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 | |
|---|---|---|---|---|---|---|---|
5451
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$306M
| $140K | ﹤0.01% |
+3,064
| New | +$146K |
2026 Q1
0 quarters
|
|
5452
Simplify Managed Futures Strategy ETF
CTA
$1.43B
| $139K | ﹤0.01% |
4,552
+4,324
| +1,896% | +$126K |
2025 Q1
4 quarters
|
|
5453
ClearPoint Neuro
CLPT
$332M
| $139K | ﹤0.01% |
16,059
+2,128
| +15% | +$26.9K |
2019 Q3
26 quarters
|
|
5454
Aptus Behavioral Momentum ETF
ADME
$309M
| $139K | ﹤0.01% |
2,872
| – | – |
2022 Q3
14 quarters
|
|
|
MMAX
5455
iShares Large Cap Max Buffer Mar ETF
MMAX
$73.6M
| $138K | ﹤0.01% |
+5,212
| New | +$138K |
2026 Q1
0 quarters
|
|
|
AKTS
5456
Aktis Oncology
AKTS
$1.01B
| $138K | ﹤0.01% |
+8,355
| New | +$162K |
2026 Q1
0 quarters
|
|
|
TOYO
5457
TOYO Co
TOYO
$189M
| $138K | ﹤0.01% |
+18,621
| New | +$143K |
2026 Q1
0 quarters
|
|
5458
Cerus
CERS
$464M
| $138K | ﹤0.01% |
79,680
-88,573
| -53% | -$193K |
2017 Q1
36 quarters
|
|
5459
Nathan's Famous
NATH
$416M
| $138K | ﹤0.01% |
1,365
-11,572
| -89% | -$1.15M |
2023 Q1
12 quarters
|
|
|
PCRB
5460
DELISTED
Putnam ESG Core Bond ETF
PCRB
| $138K | ﹤0.01% |
2,952
+433
| +17% | +$21K |
2025 Q3
2 quarters
|
|
5461
CALL
Plug Power
PLUG
$2.67B
| $138K | ﹤0.01% |
64,300
-10,500
| -14% | -$22.8K |
2025 Q3
2 quarters
|
|
5462
Frequency Electronics
FEIM
$971M
| $137K | ﹤0.01% |
3,205
-1,428
| -31% | -$72.9K |
2023 Q3
10 quarters
|
|
5463
Strive US Semiconductor ETF
SHOC
$256M
| $137K | ﹤0.01% |
2,012
-188
| -9% | -$14.1K |
2025 Q3
2 quarters
|
|
|
UFOX
5464
Defiance Space and Connective Tech ETF
UFOX
$913M
| $137K | ﹤0.01% |
2,101
+157
| +8% | +$10.6K |
2020 Q4
21 quarters
|
|
5465
STRATTEC Security
STRT
$266M
| $137K | ﹤0.01% |
1,814
+22
| +1% | +$1.8K |
2024 Q3
6 quarters
|
|
5466
Blend Labs
BLND
$241M
| $136K | ﹤0.01% |
81,606
-460
| -0.6% | -$983 |
2021 Q3
18 quarters
|
|
|
MOMO
5467
Hello Group
MOMO
$678M
| $136K | ﹤0.01% |
23,892
-608,340
| -96% | -$3.94M |
2015 Q3
42 quarters
|
|
5468
Princeton Bancorp
BPRN
$297M
| $136K | ﹤0.01% |
3,979
-1,358
| -25% | -$47.5K |
2018 Q2
31 quarters
|
|
|
NXH
5469
Neighborhood Intelligence Inc
NXH
$259M
| $136K | ﹤0.01% |
31,106
-9,186
| -23% | -$51.4K |
2017 Q4
33 quarters
|
|
5470
CytomX Therapeutics
CTMX
$567M
| $136K | ﹤0.01% |
30,741
+6,378
| +26% | +$32.4K |
2016 Q4
37 quarters
|
|
5471
Palladyne AI
PDYN
$263M
| $135K | ﹤0.01% |
25,099
+218
| +0.9% | +$1.48K |
2021 Q3
18 quarters
|
|
|
FMTM
5472
MarketDesk Focused U.S. Momentum ETF
FMTM
$282M
| $135K | ﹤0.01% |
+4,056
| New | +$143K |
2026 Q1
0 quarters
|
|
5473
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.68B
| $134K | ﹤0.01% |
5,939
-106
| -2% | -$2.42K |
2024 Q3
6 quarters
|
|
5474
Pacer Trendpilot US Large Cap ETF
PTLC
$3.35B
| $134K | ﹤0.01% |
2,588
+751
| +41% | +$41.6K |
2022 Q2
15 quarters
|
|
5475
Ponce Financial Group
PDLB
$487M
| $133K | ﹤0.01% |
8,031
-6,609
| -45% | -$109K |
2018 Q2
31 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.