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 | |
|---|---|---|---|---|---|---|---|
6251
CXApp
CXAI
$5.68M
| $25.1K | ﹤0.01% |
2,514
+2,513
| +251,300% | +$31.2K |
2023 Q1
12 quarters
|
|
6252
Mercer International
MERC
$21.6M
| $24.9K | ﹤0.01% |
18,470
-6,910
| -27% | -$13.2K |
2024 Q3
6 quarters
|
|
6253
PLAYSTUDIOS Inc
MYPS
$127M
| $24.9K | ﹤0.01% |
4,973
-7,566
| -60% | -$41K |
2022 Q2
15 quarters
|
|
6254
eHealth
EHTH
$22.2M
| $24.8K | ﹤0.01% |
19,038
-14,984
| -44% | -$34.7K |
2016 Q2
39 quarters
|
|
6255
CALL
Wheaton Precious Metals
WPM
$60.6B
| $24.7K | ﹤0.01% |
+200
| New | +$27.8K |
2026 Q1
0 quarters
|
|
|
MAPS
6256
DELISTED
WM TECHNOLOGY INC A
MAPS
| $24.7K | ﹤0.01% |
39,238
-478,792
| -92% | -$351K |
2021 Q4
17 quarters
|
|
6257
CALL
Rivian
RIVN
$21.4B
| $24.6K | ﹤0.01% |
1,700
-233,400
| -99% | -$3.73M |
2023 Q4
9 quarters
|
|
|
NXXT
6258
NextNRG Inc
NXXT
$12.6M
| $24.5K | ﹤0.01% |
6,121
+2,744
| +81% | +$21.6K |
2025 Q2
3 quarters
|
|
6259
CALL
International Paper
IP
$17.2B
| $24.5K | ﹤0.01% |
+700
| New | +$29.1K |
2026 Q1
0 quarters
|
|
|
FLCG
6260
Federated Hermes MDT Large Cap Growth ETF
FLCG
$644M
| $24.3K | ﹤0.01% |
844
-205
| -20% | -$6.48K |
2025 Q4
1 quarter
|
|
6261
Tilray
TLRY
$528M
| $24.3K | ﹤0.01% |
4,049
+4,028
| +19,181% | +$31.4K |
2018 Q3
30 quarters
|
|
6262
iShares MSCI Israel ETF
EIS
$879M
| $24.3K | ﹤0.01% |
220
+34
| +18% | +$4.08K |
2024 Q1
8 quarters
|
|
|
CGIC
6263
Capital Group International Core Equity ETF
CGIC
$2.51B
| $24.2K | ﹤0.01% |
755
-265
| -26% | -$9.07K |
2025 Q1
4 quarters
|
|
|
IONR
6264
Ioneer
IONR
$221M
| $24.1K | ﹤0.01% |
+5,386
| New | +$24.1K |
2026 Q1
0 quarters
|
|
|
AARD
6265
Aardvark Therapeutics
AARD
$115M
| $24.1K | ﹤0.01% |
6,617
-266
| -4% | -$2.76K |
2025 Q1
4 quarters
|
|
|
LFT
6266
Lument Finance Trust
LFT
$27.3M
| $24K | ﹤0.01% |
1,872
-3,198
| -63% | -$43.3K |
2023 Q3
10 quarters
|
|
6267
Hilton Small-MidCap Opportunity ETF
SMCO
$134M
| $23.9K | ﹤0.01% |
+900
| New | +$25.4K |
2026 Q1
0 quarters
|
|
|
JENA.RT
6268
Jena Acquisition Corp II Rights
JENA.RT
| $23.8K | ﹤0.01% |
140,000
| – | – |
2025 Q3
2 quarters
|
|
6269
NLI Holdings
NL
$346M
| $23.6K | ﹤0.01% |
4,063
-8,931
| -69% | -$53.8K |
2016 Q4
37 quarters
|
|
|
CBC
6270
Central Bancompany Inc
CBC
$7.55B
| $23.4K | ﹤0.01% |
+990
| New | +$24K |
2026 Q1
0 quarters
|
|
6271
Hain Celestial
HAIN
$46.4M
| $23.3K | ﹤0.01% |
36,814
+629
| +2% | +$584 |
2013 Q2
51 quarters
|
|
6272
Invesco Zacks Multi-Asset Income ETF
CVY
$117M
| $23.2K | ﹤0.01% |
869
-4
| -0.5% | -$111 |
2025 Q3
2 quarters
|
|
|
DMA
6273
Destra Multi-Alternative Fund
DMA
$67M
| $23.1K | ﹤0.01% |
2,848
| – | – |
2025 Q2
3 quarters
|
|
6274
iShares Global Utilities ETF
JXI
$369M
| $23K | ﹤0.01% |
268
+48
| +22% | +$4.03K |
2025 Q4
1 quarter
|
|
6275
HireQuest
HQI
$272M
| $22.9K | ﹤0.01% |
2,342
-3,433
| -59% | -$37.5K |
2021 Q2
19 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.