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 | |
|---|---|---|---|---|---|---|
551
HEICO Corp Class A
HEI.A
$32.8B
| $360M | 0.02% |
1,414,319
+256,093
| +22% | +$58.5M |
|
552
PUT
Snowflake
SNOW
$116B
| $359M | 0.02% |
1,425,400
+200,100
| +16% | +$36.8M |
|
553
JPMorgan Core Plus Bond ETF
JCPB
$14.6B
| $357M | 0.02% |
7,576,615
+2,033,334
| +37% | +$95.4M |
|
554
Novartis
NVS
$262B
| $357M | 0.02% |
2,264,447
+459,771
| +25% | +$68.9M |
|
555
Okta
OKTA
$29.3B
| $357M | 0.02% |
2,709,757
+434,283
| +19% | +$40.8M |
|
556
Itaú Unibanco
ITUB
$91.6B
| $356M | 0.02% |
43,344,935
+1,091,955
| +3% | +$9.05M |
|
557
iShares Bitcoin Trust
IBIT
$61B
| $356M | 0.02% |
10,407,635
+2,104,944
| +25% | +$85.6M |
|
558
Vista Energy
VIST
$8.39B
| $355M | 0.02% |
5,526,939
+649,403
| +13% | +$45.7M |
|
559
Labcorp
LH
$26.3B
| $355M | 0.02% |
1,268,384
-264,339
| -17% | -$69.5M |
|
560
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
| $354M | 0.02% |
3,490,075
-603,074
| -15% | -$60.3M |
|
561
CALL
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
| $353M | 0.02% |
2,195,000
-440,000
| -17% | -$65.5M |
|
562
MetLife
MET
$60.7B
| $353M | 0.02% |
4,101,029
+673,329
| +20% | +$54.3M |
|
|
THRO
563
iShares U.S. Thematic Rotation Active ETF
THRO
$6.81B
| $350M | 0.02% |
8,208,264
-3,293,840
| -29% | -$136M |
|
564
TTM Technologies
TTMI
$13.6B
| $349M | 0.02% |
1,863,572
+354,284
| +23% | +$57.1M |
|
565
Kulicke & Soffa
KLIC
$4.35B
| $346M | 0.02% |
2,673,813
+2,362,442
| +759% | +$231M |
|
566
American Electric Power
AEP
$68.3B
| $344M | 0.02% |
2,493,480
+884,329
| +55% | +$116M |
|
567
SLB Ltd
SLB
$84.7B
| $343M | 0.02% |
7,397,890
-344,504
| -4% | -$18.5M |
|
|
GTLS
568
DELISTED
Chart Industries
GTLS
| $343M | 0.02% |
1,638,698
+1,030,167
| +169% | +$214M |
|
569
Crown Castle
CCI
$32.3B
| $342M | 0.02% |
4,355,264
+1,980,548
| +83% | +$174M |
|
570
Ryanair
RYAAY
$28.2B
| $340M | 0.02% |
5,284,183
+827,678
| +19% | +$48.8M |
|
571
Penumbra
PEN
$12.6B
| $339M | 0.02% |
1,071,454
+668,835
| +166% | +$217M |
|
572
British American Tobacco
BTI
$119B
| $338M | 0.02% |
5,390,955
-425,025
| -7% | -$25.7M |
|
573
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
| $337M | 0.02% |
1,003,960
-140,150
| -12% | -$41.8M |
|
574
Phillips 66
PSX
$103B
| $337M | 0.02% |
1,934,094
-305,711
| -14% | -$52.6M |
|
575
Lemonade
LMND
$3.91B
| $336M | 0.02% |
5,392,829
+130,013
| +2% | +$7.6M |
|
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.