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 | |
|---|---|---|---|---|---|---|---|
6051
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$268M
| $41.9K | ﹤0.01% |
+317
| New | +$43.8K |
2026 Q1
0 quarters
|
|
6052
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.11B
| $41.8K | ﹤0.01% |
1,517
-950
| -39% | -$26.9K |
2025 Q4
1 quarter
|
|
6053
Soluna Holdings
SLNH
$259M
| $41.8K | ﹤0.01% |
+68,841
| New | +$73.3K |
2026 Q1
0 quarters
|
|
6054
Alta Equipment Group
ALTG
$206M
| $41.6K | ﹤0.01% |
7,974
-59,380
| -88% | -$377K |
2020 Q2
23 quarters
|
|
|
UXJA
6055
FT Vest U.S. Equity Uncapped Accelerator ETF - January
UXJA
$11.6M
| $41.5K | ﹤0.01% |
+1,307
| New | +$44.8K |
2026 Q1
0 quarters
|
|
6056
Cardiff Oncology
CRDF
$91.8M
| $41.4K | ﹤0.01% |
26,724
+747
| +3% | +$1.53K |
2020 Q4
21 quarters
|
|
6057
Kayne Anderson Energy Infrastructure Fund
KYN
$2.33B
| $41.4K | ﹤0.01% |
2,894
-1,400
| -33% | -$18.8K |
2022 Q4
13 quarters
|
|
6058
SKYX Platforms
SKYX
$154M
| $41.3K | ﹤0.01% |
37,532
+7,646
| +26% | +$16K |
2023 Q2
11 quarters
|
|
6059
DMC Global
BOOM
$116M
| $40.9K | ﹤0.01% |
8,047
-94,278
| -92% | -$658K |
2017 Q4
33 quarters
|
|
6060
SkinHealth Systems
SKIN
$82M
| $40.7K | ﹤0.01% |
49,674
+4,005
| +9% | +$4.92K |
2020 Q4
21 quarters
|
|
6061
AdvisorShares Pure US Cannabis ETF
MSOS
$906M
| $40.7K | ﹤0.01% |
+12,926
| New | +$53K |
2026 Q1
0 quarters
|
|
6062
CALL
Avis
CAR
$3.75B
| $40.7K | ﹤0.01% |
300
-240,900
| -100% | -$27.5M |
2024 Q4
5 quarters
|
|
6063
Global X FinTech ETF
FINX
$156M
| $40.6K | ﹤0.01% |
1,824
-41
| -2% | -$1.06K |
2019 Q2
27 quarters
|
|
|
TMQ
6064
Trilogy Metals
TMQ
$547M
| $40.5K | ﹤0.01% |
12,422
+12,376
| +26,904% | +$56.5K |
2024 Q4
5 quarters
|
|
6065
FT Vest US Equity Buffer ETF September
FSEP
$1.39B
| $40.5K | ﹤0.01% |
821
+718
| +697% | +$37K |
2023 Q3
10 quarters
|
|
|
PSQO
6066
Palmer Square Credit Opportunities ETF
PSQO
$301M
| $40.3K | ﹤0.01% |
+1,965
| New | +$40.6K |
2026 Q1
0 quarters
|
|
6067
ProShares UltraPro Short Dow 30
SDOW
$156M
| $40.2K | ﹤0.01% |
1,060
-98
| -8% | -$3.07K |
2023 Q4
9 quarters
|
|
6068
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$230M
| $40.1K | ﹤0.01% |
711
+650
| +1,066% | +$29K |
2022 Q3
14 quarters
|
|
6069
Yatra Online
YTRA
$59.9M
| $39.8K | ﹤0.01% |
39,417
+39,317
| +39,317% | +$54.7K |
2025 Q4
1 quarter
|
|
|
OXLC
6070
Oxford Lane Capital
OXLC
$882M
| $39.7K | ﹤0.01% |
4,222
+1,025
| +32% | +$11.3K |
2025 Q3
2 quarters
|
|
6071
Hanover Bancorp
HNVR
$178M
| $39.7K | ﹤0.01% |
1,854
+32
| +2% | +$712 |
2025 Q2
3 quarters
|
|
6072
Adaptive Alpha Opportunities ETF
AGOX
$381M
| $39.6K | ﹤0.01% |
1,536
+345
| +29% | +$9.97K |
2025 Q3
2 quarters
|
|
6073
FT Vest US Equity Deep Buffer ETF February
DFEB
$448M
| $39.5K | ﹤0.01% |
846
+588
| +228% | +$28.2K |
2025 Q3
2 quarters
|
|
6074
Avantis All Equity Markets ETF
AVGE
$1.22B
| $39.5K | ﹤0.01% |
462
-26
| -5% | -$2.34K |
2024 Q3
6 quarters
|
|
6075
Lufax Holding
LU
$1.03B
| $39.3K | ﹤0.01% |
22,066
-30,419
| -58% | -$76.8K |
2020 Q4
21 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.