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 | |
|---|---|---|---|---|---|---|---|
5551
PUT
Kinross Gold
KGC
$29B
| $114K | ﹤0.01% |
4,000
-600
| -13% | -$19.7K |
2025 Q3
2 quarters
|
|
5552
OrthoPediatrics
KIDS
$566M
| $114K | ﹤0.01% |
7,511
+607
| +9% | +$10.6K |
2017 Q4
33 quarters
|
|
5553
Blue Ridge Bankshares
BRBS
$352M
| $114K | ﹤0.01% |
28,248
-25,796
| -48% | -$108K |
2021 Q2
19 quarters
|
|
5554
Enlivex Ltd
ENLV
$8.17M
| $113K | ﹤0.01% |
8,397
+8,256
| +5,855% | +$131K |
2022 Q4
13 quarters
|
|
5555
PUT
TransDigm Group
TDG
$60.7B
| $113K | ﹤0.01% |
100
-300
| -75% | -$393K |
2025 Q4
1 quarter
|
|
5556
3D Systems Corp
DDD
$600M
| $113K | ﹤0.01% |
59,583
-824,437
| -93% | -$1.83M |
2015 Q4
41 quarters
|
|
5557
ZipRecruiter
ZIP
$294M
| $113K | ﹤0.01% |
63,432
-202,600
| -76% | -$497K |
2021 Q4
17 quarters
|
|
5558
Return Stacked US Stocks & Managed Futures ETF
RSST
$562M
| $113K | ﹤0.01% |
4,100
+35
| +0.9% | +$1.04K |
2025 Q3
2 quarters
|
|
|
CGMM
5559
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.42B
| $112K | ﹤0.01% |
3,952
+3,374
| +584% | +$102K |
2025 Q4
1 quarter
|
|
|
SEG
5560
Seaport Entertainment Group
SEG
$293M
| $112K | ﹤0.01% |
5,354
+53
| +1% | +$1.11K |
2024 Q3
6 quarters
|
|
5561
Perspective Therapeutics
CATX
$314M
| $112K | ﹤0.01% |
29,241
+1,207
| +4% | +$5.1K |
2023 Q3
10 quarters
|
|
|
NEXN
5562
Nexxen International
NEXN
$513M
| $112K | ﹤0.01% |
17,044
-980
| -5% | -$6.26K |
2021 Q2
19 quarters
|
|
5563
Eve Holding
EVEX
$620M
| $112K | ﹤0.01% |
46,893
+7,896
| +20% | +$27K |
2023 Q2
11 quarters
|
|
|
NRT
5564
North European Oil Royalty Trust
NRT
$78.1M
| $112K | ﹤0.01% |
12,317
| – | – |
2023 Q2
11 quarters
|
|
5565
The RMR Group
RMR
$313M
| $111K | ﹤0.01% |
7,217
-39,221
| -84% | -$637K |
2015 Q4
41 quarters
|
|
5566
Candel Therapeutics
CADL
$775M
| $111K | ﹤0.01% |
24,863
+3,237
| +15% | +$17.6K |
2021 Q4
17 quarters
|
|
5567
Virginia National Bankshares
VABK
$262M
| $110K | ﹤0.01% |
2,777
-561
| -17% | -$22.4K |
2023 Q1
12 quarters
|
|
5568
First Trust Dow 30 Equal Weight ETF
EDOW
$313M
| $109K | ﹤0.01% |
2,743
+1,128
| +70% | +$47.5K |
2022 Q4
13 quarters
|
|
5569
Strawberry Fields REIT
STRW
$185M
| $109K | ﹤0.01% |
9,119
+5,833
| +178% | +$74.8K |
2023 Q4
9 quarters
|
|
5570
RF Industries
RFIL
$88.7M
| $109K | ﹤0.01% |
+11,207
| New | +$114K |
2026 Q1
0 quarters
|
|
5571
Sanara MedTech
SMTI
$320M
| $109K | ﹤0.01% |
6,290
-717
| -10% | -$14.8K |
2023 Q1
12 quarters
|
|
|
OACCW
5572
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
$3.1M
| – | – |
0
| – | – |
2025 Q3
2 quarters
|
|
5573
Standard BioTools
LAB
$290M
| $109K | ﹤0.01% |
117,886
-8,800
| -7% | -$10.7K |
2016 Q4
37 quarters
|
|
5574
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$77.1M
| $108K | ﹤0.01% |
+2,901
| New | +$111K |
2026 Q1
0 quarters
|
|
5575
CALL
Celsius Holdings
CELH
$6.8B
| $108K | ﹤0.01% |
3,200
+2,400
| +300% | +$114K |
2024 Q3
6 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.