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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Financials | 7.91% |
| 3 | Communication Services | 7.54% |
| 4 | Industrials | 7.44% |
| 5 | Healthcare | 7.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
6076
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$243M
| $68.8K | ﹤0.01% |
1,154
| – | – |
|
6077
Westwood Holdings Group
WHG
$184M
| $68.8K | ﹤0.01% |
3,412
+378
| +12% | +$6.36K |
|
6078
Escalade
ESCA
$287M
| $68.7K | ﹤0.01% |
3,636
-542
| -13% | -$10K |
|
6079
Innovator Growth-100 Power Buffer ETF April
NAPR
$213M
| $68.7K | ﹤0.01% |
1,163
-10,365
| -90% | -$603K |
|
|
OXLC
6080
Oxford Lane Capital
OXLC
$950M
| $68.5K | ﹤0.01% |
7,780
+3,558
| +84% | +$34.4K |
|
6081
BlackRock Science and Technology Trust
BST
$1.75B
| $68.4K | ﹤0.01% |
1,394
| – | – |
|
6082
E.W. Scripps
SSP
$310M
| $68.3K | ﹤0.01% |
23,970
-2,939
| -11% | -$11.1K |
|
|
PSUS
6083
Pershing Square USA
PSUS
| $68.1K | ﹤0.01% |
+1,829
| New | +$73.1K |
|
6084
Information Services Group
III
$250M
| $67.9K | ﹤0.01% |
16,611
-2,431
| -13% | -$10.2K |
|
6085
Franklin Short Duration US Government ETF
FTSD
$309M
| $67.9K | ﹤0.01% |
+750
| New | +$67.8K |
|
|
BRT
6086
BRT Apartments
BRT
$269M
| $67.8K | ﹤0.01% |
4,423
-22
| -0.5% | -$319 |
|
6087
Greenwich LifeSciences
GLSI
$240M
| $67.6K | ﹤0.01% |
2,906
+302
| +12% | +$7.35K |
|
6088
Entera Bio
ENTX
$141M
| $67.5K | ﹤0.01% |
40,883
+33,733
| +472% | +$42.2K |
|
6089
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$288M
| $67K | ﹤0.01% |
1,265
+279
| +28% | +$14K |
|
6090
EverCommerce
EVCM
$1.79B
| $66.8K | ﹤0.01% |
6,896
+31
| +0.5% | +$328 |
|
6091
Prelude Therapeutics
PRLD
$428M
| $66.7K | ﹤0.01% |
13,538
+13,476
| +21,735% | +$58.7K |
|
|
GXPD
6092
Global X PureCap MSCI Consumer Discretionary ETF
GXPD
$51.2M
| $66.6K | ﹤0.01% |
+2,551
| New | +$66.8K |
|
6093
Security National Financial
SNFCA
$241M
| $66.5K | ﹤0.01% |
7,133
+18
| +0.3% | +$165 |
|
6094
SR Bancorp
SRBK
$147M
| $66K | ﹤0.01% |
3,400
+177
| +5% | +$3.27K |
|
6095
Lucid Diagnostics
LUCD
$184M
| $65.9K | ﹤0.01% |
62,775
+7,127
| +13% | +$7.68K |
|
6096
Oramed Pharmaceuticals
ORMP
$182M
| $65.7K | ﹤0.01% |
14,158
+7,769
| +122% | +$30.9K |
|
|
BPRE
6097
Bluerock Private Real Estate Fund
BPRE
| $65.5K | ﹤0.01% |
4,923
+400
| +9% | +$6.21K |
|
6098
Soluna Holdings
SLNH
$205M
| $65.4K | ﹤0.01% |
46,699
-22,142
| -32% | -$32K |
|
6099
ChargePoint
CHPT
$160M
| $65.3K | ﹤0.01% |
10,704
+10,695
| +118,833% | +$70K |
|
6100
Kaltura
KLTR
$243M
| $65K | ﹤0.01% |
51,599
+11,506
| +29% | +$15.6K |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Financials and Communication Services.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.