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 | |
|---|---|---|---|---|---|---|
1451
Mirion Technologies
MIR
$4.05B
| $45.4M | ﹤0.01% |
2,619,120
+949,056
| +57% | +$21.4M |
|
1452
Lattice Semiconductor
LSCC
$17.6B
| $45.3M | ﹤0.01% |
530,459
-34,354
| -6% | -$3.08M |
|
1453
Quaker Houghton
KWR
$2.63B
| $45.2M | ﹤0.01% |
363,486
-159,861
| -31% | -$23.6M |
|
1454
McCormick & Company Non-Voting
MKC
$13.4B
| $45M | ﹤0.01% |
836,986
+110,970
| +15% | +$7.07M |
|
1455
iShares Morningstar Small-Cap Growth ETF
ISCG
$960M
| $44.9M | ﹤0.01% |
848,248
-3,261
| -0.4% | -$188K |
|
1456
Incyte
INCY
$23.5B
| $44.9M | ﹤0.01% |
497,042
+53,606
| +12% | +$5.35M |
|
1457
Advanced Energy
AEIS
$12.2B
| $44.8M | ﹤0.01% |
150,054
+81,861
| +120% | +$23.7M |
|
1458
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.72B
| $44.7M | ﹤0.01% |
884,684
+579,662
| +190% | +$28.3M |
|
1459
Cirrus Logic
CRUS
$6.74B
| $44.6M | ﹤0.01% |
322,137
+41,195
| +15% | +$5.54M |
|
1460
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $44.6M | ﹤0.01% |
892,213
-29,238,152
| -97% | -$1.45B |
|
|
JBTM
1461
JBT Marel
JBTM
$7.14B
| $44.5M | ﹤0.01% |
362,334
-43,467
| -11% | -$6.57M |
|
1462
Golub Capital BDC
GBDC
$3.33B
| $44.5M | ﹤0.01% |
3,516,246
-401,066
| -10% | -$5.15M |
|
1463
Spyre Therapeutics
SYRE
$8.87B
| $44.5M | ﹤0.01% |
979,299
+916,348
| +1,456% | +$34.5M |
|
1464
Travel + Leisure Co
TNL
$4.54B
| $44.4M | ﹤0.01% |
660,669
+318,446
| +93% | +$23M |
|
1465
iShares MSCI World ETF
URTH
$7.95B
| $44.4M | ﹤0.01% |
253,773
-7,455
| -3% | -$1.4M |
|
1466
AptarGroup
ATR
$8.45B
| $44.4M | ﹤0.01% |
359,799
-142,927
| -28% | -$18.6M |
|
1467
Duolingo
DUOL
$5.7B
| $44.4M | ﹤0.01% |
471,345
+316,628
| +205% | +$39M |
|
|
KFYP
1468
PUT
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
| $44.3M | ﹤0.01% |
1,595,900
+1,495,900
| +1,496% | +$41.6M |
|
1469
Generac Holdings
GNRC
$11.9B
| $44.3M | ﹤0.01% |
238,851
-70,562
| -23% | -$13.5M |
|
1470
Brookfield Renewable
BEP
$10B
| $44.3M | ﹤0.01% |
1,394,208
+1,153,206
| +479% | +$34.8M |
|
1471
Invesco Preferred ETF
PGX
$3.84B
| $44.2M | ﹤0.01% |
4,061,509
-1,246,984
| -23% | -$14.1M |
|
1472
iShares US Equity Factor ETF
LRGF
$3.52B
| $44.2M | ﹤0.01% |
689,544
-356,404
| -34% | -$24.5M |
|
1473
BlackLine
BL
$1.69B
| $44.2M | ﹤0.01% |
1,210,288
-45,923
| -4% | -$1.98M |
|
1474
GFL Environmental
GFL
$14.3B
| $44M | ﹤0.01% |
1,088,650
+101,176
| +10% | +$4.33M |
|
1475
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
| $43.9M | ﹤0.01% |
598,213
+61,515
| +11% | +$4.78M |
|
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.