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 | |
|---|---|---|---|---|---|---|---|
1251
J.M. Smucker
SJM
$14.2B
| $68.7M | ﹤0.01% |
563,534
+232,489
| +70% | +$28M |
2013 Q2
53 quarters
|
|
1252
Regal Rexnord
RRX
$11.7B
| $68.6M | ﹤0.01% |
436,741
+155,321
| +55% | +$28M |
2013 Q2
53 quarters
|
|
1253
Berkshire Hathaway Class A
BRK.A
$1.26T
| $68.6M | ﹤0.01% |
91
| – | – |
2015 Q3
44 quarters
|
|
1254
Tencent Music
TME
$14.7B
| $68.5M | ﹤0.01% |
8,601,495
-3,856,588
| -31% | -$33.5M |
2019 Q4
27 quarters
|
|
1255
Western Midstream Partners
WES
$17.5B
| $68.3M | ﹤0.01% |
1,519,277
+538,719
| +55% | +$25.3M |
2015 Q1
46 quarters
|
|
1256
Hasbro
HAS
$16.9B
| $68M | ﹤0.01% |
762,831
+90,061
| +13% | +$8.05M |
2013 Q2
53 quarters
|
|
1257
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
| $67.8M | ﹤0.01% |
860,268
-10,551
| -1% | -$854K |
2017 Q3
36 quarters
|
|
1258
MGM Resorts International
MGM
$8.47B
| $67.6M | ﹤0.01% |
2,133,903
+961,272
| +82% | +$41M |
2013 Q2
53 quarters
|
|
1259
Stride
LRN
$3.19B
| $67.6M | ﹤0.01% |
891,627
+601,072
| +207% | +$50.6M |
2014 Q2
49 quarters
|
|
1260
Neuberger Option Strategy ETF
NBOS
$544M
| $67.5M | ﹤0.01% |
2,377,176
+2,352,848
| +9,671% | +$66.8M |
2024 Q2
9 quarters
|
|
1261
Hinge Health
HNGE
$9.38B
| $67.5M | ﹤0.01% |
705,964
-12,212
| -2% | -$1.07M |
2025 Q2
5 quarters
|
|
1262
Commerce Bancshares
CBSH
$7.89B
| $67.2M | ﹤0.01% |
1,207,357
-146,752
| -11% | -$8.56M |
2013 Q2
53 quarters
|
|
1263
International Paper
IP
$18.2B
| $67.1M | ﹤0.01% |
2,015,274
+463,356
| +30% | +$17.7M |
2013 Q2
53 quarters
|
|
1264
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$21B
| $66.9M | ﹤0.01% |
1,360,731
+27,165
| +2% | +$1.35M |
2015 Q3
44 quarters
|
|
1265
Brinker International
EAT
$8.24B
| $66.9M | ﹤0.01% |
333,650
+79,364
| +31% | +$16.7M |
2013 Q2
53 quarters
|
|
1266
CGI
GIB
$16.7B
| $66.8M | ﹤0.01% |
988,251
+87,927
| +10% | +$6.22M |
2015 Q1
46 quarters
|
|
1267
Elbit Systems
ESLT
$33.1B
| $66.8M | ﹤0.01% |
94,912
-41,705
| -31% | -$31.7M |
2013 Q2
53 quarters
|
|
1268
iShares Short-Term National Muni Bond ETF
SUB
$13.3B
| $66.6M | ﹤0.01% |
639,643
+72,020
| +13% | +$7.63M |
2015 Q1
46 quarters
|
|
1269
Cemex
CX
$15.2B
| $66.5M | ﹤0.01% |
6,895,431
+3,942,397
| +134% | +$44.4M |
2013 Q2
53 quarters
|
|
1270
Exelixis
EXEL
$16.8B
| $66.5M | ﹤0.01% |
1,120,736
-178,171
| -14% | -$9.9M |
2016 Q1
42 quarters
|
|
1271
iShares MSCI Poland ETF
EPOL
$1.14B
| $66.5M | ﹤0.01% |
1,503,955
+449,808
| +43% | +$19.4M |
2023 Q2
13 quarters
|
|
1272
Fervo Energy
FRVO
$3.4B
| $66.4M | ﹤0.01% |
4,825,922
-2,740,724
| -36% | -$55.5M |
2026 Q2
1 quarter
|
|
1273
Jones Lang LaSalle
JLL
$16.8B
| $66.2M | ﹤0.01% |
210,156
+14,847
| +8% | +$5.15M |
2013 Q2
53 quarters
|
|
1274
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
$10.4B
| $66M | ﹤0.01% |
2,709,986
+124,574
| +5% | +$3.12M |
2023 Q3
12 quarters
|
|
1275
Solstice Advanced Materials
SOLS
$10.4B
| $66M | ﹤0.01% |
1,169,597
+113,241
| +11% | +$6.86M |
2025 Q4
3 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.