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 | |
|---|---|---|---|---|---|---|
976
Magna International
MGA
$18.2B
| $101M | 0.01% |
1,898,009
+362,888
| +24% | +$20.7M |
|
977
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $101M | 0.01% |
2,234,333
+85,091
| +4% | +$3.94M |
|
978
PUT
Boeing
BA
$165B
| $101M | 0.01% |
534,100
-214,200
| -29% | -$48.8M |
|
979
Five Below
FIVE
$11.2B
| $101M | 0.01% |
459,598
+50,413
| +12% | +$10.5M |
|
980
SPDR Gold MiniShares Trust
GLDM
$27.5B
| $101M | 0.01% |
1,130,958
-327,524
| -22% | -$31.6M |
|
981
STAG Industrial
STAG
$7.85B
| $100M | 0.01% |
2,781,091
+879,864
| +46% | +$33.4M |
|
982
CALL
Lam Research
LRCX
$390B
| $100M | 0.01% |
502,000
+340,700
| +211% | +$76.2M |
|
983
PUT
Baidu
BIDU
$36B
| $100M | 0.01% |
939,500
+329,700
| +54% | +$44.7M |
|
984
PUT
Coinbase
COIN
$40.8B
| $99.8M | 0.01% |
620,800
+12,900
| +2% | +$2.54M |
|
985
Sunoco
SUN
$14.5B
| $99.8M | 0.01% |
1,504,690
-121,588
| -7% | -$7.38M |
|
986
Alcon
ALC
$33.1B
| $99.5M | 0.01% |
1,351,263
-1,338,301
| -50% | -$107M |
|
987
Nexstar Media Group
NXST
$5.61B
| $99.2M | 0.01% |
535,822
+4,858
| +0.9% | +$1.09M |
|
988
CALL
Newmont
NEM
$99.8B
| $99.1M | 0.01% |
961,300
-133,900
| -12% | -$15.4M |
|
|
NVO
989
Novo Nordisk
NVO
$218B
| $99.1M | 0.01% |
2,808,818
-724,819
| -21% | -$34.3M |
|
990
FirstCash
FCFS
$8.84B
| $98.7M | 0.01% |
515,476
-46,628
| -8% | -$8.43M |
|
991
Compañía de Minas Buenaventura
BVN
$7.95B
| $98.5M | 0.01% |
2,899,806
+1,130,650
| +64% | +$40.8M |
|
992
Hims & Hers Health
HIMS
$6.98B
| $98.4M | 0.01% |
5,240,816
-13,597,454
| -72% | -$321M |
|
993
Paylocity
PCTY
$6.62B
| $98.3M | 0.01% |
904,981
+381,776
| +73% | +$46.8M |
|
|
LMUB
994
iShares Long-Term National Muni Bond ETF
LMUB
$1.68B
| $97.8M | 0.01% |
+1,962,505
| New | +$99.3M |
|
995
PUT
Humana
HUM
$47.4B
| $97.7M | 0.01% |
588,300
+115,500
| +24% | +$23.7M |
|
996
CALL
Home Depot
HD
$326B
| $97.5M | 0.01% |
301,400
+220,800
| +274% | +$80.5M |
|
997
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $97.5M | 0.01% |
942,661
-410,866
| -30% | -$42.3M |
|
|
FOLD
998
DELISTED
Amicus Therapeutics
FOLD
| $97.4M | 0.01% |
6,749,190
+3,031,827
| +82% | +$43.5M |
|
999
CALL
United States Oil Fund
USO
$2.45B
| $97.4M | 0.01% |
+750,000
| New | +$66.5M |
|
1000
Steris
STE
$20.8B
| $97.3M | 0.01% |
443,516
+132,952
| +43% | +$32.5M |
|
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.