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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
iShares Russell 1000 Growth ETF
IWF
$120B
| $3.2B | 0.18% |
26,211,737
-442,707
| -2% | -$53.4M |
2013 Q2
52 quarters
|
|
127
United Rentals
URI
$72.4B
| $3.18B | 0.18% |
2,829,733
-155,924
| -5% | -$148M |
2013 Q2
52 quarters
|
|
128
Southern Company
SO
$108B
| $3.17B | 0.18% |
32,778,201
-10,559,549
| -24% | -$994M |
2013 Q2
52 quarters
|
|
129
Yum! Brands
YUM
$42.4B
| $3.17B | 0.18% |
20,017,649
+646,740
| +3% | +$100M |
2013 Q2
52 quarters
|
|
130
Vertiv
VRT
$89.5B
| $3.09B | 0.17% |
10,061,204
+3,995,478
| +66% | +$1.27B |
2019 Q4
26 quarters
|
|
131
Cadence Design Systems
CDNS
$90B
| $2.93B | 0.16% |
7,865,907
+1,320,717
| +20% | +$463M |
2013 Q2
52 quarters
|
|
132
TotalEnergies
TTE
$210B
| $2.91B | 0.16% |
37,495,795
+4,483,662
| +14% | +$397M |
2013 Q2
52 quarters
|
|
133
Monster Beverage
MNST
$92.7B
| $2.9B | 0.16% |
59,439,586
+2,677,222
| +5% | +$113M |
2013 Q2
52 quarters
|
|
134
Entergy
ETR
$52.6B
| $2.9B | 0.16% |
24,917,975
-2,514,909
| -9% | -$284M |
2013 Q2
52 quarters
|
|
135
Vanguard Tax-Exempt Bond Index Fund
VTEB
$51.3B
| $2.78B | 0.15% |
54,850,518
+10,129,865
| +23% | +$509M |
2015 Q4
42 quarters
|
|
136
Vanguard Short-Term Treasury ETF
VGSH
$35.3B
| $2.76B | 0.15% |
47,301,997
-4,528,654
| -9% | -$264M |
2018 Q3
31 quarters
|
|
137
CALL
Invesco QQQ Trust
QQQ
$466B
| $2.75B | 0.15% |
3,801,300
+789,300
| +26% | +$543M |
2013 Q2
52 quarters
|
|
138
Take-Two Interactive
TTWO
$35.6B
| $2.73B | 0.15% |
11,034,093
+1,096,502
| +11% | +$242M |
2013 Q2
52 quarters
|
|
139
Prologis
PLD
$122B
| $2.68B | 0.15% |
19,264,378
-1,337,605
| -6% | -$190M |
2013 Q2
52 quarters
|
|
140
Gilead Sciences
GILD
$212B
| $2.63B | 0.15% |
20,820,621
-13,171,789
| -39% | -$1.74B |
2013 Q2
52 quarters
|
|
141
Hilton Worldwide
HLT
$79.4B
| $2.61B | 0.14% |
7,861,543
-2,573,528
| -25% | -$846M |
2013 Q4
50 quarters
|
|
142
Teradyne
TER
$42.8B
| $2.58B | 0.14% |
5,570,053
+2,699,413
| +94% | +$1.02B |
2013 Q2
52 quarters
|
|
143
TJX Companies
TJX
$154B
| $2.56B | 0.14% |
16,938,324
-937,789
| -5% | -$148M |
2013 Q2
52 quarters
|
|
144
SpaceX
SPCX
$1.83T
| $2.56B | 0.14% |
+15,563,576
| New | +$2.64B |
2026 Q2
0 quarters
|
|
145
Carrier Global
CARR
$43.9B
| $2.53B | 0.14% |
34,487,524
-469,166
| -1% | -$30.7M |
2020 Q2
24 quarters
|
|
146
PGIM Ultra Short Bond ETF
PULS
$19.7B
| $2.52B | 0.14% |
50,644,264
+11,230,240
| +28% | +$557M |
2022 Q3
15 quarters
|
|
147
DoorDash
DASH
$77.6B
| $2.48B | 0.14% |
13,437,684
+2,812,743
| +26% | +$465M |
2020 Q4
22 quarters
|
|
148
Twilio
TWLO
$31.5B
| $2.43B | 0.13% |
12,224,027
+2,850,827
| +30% | +$505M |
2016 Q2
40 quarters
|
|
149
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
| $2.42B | 0.13% |
47,687,106
-1,097,863
| -2% | -$55.7M |
2025 Q2
4 quarters
|
|
150
Regeneron Pharmaceuticals
REGN
$96B
| $2.38B | 0.13% |
3,774,199
-537,607
| -12% | -$366M |
2013 Q2
52 quarters
|
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,889 reduced and 553 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 553 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.