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 | |
|---|---|---|---|---|---|---|
|
SYSB
1326
iShares Systematic Bond ETF
SYSB
$1.15B
| $55.8M | ﹤0.01% |
629,860
+221,184
| +54% | +$19.9M |
|
1327
Tenet Healthcare
THC
$20.1B
| $55.6M | ﹤0.01% |
295,914
-126,954
| -30% | -$26.7M |
|
1328
Dyne Therapeutics
DYN
$4.04B
| $55.6M | ﹤0.01% |
3,253,473
-296,436
| -8% | -$5.11M |
|
1329
Matador Resources
MTDR
$6.31B
| $55.5M | ﹤0.01% |
855,409
+326,364
| +62% | +$16.3M |
|
1330
Vaxcyte
PCVX
$7.89B
| $55.4M | ﹤0.01% |
1,008,314
-77,205
| -7% | -$4.19M |
|
1331
InterContinental Hotels
IHG
$23B
| $55.4M | ﹤0.01% |
425,533
+2,901
| +0.7% | +$399K |
|
1332
ASE Group
ASX
$80.8B
| $55.3M | ﹤0.01% |
2,647,196
-496,399
| -16% | -$10.4M |
|
1333
Chord Energy
CHRD
$7.79B
| $55.3M | ﹤0.01% |
377,892
+116,168
| +44% | +$12.7M |
|
1334
ATI
ATI
$27B
| $55.2M | ﹤0.01% |
407,423
+52,542
| +15% | +$7.32M |
|
1335
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
| $54.9M | ﹤0.01% |
1,721,550
-8,541
| -0.5% | -$292K |
|
1336
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
| $54.7M | ﹤0.01% |
1,203,837
-259,435
| -18% | -$12.6M |
|
1337
Lennox International
LII
$18.8B
| $54.7M | ﹤0.01% |
123,212
+7,434
| +6% | +$3.83M |
|
1338
PUT
S&P Global
SPGI
$126B
| $54.7M | ﹤0.01% |
131,000
+76,200
| +139% | +$35.4M |
|
1339
BlackRock Intermediate Muni Income Bond ETF
INMU
$535M
| $54.7M | ﹤0.01% |
2,292,433
+664,065
| +41% | +$16.1M |
|
1340
CALL
Lumentum
LITE
$59.4B
| $54.7M | ﹤0.01% |
83,500
+82,700
| +10,338% | +$45.4M |
|
1341
Donaldson
DCI
$10.8B
| $54.6M | ﹤0.01% |
661,465
+194,124
| +42% | +$18.7M |
|
1342
Carlyle Group
CG
$16.3B
| $54.6M | ﹤0.01% |
1,176,413
+197,210
| +20% | +$10.9M |
|
1343
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
| $54.5M | ﹤0.01% |
512,210
+22,543
| +5% | +$2.42M |
|
1344
Granite Construction
GVA
$5.45B
| $54.5M | ﹤0.01% |
468,027
-16,088
| -3% | -$2.01M |
|
1345
NexGen Energy
NXE
$6.05B
| $54.4M | ﹤0.01% |
5,018,400
+82,885
| +2% | +$989K |
|
|
GTM
1346
ZoomInfo Technologies
GTM
$861M
| $54.3M | ﹤0.01% |
9,100,859
-29,847
| -0.3% | -$219K |
|
|
PRMB
1347
Primo Brands
PRMB
$8.24B
| $54.3M | ﹤0.01% |
2,942,806
-423,175
| -13% | -$8.18M |
|
|
KRMN
1348
Karman Holdings
KRMN
$6.29B
| $54.2M | ﹤0.01% |
724,122
-139,757
| -16% | -$13.5M |
|
1349
Braze
BRZE
$2.45B
| $54.1M | ﹤0.01% |
2,301,544
-18,319
| -0.8% | -$396K |
|
1350
Lantheus
LNTH
$6.82B
| $54M | ﹤0.01% |
739,473
+994
| +0.1% | +$71.4K |
|
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.