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 | |
|---|---|---|---|---|---|---|---|
6226
CALL
T. Rowe Price
TROW
$22.6B
| $26.7K | ﹤0.01% |
300
-8,600
| -97% | -$833K |
2023 Q1
12 quarters
|
|
6227
CALL
Ouster
OUST
$2.95B
| $26.6K | ﹤0.01% |
+1,600
| New | +$34.9K |
2026 Q1
0 quarters
|
|
6228
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$335M
| $26.4K | ﹤0.01% |
500
-150
| -23% | -$8.42K |
2024 Q2
7 quarters
|
|
6229
Hagerty
HGTY
$1.5B
| $26.4K | ﹤0.01% |
2,522
-18,154
| -88% | -$212K |
2024 Q3
6 quarters
|
|
6230
Universal Electronics
UEIC
$71M
| $26.4K | ﹤0.01% |
6,415
-4
| -0.1% | -$16 |
2013 Q2
51 quarters
|
|
6231
Brookstone Dividend Stock ETF
BAMD
$94.3M
| $26.3K | ﹤0.01% |
+851
| New | +$26.7K |
2026 Q1
0 quarters
|
|
6232
Columbia India Consumer ETF
INCO
$205M
| $26.2K | ﹤0.01% |
491
+356
| +264% | +$21.8K |
2025 Q4
1 quarter
|
|
6233
ATS Corp
ATS
$1.77B
| $26.1K | ﹤0.01% |
963
+410
| +74% | +$12.3K |
2023 Q2
11 quarters
|
|
6234
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$420M
| $26.1K | ﹤0.01% |
197
-30
| -13% | -$4.3K |
2021 Q1
20 quarters
|
|
6235
Capital Group Short Duration Municipal Income ETF
CGSM
$1.59B
| $26K | ﹤0.01% |
988
-1,195
| -55% | -$31.7K |
2024 Q3
6 quarters
|
|
6236
Cartesian Therapeutics
RNAC
$218M
| $25.9K | ﹤0.01% |
4,413
-1,476
| -25% | -$10.5K |
2020 Q2
23 quarters
|
|
6237
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$85.6M
| $25.9K | ﹤0.01% |
+1,200
| New | +$26.4K |
2026 Q1
0 quarters
|
|
|
TEAD
6238
Teads Holding Co
TEAD
$52.8M
| $25.8K | ﹤0.01% |
39,602
-3,233
| -8% | -$2.29K |
2021 Q3
18 quarters
|
|
|
GQQQ
6239
Astoria US Quality Growth Kings ETF
GQQQ
$174M
| $25.6K | ﹤0.01% |
+923
| New | +$27.9K |
2026 Q1
0 quarters
|
|
6240
Invivyd
IVVD
$241M
| $25.6K | ﹤0.01% |
21,534
-627
| -3% | -$1.15K |
2021 Q3
18 quarters
|
|
6241
Context Therapeutics
CNTX
$28.9M
| $25.5K | ﹤0.01% |
+10,422
| New | +$24.3K |
2026 Q1
0 quarters
|
|
6242
Bain Capital Specialty
BCSF
$719M
| $25.5K | ﹤0.01% |
2,083
-31,767
| -94% | -$416K |
2019 Q2
27 quarters
|
|
|
VMET
6243
Versamet Royalties Corp
VMET
$930M
| $25.4K | ﹤0.01% |
+2,426
| New | +$25.1K |
2026 Q1
0 quarters
|
|
|
OPENW
6244
Opendoor Technologies Inc Series K Warrants
OPENW
$3.97M
| – | – |
0
| – | – |
2025 Q4
1 quarter
|
|
6245
LENSAR
LNSR
$80.7M
| $25.3K | ﹤0.01% |
4,318
+139
| +3% | +$1.51K |
2020 Q4
21 quarters
|
|
6246
First Trust Switzerland AlphaDEX Fund
FSZ
$35.1M
| $25.3K | ﹤0.01% |
323
-271
| -46% | -$22.3K |
2023 Q3
10 quarters
|
|
6247
Biote Corp
BTMD
$33.3M
| $25.3K | ﹤0.01% |
19,452
+2,248
| +13% | +$4.52K |
2023 Q2
11 quarters
|
|
6248
NET Power
NPWR
$126M
| $25.2K | ﹤0.01% |
16,902
-15,907
| -48% | -$33.9K |
2023 Q3
10 quarters
|
|
6249
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$692M
| $25.2K | ﹤0.01% |
355
| – | – |
2024 Q4
5 quarters
|
|
6250
Torrid Holdings
CURV
$226M
| $25.1K | ﹤0.01% |
14,201
+241
| +2% | +$298 |
2021 Q3
18 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.