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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
PYXS icon
6576
Pyxis Oncology
PYXS
$201M
$15.9K ﹤0.01%
5,545
+372
+7% +$711
BCIC
6577
BCP Investment Corp
BCIC
$95.6M
$15.7K ﹤0.01%
2,224
-2,572
-54% -$19.7K
DYNB
6578
Hartford Dynamic Bond ETF
DYNB
$62.3M
$15.6K ﹤0.01%
+397
New +$15.6K
VCV icon
6579
Invesco California Value Municipal Income Trust
VCV
$527M
$15.6K ﹤0.01%
1,450
NDOW
6580
Anydrus Advantage ETF
NDOW
$70.6M
$15.6K ﹤0.01%
+530
New +$15.4K
PICB icon
6581
Invesco International Corporate Bond ETF
PICB
$360M
$15.6K ﹤0.01%
672
-870
-56% -$20.4K
BBHM
6582
BBH Select Mid Cap ETF
BBHM
$453M
$15.5K ﹤0.01%
1,299
-6,964
-84% -$80.9K
DRES
6583
GMO Domestic Resilience ETF
DRES
$37.7M
$15.4K ﹤0.01%
+495
New +$14.9K
NIO icon
6584
PUT
NIO
NIO
$11.4B
$15.3K ﹤0.01%
3,100
+1,600
+107% +$9.32K
AVMC icon
6585
Avantis US Mid Cap Equity ETF
AVMC
$491M
$15.2K ﹤0.01%
190
+114
+150% +$8.83K
QSI icon
6586
Quantum-Si Incorporated
QSI
$182M
$15.2K ﹤0.01%
17,071
-66,448
-80% -$63.3K
SLVP icon
6587
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$976M
$15.1K ﹤0.01%
488
-941
-66% -$33.6K
MVIS icon
6588
Microvision
MVIS
$111M
$15K ﹤0.01%
3,356
-10,513
-76% -$86.7K
TNYA icon
6589
Tenaya Therapeutics
TNYA
$171M
$14.7K ﹤0.01%
20,032
+2,082
+12% +$1.58K
KMID
6590
Virtus KAR Mid-Cap ETF
KMID
$46.6M
$14.7K ﹤0.01%
+593
New +$14.7K
DECU
6591
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$51.6M
$14.6K ﹤0.01%
+505
New +$14.4K
BTMD icon
6592
Biote Corp
BTMD
$43.1M
$14.6K ﹤0.01%
8,765
-10,687
-55% -$22K
SBMT
6593
Silver Bow Mining Corp
SBMT
$217M
$14.6K ﹤0.01%
+2,216
New +$19.6K
RAAX icon
6594
VanEck Inflation Allocation ETF
RAAX
$1.21B
$14.6K ﹤0.01%
371
DUBS icon
6595
Aptus Large Cap Enhanced Yield ETF
DUBS
$413M
$14.6K ﹤0.01%
353
EIDO icon
6596
iShares MSCI Indonesia ETF
EIDO
$492M
$14.5K ﹤0.01%
1,247
-10,630
-90% -$148K
MESH
6597
Meshflow Acquisition Corp
MESH
$433M
$14.5K ﹤0.01%
+1,452
New +$14.5K
FRMM
6598
Forum Markets
FRMM
$81.8M
$14.4K ﹤0.01%
2,500
+1,500
+150% +$6.56K
BLSH
6599
Bullish
BLSH
$3.74B
$14.4K ﹤0.01%
609
-46,276
-99% -$1.61M
FORM icon
6600
CALL
FormFactor
FORM
$10.1B
$14.4K ﹤0.01%
100

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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.