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 | |
|---|---|---|---|---|---|---|---|
|
IPX
5976
IperionX
IPX
$573M
| $50.7K | ﹤0.01% |
2,106
| – | – |
2025 Q2
3 quarters
|
|
5977
Clarus
CLAR
$129M
| $50.5K | ﹤0.01% |
19,138
-39,951
| -68% | -$131K |
2017 Q1
36 quarters
|
|
5978
ClearBridge Dividend Strategy ESG ETF
YLDE
$168M
| $50.4K | ﹤0.01% |
+946
| New | +$52.5K |
2026 Q1
0 quarters
|
|
5979
Capital Group International Equity ETF
CGIE
$2.42B
| $50.1K | ﹤0.01% |
+1,535
| New | +$54.5K |
2026 Q1
0 quarters
|
|
5980
Westwood Holdings Group
WHG
$185M
| $50.1K | ﹤0.01% |
3,034
-5,568
| -65% | -$94.8K |
2017 Q4
33 quarters
|
|
5981
CALL
Ondas Inc
ONDS
$4.15B
| $49.7K | ﹤0.01% |
+6,100
| New | +$66.3K |
2026 Q1
0 quarters
|
|
5982
Ternium
TX
$10.9B
| $49.6K | ﹤0.01% |
1,288
+34
| +3% | +$1.41K |
2015 Q4
41 quarters
|
|
5983
Landmark Bancorp
LARK
$191M
| $49.6K | ﹤0.01% |
2,003
-353
| -15% | -$9.34K |
2020 Q2
23 quarters
|
|
5984
Ascent Industries
ACNT
$126M
| $49.5K | ﹤0.01% |
3,766
-10,737
| -74% | -$167K |
2018 Q2
31 quarters
|
|
5985
Enel Chile
ENIC
$5.71B
| $49.5K | ﹤0.01% |
12,964
+288
| +2% | +$1.2K |
2023 Q2
11 quarters
|
|
5986
PUT
Energy Fuels
UUUU
$2.84B
| $49.4K | ﹤0.01% |
+3,000
| New | +$62.1K |
2026 Q1
0 quarters
|
|
5987
Envela
ELA
$316M
| $49.2K | ﹤0.01% |
2,924
+46
| +2% | +$632 |
2023 Q2
11 quarters
|
|
5988
Douglas Elliman
DOUG
$138M
| $49.2K | ﹤0.01% |
30,183
-42,049
| -58% | -$97.5K |
2021 Q4
17 quarters
|
|
5989
BlackRock Science and Technology Trust
BST
$1.78B
| $49K | ﹤0.01% |
1,394
-2,825
| -67% | -$112K |
2020 Q4
21 quarters
|
|
5990
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$2.95B
| $49K | ﹤0.01% |
777
-323
| -29% | -$20.5K |
2021 Q1
20 quarters
|
|
5991
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
| $48.6K | ﹤0.01% |
+927
| New | +$50.7K |
2026 Q1
0 quarters
|
|
5992
Stereotaxis
STXS
$120M
| $48.6K | ﹤0.01% |
27,291
+1,031
| +4% | +$2.26K |
2020 Q2
23 quarters
|
|
5993
Heron Therapeutics
HRTX
$67.6M
| $48.6K | ﹤0.01% |
65,106
+2,710
| +4% | +$3.14K |
2015 Q3
42 quarters
|
|
5994
Kaltura
KLTR
$195M
| $48.5K | ﹤0.01% |
40,093
-12,990
| -24% | -$18.5K |
2022 Q4
13 quarters
|
|
|
ACR
5995
ACRES Commercial Realty
ACR
$170M
| $48.5K | ﹤0.01% |
2,563
-3,787
| -60% | -$72.8K |
2025 Q2
3 quarters
|
|
5996
Nuvectis Pharma
NVCT
$676M
| $48.5K | ﹤0.01% |
6,472
+90
| +1% | +$771 |
2023 Q2
11 quarters
|
|
5997
Bassett Furniture
BSET
$165M
| $48.3K | ﹤0.01% |
3,402
-5,092
| -60% | -$78K |
2025 Q2
3 quarters
|
|
5998
Advantage Solutions
ADV
$349M
| $48.1K | ﹤0.01% |
1,749
-3,429
| -66% | -$66K |
2020 Q1
24 quarters
|
|
5999
SunPower Inc
SPWR
$64.1M
| $48.1K | ﹤0.01% |
39,390
-22,867
| -37% | -$34.4K |
2025 Q2
3 quarters
|
|
6000
Eastern Company
EML
$145M
| $47.9K | ﹤0.01% |
2,389
-5,488
| -70% | -$104K |
2017 Q4
33 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.