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 | |
|---|---|---|---|---|---|---|---|
|
HUCK
5826
Huckleberry.ai, Inc. Class B Common Stock
HUCK
$157M
| $68.1K | ﹤0.01% |
22,845
-79,632
| -78% | -$403K |
2018 Q2
31 quarters
|
|
|
OPRA
5827
Opera Ltd
OPRA
$1.57B
| $68K | ﹤0.01% |
5,001
-1,311
| -21% | -$18.1K |
2021 Q4
17 quarters
|
|
|
TRUT
5828
VanEck Technology TruSector ETF
TRUT
$215M
| $67.9K | ﹤0.01% |
+2,958
| New | +$75.2K |
2026 Q1
0 quarters
|
|
5829
Innoviz Technologies
INVZ
$107M
| $67.7K | ﹤0.01% |
114,728
-128,569
| -53% | -$117K |
2021 Q4
17 quarters
|
|
5830
OP Bancorp
OPBK
$227M
| $67.6K | ﹤0.01% |
5,054
+180
| +4% | +$2.47K |
2018 Q2
31 quarters
|
|
|
FORA
5831
DELISTED
Forian
FORA
| $67.6K | ﹤0.01% |
32,659
-3,350
| -9% | -$7K |
2021 Q2
19 quarters
|
|
|
CALI
5832
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$515M
| $67.2K | ﹤0.01% |
1,333
-916
| -41% | -$46.3K |
2025 Q3
2 quarters
|
|
5833
Byrna Technologies
BYRN
$81.4M
| $67.1K | ﹤0.01% |
7,583
-7
| -0.1% | -$92 |
2024 Q2
7 quarters
|
|
5834
EVI Industries
EVI
$248M
| $67K | ﹤0.01% |
3,252
-2,820
| -46% | -$63.2K |
2023 Q2
11 quarters
|
|
5835
InnovAge Holding
INNV
$1.2B
| $67K | ﹤0.01% |
8,510
+132
| +2% | +$986 |
2021 Q1
20 quarters
|
|
5836
ProShares S&P SmallCap 600 Dividend Aristocrats ETF
SMDV
$654M
| $67K | ﹤0.01% |
982
-839
| -46% | -$58.9K |
2022 Q4
13 quarters
|
|
5837
Peoples Bancorp of North Carolina
PEBK
$230M
| $66.7K | ﹤0.01% |
1,721
-1,447
| -46% | -$54.4K |
2023 Q4
9 quarters
|
|
|
BMM
5838
Blue Moon Metals Inc
BMM
$508M
| $66.7K | ﹤0.01% |
+11,914
| New | +$57.9K |
2026 Q1
0 quarters
|
|
|
BEDY
5839
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$204M
| $66.6K | ﹤0.01% |
2,491
| – | – |
2025 Q4
1 quarter
|
|
5840
Crawford & Co Class A
CRD.A
$598M
| $66.5K | ﹤0.01% |
6,655
-35
| -0.5% | -$367 |
2019 Q1
28 quarters
|
|
5841
Tonix Pharmaceuticals
TNXP
$158M
| $66.5K | ﹤0.01% |
5,524
+856
| +18% | +$13.2K |
2025 Q2
3 quarters
|
|
5842
Ohio Valley Banc Corp
OVBC
$209M
| $66.4K | ﹤0.01% |
1,564
-330
| -17% | -$13.8K |
2025 Q2
3 quarters
|
|
5843
Protalix BioTherapeutics
PLX
$216M
| $66.2K | ﹤0.01% |
31,685
+811
| +3% | +$2.01K |
2023 Q2
11 quarters
|
|
5844
FT Vest US Equity Deep Buffer ETF August
DAUG
$434M
| $66.2K | ﹤0.01% |
1,544
-18,467
| -92% | -$819K |
2024 Q4
5 quarters
|
|
5845
Superior Group of Companies
SGC
$202M
| $66K | ﹤0.01% |
6,570
-10,879
| -62% | -$110K |
2017 Q4
33 quarters
|
|
5846
AudioCodes
AUDC
$264M
| $65.8K | ﹤0.01% |
+7,941
| New | +$64.4K |
2026 Q1
0 quarters
|
|
5847
Priority Technology Holdings
PRTH
$642M
| $65.6K | ﹤0.01% |
13,965
-7,124
| -34% | -$39K |
2018 Q1
32 quarters
|
|
5848
MacroGenics
MGNX
$229M
| $65.6K | ﹤0.01% |
23,775
+18,022
| +313% | +$38.4K |
2013 Q4
49 quarters
|
|
|
EFSI
5849
Eagle Financial Services Inc
EFSI
$245M
| $65.6K | ﹤0.01% |
1,908
-425
| -18% | -$15.7K |
2025 Q2
3 quarters
|
|
5850
Nano X Imaging
NNOX
$52M
| $65.5K | ﹤0.01% |
29,782
-7,006
| -19% | -$18.4K |
2020 Q4
21 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.