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 | |
|---|---|---|---|---|---|---|---|
826
Toll Brothers
TOL
$13.6B
| $164M | 0.01% |
1,200,528
+119,644
| +11% | +$17.4M |
2013 Q2
53 quarters
|
|
827
iShares MSCI India ETF
INDA
$6.37B
| $163M | 0.01% |
3,479,128
+135,676
| +4% | +$6.65M |
2014 Q4
47 quarters
|
|
828
US Foods
USFD
$23.3B
| $163M | 0.01% |
1,728,050
+67,412
| +4% | +$6.81M |
2016 Q2
41 quarters
|
|
829
iShares Global Tech ETF
IXN
$8.27B
| $162M | 0.01% |
1,098,584
-280,374
| -20% | -$39.2M |
2015 Q4
43 quarters
|
|
830
Weyerhaeuser
WY
$15B
| $162M | 0.01% |
8,305,649
+5,522,309
| +198% | +$129M |
2013 Q2
53 quarters
|
|
831
American International
AIG
$43B
| $162M | 0.01% |
2,156,366
-262,669
| -11% | -$20.3M |
2013 Q2
53 quarters
|
|
832
SEI Investments
SEIC
$12.9B
| $162M | 0.01% |
1,563,278
+1,187,886
| +316% | +$123M |
2013 Q2
53 quarters
|
|
833
iShares ESG Aware MSCI EM ETF
ESGE
$6.25B
| $162M | 0.01% |
2,966,468
+143,688
| +5% | +$7.65M |
2017 Q4
35 quarters
|
|
834
CALL
Humana
HUM
$54B
| $162M | 0.01% |
417,900
+50,000
| +14% | +$19.4M |
2021 Q2
21 quarters
|
|
835
Symbotic
SYM
$4.52B
| $161M | 0.01% |
3,884,187
+994,511
| +34% | +$41.9M |
2021 Q4
19 quarters
|
|
836
iShares US Medical Devices ETF
IHI
$4.06B
| $161M | 0.01% |
3,111,866
+2,962,761
| +1,987% | +$156M |
2015 Q4
43 quarters
|
|
837
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
| $160M | 0.01% |
1,909,955
+92,045
| +5% | +$7.73M |
2013 Q2
53 quarters
|
|
838
iShares Russell 2000 Growth ETF
IWO
$13.9B
| $157M | 0.01% |
439,198
+42,048
| +11% | +$15.9M |
2013 Q2
53 quarters
|
|
839
iShares Core MSCI International Developed Markets ETF
IDEV
$34.1B
| $157M | 0.01% |
1,742,302
-3,071,148
| -64% | -$280M |
2020 Q1
26 quarters
|
|
840
IDEX
IEX
$17.5B
| $156M | 0.01% |
671,352
+220,497
| +49% | +$50.3M |
2013 Q2
53 quarters
|
|
841
VanEck Gold Miners ETF
GDX
$25.2B
| $155M | 0.01% |
1,744,189
-244,340
| -12% | -$21.3M |
2013 Q2
53 quarters
|
|
842
Acuity Brands
AYI
$9.9B
| $155M | 0.01% |
500,074
-212,976
| -30% | -$70.9M |
2013 Q2
53 quarters
|
|
843
CALL
Lam Research
LRCX
$283B
| $155M | 0.01% |
477,300
-89,600
| -16% | -$28M |
2025 Q3
4 quarters
|
|
844
abrdn Physical Silver Shares ETF
SIVR
$3.3B
| $154M | 0.01% |
2,646,363
+2,530,383
| +2,182% | +$151M |
2024 Q1
10 quarters
|
|
845
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.1B
| $154M | 0.01% |
3,079,612
+697,238
| +29% | +$35M |
2026 Q2
1 quarter
|
|
846
Pultegroup
PHM
$23.4B
| $153M | 0.01% |
1,289,555
+194,384
| +18% | +$24.4M |
2013 Q2
53 quarters
|
|
847
Sunoco
SUN
$12.3B
| $153M | 0.01% |
2,102,743
+468,473
| +29% | +$34.9M |
2014 Q3
48 quarters
|
|
848
Mettler-Toledo International
MTD
$34.6B
| $153M | 0.01% |
99,308
-124,423
| -56% | -$172M |
2013 Q2
53 quarters
|
|
849
Camden Property Trust
CPT
$9.9B
| $153M | 0.01% |
1,543,974
+252,656
| +20% | +$27.3M |
2013 Q2
53 quarters
|
|
850
Ares Capital
ARCC
$13.8B
| $153M | 0.01% |
7,878,171
+27,512
| +0.4% | +$533K |
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.