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 | |
|---|---|---|---|---|---|---|---|
6176
Annovis Bio
ANVS
$49.9M
| $29.9K | ﹤0.01% |
14,900
| – | – |
2024 Q3
6 quarters
|
|
6177
United States 12 Month Oil Fund,
USL
$49.2M
| $29.9K | ﹤0.01% |
595
+150
| +34% | +$5.96K |
2020 Q1
24 quarters
|
|
|
AXIA.PRC
6178
DELISTED
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
| $29.8K | ﹤0.01% |
2,906
+1,674
| +136% | +$17.5K |
2025 Q4
1 quarter
|
|
|
FSP
6179
Franklin Street Properties
FSP
$38.3M
| $29.8K | ﹤0.01% |
43,844
-56,327
| -56% | -$43.6K |
2013 Q2
51 quarters
|
|
6180
Virco
VIRC
$103M
| $29.8K | ﹤0.01% |
4,749
-17,620
| -79% | -$112K |
2024 Q2
7 quarters
|
|
|
LGCY
6181
Legacy Education Inc
LGCY
$123M
| $29.7K | ﹤0.01% |
2,421
-1,090
| -31% | -$12.9K |
2025 Q3
2 quarters
|
|
6182
Innovator Growth-100 Power Buffer ETF July
NJUL
$284M
| $29.7K | ﹤0.01% |
424
-8,910
| -95% | -$647K |
2025 Q3
2 quarters
|
|
6183
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
| $29.7K | ﹤0.01% |
1,456
-5,677
| -80% | -$117K |
2024 Q3
6 quarters
|
|
6184
VanEck International High Yield Bond ETF
IHY
$41.5M
| $29.7K | ﹤0.01% |
1,399
+791
| +130% | +$17.4K |
2025 Q4
1 quarter
|
|
6185
Invesco Bloomberg Pricing Power ETF
POWA
$165M
| $29.7K | ﹤0.01% |
+350
| New | +$31.9K |
2026 Q1
0 quarters
|
|
6186
Gossamer Bio
GOSS
$66.9M
| $29.7K | ﹤0.01% |
1,159
-4,202
| -78% | -$528K |
2024 Q1
8 quarters
|
|
6187
CALL
Eos Energy Enterprises
EOSE
$1.14B
| $29.4K | ﹤0.01% |
+6,700
| New | +$72K |
2026 Q1
0 quarters
|
|
6188
Global X S&P 500 Covered Call ETF
XYLD
$3.39B
| $29.4K | ﹤0.01% |
767
+287
| +60% | +$11.6K |
2022 Q1
16 quarters
|
|
|
MSIF
6189
MSC Income Fund Inc
MSIF
$546M
| $29.4K | ﹤0.01% |
2,404
+414
| +21% | +$5.36K |
2025 Q4
1 quarter
|
|
|
VGUS
6190
Vanguard Ultra-Short Treasury ETF
VGUS
$1.08B
| $29.2K | ﹤0.01% |
+386
| New | +$29.2K |
2026 Q1
0 quarters
|
|
6191
Prairie Operating Co
PROP
$44.8M
| $29K | ﹤0.01% |
14,549
+2,181
| +18% | +$3.94K |
2024 Q1
8 quarters
|
|
6192
Smart Sand
SND
$219M
| $28.8K | ﹤0.01% |
5,508
+3,434
| +166% | +$15.5K |
2017 Q4
33 quarters
|
|
|
MYCJ
6193
State Street My2030 Corporate Bond ETF
MYCJ
$47.8M
| $28.7K | ﹤0.01% |
+1,162
| New | +$29K |
2026 Q1
0 quarters
|
|
|
FAX
6194
abrdn Asia-Pacific Income Fund
FAX
$530M
| $28.5K | ﹤0.01% |
2,000
-82
| -4% | -$1.27K |
2025 Q4
1 quarter
|
|
6195
First Trust Natural Gas ETF
FCG
$663M
| $28.4K | ﹤0.01% |
880
+780
| +780% | +$21.1K |
2025 Q4
1 quarter
|
|
|
IEAGR
6196
Infinite Eagle Acquisition Corp Rights
IEAGR
| $28.4K | ﹤0.01% |
+157,793
| New | +$29.7K |
2026 Q1
0 quarters
|
|
6197
Galectin Therapeutics
GALT
$379M
| $28.4K | ﹤0.01% |
11,043
| – | – |
2019 Q1
28 quarters
|
|
6198
Lyell Immunopharma
LYEL
$231M
| $28.3K | ﹤0.01% |
1,468
-148
| -9% | -$3.46K |
2021 Q3
18 quarters
|
|
6199
Grayscale Bitcoin Trust
GBTC
$12.7B
| $28.3K | ﹤0.01% |
547
-775
| -59% | -$46.2K |
2024 Q1
8 quarters
|
|
6200
Fidelity Tactical Bond ETF
FTBD
$37.5M
| $28.3K | ﹤0.01% |
578
+169
| +41% | +$8.4K |
2024 Q4
5 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.