMD
5353
SCHMID Group
SHMD
$246M
| $169K | ﹤0.01% |
+30,786
| New | +$236K |
|
5354
Direxion Daily Financial Bull 3x ETF
FAS
$2.45B
| $169K | ﹤0.01% |
1,513
-280
| -16% | -$39.9K |
|
5355
Capital Bancorp
CBNK
$615M
| $168K | ﹤0.01% |
5,676
-6,810
| -55% | -$204K |
|
5356
Tejon Ranch
TRC
$461M
| $167K | ﹤0.01% |
8,753
+117
| +1% | +$2.02K |
|
5357
Innovator US Equity Power Buffer ETF August
PAUG
$860M
| $167K | ﹤0.01% |
3,966
-1,233
| -24% | -$53.4K |
|
|
UXAP
5358
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$10.6M
| $166K | ﹤0.01% |
4,668
+3,507
| +302% | +$136K |
|
5359
Richardson Electronics
RELL
$264M
| $166K | ﹤0.01% |
15,476
-3,784
| -20% | -$44.2K |
|
5360
Caledonia Mining Corp
CMCL
$356M
| $166K | ﹤0.01% |
7,528
-20,414
| -73% | -$569K |
|
5361
FRP Holdings
FRPH
$447M
| $166K | ﹤0.01% |
7,439
-11,843
| -61% | -$276K |
|
|
AVR
5362
Anteris Technologies
AVR
$778M
| $166K | ﹤0.01% |
32,413
-1,373,353
| -98% | -$7.89M |
|
5363
AB Tax-Aware Long Municipal ETF
TAFL
$62.1M
| $165K | ﹤0.01% |
6,675
| – | – |
|
|
CCAQU
5364
Collective Acquisition Corp Units
CCAQU
| $165K | ﹤0.01% |
15,000
| – | – |
|
5365
Beyond Meat
BYND
$276M
| $165K | ﹤0.01% |
270,482
-178,456
| -40% | -$143K |
|
5366
Caleres
CAL
$426M
| $164K | ﹤0.01% |
15,852
+526
| +3% | +$6.27K |
|
5367
Colony Bankcorp
CBAN
$468M
| $164K | ﹤0.01% |
8,383
-11,008
| -57% | -$215K |
|
|
RNA
5368
Atrium Therapeutics
RNA
$192M
| $163K | ﹤0.01% |
+12,038
| New | +$169K |
|
5369
Bumble
BMBL
$390M
| $163K | ﹤0.01% |
50,302
-535
| -1% | -$1.78K |
|
5370
Bowman Consulting
BWMN
$455M
| $162K | ﹤0.01% |
5,819
-28,543
| -83% | -$930K |
|
5371
Invesco Dorsey Wright Energy Momentum ETF
PXI
$58.8M
| $162K | ﹤0.01% |
2,690
+2,560
| +1,969% | +$136K |
|
5372
El Pollo Loco
LOCO
$504M
| $162K | ﹤0.01% |
11,734
-817
| -7% | -$9.37K |
|
5373
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
| $162K | ﹤0.01% |
7,426
+5,911
| +390% | +$130K |
|
5374
PUT
Clear Secure
YOU
$5.65B
| $162K | ﹤0.01% |
+3,300
| New | +$131K |
|
5375
Angel Oak UltraShort Income ETF
UYLD
$1.57B
| $162K | ﹤0.01% |
3,156
+902
| +40% | +$46.2K |
|
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 $73.5B 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 Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
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 605 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.