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 | |
|---|---|---|---|---|---|---|
1426
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $47.7M | ﹤0.01% |
392,042
+29,977
| +8% | +$3.93M |
|
1427
Monarch Casino & Resort
MCRI
$2.14B
| $47.6M | ﹤0.01% |
505,648
+19,231
| +4% | +$1.83M |
|
1428
PUT
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
| $47.6M | ﹤0.01% |
256,700
+180,700
| +238% | +$5.29M |
|
1429
PUT
Verizon
VZ
$194B
| $47.5M | ﹤0.01% |
943,500
+463,200
| +96% | +$21.5M |
|
1430
iShares ESG Aware MSCI USA Value ETF
EVUS
$348M
| $47.4M | ﹤0.01% |
1,521,107
+1,065,532
| +234% | +$35.1M |
|
1431
PUT
United Therapeutics
UTHR
$26.3B
| $47.4M | ﹤0.01% |
80,500
+80,100
| +20,025% | +$39.9M |
|
1432
Constellium
CSTM
$3.96B
| $47.3M | ﹤0.01% |
2,051,930
-37,482
| -2% | -$892K |
|
1433
CALL
Nike
NKE
$61.9B
| $47.3M | ﹤0.01% |
923,300
+28,500
| +3% | +$1.73M |
|
1434
Diageo
DEO
$46.2B
| $46.8M | ﹤0.01% |
637,569
-444,342
| -41% | -$38.8M |
|
1435
Jones Lang LaSalle
JLL
$15.1B
| $46.7M | ﹤0.01% |
157,081
+24,132
| +18% | +$7.79M |
|
|
SCHV
1436
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $46.4M | ﹤0.01% |
1,553,428
+368,181
| +31% | +$11.5M |
|
|
MIAX
1437
Miami International Holdings
MIAX
$4.14B
| $46.4M | ﹤0.01% |
1,238,006
+423,666
| +52% | +$17.5M |
|
1438
PUT
Apollo Global Management
APO
$70.7B
| $46.4M | ﹤0.01% |
422,000
+27,700
| +7% | +$3.43M |
|
1439
JPMorgan Sustainable Municipal Income ETF
JMSI
$386M
| $46.3M | ﹤0.01% |
932,436
+35,371
| +4% | +$1.79M |
|
1440
Mitsubishi UFJ Financial
MUFG
$258B
| $46.3M | ﹤0.01% |
2,837,773
+348,680
| +14% | +$6.21M |
|
1441
iShares International Select Dividend ETF
IDV
$8.25B
| $46.1M | ﹤0.01% |
1,112,135
+53,264
| +5% | +$2.24M |
|
1442
PUT
KLA
KLAC
$275B
| $46M | ﹤0.01% |
333,000
+75,000
| +29% | +$11M |
|
1443
Match Group
MTCH
$8.84B
| $46M | ﹤0.01% |
1,526,514
+298,674
| +24% | +$9.31M |
|
1444
WisdomTree India Earnings Fund ETF
EPI
$2.02B
| $45.9M | ﹤0.01% |
1,160,366
+62,950
| +6% | +$2.78M |
|
1445
Elanco Animal Health
ELAN
$12.4B
| $45.8M | ﹤0.01% |
1,954,888
+140,745
| +8% | +$3.44M |
|
1446
OSI Systems
OSIS
$3.57B
| $45.7M | ﹤0.01% |
172,754
+7,745
| +5% | +$2.14M |
|
1447
Commercial Metals
CMC
$7.63B
| $45.7M | ﹤0.01% |
760,458
-7,592
| -1% | -$548K |
|
1448
PUT
Stryker
SYK
$127B
| $45.7M | ﹤0.01% |
140,000
-101,300
| -42% | -$36.4M |
|
1449
Zscaler
ZS
$23B
| $45.4M | ﹤0.01% |
330,954
-3,141
| -0.9% | -$557K |
|
1450
Crinetics Pharmaceuticals
CRNX
$8.86B
| $45.4M | ﹤0.01% |
1,324,668
+169,958
| +15% | +$7.59M |
|
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.