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 | |
|---|---|---|---|---|---|---|---|
|
EMAT
6276
Evolution Metals & Technologies Corp
EMAT
$1.35B
| $22.9K | ﹤0.01% |
+3,391
| New | +$29.9K |
2026 Q1
0 quarters
|
|
6277
FitLife Brands
FTLF
$87.1M
| $22.6K | ﹤0.01% |
1,586
-406
| -20% | -$6.07K |
2023 Q4
9 quarters
|
|
|
SWKH
6278
DELISTED
SWK Holdings
SWKH
| $22.6K | ﹤0.01% |
1,340
-2,291
| -63% | -$39.1K |
2022 Q2
15 quarters
|
|
6279
Empire Petroleum
EP
$102M
| $22.5K | ﹤0.01% |
7,227
-1,921
| -21% | -$5.91K |
2022 Q2
15 quarters
|
|
|
RAIN
6280
Rain Enhancement Technologies
RAIN
$9.79M
| $22.4K | ﹤0.01% |
+8,290
| New | +$24.1K |
2026 Q1
0 quarters
|
|
6281
T. Rowe Price Total Return ETF
TOTR
$557M
| $22.3K | ﹤0.01% |
+556
| New | +$22.7K |
2026 Q1
0 quarters
|
|
|
INFQ
6282
CALL
Infleqtion Inc
INFQ
$3.01B
| $22.3K | ﹤0.01% |
+2,500
| New | +$28.4K |
2026 Q1
0 quarters
|
|
|
GSWO
6283
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.78B
| $22.3K | ﹤0.01% |
407
+115
| +39% | +$6.71K |
2024 Q3
6 quarters
|
|
6284
Forafric Global
AFRI
$297M
| $22.3K | ﹤0.01% |
2,381
-786
| -25% | -$7.81K |
2023 Q2
11 quarters
|
|
|
PPHC
6285
Public Policy Holding Co
PPHC
$318M
| $22K | ﹤0.01% |
+1,708
| New | +$21.4K |
2026 Q1
0 quarters
|
|
6286
PepGen
PEPG
$153M
| $21.9K | ﹤0.01% |
5,185
-56
| -1% | -$315 |
2022 Q2
15 quarters
|
|
6287
First Trust Japan AlphaDEX Fund
FJP
$268M
| $21.8K | ﹤0.01% |
307
| – | – |
2025 Q4
1 quarter
|
|
6288
CPS Technologies
CPSH
$73.5M
| $21.8K | ﹤0.01% |
+6,285
| New | +$27.8K |
2026 Q1
0 quarters
|
|
6289
Immix Biopharma
IMMX
$732M
| $21.8K | ﹤0.01% |
2,537
-2,572
| -50% | -$18.9K |
2025 Q4
1 quarter
|
|
6290
iShares MSCI Peru and Global Exposure ETF
EPU
$546M
| $21.6K | ﹤0.01% |
283
-194
| -41% | -$16.4K |
2025 Q2
3 quarters
|
|
6291
Civeo
CVEO
$349M
| $21.5K | ﹤0.01% |
819
+519
| +173% | +$13.9K |
2023 Q2
11 quarters
|
|
6292
YieldMax GOOGL Option Income Strategy ETF
GOOY
$222M
| $21.5K | ﹤0.01% |
+1,763
| New | +$24.9K |
2026 Q1
0 quarters
|
|
6293
Avita Medical
RCEL
$371M
| $21.5K | ﹤0.01% |
5,915
+830
| +16% | +$3.48K |
2023 Q1
12 quarters
|
|
6294
Kimbell Royalty Partners
KRP
$1.46B
| $21.5K | ﹤0.01% |
1,446
-24
| -2% | -$329 |
2019 Q1
28 quarters
|
|
|
CSNR
6295
Cohen & Steers Natural Resources Active ETF
CSNR
$106M
| $21.5K | ﹤0.01% |
587
+330
| +128% | +$11.7K |
2025 Q3
2 quarters
|
|
|
CRF
6296
Cornerstone Total Return Fund
CRF
$1.03B
| $21.4K | ﹤0.01% |
3,225
+170
| +6% | +$1.28K |
2025 Q4
1 quarter
|
|
6297
Nerdy
NRDY
$69.7M
| $21.4K | ﹤0.01% |
1,770
+33
| +2% | +$475 |
2021 Q2
19 quarters
|
|
6298
Alpha Teknova
TKNO
$476M
| $21.4K | ﹤0.01% |
7,980
+32
| +0.4% | +$90 |
2021 Q3
18 quarters
|
|
|
DEFT
6299
Defi Technologies
DEFT
$198M
| $21.2K | ﹤0.01% |
+41,170
| New | +$31.4K |
2026 Q1
0 quarters
|
|
|
BKHAU
6300
Black Hawk Acquisition Corp Units
BKHAU
$91.1M
| $21.1K | ﹤0.01% |
+1,799
| New | +$21.6K |
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.