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 | |
|---|---|---|---|---|---|---|---|
|
KEEL
6026
CALL
Keel Infrastructure Corp
KEEL
$2.12B
| $44.9K | ﹤0.01% |
+24,400
| New | +$57.3K |
2026 Q1
0 quarters
|
|
6027
CALL
Live Nation Entertainment
LYV
$38.9B
| $44.6K | ﹤0.01% |
300
-64,700
| -100% | -$9.8M |
2024 Q3
6 quarters
|
|
6028
First Trust Emerging Markets AlphaDEX Fund
FEM
$797M
| $44.4K | ﹤0.01% |
1,502
+737
| +96% | +$22K |
2022 Q4
13 quarters
|
|
6029
Stevanato
STVN
$5.46B
| $44.2K | ﹤0.01% |
3,282
+2,832
| +629% | +$46.9K |
2022 Q2
15 quarters
|
|
6030
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.33B
| $44.2K | ﹤0.01% |
1,226
-1,160
| -49% | -$42.6K |
2018 Q3
30 quarters
|
|
|
JANM
6031
FT U.S. Equity Max Buffer ETF - January
JANM
$37M
| $44K | ﹤0.01% |
1,350
-5,884
| -81% | -$194K |
2025 Q1
4 quarters
|
|
6032
PUT
indie Semiconductor
INDI
$668M
| $43.9K | ﹤0.01% |
+14,400
| New | +$50.9K |
2026 Q1
0 quarters
|
|
|
XZO
6033
Exzeo Group
XZO
$1.3B
| $43.9K | ﹤0.01% |
+3,128
| New | +$55.5K |
2026 Q1
0 quarters
|
|
6034
Arq
ARQ
$82.5M
| $43.7K | ﹤0.01% |
17,560
-24,332
| -58% | -$77.9K |
2023 Q3
10 quarters
|
|
6035
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$264M
| $43.4K | ﹤0.01% |
986
+322
| +48% | +$15K |
2025 Q3
2 quarters
|
|
6036
Vanguard US Multifactor ETF
VFMF
$951M
| $43K | ﹤0.01% |
+282
| New | +$44.6K |
2026 Q1
0 quarters
|
|
6037
Radcom
RDCM
$170M
| $42.9K | ﹤0.01% |
3,603
+29
| +0.8% | +$347 |
2024 Q2
7 quarters
|
|
|
BCYC
6038
Bicycle Therapeutics
BCYC
$249M
| $42.8K | ﹤0.01% |
9,873
-8,482
| -46% | -$48.5K |
2021 Q1
20 quarters
|
|
6039
CEMIG Preferred Shares
CIG
$6.01B
| $42.8K | ﹤0.01% |
18,358
+631
| +4% | +$1.39K |
2013 Q2
51 quarters
|
|
6040
Lifezone Metals
LZM
$337M
| $42.6K | ﹤0.01% |
13,306
+1,985
| +18% | +$9.22K |
2023 Q4
9 quarters
|
|
6041
Franklin Systematic Style Premia ETF
FLSP
$1.12B
| $42.5K | ﹤0.01% |
+1,572
| New | +$42.6K |
2026 Q1
0 quarters
|
|
6042
Rackspace Technology
RXT
$984M
| $42.4K | ﹤0.01% |
42,354
-326,954
| -89% | -$397K |
2020 Q3
22 quarters
|
|
6043
TriSalus Life Sciences
TLSI
$256M
| $42.3K | ﹤0.01% |
11,402
-748
| -6% | -$3.66K |
2024 Q1
8 quarters
|
|
6044
Fairlead Tactical Sector ETF
TACK
$288M
| $42.3K | ﹤0.01% |
1,416
+1,021
| +258% | +$31.5K |
2025 Q4
1 quarter
|
|
6045
FT Vest US Equity Moderate Buffer ETF July
GJUL
$414M
| $42.2K | ﹤0.01% |
1,051
-2,102
| -67% | -$87K |
2025 Q3
2 quarters
|
|
|
INCE
6046
Franklin Income Equity Focus ETF
INCE
$315M
| $42.2K | ﹤0.01% |
657
-210
| -24% | -$13.6K |
2025 Q1
4 quarters
|
|
|
BITW
6047
Bitwise 10 Crypto Index ETF
BITW
$829M
| $42.1K | ﹤0.01% |
+965
| New | +$48.9K |
2026 Q1
0 quarters
|
|
6048
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
$1.99B
| $42.1K | ﹤0.01% |
+1,941
| New | +$42.7K |
2026 Q1
0 quarters
|
|
6049
New Fortress Energy
NFE
$33.8M
| $42K | ﹤0.01% |
1,456
-11,103
| -88% | -$650K |
2021 Q4
17 quarters
|
|
6050
Valhi
VHI
$431M
| $41.9K | ﹤0.01% |
2,956
+139
| +5% | +$1.96K |
2016 Q4
37 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.