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 | |
|---|---|---|---|---|---|---|---|
1426
Accelerant Holdings
ARX
$4.31B
| $53M | ﹤0.01% |
2,684,287
+507,480
| +23% | +$8.41M |
2025 Q3
4 quarters
|
|
1427
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.93B
| $52.9M | ﹤0.01% |
1,248,376
+135,871
| +12% | +$6.06M |
2013 Q2
53 quarters
|
|
1428
Cousins Properties
CUZ
$4.88B
| $52.8M | ﹤0.01% |
1,901,982
-158,910
| -8% | -$4.74M |
2013 Q2
53 quarters
|
|
1429
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.36B
| $52.7M | ﹤0.01% |
1,240,979
-1,898
| -0.2% | -$83.9K |
2025 Q1
6 quarters
|
|
1430
Bel Fuse Inc Class B
BELFB
$3.26B
| $52.6M | ﹤0.01% |
213,658
-29,635
| -12% | -$7.79M |
2013 Q2
53 quarters
|
|
1431
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.23B
| $52.5M | ﹤0.01% |
565,225
+497,504
| +735% | +$47.4M |
2013 Q2
53 quarters
|
|
1432
Aris Mining
ARIS
$3.05B
| $52.4M | ﹤0.01% |
2,951,421
-625,600
| -17% | -$10.8M |
2023 Q4
11 quarters
|
|
1433
Televisa
TV
$2.35B
| $52.3M | ﹤0.01% |
22,268,395
-506,012
| -2% | -$1.35M |
2013 Q2
53 quarters
|
|
1434
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
| $52.1M | ﹤0.01% |
533,374
-31,859
| -6% | -$3.12M |
2017 Q1
38 quarters
|
|
1435
Primo Brands
PRMB
$8.63B
| $52M | ﹤0.01% |
2,687,072
+115,925
| +5% | +$2.63M |
2024 Q4
7 quarters
|
|
1436
Miami International Holdings
MIAX
$3.71B
| $52M | ﹤0.01% |
1,530,644
+102,763
| +7% | +$4.3M |
2025 Q3
4 quarters
|
|
1437
Global X Blockchain ETF
BKCH
$165M
| $51.8M | ﹤0.01% |
724,512
+262,076
| +57% | +$18.2M |
2025 Q3
4 quarters
|
|
1438
Scorpio Tankers
STNG
$4.24B
| $51.8M | ﹤0.01% |
619,846
+22,134
| +4% | +$1.75M |
2015 Q4
43 quarters
|
|
1439
SPX Corp
SPXC
$7.76B
| $51.8M | ﹤0.01% |
300,828
-110,380
| -27% | -$22.4M |
2013 Q2
53 quarters
|
|
1440
CALL
TotalEnergies
TTE
$199B
| $51.7M | ﹤0.01% |
589,652
+44,568
| +8% | +$3.86M |
2025 Q4
3 quarters
|
|
1441
STAG Industrial
STAG
$7.13B
| $51.6M | ﹤0.01% |
1,387,397
-2,173,663
| -61% | -$82.7M |
2015 Q4
43 quarters
|
|
1442
CALL
Diamondback Energy
FANG
$51.6B
| $51.5M | ﹤0.01% |
279,800
+168,700
| +152% | +$33M |
2025 Q2
5 quarters
|
|
1443
Coupang
CPNG
$27.2B
| $51.3M | ﹤0.01% |
3,706,856
-3,084,422
| -45% | -$49.4M |
2021 Q1
22 quarters
|
|
1444
nLIGHT
LASR
$2.4B
| $51.2M | ﹤0.01% |
1,310,508
+283,156
| +28% | +$15.2M |
2018 Q2
33 quarters
|
|
1445
Alcoa
AA
$10.5B
| $51.2M | ﹤0.01% |
1,206,537
-811,834
| -40% | -$38.7M |
2013 Q2
53 quarters
|
|
1446
PUT
Costco
COST
$490B
| $51.2M | ﹤0.01% |
55,400
-10,400
| -16% | -$9.7M |
2017 Q1
38 quarters
|
|
1447
iShares Morningstar Small-Cap Growth ETF
ISCG
$958M
| $51.2M | ﹤0.01% |
834,843
-7,097
| -0.8% | -$451K |
2023 Q2
13 quarters
|
|
1448
Columbia Research Enhanced Core ETF
RECS
$6.06B
| $51M | ﹤0.01% |
1,128,673
+77,697
| +7% | +$3.48M |
2023 Q4
11 quarters
|
|
1449
Gulfport Energy Corp
GPOR
$2.87B
| $51M | ﹤0.01% |
334,292
-38,242
| -10% | -$6.3M |
2021 Q2
21 quarters
|
|
1450
CALL
Berkshire Hathaway Class B
BRK.B
$1.26T
| $51M | ﹤0.01% |
101,500
+80,800
| +390% | +$40.8M |
2019 Q2
29 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.