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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5426
i3 Verticals
IIIV
$265M
| $201K | ﹤0.01% |
9,541
-1,091
| -10% | -$22.7K |
|
5427
Achieve Life Sciences
ACHV
$764M
| $201K | ﹤0.01% |
32,289
+32,270
| +169,842% | +$154K |
|
5428
Liberty Latin America Class A
LILA
$1.71B
| $201K | ﹤0.01% |
24,634
-222,379
| -90% | -$1.24M |
|
5429
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.02B
| $201K | ﹤0.01% |
2,092
+1,685
| +414% | +$162K |
|
|
FHDG
5430
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$71M
| $201K | ﹤0.01% |
5,558
-14,191
| -72% | -$505K |
|
5431
Arhaus
ARHS
$1.02B
| $201K | ﹤0.01% |
23,829
-26,794
| -53% | -$186K |
|
|
TTAM
5432
Titan America SA
TTAM
$2.55B
| $200K | ﹤0.01% |
10,781
+258
| +2% | +$4.24K |
|
|
EDN
5433
Edenor
EDN
$1.04B
| $200K | ﹤0.01% |
7,795
-10,210
| -57% | -$268K |
|
|
ALMU
5434
Aeluma Inc
ALMU
$246M
| $200K | ﹤0.01% |
9,002
+2,873
| +47% | +$61.5K |
|
5435
Alta Equipment Group
ALTG
$190M
| $200K | ﹤0.01% |
29,573
+21,599
| +271% | +$145K |
|
5436
PUT
Alamos Gold
AGI
$14.4B
| $200K | ﹤0.01% |
6,500
| – | – |
|
5437
Bank of Marin Bancorp
BMRC
$450M
| $200K | ﹤0.01% |
7,242
-136
| -2% | -$3.55K |
|
5438
Greenlight Captial
GLRE
$494M
| $200K | ﹤0.01% |
11,984
-12,622
| -51% | -$217K |
|
5439
PUT
Coursera
COUR
$1.39B
| $199K | ﹤0.01% |
+35,000
| New | +$199K |
|
|
PINE
5440
Alpine Income Property Trust
PINE
$317M
| $199K | ﹤0.01% |
9,347
+3,821
| +69% | +$74.2K |
|
5441
El Pollo Loco
LOCO
$442M
| $198K | ﹤0.01% |
12,003
+269
| +2% | +$3.85K |
|
5442
Fidus Investment
FDUS
$731M
| $198K | ﹤0.01% |
10,459
+3,161
| +43% | +$58.7K |
|
5443
Fidelity Hedged Equity ETF
FHEQ
$964M
| $196K | ﹤0.01% |
5,993
+842
| +16% | +$27.2K |
|
5444
Reaves Utility Income Fund
UTG
$3.33B
| $196K | ﹤0.01% |
4,793
+695
| +17% | +$29K |
|
|
CLYM
5445
Climb Bio
CLYM
$810M
| $196K | ﹤0.01% |
14,650
+14,604
| +31,748% | +$151K |
|
5446
Invesco S&P SmallCap Momentum ETF
XSMO
$2.89B
| $196K | ﹤0.01% |
2,125
+963
| +83% | +$83K |
|
5447
AdvisorShares Pure US Cannabis ETF
MSOS
$969M
| $195K | ﹤0.01% |
40,355
+27,429
| +212% | +$129K |
|
5448
CALL
Ecolab
ECL
$76.8B
| $195K | ﹤0.01% |
+700
| New | +$184K |
|
5449
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.34B
| $195K | ﹤0.01% |
1,337
-4,334
| -76% | -$601K |
|
5450
Innovator US Equity Power Buffer ETF October
POCT
$943M
| $194K | ﹤0.01% |
4,191
| – | – |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.