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 | |
|---|---|---|---|---|---|---|---|
|
ABND
6151
American Century Core Plus Income ETF
ABND
$261M
| $32.3K | ﹤0.01% |
+743
| New | +$32.8K |
2026 Q1
0 quarters
|
|
6152
Consumer Portfolio Services
CPSS
$201M
| $32.2K | ﹤0.01% |
4,140
-5,590
| -57% | -$46.7K |
2021 Q1
20 quarters
|
|
6153
iShares Mortgage Real Estate ETF
REM
$450M
| $32.1K | ﹤0.01% |
1,536
-5,494
| -78% | -$123K |
2016 Q2
39 quarters
|
|
6154
CALL
On Holding
ONON
$10.1B
| $31.9K | ﹤0.01% |
1,000
| – | – |
2025 Q4
1 quarter
|
|
6155
Cadrenal Therapeutics
CVKD
$3.46M
| $31.9K | ﹤0.01% |
7,500
| – | – |
2025 Q3
2 quarters
|
|
|
DXYZ
6156
Destiny Tech100
DXYZ
$952M
| $31.4K | ﹤0.01% |
+1,175
| New | +$33.9K |
2026 Q1
0 quarters
|
|
6157
Immuneering
IMRX
$261M
| $31.3K | ﹤0.01% |
6,419
-346
| -5% | -$1.77K |
2021 Q3
18 quarters
|
|
|
ISMF
6158
iShares Managed Futures Active ETF
ISMF
$59.3M
| $31.3K | ﹤0.01% |
+1,150
| New | +$31.4K |
2026 Q1
0 quarters
|
|
|
AXIA.PR
6159
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $31.3K | ﹤0.01% |
2,674
-100
| -4% | -$1.17K |
2023 Q2
11 quarters
|
|
|
GRSD
6160
Grandstand Ltd
GRSD
$52.3M
| $31K | ﹤0.01% |
8,341
-659
| -7% | -$2.96K |
2022 Q2
15 quarters
|
|
|
CTNM
6161
Contineum Therapeutics
CTNM
$489M
| $31K | ﹤0.01% |
2,488
+696
| +39% | +$9.34K |
2025 Q4
1 quarter
|
|
|
BLZRU
6162
Trailblazer Acquisition Corp Unit
BLZRU
| $30.9K | ﹤0.01% |
3,027
-8
| -0.3% | -$82 |
2025 Q3
2 quarters
|
|
6163
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$70.8M
| $30.7K | ﹤0.01% |
1,067
-24,654
| -96% | -$705K |
2025 Q3
2 quarters
|
|
6164
Surrozen
SRZN
$353M
| $30.7K | ﹤0.01% |
+1,119
| New | +$26.8K |
2026 Q1
0 quarters
|
|
|
ATYR
6165
aTyr Pharma
ATYR
$28.8M
| $30.7K | ﹤0.01% |
41,987
-68,386
| -62% | -$57.7K |
2025 Q2
3 quarters
|
|
|
NSLR
6166
Neostellar Capital Corp
NSLR
$198M
| $30.7K | ﹤0.01% |
3,085
-20,851
| -87% | -$200K |
2022 Q3
14 quarters
|
|
|
HURA
6167
TuHURA Biosciences
HURA
$126M
| $30.6K | ﹤0.01% |
17,704
+4,157
| +31% | +$5.09K |
2025 Q2
3 quarters
|
|
|
BBBYW
6168
Neighborhood Intelligence Inc Warrants
BBBYW
$2.99M
| – | – |
0
| – | – |
2025 Q4
1 quarter
|
|
6169
Sigma Lithium
SGML
$939M
| $30.5K | ﹤0.01% |
2,558
-47
| -2% | -$601 |
2022 Q1
16 quarters
|
|
6170
Alpha Architect US Quantitative Momentum ETF
QMOM
$426M
| $30.4K | ﹤0.01% |
472
-14
| -3% | -$974 |
2025 Q4
1 quarter
|
|
6171
Lakeland Industries
LAKE
$101M
| $30.2K | ﹤0.01% |
3,867
+329
| +9% | +$2.96K |
2025 Q2
3 quarters
|
|
6172
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$279M
| $30.1K | ﹤0.01% |
1,135
+135
| +14% | +$3.49K |
2022 Q2
15 quarters
|
|
6173
PUT
Comcast
CMCSA
$77B
| $30.1K | ﹤0.01% |
1,040
-179,060
| -99% | -$5.36M |
2025 Q2
3 quarters
|
|
6174
1-800-Flowers.com
FLWS
$164M
| $30K | ﹤0.01% |
9,773
-1,645
| -14% | -$6.16K |
2017 Q4
33 quarters
|
|
|
BACCR
6175
Blue Acquisition Corp Right
BACCR
| $30K | ﹤0.01% |
100,000
| – | – |
2025 Q4
1 quarter
|
|
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.