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 | |
|---|---|---|---|---|---|---|---|
|
FAZ
5376
Direxion Daily Financial Bear 3x ETF
FAZ
$112M
| $161K | ﹤0.01% |
+2,988
| New | +$134K |
2026 Q1
0 quarters
|
|
|
SIXD
5377
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$386M
| $161K | ﹤0.01% |
5,784
-2,579
| -31% | -$74.6K |
2025 Q1
4 quarters
|
|
5378
Newegg Commerce
NEGG
$246M
| $161K | ﹤0.01% |
4,272
-4,268
| -50% | -$202K |
2025 Q4
1 quarter
|
|
5379
Pulse Biosciences
PLSE
$3.48B
| $161K | ﹤0.01% |
8,199
+1,094
| +15% | +$20.2K |
2017 Q4
33 quarters
|
|
5380
West Bancorporation
WTBA
$506M
| $160K | ﹤0.01% |
6,753
+282
| +4% | +$6.73K |
2013 Q2
51 quarters
|
|
5381
Reaves Utility Income Fund
UTG
$3.23B
| $160K | ﹤0.01% |
4,098
+542
| +15% | +$21.2K |
2023 Q4
9 quarters
|
|
5382
ProShares UltraShort Gold
GLL
$102M
| $160K | ﹤0.01% |
+7,348
| New | +$145K |
2026 Q1
0 quarters
|
|
5383
CALL
AeroVironment
AVAV
$7.12B
| $159K | ﹤0.01% |
900
| – | – |
2025 Q2
3 quarters
|
|
5384
Franklin FTSE Germany ETF
FLGR
$36.9M
| $159K | ﹤0.01% |
5,257
-1,291
| -20% | -$43.2K |
2025 Q2
3 quarters
|
|
5385
WealthTrust DBS Long Term Growth ETF
WLTG
$77.1M
| $159K | ﹤0.01% |
+4,818
| New | +$170K |
2026 Q1
0 quarters
|
|
5386
PUT
Pan American Silver
PAAS
$18.8B
| $159K | ﹤0.01% |
3,100
-4,700
| -60% | -$271K |
2025 Q3
2 quarters
|
|
|
OAKM
5387
Oakmark U.S. Large Cap ETF
OAKM
$1.1B
| $158K | ﹤0.01% |
5,857
+5,532
| +1,702% | +$156K |
2025 Q4
1 quarter
|
|
5388
Citizens & Northern Corp
CZNC
$456M
| $158K | ﹤0.01% |
7,096
+1
| +0% | +$22 |
2013 Q2
51 quarters
|
|
5389
NYLIM Winslow Large Cap Growth ETF
IWLG
$320M
| $158K | ﹤0.01% |
3,427
-821
| -19% | -$42.1K |
2025 Q4
1 quarter
|
|
5390
SoundThinking
SSTI
$110M
| $157K | ﹤0.01% |
24,422
-17,786
| -42% | -$130K |
2018 Q2
31 quarters
|
|
5391
BNY Mellon International Equity ETF
BKIE
$1.31B
| $157K | ﹤0.01% |
5,202
+3,930
| +309% | +$126K |
2025 Q2
3 quarters
|
|
5392
Portillo's
PTLO
$257M
| $157K | ﹤0.01% |
29,838
-295,275
| -91% | -$1.61M |
2021 Q4
17 quarters
|
|
5393
iShares Global Timber & Forestry ETF
WOOD
$255M
| $157K | ﹤0.01% |
2,265
+102
| +5% | +$7.66K |
2023 Q4
9 quarters
|
|
5394
Barnes & Noble Education
BNED
$406M
| $156K | ﹤0.01% |
18,113
+11,672
| +181% | +$101K |
2015 Q3
42 quarters
|
|
5395
ProShares UltraPro Short S&P 500
SPXU
$420M
| $156K | ﹤0.01% |
2,513
-584
| -19% | -$29.6K |
2025 Q1
4 quarters
|
|
5396
Lifeway Foods
LWAY
$318M
| $156K | ﹤0.01% |
8,486
-7,894
| -48% | -$168K |
2024 Q2
7 quarters
|
|
5397
Contango Silver & Gold Inc
CTGO
$557M
| $155K | ﹤0.01% |
9,251
-14,379
| -61% | -$379K |
2021 Q4
17 quarters
|
|
|
AEBI
5398
Aebi Schmidt Holding AG
AEBI
$847M
| $155K | ﹤0.01% |
16,441
+1,164
| +8% | +$16K |
2025 Q3
2 quarters
|
|
5399
Kornit Digital
KRNT
$739M
| $154K | ﹤0.01% |
10,727
-9,974
| -48% | -$146K |
2020 Q1
24 quarters
|
|
5400
Orange County Bancorp
OBT
$502M
| $154K | ﹤0.01% |
4,767
-5,368
| -53% | -$171K |
2023 Q1
12 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.