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 | |
|---|---|---|---|---|---|---|---|
6001
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$81.9M
| $47.9K | ﹤0.01% |
1,462
+1,295
| +775% | +$44.6K |
2025 Q4
1 quarter
|
|
6002
OptimizeRx
OPRX
$158M
| $47.6K | ﹤0.01% |
7,365
-808
| -10% | -$7.5K |
2018 Q4
29 quarters
|
|
6003
State Street SPDR S&P Transportation ETF
XTN
$301M
| $47.5K | ﹤0.01% |
531
-33
| -6% | -$3.21K |
2017 Q1
36 quarters
|
|
6004
Patriot National Bancorp
PNBK
$118M
| $47.4K | ﹤0.01% |
37,352
+8,855
| +31% | +$12.7K |
2025 Q2
3 quarters
|
|
|
MESO
6005
Mesoblast
MESO
$1.86B
| $47.3K | ﹤0.01% |
3,289
+89
| +3% | +$1.48K |
2024 Q4
5 quarters
|
|
6006
American Outdoor Brands
AOUT
$202M
| $47.2K | ﹤0.01% |
5,187
+59
| +1% | +$522 |
2020 Q3
22 quarters
|
|
6007
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$889M
| $47.1K | ﹤0.01% |
1,429
+686
| +92% | +$27.4K |
2024 Q4
5 quarters
|
|
6008
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$65M
| $47.1K | ﹤0.01% |
991
-160
| -14% | -$7.67K |
2023 Q3
10 quarters
|
|
6009
Riverview Bancorp
RVSB
$120M
| $47K | ﹤0.01% |
8,304
-4,329
| -34% | -$22.8K |
2025 Q2
3 quarters
|
|
6010
CALL
Nokia
NOK
$58.1B
| $47K | ﹤0.01% |
+5,900
| New | +$43.3K |
2026 Q1
0 quarters
|
|
6011
Atomera
ATOM
$183M
| $46.8K | ﹤0.01% |
13,084
+174
| +1% | +$656 |
2020 Q2
23 quarters
|
|
6012
KVH Industries
KVHI
$123M
| $46.8K | ﹤0.01% |
5,241
+4,254
| +431% | +$29.7K |
2023 Q2
11 quarters
|
|
|
CARL
6013
Carlsmed
CARL
$376M
| $46.7K | ﹤0.01% |
5,063
+1,813
| +56% | +$21.9K |
2025 Q3
2 quarters
|
|
6014
HF Foods Group
HFFG
$92.3M
| $46.7K | ﹤0.01% |
25,787
-21,680
| -46% | -$41.5K |
2018 Q4
29 quarters
|
|
6015
Richmond Mutual Bancorp
RMBI
$240M
| $46.6K | ﹤0.01% |
3,438
-1,652
| -32% | -$22.9K |
2019 Q3
26 quarters
|
|
6016
Bakkt Inc
BKKT
$347M
| $46.5K | ﹤0.01% |
6,692
+823
| +14% | +$9.75K |
2021 Q3
18 quarters
|
|
6017
Humacyte
HUMA
$140M
| $46.5K | ﹤0.01% |
80,932
+5,150
| +7% | +$5.35K |
2021 Q4
17 quarters
|
|
6018
J. Jill
JILL
$363M
| $46.5K | ﹤0.01% |
3,105
+118
| +4% | +$1.89K |
2017 Q4
33 quarters
|
|
6019
Cambria Foreign Shareholder Yield ETF
FYLD
$711M
| $46.4K | ﹤0.01% |
1,269
| – | – |
2024 Q3
6 quarters
|
|
6020
FT Vest International Equity Moderate Buffer ETF March
YMAR
$162M
| $46.2K | ﹤0.01% |
+1,718
| New | +$47.1K |
2026 Q1
0 quarters
|
|
6021
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$235M
| $46.1K | ﹤0.01% |
466
-13
| -3% | -$1.28K |
2023 Q3
10 quarters
|
|
6022
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
| $46K | ﹤0.01% |
3,492
-457
| -12% | -$6.75K |
2022 Q4
13 quarters
|
|
6023
John Hancock Multifactor Emerging Markets ETF
JHEM
$974M
| $45.9K | ﹤0.01% |
1,384
-257
| -16% | -$9.04K |
2024 Q3
6 quarters
|
|
6024
Cohen & Steers Closed End Opportunity Fund
FOF
$345M
| $45.2K | ﹤0.01% |
3,590
| – | – |
2025 Q2
3 quarters
|
|
6025
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.57B
| $45.2K | ﹤0.01% |
217
-79
| -27% | -$18.6K |
2025 Q3
2 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.