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 | |
|---|---|---|---|---|---|---|---|
5651
FVCBankcorp
FVCB
$317M
| $95.2K | ﹤0.01% |
6,344
-3,454
| -35% | -$51.9K |
2021 Q4
17 quarters
|
|
5652
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$293M
| $95.2K | ﹤0.01% |
+8,268
| New | +$109K |
2026 Q1
0 quarters
|
|
5653
DiaMedica Therapeutics
DMAC
$450M
| $95.1K | ﹤0.01% |
14,316
+757
| +6% | +$6K |
2025 Q2
3 quarters
|
|
|
BLFY
5654
DELISTED
Blue Foundry Bancorp
BLFY
| $95K | ﹤0.01% |
7,424
-2,542
| -26% | -$33.6K |
2021 Q3
18 quarters
|
|
5655
Zevia
ZVIA
$87.3M
| $94.3K | ﹤0.01% |
78,546
+1,429
| +2% | +$2.27K |
2023 Q2
11 quarters
|
|
5656
PUT
MongoDB
MDB
$28.3B
| $94.1K | ﹤0.01% |
+400
| New | +$134K |
2026 Q1
0 quarters
|
|
5657
Chemung Financial Corp
CHMG
$389M
| $93.6K | ﹤0.01% |
1,693
-5,685
| -77% | -$322K |
2022 Q4
13 quarters
|
|
5658
First Trust Europe AlphaDEX Fund
FEP
$497M
| $93.4K | ﹤0.01% |
1,782
-19
| -1% | -$1.07K |
2022 Q4
13 quarters
|
|
|
LOMA
5659
Loma Negra
LOMA
$1.05B
| $93.1K | ﹤0.01% |
8,900
+3,802
| +75% | +$42.5K |
2020 Q4
21 quarters
|
|
|
PRVS
5660
Parnassus Value Select ETF
PRVS
$29.1M
| $93K | ﹤0.01% |
3,463
| – | – |
2025 Q3
2 quarters
|
|
5661
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.81B
| $92.6K | ﹤0.01% |
2,102
+410
| +24% | +$17.8K |
2025 Q3
2 quarters
|
|
5662
CALL
AES
AES
$10.6B
| $92.5K | ﹤0.01% |
+6,600
| New | +$98.3K |
2026 Q1
0 quarters
|
|
5663
InfuSystem Holdings
INFU
$255M
| $92.5K | ﹤0.01% |
9,896
-1,793
| -15% | -$15.7K |
2020 Q2
23 quarters
|
|
|
PAYH
5664
TrueShares S&P Autocallable High Income ETF
PAYH
$26.7M
| $92.5K | ﹤0.01% |
+4,482
| New | +$108K |
2026 Q1
0 quarters
|
|
5665
State Street SPDR S&P International Small Cap ETF
GWX
$917M
| $92.4K | ﹤0.01% |
2,260
| – | – |
2020 Q2
23 quarters
|
|
5666
Opus Small Cap Value ETF
OSCV
$623M
| $92.1K | ﹤0.01% |
2,374
| – | – |
2022 Q4
13 quarters
|
|
5667
Core Molding Technologies
CMT
$203M
| $91.4K | ﹤0.01% |
4,043
+57
| +1% | +$1.12K |
2023 Q1
12 quarters
|
|
|
JULM
5668
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$34.1M
| $91.3K | ﹤0.01% |
+2,739
| New | +$92.3K |
2026 Q1
0 quarters
|
|
5669
National Bankshares
NKSH
$270M
| $91.3K | ﹤0.01% |
2,538
-1,774
| -41% | -$64.7K |
2017 Q4
33 quarters
|
|
5670
CALL
Nuvation Bio
NUVB
$1.95B
| $91.1K | ﹤0.01% |
+22,500
| New | +$125K |
2026 Q1
0 quarters
|
|
|
IPEXR
5671
DELISTED
Inflection Point Acquisition Corp V Rights
IPEXR
| $91K | ﹤0.01% |
150,000
| – | – |
2025 Q3
2 quarters
|
|
|
NKLR
5672
Terra Innovatum Global N.V.
NKLR
$385M
| $91K | ﹤0.01% |
+20,819
| New | +$102K |
2026 Q1
0 quarters
|
|
|
COSO
5673
CoastalSouth Bancshares
COSO
$315M
| $90.7K | ﹤0.01% |
3,732
+1,220
| +49% | +$29.6K |
2025 Q3
2 quarters
|
|
5674
C&F Financial
CFFI
$315M
| $90.5K | ﹤0.01% |
1,241
-56
| -4% | -$4.12K |
2025 Q2
3 quarters
|
|
5675
AerSale
ASLE
$239M
| $90.3K | ﹤0.01% |
14,957
+1,771
| +13% | +$12.6K |
2021 Q2
19 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.