JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
651
Everpure Inc
P
$36B
| $263M | 0.01% |
2,021,734
+784,921
| +63% | +$73.9M |
2015 Q4
43 quarters
|
|
652
Truist Financial
TFC
$59.9B
| $262M | 0.01% |
5,636,511
-892,865
| -14% | -$45.4M |
2013 Q2
53 quarters
|
|
653
Allstate
ALL
$66.2B
| $260M | 0.01% |
1,155,187
+69,638
| +6% | +$17.7M |
2013 Q2
53 quarters
|
|
654
Keysight
KEYS
$50.7B
| $260M | 0.01% |
719,551
+55,600
| +8% | +$18.3M |
2014 Q4
47 quarters
|
|
655
CALL
Dell
DELL
$219B
| $259M | 0.01% |
480,400
+47,100
| +11% | +$22.1M |
2023 Q1
14 quarters
|
|
656
Labcorp
LH
$30.1B
| $259M | 0.01% |
839,220
-429,164
| -34% | -$133M |
2013 Q2
53 quarters
|
|
657
JPMorgan US Quality Factor ETF
JQUA
$9.8B
| $259M | 0.01% |
3,434,691
+1,576,582
| +85% | +$116M |
2021 Q2
21 quarters
|
|
658
10x Genomics
TXG
$7.65B
| $257M | 0.01% |
2,853,227
+2,100,182
| +279% | +$123M |
2019 Q3
28 quarters
|
|
659
Unilever
UL
$143B
| $257M | 0.01% |
4,196,507
+210,884
| +5% | +$13.2M |
2013 Q2
53 quarters
|
|
660
Axon Enterprise
AXON
$25.7B
| $257M | 0.01% |
611,521
+24,807
| +4% | +$13.4M |
2013 Q2
53 quarters
|
|
661
Lemonade
LMND
$3.44B
| $256M | 0.01% |
5,732,055
+339,226
| +6% | +$18.9M |
2020 Q3
24 quarters
|
|
662
abrdn Physical Gold Shares ETF
SGOL
$6.48B
| $255M | 0.01% |
6,422,179
-536,154
| -8% | -$21.8M |
2013 Q2
53 quarters
|
|
663
Southwest Airlines
LUV
$22B
| $255M | 0.01% |
6,048,902
-2,815,512
| -32% | -$123M |
2013 Q2
53 quarters
|
|
664
Ralph Lauren
RL
$22.8B
| $254M | 0.01% |
711,460
+49,882
| +8% | +$18.4M |
2013 Q2
53 quarters
|
|
665
Zebra Technologies
ZBRA
$15.3B
| $254M | 0.01% |
671,570
-406,471
| -38% | -$134M |
2013 Q2
53 quarters
|
|
666
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
$11.9B
| $253M | 0.01% |
11,187,181
+9,016,323
| +415% | +$209M |
2023 Q1
14 quarters
|
|
667
iShares Select Dividend ETF
DVY
$23.8B
| $252M | 0.01% |
1,647,648
+39,880
| +2% | +$6.43M |
2013 Q2
53 quarters
|
|
668
Vanguard Russell 2000 ETF
VTWO
$16.6B
| $252M | 0.01% |
2,236,697
+375,552
| +20% | +$44.6M |
2013 Q2
53 quarters
|
|
669
FirstEnergy
FE
$27.2B
| $251M | 0.01% |
5,746,393
+73,035
| +1% | +$3.43M |
2013 Q2
53 quarters
|
|
670
Coca-Cola Europacific Partners
CCEP
$52B
| $250M | 0.01% |
2,442,502
-259,033
| -10% | -$27.4M |
2013 Q2
53 quarters
|
|
671
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.04B
| $249M | 0.01% |
3,924,350
+277,271
| +8% | +$18.2M |
2015 Q4
43 quarters
|
|
672
Rubrik
RBRK
$22.8B
| $248M | 0.01% |
2,155,872
-97,722
| -4% | -$8.98M |
2024 Q2
9 quarters
|
|
673
Iron Mountain
IRM
$33.9B
| $248M | 0.01% |
2,225,526
+13,389
| +0.6% | +$1.6M |
2013 Q2
53 quarters
|
|
674
iShares Core MSCI Pacific ETF
IPAC
$2.66B
| $247M | 0.01% |
2,923,418
+79,386
| +3% | +$6.7M |
2022 Q4
15 quarters
|
|
675
Kinross Gold
KGC
$24.5B
| $247M | 0.01% |
10,168,430
-365,236
| -3% | -$9.8M |
2013 Q2
53 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.