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 | |
|---|---|---|---|---|---|---|---|
6076
Bally's
BALY
$704M
| $39.1K | ﹤0.01% |
4,018
+57
| +1% | +$814 |
2025 Q2
3 quarters
|
|
|
NREF
6077
NexPoint Real Estate Finance
NREF
$297M
| $39.1K | ﹤0.01% |
2,922
-331
| -10% | -$4.74K |
2021 Q1
20 quarters
|
|
6078
Chunghwa Telecom
CHT
$35.3B
| $39.1K | ﹤0.01% |
930
+201
| +28% | +$8.55K |
2020 Q2
23 quarters
|
|
|
SFBC
6079
Sound Financial Bancorp
SFBC
$115M
| $39K | ﹤0.01% |
880
-499
| -36% | -$21.6K |
2025 Q2
3 quarters
|
|
6080
Aldeyra Therapeutics
ALDX
$77.8M
| $38.9K | ﹤0.01% |
23,158
+1,169
| +5% | +$5.12K |
2017 Q4
33 quarters
|
|
6081
VanEck CLO ETF
CLOI
$1.63B
| $38.5K | ﹤0.01% |
+732
| New | +$38.6K |
2026 Q1
0 quarters
|
|
6082
Simplify Volatility Premium ETF
SVOL
$513M
| $38.5K | ﹤0.01% |
+2,551
| New | +$43K |
2026 Q1
0 quarters
|
|
6083
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$162M
| $38.5K | ﹤0.01% |
+142
| New | +$41.6K |
2026 Q1
0 quarters
|
|
6084
Invesco Biotechnology & Genome ETF
PBE
$415M
| $38.4K | ﹤0.01% |
500
| – | – |
2024 Q2
7 quarters
|
|
|
SELF
6085
Global Self Storage
SELF
$56.1M
| $38.3K | ﹤0.01% |
+7,611
| New | +$38.6K |
2026 Q1
0 quarters
|
|
6086
Hartford Multifactor US Equity ETF
ROUS
$750M
| $38.1K | ﹤0.01% |
+658
| New | +$39.5K |
2026 Q1
0 quarters
|
|
|
SLN
6087
Silence Therapeutics
SLN
$666M
| $38K | ﹤0.01% |
7,636
-306
| -4% | -$1.69K |
2024 Q4
5 quarters
|
|
6088
Kovitz Core Equity ETF
EQTY
$1.41B
| $38K | ﹤0.01% |
+1,531
| New | +$41.4K |
2026 Q1
0 quarters
|
|
6089
INmune Bio
INMB
$53.6M
| $37.9K | ﹤0.01% |
33,245
-8,120
| -20% | -$11.6K |
2024 Q2
7 quarters
|
|
6090
KULR Technology Group
KULR
$119M
| $37.8K | ﹤0.01% |
17,432
+1,436
| +9% | +$4.46K |
2025 Q2
3 quarters
|
|
6091
CALL
Ramaco Resources Class A
METC
$530M
| $37.5K | ﹤0.01% |
+2,600
| New | +$46.1K |
2026 Q1
0 quarters
|
|
6092
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$454M
| $37.4K | ﹤0.01% |
960
+100
| +12% | +$4.02K |
2023 Q3
10 quarters
|
|
6093
FT Vest US Equity Moderate Buffer ETF January
GJAN
$442M
| $37.3K | ﹤0.01% |
905
-3,774
| -81% | -$161K |
2025 Q4
1 quarter
|
|
|
AIRJ
6094
Montana Technologies Corp
AIRJ
$290M
| $37.2K | ﹤0.01% |
12,820
+3,165
| +33% | +$10.7K |
2024 Q4
5 quarters
|
|
6095
Journey Medical
DERM
$190M
| $37.2K | ﹤0.01% |
8,466
+2,627
| +45% | +$20.4K |
2025 Q2
3 quarters
|
|
6096
Invesco RAFI Strategic US ETF
IUS
$962M
| $37.1K | ﹤0.01% |
654
-3,339
| -84% | -$198K |
2023 Q2
11 quarters
|
|
6097
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$995M
| $37.1K | ﹤0.01% |
407
-10,382
| -96% | -$984K |
2024 Q2
7 quarters
|
|
6098
ProShares Online Retail ETF
ONLN
$56.3M
| $36.9K | ﹤0.01% |
723
-355
| -33% | -$20.2K |
2025 Q2
3 quarters
|
|
6099
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$381M
| $36.9K | ﹤0.01% |
499
-1,801
| -78% | -$133K |
2025 Q4
1 quarter
|
|
6100
NI Holdings
NODK
$306M
| $36.8K | ﹤0.01% |
2,849
-5,037
| -64% | -$66.8K |
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.