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 | |
|---|---|---|---|---|---|---|
951
CALL
Pfizer
PFE
$143B
| $107M | 0.01% |
3,837,400
+1,207,900
| +46% | +$32.2M |
|
952
Snap
SNAP
$7.42B
| $107M | 0.01% |
26,503,927
+13,833,756
| +109% | +$81.5M |
|
953
Vanguard Russell 1000 Growth ETF
VONG
$42.9B
| $107M | 0.01% |
1,007,536
+339,971
| +51% | +$39.7M |
|
954
Casella Waste Systems
CWST
$5.73B
| $107M | 0.01% |
1,358,874
-103,896
| -7% | -$9.95M |
|
955
monday.com
MNDY
$3.03B
| $106M | 0.01% |
1,561,628
+461,802
| +42% | +$44.3M |
|
956
Pan American Silver
PAAS
$18.6B
| $106M | 0.01% |
2,069,544
+320,532
| +18% | +$18.5M |
|
957
iShares ESG Aware MSCI EM ETF
ESGE
$6.63B
| $106M | 0.01% |
2,412,664
+15,450
| +0.6% | +$730K |
|
958
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
| $106M | 0.01% |
1,451,207
+219,641
| +18% | +$17M |
|
959
PUT
TotalEnergies
TTE
$191B
| $105M | 0.01% |
1,148,742
+194,540
| +20% | +$14.9M |
|
960
Principal Financial Group
PFG
$23.2B
| $105M | 0.01% |
1,189,593
+121,778
| +11% | +$11.1M |
|
961
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
| $105M | 0.01% |
4,549,638
+63,682
| +1% | +$1.49M |
|
|
CWAN
962
DELISTED
Clearwater Analytics
CWAN
| $105M | 0.01% |
4,443,464
-120,547
| -3% | -$2.85M |
|
963
International Flavors & Fragrances
IFF
$18.8B
| $104M | 0.01% |
1,468,991
+664,947
| +83% | +$48.8M |
|
964
Tyler Technologies
TYL
$11.9B
| $104M | 0.01% |
305,081
-24,443
| -7% | -$9.1M |
|
965
Dycom Industries
DY
$13.2B
| $104M | 0.01% |
320,112
+178,139
| +125% | +$66.9M |
|
|
AL
966
DELISTED
Air Lease Corp
AL
| $103M | 0.01% |
1,598,123
+755,000
| +90% | +$48.8M |
|
967
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
| $103M | 0.01% |
656,300
+538,000
| +455% | +$90.3M |
|
968
Sterling Infrastructure
STRL
$22B
| $103M | 0.01% |
268,244
+5,420
| +2% | +$2.12M |
|
|
Q
969
Qnity Electronics Inc
Q
$29B
| $103M | 0.01% |
957,361
+242,036
| +34% | +$25.7M |
|
970
American International
AIG
$41.4B
| $102M | 0.01% |
1,383,468
-21,615
| -2% | -$1.65M |
|
|
VYLD
971
Inverse VIX Short-Term Futures ETNs due March 22 2045
VYLD
$118M
| $102M | 0.01% |
3,935,000
+96,000
| +3% | +$2.67M |
|
972
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
| $102M | 0.01% |
1,294,527
-248,017
| -16% | -$19.8M |
|
973
PUT
Wells Fargo
WFC
$261B
| $102M | 0.01% |
1,329,500
-1,153,200
| -46% | -$99.1M |
|
974
Rayonier
RYN
$6.41B
| $102M | 0.01% |
4,953,045
+1,460,964
| +42% | +$32.2M |
|
|
MASI
975
DELISTED
Masimo
MASI
| $102M | 0.01% |
572,645
+454,847
| +386% | +$71.4M |
|
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.