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 | |
|---|---|---|---|---|---|---|---|
5876
Codexis
CDXS
$149M
| $62.9K | ﹤0.01% |
41,407
+430
| +1% | +$613 |
2017 Q3
34 quarters
|
|
|
PAL
5877
Proficient Auto Logistics
PAL
$98.2M
| $62.9K | ﹤0.01% |
9,847
+168
| +2% | +$1.39K |
2024 Q2
7 quarters
|
|
5878
Pacer Swan SOS Moderate July ETF
PSMJ
$106M
| $62.8K | ﹤0.01% |
2,004
-1,200
| -37% | -$38.7K |
2025 Q3
2 quarters
|
|
5879
Global X Cloud Computing ETF
CLOU
$380M
| $62.8K | ﹤0.01% |
3,331
-1,060
| -24% | -$21.4K |
2020 Q4
21 quarters
|
|
|
GRO
5880
Brazil Potash Corp
GRO
$131M
| $62.8K | ﹤0.01% |
+18,306
| New | +$51.8K |
2026 Q1
0 quarters
|
|
|
TLN
5881
CALL
Talen Energy Corp
TLN
$15.3B
| $62.6K | ﹤0.01% |
200
-42,300
| -100% | -$14.9M |
2025 Q3
2 quarters
|
|
5882
Gladstone Capital
GLAD
$439M
| $62.3K | ﹤0.01% |
3,630
-3,176
| -47% | -$60.7K |
2025 Q2
3 quarters
|
|
5883
VirnetX Holding Corp
VHC
$39.6M
| $62.3K | ﹤0.01% |
4,757
-221
| -4% | -$3.92K |
2017 Q4
33 quarters
|
|
5884
CALL
KeyCorp
KEY
$21.4B
| $62.1K | ﹤0.01% |
3,200
| – | – |
2025 Q4
1 quarter
|
|
|
5885
PUT
KeyCorp
KEY
$21.4B
| $62.1K | ﹤0.01% |
3,200
| – | – |
2025 Q4
1 quarter
|
|
5886
PUT
Reddit
RDDT
$28.8B
| $62.1K | ﹤0.01% |
500
-112,000
| -100% | -$19.1M |
2025 Q3
2 quarters
|
|
5887
Autohome
ATHM
$2.4B
| $62K | ﹤0.01% |
3,630
-70,177
| -95% | -$1.44M |
2017 Q2
35 quarters
|
|
5888
Pioneer Bancorp
PBFS
$432M
| $62K | ﹤0.01% |
4,484
+87
| +2% | +$1.22K |
2019 Q3
26 quarters
|
|
|
IPCXR
5889
DELISTED
Inflection Point Acquisition Corp III Rights
IPCXR
| $62K | ﹤0.01% |
200,000
| – | – |
2025 Q4
1 quarter
|
|
5890
Rimini Street
RMNI
$400M
| $61.9K | ﹤0.01% |
19,847
+336
| +2% | +$1.17K |
2018 Q2
31 quarters
|
|
|
SVCO
5891
Silvaco Group
SVCO
$306M
| $61.8K | ﹤0.01% |
8,705
-5,888
| -40% | -$26.5K |
2024 Q3
6 quarters
|
|
5892
Quantum-Si Incorporated
QSI
$313M
| $61.6K | ﹤0.01% |
83,519
+6,610
| +9% | +$6.85K |
2021 Q4
17 quarters
|
|
5893
Westrock Coffee
WEST
$781M
| $61.4K | ﹤0.01% |
15,171
+547
| +4% | +$2.44K |
2022 Q3
14 quarters
|
|
5894
MediWound
MDWD
$176M
| $61.4K | ﹤0.01% |
3,971
-42
| -1% | -$731 |
2023 Q4
9 quarters
|
|
|
GSIG
5895
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
| $61.4K | ﹤0.01% |
1,298
-193
| -13% | -$9.19K |
2024 Q2
7 quarters
|
|
|
SUPX
5896
SuperX AI Technology Ltd
SUPX
$294M
| $61.3K | ﹤0.01% |
6,780
+1,860
| +38% | +$23.7K |
2025 Q3
2 quarters
|
|
5897
Acme United Corp
ACU
$242M
| $61.1K | ﹤0.01% |
1,386
-911
| -40% | -$39.6K |
2025 Q2
3 quarters
|
|
5898
FinWise Bancorp
FINW
$155M
| $61.1K | ﹤0.01% |
3,845
+59
| +2% | +$1K |
2025 Q2
3 quarters
|
|
5899
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$300M
| $61K | ﹤0.01% |
2,768
+1,124
| +68% | +$25.3K |
2025 Q4
1 quarter
|
|
5900
T. Rowe Price QM US Bond ETF
TAGG
$2.6B
| $61K | ﹤0.01% |
1,434
-566
| -28% | -$24.4K |
2025 Q2
3 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.