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 | |
|---|---|---|---|---|---|---|
901
CALL
Citigroup
C
$221B
| $123M | 0.01% |
1,144,000
-307,000
| -21% | -$35M |
|
902
Restaurant Brands International
QSR
$25.1B
| $122M | 0.01% |
1,659,396
+188,623
| +13% | +$13.2M |
|
903
Mine Safety
MSA
$6.72B
| $122M | 0.01% |
759,692
-203,055
| -21% | -$37.1M |
|
904
Capital Group Growth ETF
CGGR
$23.7B
| $122M | 0.01% |
3,148,672
+995,592
| +46% | +$43M |
|
905
iShares US Aerospace & Defense ETF
ITA
$14.1B
| $122M | 0.01% |
578,027
-105,188
| -15% | -$24.6M |
|
906
JPMorgan Short Duration Core Plus ETF
JSCP
$1.67B
| $121M | 0.01% |
2,572,589
+778,129
| +43% | +$37M |
|
907
Thomson Reuters
TRI
$37.4B
| $120M | 0.01% |
1,300,730
+550,503
| +73% | +$58.1M |
|
908
Lloyds Banking Group
LYG
$87B
| $120M | 0.01% |
24,906,667
+23,279,135
| +1,430% | +$128M |
|
909
Encompass Health
EHC
$11B
| $120M | 0.01% |
1,231,471
+132,425
| +12% | +$13.6M |
|
910
Rhythm Pharmaceuticals
RYTM
$7.04B
| $120M | 0.01% |
1,553,644
+129,655
| +9% | +$12.6M |
|
911
iShares Latin America 40 ETF
ILF
$3.79B
| $120M | 0.01% |
3,519,161
+3,494,339
| +14,078% | +$121M |
|
912
Ascendis Pharma A/S
ASND
$16.6B
| $118M | 0.01% |
539,434
+32,194
| +6% | +$7.22M |
|
913
EXL Service
EXLS
$4.11B
| $117M | 0.01% |
3,829,047
-2,098,746
| -35% | -$72.4M |
|
914
iShares Russell 2000 Growth ETF
IWO
$14.6B
| $116M | 0.01% |
386,157
-105,568
| -21% | -$35.1M |
|
915
Annaly Capital Management
NLY
$16.7B
| $115M | 0.01% |
5,431,243
+1,329,616
| +32% | +$30.3M |
|
916
Hexcel
HXL
$8.29B
| $115M | 0.01% |
1,495,941
-17,563
| -1% | -$1.48M |
|
917
Citizens Financial Group
CFG
$30.3B
| $115M | 0.01% |
2,005,402
+390,043
| +24% | +$24M |
|
918
Eversource Energy
ES
$28.1B
| $115M | 0.01% |
1,676,801
+217,585
| +15% | +$15.4M |
|
|
FISV
919
Fiserv Inc
FISV
$26.6B
| $114M | 0.01% |
2,081,597
-1,041,922
| -33% | -$64.5M |
|
920
PUT
ServiceNow
NOW
$95.1B
| $113M | 0.01% |
1,079,900
+984,400
| +1,031% | +$116M |
|
921
ARK Innovation ETF
ARKK
$6.05B
| $113M | 0.01% |
1,779,562
+1,250,650
| +236% | +$92.8M |
|
922
Equifax
EFX
$19.6B
| $113M | 0.01% |
636,122
+92,136
| +17% | +$18.3M |
|
923
Sun Communities
SUI
$14.8B
| $113M | 0.01% |
893,921
+243,482
| +37% | +$31.5M |
|
924
iShares US Financial Services ETF
IYG
$2.12B
| $113M | 0.01% |
1,393,596
+361,875
| +35% | +$31.8M |
|
925
TransUnion
TRU
$14.2B
| $113M | 0.01% |
1,692,374
+55,196
| +3% | +$4.22M |
|
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.