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 | |
|---|---|---|---|---|---|---|---|
5801
Ranpak Holdings
PACK
$349M
| $72.4K | ﹤0.01% |
20,991
-92,398
| -81% | -$455K |
2020 Q2
23 quarters
|
|
5802
VanEck Israel ETF
ISRA
$159M
| $72.2K | ﹤0.01% |
1,250
+1,000
| +400% | +$62.8K |
2024 Q2
7 quarters
|
|
5803
John Hancock Mortgage-Backed Securities ETF
JHMB
$192M
| $71.8K | ﹤0.01% |
3,270
-487
| -13% | -$10.8K |
2024 Q4
5 quarters
|
|
5804
CI&T Inc
CINT
$402M
| $71.8K | ﹤0.01% |
14,387
-492,374
| -97% | -$2.43M |
2024 Q4
5 quarters
|
|
5805
Fiverr
FVRR
$308M
| $71.8K | ﹤0.01% |
7,309
-31,771
| -81% | -$437K |
2020 Q2
23 quarters
|
|
5806
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.64B
| $71.7K | ﹤0.01% |
1,280
+1,076
| +527% | +$67.3K |
2023 Q4
9 quarters
|
|
|
AIRO
5807
AIRO Group Holdings
AIRO
$206M
| $71.5K | ﹤0.01% |
8,346
+5,104
| +157% | +$53.1K |
2025 Q3
2 quarters
|
|
5808
Playtika
PLTK
$828M
| $71.5K | ﹤0.01% |
26,283
-287,453
| -92% | -$942K |
2021 Q1
20 quarters
|
|
5809
Jakks Pacific
JAKK
$292M
| $71.4K | ﹤0.01% |
3,663
+63
| +2% | +$1.22K |
2021 Q1
20 quarters
|
|
5810
PUT
Enphase Energy
ENPH
$4.34B
| $71.3K | ﹤0.01% |
2,000
-66,600
| -97% | -$2.77M |
2022 Q4
13 quarters
|
|
5811
Twin Disc
TWIN
$391M
| $71.3K | ﹤0.01% |
4,834
+1
| +0% | +$17 |
2015 Q4
41 quarters
|
|
5812
ALPS Active Equity Opportunity ETF
RFFC
$30.6M
| $71.2K | ﹤0.01% |
1,103
| – | – |
2022 Q4
13 quarters
|
|
5813
Fidelity MSCI Industrials Index ETF
FIDU
$2.19B
| $70.8K | ﹤0.01% |
846
+94
| +13% | +$8.46K |
2022 Q4
13 quarters
|
|
5814
Global X Clean Water ETF
AQWA
$20.3M
| $70.7K | ﹤0.01% |
3,800
+2,999
| +374% | +$59.2K |
2025 Q4
1 quarter
|
|
5815
Bank7 Corp
BSVN
$524M
| $70.3K | ﹤0.01% |
1,768
-68
| -4% | -$2.88K |
2018 Q4
29 quarters
|
|
5816
Franklin Covey
FC
$197M
| $70.1K | ﹤0.01% |
4,516
-439
| -9% | -$7.23K |
2016 Q1
40 quarters
|
|
5817
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.05B
| $70K | ﹤0.01% |
1,438
-43
| -3% | -$2.15K |
2023 Q2
11 quarters
|
|
|
CMRC
5818
Commerce.com Inc Series 1
CMRC
$268M
| $69.8K | ﹤0.01% |
27,142
+463
| +2% | +$1.44K |
2020 Q3
22 quarters
|
|
5819
First Capital
FCAP
$207M
| $69.6K | ﹤0.01% |
1,352
-619
| -31% | -$32K |
2019 Q1
28 quarters
|
|
|
EOI
5820
Eaton Vance Enhanced Equity Income Fund
EOI
$815M
| $69.4K | ﹤0.01% |
3,828
| – | – |
2024 Q2
7 quarters
|
|
5821
Evolution Petroleum
EPM
$143M
| $69.1K | ﹤0.01% |
14,792
+219
| +2% | +$911 |
2017 Q3
34 quarters
|
|
5822
Greenfire Resources
GFR
$1.34B
| $69K | ﹤0.01% |
+10,668
| New | +$61.4K |
2026 Q1
0 quarters
|
|
5823
CALL
First Majestic Silver
AG
$8.7B
| $68.8K | ﹤0.01% |
3,500
-8,600
| -71% | -$198K |
2025 Q4
1 quarter
|
|
5824
Smith-Midland
SMID
$121M
| $68.5K | ﹤0.01% |
2,108
-796
| -27% | -$27.5K |
2021 Q2
19 quarters
|
|
5825
Fennec Pharmaceuticals
FENC
$362M
| $68.4K | ﹤0.01% |
11,859
+2,088
| +21% | +$16.1K |
2021 Q4
17 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.