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 | |
|---|---|---|---|---|---|---|---|
1376
Krystal Biotech
KRYS
$9.05B
| $56.6M | ﹤0.01% |
167,450
+80,108
| +92% | +$27.7M |
2018 Q2
33 quarters
|
|
1377
Permian Resources
PR
$19.3B
| $56.5M | ﹤0.01% |
2,621,947
-66,522
| -2% | -$1.43M |
2017 Q2
37 quarters
|
|
1378
Innospec
IOSP
$1.98B
| $56.5M | ﹤0.01% |
582,532
+211,958
| +57% | +$19.1M |
2013 Q2
53 quarters
|
|
1379
Hafnia
HAFN
$5.13B
| $56.2M | ﹤0.01% |
5,812,997
+1,605,668
| +38% | +$13.1M |
2024 Q2
9 quarters
|
|
1380
Macy's
M
$6.45B
| $56.1M | ﹤0.01% |
2,399,399
+1,384,854
| +137% | +$32.2M |
2013 Q2
53 quarters
|
|
1381
EnerSys
ENS
$5.09B
| $56.1M | ﹤0.01% |
306,263
+13,675
| +5% | +$2.59M |
2013 Q2
53 quarters
|
|
1382
CALL
Home Depot
HD
$348B
| $56.1M | ﹤0.01% |
194,700
-34,900
| -15% | -$11.5M |
2014 Q3
48 quarters
|
|
1383
Vanguard Financials ETF
VFH
$13.8B
| $56M | ﹤0.01% |
425,899
-9,374
| -2% | -$1.3M |
2015 Q2
45 quarters
|
|
1384
Pool Corp
POOL
$7.72B
| $56M | ﹤0.01% |
342,999
-60,551
| -15% | -$11.5M |
2013 Q2
53 quarters
|
|
1385
CALL
DraftKings
DKNG
$9.41B
| $55.8M | ﹤0.01% |
2,850,000
+1,385,000
| +95% | +$33.4M |
2025 Q4
3 quarters
|
|
1386
iShares MSCI China ETF
MCHI
$5.56B
| $55.8M | ﹤0.01% |
1,070,645
+598,155
| +127% | +$32.3M |
2013 Q2
53 quarters
|
|
1387
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.15B
| $55.7M | ﹤0.01% |
681,048
-49,406
| -7% | -$4.04M |
2022 Q4
15 quarters
|
|
1388
iShares Long-Term National Muni Bond ETF
LMUB
$1.56B
| $55.6M | ﹤0.01% |
1,208,771
-1,587,103
| -57% | -$78.2M |
2026 Q1
2 quarters
|
|
1389
EPR Properties
EPR
$4.61B
| $55.5M | ﹤0.01% |
966,912
+93,510
| +11% | +$5.62M |
2013 Q2
53 quarters
|
|
1390
CALL
Amgen
AMGN
$252B
| $55.5M | ﹤0.01% |
131,100
-181,100
| -58% | -$72.2M |
2014 Q3
48 quarters
|
|
1391
New York Times
NYT
$11.6B
| $55.4M | ﹤0.01% |
881,533
-1,003
| -0.1% | -$69.6K |
2016 Q4
39 quarters
|
|
1392
CALL
T-Mobile US
TMUS
$180B
| $55.4M | ﹤0.01% |
340,000
+60,000
| +21% | +$10.7M |
2020 Q4
23 quarters
|
|
1393
Hudbay
HBM
$9.5B
| $55.4M | ﹤0.01% |
2,051,115
-543,117
| -21% | -$13.8M |
2021 Q1
22 quarters
|
|
1394
Core & Main
CNM
$8.3B
| $55.4M | ﹤0.01% |
1,320,456
-105,725
| -7% | -$4.66M |
2021 Q3
20 quarters
|
|
1395
Affiliated Managers Group
AMG
$9.7B
| $55.4M | ﹤0.01% |
147,978
+18,576
| +14% | +$6.73M |
2013 Q2
53 quarters
|
|
1396
iShares ESG MSCI USA Leaders ETF
SUSL
$1.18B
| $55.4M | ﹤0.01% |
406,244
-16,399
| -4% | -$2.21M |
2022 Q1
18 quarters
|
|
1397
StepStone Group
STEP
$3.95B
| $55.3M | ﹤0.01% |
1,277,403
-243,432
| -16% | -$11.3M |
2020 Q3
24 quarters
|
|
1398
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.66B
| $55.3M | ﹤0.01% |
842,525
-302,696
| -26% | -$19.2M |
2018 Q3
32 quarters
|
|
1399
CALL
Palo Alto Networks
PANW
$264B
| $55.2M | ﹤0.01% |
142,200
-14,100
| -9% | -$5.02M |
2021 Q1
22 quarters
|
|
1400
SS&C Technologies
SSNC
$18.7B
| $55.1M | ﹤0.01% |
710,308
+177,775
| +33% | +$13.7M |
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.