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 | |
|---|---|---|---|---|---|---|---|
6201
BRC Inc
BRCC
$127M
| $28.2K | ﹤0.01% |
3,758
+64
| +2% | +$539 |
2022 Q1
16 quarters
|
|
6202
Commercial Vehicle Group
CVGI
$121M
| $28.2K | ﹤0.01% |
8,826
+6,965
| +374% | +$14.4K |
2020 Q3
22 quarters
|
|
|
GLND
6203
Greenland Energy Co
GLND
$192M
| $28.1K | ﹤0.01% |
+2,500
| New | +$25.8K |
2026 Q1
0 quarters
|
|
6204
Rhinebeck Bancorp
RBKB
$202M
| $28.1K | ﹤0.01% |
1,835
+31
| +2% | +$435 |
2025 Q2
3 quarters
|
|
|
AISP
6205
Airship AI Holdings
AISP
$76.5M
| $28K | ﹤0.01% |
13,546
-36,189
| -73% | -$103K |
2024 Q1
8 quarters
|
|
6206
Cambria Micro and SmallCap Shareholder Yield ETF
MYLD
$50.8M
| $28K | ﹤0.01% |
+1,013
| New | +$29K |
2026 Q1
0 quarters
|
|
6207
MediciNova
MNOV
$80.2M
| $28K | ﹤0.01% |
20,576
+20,000
| +3,472% | +$30.3K |
2016 Q1
40 quarters
|
|
6208
MaxCyte
MXCT
$112M
| $27.8K | ﹤0.01% |
41,092
+704
| +2% | +$657 |
2021 Q3
18 quarters
|
|
|
NBIS
6209
CALL
Nebius Group N.V.
NBIS
$63.1B
| $27.7K | ﹤0.01% |
300
+200
| +200% | +$20K |
2025 Q3
2 quarters
|
|
6210
Forrester Research
FORR
$221M
| $27.7K | ﹤0.01% |
4,879
-194,712
| -98% | -$1.33M |
2016 Q2
39 quarters
|
|
6211
MarketWise
MKTW
$55.5M
| $27.6K | ﹤0.01% |
1,418
-901
| -39% | -$13.9K |
2021 Q3
18 quarters
|
|
6212
New England Realty Associates
NEN
$180M
| $27.5K | ﹤0.01% |
450
| – | – |
2019 Q3
26 quarters
|
|
|
RWLC
6213
Rayliant NxtGen Multifactor US Equity ETF
RWLC
$101M
| $27.4K | ﹤0.01% |
882
| – | – |
2025 Q4
1 quarter
|
|
6214
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.97B
| $27.4K | ﹤0.01% |
571
+501
| +716% | +$26K |
2025 Q4
1 quarter
|
|
|
MPX
6215
DELISTED
Marine Products Corp
MPX
| $27.3K | ﹤0.01% |
3,757
-277
| -7% | -$2.29K |
2017 Q4
33 quarters
|
|
6216
Congress SMid Growth ETF
CSMD
$473M
| $27.3K | ﹤0.01% |
919
| – | – |
2025 Q4
1 quarter
|
|
|
EEX
6217
DELISTED
Emerald Holding
EEX
| $27.2K | ﹤0.01% |
5,987
+82
| +1% | +$378 |
2023 Q1
12 quarters
|
|
6218
Neuronetics
STIM
$169M
| $27.2K | ﹤0.01% |
21,429
+4,853
| +29% | +$7.69K |
2018 Q3
30 quarters
|
|
6219
Accuray
ARAY
$31.9M
| $27.2K | ﹤0.01% |
79,843
+39,537
| +98% | +$24.4K |
2014 Q3
46 quarters
|
|
6220
Tradr TSLA Bear Daily ETF
TSLQ
$110M
| $27.1K | ﹤0.01% |
+1,000
| New | +$21K |
2026 Q1
0 quarters
|
|
|
SPKLW
6221
Spark I Acquisition Corp Warrant
SPKLW
$4.8M
| – | – |
0
| – | – |
2024 Q4
5 quarters
|
|
6222
FT Vest US Equity Moderate Buffer ETF December
GDEC
$425M
| $26.9K | ﹤0.01% |
740
-13,524
| -95% | -$511K |
2025 Q3
2 quarters
|
|
6223
Treace Medical Concepts
TMCI
$282M
| $26.9K | ﹤0.01% |
22,447
-41,069
| -65% | -$81.9K |
2021 Q2
19 quarters
|
|
6224
Mammoth Energy Services
TUSK
$137M
| $26.9K | ﹤0.01% |
10,275
-155,709
| -94% | -$354K |
2016 Q4
37 quarters
|
|
6225
BlackRock Municipal 2030 Target Term Trust
BTT
$1.4B
| $26.9K | ﹤0.01% |
+1,200
| New | +$27.3K |
2026 Q1
0 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.