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 | |
|---|---|---|---|---|---|---|---|
|
MACIU
6326
Melar Acquisition Corp I Unit
MACIU
| $19.7K | ﹤0.01% |
+1,700
| New | +$18.6K |
2026 Q1
0 quarters
|
|
6327
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$288M
| $19.6K | ﹤0.01% |
606
-1,364
| -69% | -$57.4K |
2025 Q2
3 quarters
|
|
6328
LifeVantage
LFVN
$78.6M
| $19.6K | ﹤0.01% |
4,446
-907
| -17% | -$4.75K |
2023 Q2
11 quarters
|
|
6329
AC Immune
ACIU
$279M
| $19.6K | ﹤0.01% |
7,640
-1,081
| -12% | -$3.36K |
2020 Q4
21 quarters
|
|
|
KG
6330
Kestrel Group
KG
$38.9M
| $19.5K | ﹤0.01% |
1,775
+639
| +56% | +$7.29K |
2013 Q2
51 quarters
|
|
6331
Grupo SIMEC
SIM
$4.3B
| $19.5K | ﹤0.01% |
670
| – | – |
2015 Q4
41 quarters
|
|
6332
AudioEye
AEYE
$87.2M
| $19.5K | ﹤0.01% |
3,348
+47
| +1% | +$357 |
2024 Q2
7 quarters
|
|
6333
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.18B
| $19.4K | ﹤0.01% |
713
+687
| +2,642% | +$19K |
2024 Q3
6 quarters
|
|
6334
LanzaTech
LNZA
$72.4M
| $19.4K | ﹤0.01% |
+1,172
| New | +$15K |
2026 Q1
0 quarters
|
|
6335
Waldencast
WALD
$117M
| $19.4K | ﹤0.01% |
20,437
-27,997
| -58% | -$44.5K |
2023 Q2
11 quarters
|
|
6336
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$76.9M
| $19.3K | ﹤0.01% |
335
| – | – |
2025 Q3
2 quarters
|
|
6337
Invesco S&P MidCap 400 Pure Value ETF
RFV
$325M
| $19.3K | ﹤0.01% |
151
+121
| +403% | +$16.1K |
2025 Q4
1 quarter
|
|
6338
AXS Change Finance ESG ETF
CHGX
$178M
| $19.3K | ﹤0.01% |
738
-614
| -45% | -$17K |
2025 Q3
2 quarters
|
|
6339
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
| $19.2K | ﹤0.01% |
1,022
-602
| -37% | -$11.5K |
2025 Q1
4 quarters
|
|
6340
Invesco S&P International Developed Low Volatility ETF
IDLV
$317M
| $19.1K | ﹤0.01% |
564
| – | – |
2025 Q3
2 quarters
|
|
6341
FT Vest US Equity Moderate Buffer ETF May
GMAY
$451M
| $19.1K | ﹤0.01% |
472
+100
| +27% | +$4.14K |
2025 Q4
1 quarter
|
|
6342
Ocugen
OCGN
$339M
| $19K | ﹤0.01% |
10,876
+10,400
| +2,185% | +$18K |
2021 Q2
19 quarters
|
|
|
YOKE
6343
YOKE Core ETF
YOKE
$226M
| $19K | ﹤0.01% |
+709
| New | +$20.1K |
2026 Q1
0 quarters
|
|
6344
TTEC Holdings
TTEC
$73.5M
| $18.9K | ﹤0.01% |
8,199
-406
| -5% | -$1.16K |
2015 Q4
41 quarters
|
|
6345
Coya Therapeutics
COYA
$111M
| $18.9K | ﹤0.01% |
5,000
| – | – |
2025 Q3
2 quarters
|
|
6346
Gaia
GAIA
$35.3M
| $18.9K | ﹤0.01% |
6,921
-12,235
| -64% | -$40.3K |
2023 Q3
10 quarters
|
|
6347
YieldMax AMZN Option Income Strategy ETF
AMZY
$212M
| $18.9K | ﹤0.01% |
+1,759
| New | +$21.1K |
2026 Q1
0 quarters
|
|
6348
Invesco AAA CLO Floating Rate Note ETF
ICLO
$583M
| $18.9K | ﹤0.01% |
+741
| New | +$18.9K |
2026 Q1
0 quarters
|
|
6349
Afya
AFYA
$1.07B
| $18.9K | ﹤0.01% |
1,264
| – | – |
2024 Q3
6 quarters
|
|
6350
CALL
Tenet Healthcare
THC
$20.4B
| $18.8K | ﹤0.01% |
100
-73,500
| -100% | -$15.5M |
2024 Q2
7 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.