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 | |
|---|---|---|---|---|---|---|---|
5901
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.42B
| $60.8K | ﹤0.01% |
+4,909
| New | +$68.3K |
2026 Q1
0 quarters
|
|
|
SGVT
5902
Schwab Government Money Market ETF
SGVT
$930M
| $60.6K | ﹤0.01% |
602
| – | – |
2025 Q3
2 quarters
|
|
5903
UWM Holdings
UWMC
$414M
| $60.5K | ﹤0.01% |
17,431
-46,257
| -73% | -$213K |
2021 Q2
19 quarters
|
|
5904
Northern Trust STOXX Global ESG Select ETF
ESGG
$119M
| $60.1K | ﹤0.01% |
309
| – | – |
2024 Q3
6 quarters
|
|
|
DDI
5905
DoubleDown Interactive
DDI
$652M
| $60K | ﹤0.01% |
+7,099
| New | +$62.3K |
2026 Q1
0 quarters
|
|
|
BRT
5906
BRT Apartments
BRT
$250M
| $59.8K | ﹤0.01% |
4,445
-9,946
| -69% | -$144K |
2018 Q2
31 quarters
|
|
5907
Quanterix
QTRX
$161M
| $59.7K | ﹤0.01% |
17,411
-96,610
| -85% | -$564K |
2018 Q1
32 quarters
|
|
5908
Concrete Pumping Holdings
BBCP
$498M
| $59.7K | ﹤0.01% |
8,819
+45
| +0.5% | +$299 |
2019 Q1
28 quarters
|
|
5909
CVRx
CVRX
$40.8M
| $59.7K | ﹤0.01% |
6,738
-17,626
| -72% | -$129K |
2023 Q2
11 quarters
|
|
5910
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
| $59.5K | ﹤0.01% |
1,905
+1,709
| +872% | +$54.8K |
2025 Q4
1 quarter
|
|
5911
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$66.6M
| $59.3K | ﹤0.01% |
1,617
| – | – |
2025 Q4
1 quarter
|
|
5912
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$248M
| $59.2K | ﹤0.01% |
2,472
-2,050
| -45% | -$50.2K |
2024 Q3
6 quarters
|
|
5913
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$346M
| $59.2K | ﹤0.01% |
1,410
+324
| +30% | +$14.5K |
2023 Q4
9 quarters
|
|
|
CTEV
5914
Claritev Corp
CTEV
$361M
| $59.1K | ﹤0.01% |
3,741
+692
| +23% | +$15.5K |
2020 Q3
22 quarters
|
|
|
UBFO
5915
DELISTED
United Security Bancshares
UBFO
| $59K | ﹤0.01% |
5,723
-1,259
| -18% | -$13.2K |
2017 Q4
33 quarters
|
|
|
SOR
5916
Source Capital
SOR
$370M
| $58.7K | ﹤0.01% |
1,317
| – | – |
2025 Q1
4 quarters
|
|
|
SUNS
5917
Sunrise Realty Trust
SUNS
$84.9M
| $58.7K | ﹤0.01% |
7,379
-7,241
| -50% | -$65.8K |
2024 Q3
6 quarters
|
|
|
CRDL
5918
Cardiol Therapeutics
CRDL
$190M
| $58.7K | ﹤0.01% |
+48,077
| New | +$49.3K |
2026 Q1
0 quarters
|
|
5919
Cambria Shareholder Yield ETF
SYLD
$963M
| $58.7K | ﹤0.01% |
789
| – | – |
2023 Q3
10 quarters
|
|
5920
Lifecore Biomedical
LFCR
$248M
| $58.5K | ﹤0.01% |
15,446
+225
| +1% | +$1.55K |
2017 Q4
33 quarters
|
|
5921
ProShares Ultra Bloomberg Natural Gas
BOIL
$257M
| $58.4K | ﹤0.01% |
+1,826
| New | +$72.9K |
2026 Q1
0 quarters
|
|
5922
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
| $58.2K | ﹤0.01% |
1,245
-16,119
| -93% | -$789K |
2025 Q3
2 quarters
|
|
5923
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
| $58.2K | ﹤0.01% |
1,395
-5,651
| -80% | -$237K |
2023 Q3
10 quarters
|
|
|
WCLD
5924
WisdomTree Cloud Computing Fund
WCLD
$296M
| $57.8K | ﹤0.01% |
2,177
-125,011
| -98% | -$3.7M |
2021 Q4
17 quarters
|
|
5925
Universal Logistics Holdings
ULH
$467M
| $57.7K | ﹤0.01% |
2,815
+116
| +4% | +$1.98K |
2013 Q2
51 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.