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 | |
|---|---|---|---|---|---|---|
5451
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$310M
| $140K | ﹤0.01% |
+3,064
| New | +$146K |
|
5452
Simplify Managed Futures Strategy ETF
CTA
$1.52B
| $139K | ﹤0.01% |
4,552
+4,324
| +1,896% | +$126K |
|
5453
ClearPoint Neuro
CLPT
$436M
| $139K | ﹤0.01% |
16,059
+2,128
| +15% | +$26.9K |
|
5454
Aptus Behavioral Momentum ETF
ADME
$287M
| $139K | ﹤0.01% |
2,872
| – | – |
|
|
MMAX
5455
iShares Large Cap Max Buffer Mar ETF
MMAX
$72.8M
| $138K | ﹤0.01% |
+5,212
| New | +$138K |
|
|
AKTS
5456
Aktis Oncology
AKTS
$1.27B
| $138K | ﹤0.01% |
+8,355
| New | +$162K |
|
|
TOYO
5457
TOYO Co
TOYO
$198M
| $138K | ﹤0.01% |
+18,621
| New | +$143K |
|
5458
Cerus
CERS
$585M
| $138K | ﹤0.01% |
79,680
-88,573
| -53% | -$193K |
|
5459
Nathan's Famous
NATH
$407M
| $138K | ﹤0.01% |
1,365
-11,572
| -89% | -$1.15M |
|
|
PCRB
5460
DELISTED
Putnam ESG Core Bond ETF
PCRB
| $138K | ﹤0.01% |
2,952
+433
| +17% | +$21K |
|
5461
CALL
Plug Power
PLUG
$2.73B
| $138K | ﹤0.01% |
64,300
-10,500
| -14% | -$22.8K |
|
5462
Frequency Electronics
FEIM
$656M
| $137K | ﹤0.01% |
3,205
-1,428
| -31% | -$72.9K |
|
5463
Strive US Semiconductor ETF
SHOC
$222M
| $137K | ﹤0.01% |
2,012
-188
| -9% | -$14.1K |
|
|
UFOX
5464
Defiance Space and Connective Tech ETF
UFOX
$825M
| $137K | ﹤0.01% |
2,101
+157
| +8% | +$10.6K |
|
5465
STRATTEC Security
STRT
$370M
| $137K | ﹤0.01% |
1,814
+22
| +1% | +$1.8K |
|
5466
Blend Labs
BLND
$433M
| $136K | ﹤0.01% |
81,606
-460
| -0.6% | -$983 |
|
|
MOMO
5467
Hello Group
MOMO
$869M
| $136K | ﹤0.01% |
23,892
-608,340
| -96% | -$3.94M |
|
5468
Princeton Bancorp
BPRN
$285M
| $136K | ﹤0.01% |
3,979
-1,358
| -25% | -$47.5K |
|
|
BBBY
5469
Bed Bath & Beyond
BBBY
$503M
| $136K | ﹤0.01% |
31,106
-9,186
| -23% | -$51.4K |
|
5470
CytomX Therapeutics
CTMX
$701M
| $136K | ﹤0.01% |
30,741
+6,378
| +26% | +$32.4K |
|
5471
Palladyne AI
PDYN
$239M
| $135K | ﹤0.01% |
25,099
+218
| +0.9% | +$1.48K |
|
|
FMTM
5472
MarketDesk Focused U.S. Momentum ETF
FMTM
$243M
| $135K | ﹤0.01% |
+4,056
| New | +$143K |
|
5473
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.88B
| $134K | ﹤0.01% |
5,939
-106
| -2% | -$2.42K |
|
5474
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
| $134K | ﹤0.01% |
2,588
+751
| +41% | +$41.6K |
|
5475
Ponce Financial Group
PDLB
$496M
| $133K | ﹤0.01% |
8,031
-6,609
| -45% | -$109K |
|
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.