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 | |
|---|---|---|---|---|---|---|
1051
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $87.8M | 0.01% |
903,223
+18,119
| +2% | +$1.86M |
|
1052
iShares MSCI Mexico ETF
EWW
$1.89B
| $87.8M | 0.01% |
1,206,472
+58,947
| +5% | +$4.46M |
|
1053
Plains All American Pipeline
PAA
$17.5B
| $87.8M | 0.01% |
3,906,322
-1,971,309
| -34% | -$40.1M |
|
1054
PUT
Chevron
CVX
$389B
| $87.7M | 0.01% |
416,400
-21,100
| -5% | -$3.85M |
|
1055
Apogee Therapeutics
APGE
$10.2B
| $87.4M | 0.01% |
1,110,470
-262,596
| -19% | -$19.1M |
|
|
SOLS
1056
Solstice Advanced Materials
SOLS
$9.63B
| $87.2M | 0.01% |
1,204,419
+332,077
| +38% | +$22.8M |
|
1057
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
| $87.2M | 0.01% |
1,972,288
+135,531
| +7% | +$6.36M |
|
1058
PUT
First Solar
FSLR
$21.7B
| $86.6M | 0.01% |
469,000
+201,600
| +75% | +$44.6M |
|
1059
CALL
Applied Materials
AMAT
$429B
| $86.4M | 0.01% |
267,400
-290,400
| -52% | -$97.7M |
|
1060
CGI
GIB
$14B
| $86.1M | 0.01% |
1,186,679
+354,692
| +43% | +$28.3M |
|
1061
iShares Russell 2000 Value ETF
IWN
$14.4B
| $85.8M | 0.01% |
464,365
+24,897
| +6% | +$4.82M |
|
1062
Tower Semiconductor
TSEM
$27.1B
| $85.8M | 0.01% |
540,893
+404,017
| +295% | +$54.3M |
|
1063
CALL
United Therapeutics
UTHR
$26.4B
| $85.5M | 0.01% |
145,300
+144,900
| +36,225% | +$72.2M |
|
1064
IDEX
IEX
$16.5B
| $85.1M | 0.01% |
463,525
+115,192
| +33% | +$22.7M |
|
1065
T. Rowe Price
TROW
$25B
| $84.6M | 0.01% |
949,733
+93,381
| +11% | +$9.05M |
|
1066
PUT
Lam Research
LRCX
$385B
| $84.5M | 0.01% |
422,800
+61,400
| +17% | +$13.7M |
|
1067
Vanguard Mega Cap Value ETF
MGV
$13.2B
| $84.5M | 0.01% |
592,624
-4,865
| -0.8% | -$721K |
|
1068
PUT
Lumentum
LITE
$59.6B
| $84.5M | 0.01% |
129,000
+83,000
| +180% | +$45.6M |
|
1069
Core & Main
CNM
$8.19B
| $84.1M | 0.01% |
1,761,491
-104,265
| -6% | -$5.61M |
|
|
BDVL
1070
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.7B
| $84M | 0.01% |
3,477,354
-18,979
| -0.5% | -$478K |
|
1071
CALL
Freeport-McMoran
FCX
$89.6B
| $83.9M | 0.01% |
1,535,200
-229,600
| -13% | -$13.9M |
|
1072
CALL
Humana
HUM
$46.9B
| $83.8M | 0.01% |
504,900
+234,500
| +87% | +$48.1M |
|
1073
Rubrik
RBRK
$15.1B
| $83.4M | 0.01% |
1,830,164
+557,772
| +44% | +$32M |
|
1074
Disc Medicine
IRON
$2.84B
| $83.4M | 0.01% |
1,371,480
-209,647
| -13% | -$14.5M |
|
1075
Cullen/Frost Bankers
CFR
$10.3B
| $83.1M | 0.01% |
614,071
-47,701
| -7% | -$6.59M |
|
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.