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 | |
|---|---|---|---|---|---|---|
1076
CALL
ServiceNow
NOW
$101B
| $83.1M | 0.01% |
791,200
+452,700
| +134% | +$53.3M |
|
1077
nVent Electric
NVT
$24.9B
| $82.9M | 0.01% |
735,613
+189,573
| +35% | +$21.5M |
|
1078
Haleon
HLN
$43B
| $82.8M | 0.01% |
8,279,468
+179,251
| +2% | +$1.86M |
|
1079
Portland General Electric
POR
$6.03B
| $82.7M | 0.01% |
1,571,372
-592,535
| -27% | -$30.4M |
|
1080
State Street Materials Select Sector SPDR ETF
XLB
$8.47B
| $82.5M | 0.01% |
1,681,014
+1,391,393
| +480% | +$69.8M |
|
1081
Primoris Services
PRIM
$4.77B
| $82.4M | 0.01% |
612,973
-59,219
| -9% | -$8.67M |
|
1082
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
| $82.2M | 0.01% |
893,415
+127,477
| +17% | +$11.9M |
|
1083
Banco Bilbao Vizcaya Argentaria
BBVA
$143B
| $82.2M | 0.01% |
4,044,592
-407,309
| -9% | -$9.42M |
|
|
TABD
1084
Transamerica Bond Active ETF
TABD
$148M
| $82.2M | 0.01% |
+3,305,943
| New | +$83.4M |
|
1085
Norwegian Cruise Line
NCLH
$9.01B
| $82M | 0.01% |
4,647,631
+1,144,510
| +33% | +$25M |
|
1086
PUT
UBS Group
UBS
$170B
| $82M | 0.01% |
2,235,300
+1,457,500
| +187% | +$62.4M |
|
1087
DT Midstream
DTM
$14.9B
| $81.9M | 0.01% |
608,094
-44,540
| -7% | -$5.81M |
|
1088
PUT
Arm
ARM
$285B
| $81.9M | 0.01% |
598,000
-54,300
| -8% | -$6.59M |
|
1089
Texas Pacific Land
TPL
$29.1B
| $81.8M | 0.01% |
175,110
+51,463
| +42% | +$22.1M |
|
1090
Invesco DB US Dollar Index Bullish Fund
UUP
$434M
| $81.8M | 0.01% |
2,924,780
+2,860,933
| +4,481% | +$78M |
|
1091
iRhythm Holdings
IRTC
$3.59B
| $81.6M | 0.01% |
714,896
-43,691
| -6% | -$6.3M |
|
1092
Klaviyo
KVYO
$4.94B
| $81.6M | 0.01% |
4,299,977
+735,234
| +21% | +$15.8M |
|
1093
BorgWarner
BWA
$13.2B
| $81.4M | 0.01% |
1,549,940
+933,830
| +152% | +$49.2M |
|
|
HUT
1094
Hut 8
HUT
$12.8B
| $81.4M | 0.01% |
1,904,845
+104,691
| +6% | +$5.66M |
|
1095
National Health Investors
NHI
$3.9B
| $81.3M | 0.01% |
986,592
-152
| -0% | -$12.7K |
|
1096
Nuveen ESG Large-Cap Growth ETF
NULG
$2.68B
| $81.1M | 0.01% |
926,578
+344,364
| +59% | +$33M |
|
1097
Curtiss-Wright
CW
$27.8B
| $80.8M | 0.01% |
127,907
+15,320
| +14% | +$10.2M |
|
1098
Chemours
CC
$2.59B
| $80.6M | 0.01% |
3,800,873
-145,334
| -4% | -$2.53M |
|
1099
iShares Europe ETF
IEV
$1.63B
| $80.4M | 0.01% |
1,221,141
-52,291
| -4% | -$3.69M |
|
1100
Cactus
WHD
$3.92B
| $80.3M | 0.01% |
1,719,318
-679,400
| -28% | -$35.6M |
|
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.