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 | |
|---|---|---|---|---|---|---|
5726
First National Corp
FXNC
$279M
| $118K | ﹤0.01% |
3,928
+689
| +21% | +$19.5K |
|
|
RSMV
5727
Relative Strength Managed Volatility Strategy ETF
RSMV
$19.3M
| $117K | ﹤0.01% |
3,945
+3,582
| +987% | +$102K |
|
5728
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$204M
| $117K | ﹤0.01% |
2,745
+1,103
| +67% | +$46.5K |
|
|
ISBA
5729
Isabella Bank
ISBA
$291M
| $117K | ﹤0.01% |
+2,877
| New | +$123K |
|
5730
Lineage Cell Therapeutics
LCTX
$268M
| $117K | ﹤0.01% |
86,526
+75,582
| +691% | +$104K |
|
5731
Franklin Covey
FC
$201M
| $117K | ﹤0.01% |
4,563
+47
| +1% | +$1.07K |
|
5732
Eve Holding
EVEX
$725M
| $117K | ﹤0.01% |
47,772
+879
| +2% | +$2.53K |
|
5733
Usana Health Sciences
USNA
$270M
| $117K | ﹤0.01% |
5,546
+1,101
| +25% | +$20.7K |
|
5734
BK Technologies
BKTI
$275M
| $116K | ﹤0.01% |
1,369
-1,247
| -48% | -$108K |
|
|
PAL
5735
Proficient Auto Logistics
PAL
$132M
| $116K | ﹤0.01% |
16,428
+6,581
| +67% | +$44K |
|
5736
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.58B
| $116K | ﹤0.01% |
2,540
+438
| +21% | +$19.8K |
|
5737
iShares CMBS ETF
CMBS
$465M
| $116K | ﹤0.01% |
2,371
-1,139
| -32% | -$55.4K |
|
5738
PUT
Ramaco Resources Class A
METC
$637M
| $115K | ﹤0.01% |
9,100
| – | – |
|
|
GEMI
5739
Gemini Space Station
GEMI
$568M
| $115K | ﹤0.01% |
27,202
+26,837
| +7,353% | +$126K |
|
5740
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$145M
| $115K | ﹤0.01% |
5,097
-30
| -0.6% | -$679 |
|
|
CRWV
5741
CALL
CoreWeave
CRWV
$43.6B
| $115K | ﹤0.01% |
1,200
-17,100
| -93% | -$1.85M |
|
|
XYF
5742
X Financial
XYF
$182M
| $114K | ﹤0.01% |
22,843
+8,770
| +62% | +$41.9K |
|
5743
Friedman Industries
FRD
$303M
| $114K | ﹤0.01% |
3,528
-2,058
| -37% | -$48.6K |
|
5744
Quad
QUAD
$505M
| $114K | ﹤0.01% |
13,576
+1,406
| +12% | +$10.6K |
|
5745
Benitec Biopharma
BNTC
$392M
| $114K | ﹤0.01% |
8,996
+1,111
| +14% | +$13.2K |
|
|
ETJ
5746
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$554M
| $114K | ﹤0.01% |
+13,818
| New | +$116K |
|
5747
EVgo
EVGO
$201M
| $114K | ﹤0.01% |
60,399
-3,208
| -5% | -$6.46K |
|
|
RSVR
5748
Reservoir Media
RSVR
$620M
| $113K | ﹤0.01% |
11,126
-146
| -1% | -$1.48K |
|
5749
Twin Disc
TWIN
$358M
| $113K | ﹤0.01% |
4,816
-18
| -0.4% | -$330 |
|
5750
AMES National
ATLO
$284M
| $113K | ﹤0.01% |
3,793
+175
| +5% | +$5.06K |
|
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.