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 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Modine Manufacturing
MOD
$13.3B
| $173M | 0.01% |
857,060
-276,609
| -24% | -$52.1M |
|
752
Rio Tinto
RIO
$149B
| $173M | 0.01% |
1,949,753
+574,792
| +42% | +$52.4M |
|
753
PUT
Berkshire Hathaway Class B
BRK.B
$1.06T
| $173M | 0.01% |
364,200
+9,200
| +3% | +$4.52M |
|
754
iShares MSCI Intl Value Factor ETF
IVLU
$4.28B
| $172M | 0.01% |
4,476,656
-186,927
| -4% | -$7.55M |
|
755
Copa Holdings
CPA
$5.54B
| $172M | 0.01% |
1,598,332
-49,447
| -3% | -$6.49M |
|
756
National Grid
NGG
$82B
| $172M | 0.01% |
2,058,048
-65,341
| -3% | -$5.63M |
|
757
Okta
OKTA
$23.7B
| $172M | 0.01% |
2,275,474
+96,078
| +4% | +$7.97M |
|
|
XYZ
758
Block Inc
XYZ
$45.5B
| $172M | 0.01% |
3,009,725
+2,421,220
| +411% | +$147M |
|
759
United Therapeutics
UTHR
$26.4B
| $172M | 0.01% |
291,621
+29,406
| +11% | +$14.6M |
|
760
Ionis Pharmaceuticals
IONS
$9.23B
| $171M | 0.01% |
2,363,567
+58,775
| +3% | +$4.64M |
|
761
Sun Life Financial
SLF
$45.1B
| $171M | 0.01% |
2,765,802
+176,622
| +7% | +$11.3M |
|
762
iShares Russell 3000 ETF
IWV
$19.5B
| $171M | 0.01% |
475,713
+1,664
| +0.4% | +$644K |
|
763
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| $171M | 0.01% |
1,865,981
-1,676,782
| -47% | -$159M |
|
764
Tapestry
TPR
$28.1B
| $171M | 0.01% |
1,248,363
+236,382
| +23% | +$33.5M |
|
765
Kontoor Brands
KTB
$4.61B
| $170M | 0.01% |
2,574,318
-444,886
| -15% | -$29.1M |
|
766
Global X Copper Miners ETF NEW
COPX
$7.19B
| $170M | 0.01% |
2,403,459
-2,980,997
| -55% | -$247M |
|
767
Tencent Music
TME
$14.3B
| $169M | 0.01% |
18,204,414
+2,004,339
| +12% | +$29.6M |
|
|
FIGR
768
Figure Technology Solutions
FIGR
$6.46B
| $169M | 0.01% |
5,506,637
+4,791,500
| +670% | +$207M |
|
|
SW
769
Smurfit Westrock
SW
$22.9B
| $169M | 0.01% |
4,410,010
+1,191,195
| +37% | +$51.4M |
|
770
PUT
Deutsche Bank
DB
$65.3B
| $169M | 0.01% |
5,939,300
+5,240,200
| +750% | +$185M |
|
771
Virtus Reaves Utilities ETF
UTES
$1.41B
| $169M | 0.01% |
2,112,591
-1,265,407
| -37% | -$102M |
|
772
Omega Healthcare
OHI
$15.2B
| $168M | 0.01% |
3,812,962
+221,963
| +6% | +$10.1M |
|
773
CALL
Invesco Aerospace & Defense ETF
PPA
$8.22B
| $168M | 0.01% |
+893,800
| New | +$156M |
|
774
WillScot Mobile Mini Holdings
WSC
$4.87B
| $168M | 0.01% |
10,139,411
-69,105
| -0.7% | -$1.41M |
|
775
Alexandria Real Estate Equities
ARE
$8.73B
| $167M | 0.01% |
3,609,904
+851,001
| +31% | +$44.9M |
|
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 $73.5B 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 Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
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 605 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.