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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TRUT
5701
VanEck Technology TruSector ETF
TRUT
$207M
| $122K | ﹤0.01% |
3,987
+1,029
| +35% | +$30.4K |
|
5702
Anavex Life Sciences
AVXL
$224M
| $122K | ﹤0.01% |
46,767
-3,402
| -7% | -$10.1K |
|
5703
VanEck Morningstar SMID Moat ETF
SMOT
$314M
| $121K | ﹤0.01% |
3,118
+2,705
| +655% | +$101K |
|
5704
First Trust Dow 30 Equal Weight ETF
EDOW
$319M
| $121K | ﹤0.01% |
2,743
| – | – |
|
|
SRG
5705
PUT
Seritage Growth Properties
SRG
$108M
| $121K | ﹤0.01% |
46,400
-46,700
| -50% | -$123K |
|
5706
CALL
Sony
SONY
$136B
| $121K | ﹤0.01% |
5,900
-13,000
| -69% | -$274K |
|
5707
POSCO
PKX
$17.7B
| $120K | ﹤0.01% |
2,258
-246
| -10% | -$16.9K |
|
|
TRUD
5708
VanEck Consumer Discretionary TruSector ETF
TRUD
$60.2M
| $120K | ﹤0.01% |
+4,644
| New | +$121K |
|
5709
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$25.7M
| $120K | ﹤0.01% |
+3,082
| New | +$119K |
|
|
TBRG
5710
DELISTED
TruBridge
TBRG
| $120K | ﹤0.01% |
4,593
+750
| +20% | +$18.4K |
|
5711
Enel Chile
ENIC
$5.93B
| $120K | ﹤0.01% |
26,993
+14,029
| +108% | +$61.6K |
|
5712
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$113M
| $120K | ﹤0.01% |
2,272
-1,053
| -32% | -$49.8K |
|
5713
Greene County Bancorp
GCBC
$598M
| $119K | ﹤0.01% |
3,602
+152
| +4% | +$3.91K |
|
5714
Ellomay Capital Ltd
ELLO
$285M
| $119K | ﹤0.01% |
6,422
+3,275
| +104% | +$76K |
|
5715
Utah Medical Products
UTMD
$236M
| $119K | ﹤0.01% |
1,631
+101
| +7% | +$6.71K |
|
5716
Blue Ridge Bankshares
BRBS
$353M
| $119K | ﹤0.01% |
33,465
+5,217
| +18% | +$18.2K |
|
5717
Vista Gold
VGZ
$326M
| $119K | ﹤0.01% |
63,255
+59,921
| +1,797% | +$131K |
|
5718
Invesco S&P Spin-Off ETF
CSD
$216M
| $119K | ﹤0.01% |
+815
| New | +$109K |
|
|
OSG
5719
Octave Specialty Group
OSG
$200M
| $119K | ﹤0.01% |
18,668
-249,766
| -93% | -$1.3M |
|
5720
First Western Financial
MYFW
$298M
| $119K | ﹤0.01% |
3,687
+322
| +10% | +$9.16K |
|
5721
Gladstone Investment Corp
GAIN
$632M
| $119K | ﹤0.01% |
7,706
+1,563
| +25% | +$24.5K |
|
5722
FS Bancorp
FSBW
$346M
| $118K | ﹤0.01% |
2,745
+67
| +3% | +$2.75K |
|
|
IA
5723
Innovative Solutions & Support
IA
$325M
| $118K | ﹤0.01% |
6,559
+6,114
| +1,374% | +$118K |
|
5724
NYLIM Winslow Large Cap Growth ETF
IWLG
$320M
| $118K | ﹤0.01% |
2,128
-1,299
| -38% | -$70.8K |
|
5725
Citizens
CIA
$176M
| $118K | ﹤0.01% |
19,121
+738
| +4% | +$4.01K |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.