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 | |
|---|---|---|---|---|---|---|---|
5476
Cohen & Steers REIT and Preferred and Income Fund
RNP
$889M
| $133K | ﹤0.01% |
6,845
| – | – |
2025 Q2
3 quarters
|
|
5477
Farmers & Merchants Bancorp
FMAO
$485M
| $133K | ﹤0.01% |
5,194
-5,074
| -49% | -$132K |
2017 Q4
33 quarters
|
|
5478
Hackett Group
HCKT
$266M
| $133K | ﹤0.01% |
10,335
-135,210
| -93% | -$2.16M |
2015 Q4
41 quarters
|
|
5479
Red Robin
RRGB
$149M
| $133K | ﹤0.01% |
51,228
-9,828
| -16% | -$36.9K |
2016 Q4
37 quarters
|
|
5480
SIGA Technologies
SIGA
$238M
| $132K | ﹤0.01% |
25,186
-159,780
| -86% | -$996K |
2018 Q1
32 quarters
|
|
5481
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$127M
| $132K | ﹤0.01% |
3,325
+2,983
| +872% | +$194K |
2024 Q1
8 quarters
|
|
5482
Tenax Therapeutics
TENX
$72.2M
| $132K | ﹤0.01% |
9,418
+8,516
| +944% | +$115K |
2025 Q4
1 quarter
|
|
|
NXDR
5483
Nextdoor Holdings
NXDR
$936M
| $132K | ﹤0.01% |
96,812
-846,729
| -90% | -$1.47M |
2022 Q2
15 quarters
|
|
5484
PUT
Ramaco Resources Class A
METC
$528M
| $131K | ﹤0.01% |
+9,100
| New | +$161K |
2026 Q1
0 quarters
|
|
5485
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$360M
| $131K | ﹤0.01% |
1,139
+638
| +127% | +$66.9K |
2016 Q2
39 quarters
|
|
5486
Lightspeed Commerce
LSPD
$1.26B
| $130K | ﹤0.01% |
15,231
| – | – |
2020 Q3
22 quarters
|
|
5487
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$226M
| $129K | ﹤0.01% |
6,693
+6,550
| +4,580% | +$130K |
2024 Q4
5 quarters
|
|
5488
Monopar Therapeutics
MNPR
$519M
| $129K | ﹤0.01% |
2,422
+313
| +15% | +$18.9K |
2024 Q4
5 quarters
|
|
|
ACLC
5489
American Century Large Cap Equity ETF
ACLC
$330M
| $129K | ﹤0.01% |
+1,800
| New | +$140K |
2026 Q1
0 quarters
|
|
|
EMPG
5490
DELISTED
Empro Group
EMPG
| $129K | ﹤0.01% |
7,426
| – | – |
2025 Q4
1 quarter
|
|
|
NBP
5491
NovaBridge Biosciences American Depositary Shares
NBP
$155M
| $129K | ﹤0.01% |
57,489
-74,341
| -56% | -$249K |
2025 Q3
2 quarters
|
|
5492
Climb Global Solutions
CLMB
$622M
| $129K | ﹤0.01% |
6,639
-525
| -7% | -$13.6K |
2023 Q2
11 quarters
|
|
5493
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.59B
| $129K | ﹤0.01% |
1,425
+120
| +9% | +$12K |
2022 Q4
13 quarters
|
|
|
EU
5494
enCore Energy
EU
$202M
| $129K | ﹤0.01% |
76,576
+1,411
| +2% | +$3.61K |
2023 Q2
11 quarters
|
|
5495
Paysign
PAYS
$795M
| $128K | ﹤0.01% |
22,208
-133,440
| -86% | -$541K |
2019 Q1
28 quarters
|
|
5496
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$736M
| $128K | ﹤0.01% |
2,284
-2,829,043
| -100% | -$171M |
2023 Q3
10 quarters
|
|
5497
FT Vest US Equity Moderate Buffer ETF October
GOCT
$254M
| $127K | ﹤0.01% |
3,351
+3,350
| +335,000% | +$132K |
2025 Q3
2 quarters
|
|
5498
Maui Land & Pineapple Co
MLP
$316M
| $127K | ﹤0.01% |
8,361
+4,048
| +94% | +$67.1K |
2017 Q4
33 quarters
|
|
|
NINE
5499
Nine Energy Service Inc
NINE
$106M
| $127K | ﹤0.01% |
+15,531
| New | +$127K |
2026 Q1
0 quarters
|
|
5500
BNY Mellon Concentrated International ETF
BKCI
$127M
| $127K | ﹤0.01% |
2,644
-106,287
| -98% | -$5.51M |
2024 Q1
8 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.