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 | |
|---|---|---|---|---|---|---|
|
NFGC
5501
New Found Gold
NFGC
$542M
| $127K | ﹤0.01% |
+73,006
| New | +$196K |
|
5502
Alerian Energy Infrastructure ETF
ENFR
$490M
| $127K | ﹤0.01% |
+3,272
| New | +$115K |
|
5503
Lightbridge
LTBR
$259M
| $127K | ﹤0.01% |
12,852
+564
| +5% | +$7.83K |
|
5504
First Trust Indxx NextG ETF
NXTG
$533M
| $127K | ﹤0.01% |
1,170
| – | – |
|
|
VOLT
5505
Tema Electrification ETF
VOLT
$726M
| $127K | ﹤0.01% |
3,816
| – | – |
|
5506
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.38B
| $126K | ﹤0.01% |
5,602
+2,123
| +61% | +$50.1K |
|
5507
Fidus Investment
FDUS
$766M
| $125K | ﹤0.01% |
7,298
-24,947
| -77% | -$466K |
|
|
XOEX
5508
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$233M
| $125K | ﹤0.01% |
+3,590
| New | +$132K |
|
5509
First Bancorp
FNLC
$400M
| $125K | ﹤0.01% |
4,421
-4,225
| -49% | -$117K |
|
5510
Evolus
EOLS
$410M
| $124K | ﹤0.01% |
31,476
-194,126
| -86% | -$941K |
|
5511
Endava
DAVA
$153M
| $124K | ﹤0.01% |
28,329
+27,829
| +5,566% | +$154K |
|
5512
Savers
SVV
$1.58B
| $124K | ﹤0.01% |
17,130
+356
| +2% | +$3.4K |
|
5513
Innovator US Equity Power Buffer ETF June
PJUN
$953M
| $123K | ﹤0.01% |
+3,000
| New | +$126K |
|
5514
Rocky Brands
RCKY
$322M
| $123K | ﹤0.01% |
3,231
+411
| +15% | +$15K |
|
5515
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
| $123K | ﹤0.01% |
2,437
-243
| -9% | -$12.3K |
|
5516
Parke Bancorp
PKBK
$400M
| $123K | ﹤0.01% |
4,353
-1,875
| -30% | -$51.2K |
|
5517
Simplify Aggregate Bond ETF
AGGH
$577M
| $123K | ﹤0.01% |
+6,044
| New | +$125K |
|
5518
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.73B
| $123K | ﹤0.01% |
2,786
-720
| -21% | -$32.8K |
|
5519
Lands' End
LE
$389M
| $122K | ﹤0.01% |
10,430
+4,017
| +63% | +$63.5K |
|
5520
Ring Energy
REI
$287M
| $122K | ﹤0.01% |
75,765
+2,119
| +3% | +$2.69K |
|
|
VNET
5521
VNET Group
VNET
$1.92B
| $122K | ﹤0.01% |
15,360
-2,487,262
| -99% | -$26.4M |
|
5522
Microvision
MVIS
$86.6M
| $121K | ﹤0.01% |
208,040
+79,050
| +61% | +$60.3K |
|
5523
Zai Lab
ZLAB
$2.1B
| $121K | ﹤0.01% |
6,781
-286,922
| -98% | -$5.32M |
|
5524
StealthGas
GASS
$329M
| $121K | ﹤0.01% |
13,408
+1,452
| +12% | +$12.3K |
|
|
XOMA
5525
DELISTED
Xoma
XOMA
| $121K | ﹤0.01% |
3,992
+157
| +4% | +$4.2K |
|
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.