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 | |
|---|---|---|---|---|---|---|---|
5426
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$286M
| $148K | ﹤0.01% |
6,431
-840
| -12% | -$19.5K |
2024 Q3
6 quarters
|
|
|
MPLT
5427
MapLight Therapeutics
MPLT
$547M
| $147K | ﹤0.01% |
7,869
+1,126
| +17% | +$20.1K |
2025 Q4
1 quarter
|
|
5428
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$166M
| $147K | ﹤0.01% |
7,177
+432
| +6% | +$9.24K |
2025 Q4
1 quarter
|
|
5429
Design Therapeutics
DSGN
$774M
| $147K | ﹤0.01% |
14,134
-317
| -2% | -$3.21K |
2021 Q2
19 quarters
|
|
5430
Aura Biosciences
AURA
$626M
| $146K | ﹤0.01% |
23,535
+416
| +2% | +$2.39K |
2021 Q4
17 quarters
|
|
|
MTLS
5431
Materialise
MTLS
$489M
| $146K | ﹤0.01% |
30,335
-5,331
| -15% | -$28.8K |
2023 Q4
9 quarters
|
|
5432
CALL
PureCycle Technologies
PCT
$896M
| $145K | ﹤0.01% |
+28,700
| New | +$239K |
2026 Q1
0 quarters
|
|
5433
Segall Bryant & Hamill Select Equity ETF
USSE
$368M
| $144K | ﹤0.01% |
4,495
+2,224
| +98% | +$76.1K |
2025 Q3
2 quarters
|
|
|
ALFUW
5434
Centurion Acquisition Corp Warrant
ALFUW
$3.96M
| – | – |
0
| – | – |
2024 Q4
5 quarters
|
|
5435
Crexendo
CXDO
$195M
| $144K | ﹤0.01% |
23,976
+16,873
| +238% | +$111K |
2025 Q2
3 quarters
|
|
5436
First Bank
FRBA
$437M
| $143K | ﹤0.01% |
9,000
-5,450
| -38% | -$89.2K |
2018 Q2
31 quarters
|
|
5437
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$781M
| $143K | ﹤0.01% |
+6,208
| New | +$144K |
2026 Q1
0 quarters
|
|
|
BASG
5438
Brown Advisory Sustainable Growth ETF
BASG
$523M
| $143K | ﹤0.01% |
+6,500
| New | +$157K |
2026 Q1
0 quarters
|
|
5439
First Trust International Developed Capital Strength ETF
FICS
$195M
| $143K | ﹤0.01% |
3,744
-1,539
| -29% | -$62.2K |
2024 Q2
7 quarters
|
|
|
GTENW
5440
Gores Holdings X Warrants
GTENW
| – | – |
0
| – | – |
2025 Q4
1 quarter
|
|
5441
PUT
Regal Rexnord
RRX
$10.8B
| $143K | ﹤0.01% |
+800
| New | +$149K |
2026 Q1
0 quarters
|
|
5442
PUT
Velocity Financial
VEL
$573M
| $142K | ﹤0.01% |
+7,900
| New | +$149K |
2026 Q1
0 quarters
|
|
5443
PUT
Vicor
VICR
$14.2B
| $142K | ﹤0.01% |
+1,000
| New | +$165K |
2026 Q1
0 quarters
|
|
5444
FT Vest US Equity Buffer ETF August
FAUG
$1.37B
| $142K | ﹤0.01% |
2,789
-37
| -1% | -$1.96K |
2024 Q3
6 quarters
|
|
|
MILN
5445
Global X Millennial Consumer ETF
MILN
$87.4M
| $142K | ﹤0.01% |
3,591
+2,900
| +420% | +$128K |
2023 Q4
9 quarters
|
|
5446
Anavex Life Sciences
AVXL
$169M
| $141K | ﹤0.01% |
50,169
-6,368
| -11% | -$27.6K |
2019 Q2
27 quarters
|
|
5447
POSCO
PKX
$17.4B
| $141K | ﹤0.01% |
2,504
+352
| +16% | +$21.4K |
2013 Q2
51 quarters
|
|
5448
Investar Holding Corp
ISTR
$404M
| $141K | ﹤0.01% |
5,234
-3,116
| -37% | -$87.1K |
2023 Q4
9 quarters
|
|
5449
ThredUp
TDUP
$282M
| $141K | ﹤0.01% |
45,230
-439,859
| -91% | -$2.04M |
2021 Q1
20 quarters
|
|
5450
Verastem
VSTM
$686M
| $140K | ﹤0.01% |
28,778
+6,417
| +29% | +$39.6K |
2020 Q2
23 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.