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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.81T
1-Year Est. Return 41.13%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+26.22%
1 Year Est. Return
+41.13%
3 Year Est. Return
+122.17%
5 Year Est. Return
+152.24%
10 Year Est. Return
+601.59%
AUM
$1.81T
AUM Growth
+$250B
Cap. Flow
-$11.4B
Cap. Flow %
-0.63%
Top 10 Hldgs %
24.86%
Holding
8,251
New
775
Increased
3,152
Reduced
2,890
Closed
552

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$3.25B
2
XOM icon
ExxonMobil
XOM
+$3.16B
3
INTU icon
Intuit
INTU
+$2.89B
4
META icon
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
JILL icon
6226
J. Jill
JILL
$280M
$48.3K ﹤0.01%
3,025
-80
-3% -$1.04K
SHAG icon
6227
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$47.3M
$48.1K ﹤0.01%
1,015
+24
+2% +$1.14K
QCJA
6228
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$82.7M
$48K ﹤0.01%
+2,060
New +$47.2K
FPXI icon
6229
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$305M
$47.9K ﹤0.01%
583
+582
+58,200% +$43K
MDPL icon
6230
Monarch Dividend Plus Index ETF
MDPL
$63.1M
$47.7K ﹤0.01%
+1,925
New +$50K
LABD icon
6231
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$39M
$47.6K ﹤0.01%
+6,175
New +$83.1K
CLSM icon
6232
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
$99M
$47.6K ﹤0.01%
+1,745
New +$45.9K
CONI
6233
GraniteShares 2x Short COIN Daily ETF
CONI
$12.1M
$47.4K ﹤0.01%
+800
New +$40.4K
VATE icon
6234
INNOVATE Corp
VATE
$104M
$47.4K ﹤0.01%
2,587
+2,503
+2,980% +$34K
RWX icon
6235
State Street SPDR Dow Jones International Real Estate ETF
RWX
$268M
$47.4K ﹤0.01%
1,743
-1,343
-44% -$37K
UMMA icon
6236
Wahed Dow Jones Islamic World ETF
UMMA
$295M
$47.1K ﹤0.01%
+1,210
New +$43.6K
IBMT
6237
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$135M
$47.1K ﹤0.01%
1,825
+1,511
+481% +$38.9K
AVSU icon
6238
Avantis Responsible US Equity ETF
AVSU
$491M
$46.9K ﹤0.01%
534
-500
-48% -$41.9K
GJUL icon
6239
FT Vest US Equity Moderate Buffer ETF July
GJUL
$408M
$46.8K ﹤0.01%
1,078
+27
+3% +$1.16K
CURI icon
6240
CuriosityStream
CURI
$250M
$46.8K ﹤0.01%
17,382
-18,070
-51% -$53.4K
EHTH icon
6241
eHealth
EHTH
$40M
$46.7K ﹤0.01%
31,798
+12,760
+67% +$21.4K
AVES icon
6242
Avantis Emerging Markets Value ETF
AVES
$1.5B
$46.5K ﹤0.01%
715
+459
+179% +$30.1K
HFFG icon
6243
HF Foods Group
HFFG
$101M
$46.4K ﹤0.01%
30,845
+5,058
+20% +$9.79K
RDNW
6244
RideNow Group
RDNW
$242M
$46.1K ﹤0.01%
6,512
+3,759
+137% +$27.3K
LST
6245
Leuthold Select Industries ETF
LST
$169M
$45.9K ﹤0.01%
+990
New +$44.3K
SOHU
6246
Sohu.com
SOHU
$374M
$45.9K ﹤0.01%
3,741
CBNA
6247
Chain Bridge Bancorp
CBNA
$317M
$45.9K ﹤0.01%
1,135
+198
+21% +$7.29K
ABLG
6248
Abacus FCF International Leaders ETF
ABLG
$16.7M
$45.9K ﹤0.01%
1,417
-397
-22% -$12.7K
PBE icon
6249
Invesco Biotechnology & Genome ETF
PBE
$362M
$45.7K ﹤0.01%
508
+8
+2% +$659
JANM
6250
FT U.S. Equity Max Buffer ETF - January
JANM
$36.8M
$45.6K ﹤0.01%
1,350

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.