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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
BTO
6376
John Hancock Financial Opportunities Fund
BTO
$814M
$32.5K ﹤0.01%
830
+808
+3,673% +$30K
MYCF
6377
State Street My2026 Corporate Bond ETF
MYCF
$47.5M
$31.9K ﹤0.01%
+1,274
New +$31.9K
MYO icon
6378
Myomo
MYO
$60.2M
$31.9K ﹤0.01%
28,730
+13,928
+94% +$13.6K
NVA
6379
Nova Minerals Corp
NVA
$209M
$31.9K ﹤0.01%
+7,330
New +$44.4K
HQI icon
6380
HireQuest
HQI
$231M
$31.9K ﹤0.01%
2,397
+55
+2% +$656
ARMP icon
6381
Armata Pharmaceuticals
ARMP
$158M
$31.8K ﹤0.01%
+4,916
New +$45.1K
RFG icon
6382
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$362M
$31.7K ﹤0.01%
500
OPAL icon
6383
OPAL Fuels
OPAL
$67.1M
$31.7K ﹤0.01%
13,728
+4,852
+55% +$10.7K
TRON
6384
Tron Inc
TRON
$745M
$31.6K ﹤0.01%
21,420
+18,675
+680% +$37.7K
TYLD icon
6385
Cambria Tactical Yield ETF
TYLD
$34.3M
$31.6K ﹤0.01%
+1,250
New +$31.6K
MHD icon
6386
BlackRock MuniHoldings Fund
MHD
$604M
$31.5K ﹤0.01%
2,669
+2,545
+2,052% +$29.7K
PAMT
6387
PAMT Corp
PAMT
$279M
$31.5K ﹤0.01%
2,122
-247
-10% -$2.87K
COYA icon
6388
Coya Therapeutics
COYA
$110M
$31.4K ﹤0.01%
5,181
+181
+4% +$838
SPYI icon
6389
NEOS S&P 500 High Income ETF
SPYI
$11.4B
$31.4K ﹤0.01%
595
+364
+158% +$19.1K
ICCM icon
6390
IceCure Medical
ICCM
$10.6M
$31.3K ﹤0.01%
5,950
+5,752
+2,905% +$41.6K
YANG icon
6391
Direxion Daily FTSE China Bear 3X ETF
YANG
$96.3M
$31.1K ﹤0.01%
772
-1,531
-66% -$45.5K
POWA icon
6392
Invesco Bloomberg Pricing Power ETF
POWA
$183M
$31K ﹤0.01%
350
OILK icon
6393
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$235M
$30.9K ﹤0.01%
650
-61
-9% -$3.35K
OPTX icon
6394
Syntec Optics
OPTX
$350M
$30.9K ﹤0.01%
+2,921
New +$29.2K
IGR
6395
CBRE Global Real Estate Income Fund
IGR
$709M
$30.9K ﹤0.01%
6,700
+5,600
+509% +$26K
JXI icon
6396
iShares Global Utilities ETF
JXI
$307M
$30.7K ﹤0.01%
358
+90
+34% +$7.71K
BLZRU
6397
Trailblazer Acquisition Corp Unit
BLZRU
$30.7K ﹤0.01%
3,003
-24
-0.8% -$245
JUNM
6398
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.2M
$30.6K ﹤0.01%
+875
New +$30.5K
LAR
6399
Lithium Argentina AG
LAR
$1.12B
$30.6K ﹤0.01%
3,834
-617,102
-99% -$5.72M
ZKH
6400
ZKH Group
ZKH
$465M
$30.5K ﹤0.01%
13,804
-397,518
-97% -$1.15M

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.