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 | |
|---|---|---|---|---|---|---|---|
5776
WisdomTree US AI Enhanced Value Fund
AIVL
$406M
| $74.7K | ﹤0.01% |
658
+168
| +34% | +$20K |
2014 Q4
45 quarters
|
|
5777
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$111M
| $74.6K | ﹤0.01% |
728
-380
| -34% | -$39.5K |
2021 Q1
20 quarters
|
|
5778
Cricut
CRCT
$1.36B
| $74.4K | ﹤0.01% |
19,633
+60
| +0.3% | +$263 |
2021 Q4
17 quarters
|
|
5779
M-tron Industries
MPTI
$335M
| $74.3K | ﹤0.01% |
1,123
-7,379
| -87% | -$471K |
2025 Q2
3 quarters
|
|
5780
RGC Resources
RGCO
$225M
| $74.3K | ﹤0.01% |
3,377
-7,199
| -68% | -$156K |
2023 Q1
12 quarters
|
|
5781
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$57.7M
| $74.2K | ﹤0.01% |
2,013
| – | – |
2024 Q4
5 quarters
|
|
|
DFSE
5782
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$642M
| $74.1K | ﹤0.01% |
1,807
-18
| -1% | -$791 |
2024 Q1
8 quarters
|
|
5783
Avantis Responsible US Equity ETF
AVSU
$486M
| $74.1K | ﹤0.01% |
+1,034
| New | +$80K |
2026 Q1
0 quarters
|
|
5784
Designer Brands
DBI
$310M
| $74K | ﹤0.01% |
13,879
+272
| +2% | +$1.83K |
2015 Q1
44 quarters
|
|
5785
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.34B
| $73.9K | ﹤0.01% |
881
-47
| -5% | -$4.17K |
2023 Q1
12 quarters
|
|
5786
Perma-Fix Environmental Services
PESI
$327M
| $73.7K | ﹤0.01% |
7,082
-58
| -0.8% | -$797 |
2023 Q4
9 quarters
|
|
5787
T. Rowe Price Floating Rate ETF
TFLR
$836M
| $73.6K | ﹤0.01% |
+1,466
| New | +$74.7K |
2026 Q1
0 quarters
|
|
5788
West Fraser Timber
WFG
$5.25B
| $73.3K | ﹤0.01% |
1,143
-4,269
| -79% | -$288K |
2021 Q1
20 quarters
|
|
5789
Franklin FTSE Australia ETF
FLAU
$199M
| $73.2K | ﹤0.01% |
2,268
-292
| -11% | -$9.8K |
2022 Q4
13 quarters
|
|
5790
Escalade
ESCA
$263M
| $73.2K | ﹤0.01% |
4,178
-8,454
| -67% | -$128K |
2017 Q4
33 quarters
|
|
|
SEVN
5791
Seven Hills Realty Trust
SEVN
$154M
| $73.1K | ﹤0.01% |
8,973
-15,861
| -64% | -$137K |
2023 Q4
9 quarters
|
|
5792
Meridian
MRBK
$224M
| $73K | ﹤0.01% |
3,868
-13,242
| -77% | -$252K |
2020 Q2
23 quarters
|
|
5793
Flexsteel Industries
FLXS
$354M
| $73K | ﹤0.01% |
1,629
-3,978
| -71% | -$184K |
2023 Q3
10 quarters
|
|
5794
Information Services Group
III
$278M
| $72.9K | ﹤0.01% |
19,042
-38,674
| -67% | -$190K |
2017 Q4
33 quarters
|
|
|
CBK
5795
Commercial Bancgroup
CBK
$431M
| $72.9K | ﹤0.01% |
2,805
+48
| +2% | +$1.23K |
2025 Q4
1 quarter
|
|
|
BPRE
5796
Bluerock Private Real Estate Fund
BPRE
| $72.8K | ﹤0.01% |
4,523
-28,277
| -86% | -$471K |
2025 Q4
1 quarter
|
|
5797
BlackRock Corporate High Yield Fund
HYT
$1.53B
| $72.8K | ﹤0.01% |
+8,822
| New | +$77.3K |
2026 Q1
0 quarters
|
|
5798
Direxion Daily FTSE China Bear 3X ETF
YANG
$112M
| $72.7K | ﹤0.01% |
+2,303
| New | +$58.5K |
2026 Q1
0 quarters
|
|
5799
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$795M
| $72.7K | ﹤0.01% |
+2,238
| New | +$73.2K |
2025 Q4
1 quarter
|
|
5800
American Conservative Values ETF
ACVF
$153M
| $72.6K | ﹤0.01% |
1,562
+1,445
| +1,235% | +$71.5K |
2025 Q3
2 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.