JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1201
Zimmer Biomet
ZBH
$19.5B
| $75M | ﹤0.01% |
821,627
+5,713
| +0.7% | +$541K |
2013 Q2
53 quarters
|
|
1202
Zscaler
ZS
$31.4B
| $75M | ﹤0.01% |
377,885
-19,029
| -5% | -$3.24M |
2018 Q1
34 quarters
|
|
1203
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$700M
| $74.9M | ﹤0.01% |
1,686,287
-389,318
| -19% | -$17.7M |
2016 Q4
39 quarters
|
|
1204
TORM
TRMD
$3.77B
| $74.9M | ﹤0.01% |
2,071,175
+551,111
| +36% | +$17.4M |
2025 Q4
3 quarters
|
|
1205
Alamos Gold
AGI
$12B
| $74.8M | ﹤0.01% |
2,265,031
-652,316
| -22% | -$21.5M |
2019 Q3
28 quarters
|
|
1206
Emera Inc
EMA
$15.8B
| $74.7M | ﹤0.01% |
1,558,202
+176,861
| +13% | +$9.09M |
2025 Q2
5 quarters
|
|
1207
Tyson Foods
TSN
$20.7B
| $74.5M | ﹤0.01% |
1,461,407
-351,315
| -19% | -$19.7M |
2013 Q2
53 quarters
|
|
1208
e.l.f. Beauty
ELF
$6.98B
| $74.5M | ﹤0.01% |
729,192
-1,231,461
| -63% | -$113M |
2016 Q3
40 quarters
|
|
1209
CALL
Arm
ARM
$204B
| $74.5M | ﹤0.01% |
253,600
-217,500
| -46% | -$59.2M |
2024 Q1
10 quarters
|
|
1210
PUT
Philip Morris
PM
$310B
| $74.3M | ﹤0.01% |
383,200
+357,600
| +1,397% | +$67.6M |
2024 Q4
7 quarters
|
|
1211
Merit Medical Systems
MMSI
$5.19B
| $74.3M | ﹤0.01% |
842,108
+198,071
| +31% | +$16.6M |
2016 Q2
41 quarters
|
|
1212
IMAX
IMAX
$2.67B
| $73.9M | ﹤0.01% |
1,309,519
-141,107
| -10% | -$6.85M |
2014 Q2
49 quarters
|
|
1213
monday.com
MNDY
$3.3B
| $73.7M | ﹤0.01% |
969,425
+425,501
| +78% | +$36.9M |
2023 Q1
14 quarters
|
|
1214
Brookfield Infrastructure Partners
BIP
$18.2B
| $73.5M | ﹤0.01% |
2,069,643
+1,113,102
| +116% | +$42.4M |
2015 Q3
44 quarters
|
|
1215
Modine Manufacturing
MOD
$7.22B
| $73.3M | ﹤0.01% |
396,143
+15,365
| +4% | +$3.14M |
2016 Q4
39 quarters
|
|
1216
Gen Digital
GEN
$18B
| $73.2M | ﹤0.01% |
3,481,144
-109,729
| -3% | -$3.04M |
2013 Q2
53 quarters
|
|
1217
Avantis US Large Cap Value ETF
AVLV
$22.8B
| $73M | ﹤0.01% |
801,450
+140,649
| +21% | +$13.1M |
2023 Q2
13 quarters
|
|
1218
Xylem
XYL
$21.6B
| $73M | ﹤0.01% |
722,960
+3,142
| +0.4% | +$360K |
2013 Q2
53 quarters
|
|
1219
Insulet
PODD
$10.6B
| $72.7M | ﹤0.01% |
543,658
-51,465
| -9% | -$7.7M |
2013 Q2
53 quarters
|
|
1220
Kanzhun
BZ
$5.67B
| $72.7M | ﹤0.01% |
5,127,976
+2,834,659
| +124% | +$44.2M |
2021 Q2
21 quarters
|
|
1221
Southwest Gas
SWX
$6.79B
| $72.3M | ﹤0.01% |
876,166
+307,065
| +54% | +$27.4M |
2013 Q2
53 quarters
|
|
1222
Guardant Health
GH
$20.5B
| $72.2M | ﹤0.01% |
399,294
-149,794
| -27% | -$24.5M |
2018 Q4
31 quarters
|
|
1223
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.4B
| $72.2M | ﹤0.01% |
780,841
+23,932
| +3% | +$2.13M |
2016 Q1
42 quarters
|
|
1224
Karman Holdings
KRMN
$5.39B
| $72.2M | ﹤0.01% |
2,188,831
+372,038
| +20% | +$17.4M |
2025 Q1
6 quarters
|
|
1225
Columbia Sportswear
COLM
$3.7B
| $72.1M | ﹤0.01% |
1,235,261
-65,152
| -5% | -$3.88M |
2015 Q3
44 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.