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 | |
|---|---|---|---|---|---|---|---|
|
INVN
5926
Alger Russell Innovation ETF
INVN
$10.3M
| $57.5K | ﹤0.01% |
3,148
| – | – |
2025 Q4
1 quarter
|
|
|
BA.PRA
5927
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$6.96B
| $57.4K | ﹤0.01% |
838
-20,045
| -96% | -$1.46M |
2024 Q4
5 quarters
|
|
|
SOHU
5928
Sohu.com
SOHU
$334M
| $57.1K | ﹤0.01% |
3,741
| – | – |
2015 Q4
41 quarters
|
|
5929
CF Bankshares
CFBK
$220M
| $57K | ﹤0.01% |
2,052
+8
| +0.4% | +$233 |
2025 Q2
3 quarters
|
|
5930
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$35.7M
| $57K | ﹤0.01% |
1,613
+1,580
| +4,788% | +$48.9K |
2025 Q4
1 quarter
|
|
5931
Vuzix
VUZI
$243M
| $57K | ﹤0.01% |
27,526
-603
| -2% | -$1.65K |
2025 Q2
3 quarters
|
|
|
VACHW
5932
DELISTED
Voyager Acquisition Corp Warrants
VACHW
| – | – |
0
| – | – |
2024 Q4
5 quarters
|
|
5933
1stdibs.com
DIBS
$130M
| $56.2K | ﹤0.01% |
10,471
+657
| +7% | +$3.64K |
2021 Q2
19 quarters
|
|
|
GXPC
5934
Global X PureCap MSCI Communication Services ETF
GXPC
$117M
| $56.1K | ﹤0.01% |
+2,128
| New | +$62.7K |
2026 Q1
0 quarters
|
|
5935
Hamilton Beach Brands
HBB
$499M
| $56.1K | ﹤0.01% |
3,073
-8,789
| -74% | -$160K |
2017 Q4
33 quarters
|
|
5936
Greenwich LifeSciences
GLSI
$255M
| $56K | ﹤0.01% |
2,604
-73
| -3% | -$1.9K |
2021 Q2
19 quarters
|
|
|
GARP
5937
iShares MSCI USA Quality GARP ETF
GARP
$3.35B
| $55.7K | ﹤0.01% |
904
-3,423
| -79% | -$232K |
2025 Q3
2 quarters
|
|
5938
Epsilon Energy
EPSN
$178M
| $55.7K | ﹤0.01% |
8,753
-14,323
| -62% | -$73.1K |
2022 Q2
15 quarters
|
|
|
BHR
5939
Braemar Hotels & Resorts
BHR
$113M
| $55.6K | ﹤0.01% |
23,574
+1,546
| +7% | +$4.3K |
2013 Q4
49 quarters
|
|
|
FONR
5940
DELISTED
Fonar
FONR
| $55.4K | ﹤0.01% |
2,987
| – | – |
2023 Q2
11 quarters
|
|
5941
BV Financial
BVFL
$180M
| $55.4K | ﹤0.01% |
2,890
-1,790
| -38% | -$34K |
2025 Q2
3 quarters
|
|
5942
SR Bancorp
SRBK
$137M
| $55.3K | ﹤0.01% |
3,223
-1,486
| -32% | -$25K |
2025 Q2
3 quarters
|
|
5943
loanDepot
LDI
$207M
| $55.1K | ﹤0.01% |
40,808
+5,155
| +14% | +$10.6K |
2024 Q1
8 quarters
|
|
5944
ZTO Express
ZTO
$14.6B
| $55K | ﹤0.01% |
2,263
-515,221
| -100% | -$12.1M |
2016 Q4
37 quarters
|
|
5945
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$100M
| $54.7K | ﹤0.01% |
1,110
| – | – |
2022 Q4
13 quarters
|
|
|
XYF
5946
X Financial
XYF
$189M
| $54.6K | ﹤0.01% |
14,073
-27,985
| -67% | -$145K |
2025 Q3
2 quarters
|
|
5947
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$252M
| $54.4K | ﹤0.01% |
1,757
+1,584
| +916% | +$60.2K |
2025 Q3
2 quarters
|
|
|
KVACW
5948
DELISTED
Keen Vision Acquisition Corp Warrant
KVACW
| – | – |
0
| – | – |
2024 Q3
6 quarters
|
|
5949
VanEck Retail ETF
RTH
$236M
| $54.1K | ﹤0.01% |
+220
| New | +$57K |
2026 Q1
0 quarters
|
|
|
FURY
5950
Fury Gold Mines
FURY
$99.8M
| $53.8K | ﹤0.01% |
93,422
+13,800
| +17% | +$9.49K |
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.