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 | |
|---|---|---|---|---|---|---|
1476
PUT
Moderna
MRNA
$21.5B
| $43.8M | ﹤0.01% |
907,300
+410,100
| +82% | +$19.1M |
|
1477
Gildan
GIL
$9.25B
| $43.7M | ﹤0.01% |
813,665
+132,153
| +19% | +$8.54M |
|
1478
UGI
UGI
$8B
| $43.6M | ﹤0.01% |
1,187,798
-47,264
| -4% | -$1.78M |
|
1479
Regal Rexnord
RRX
$14.2B
| $43.4M | ﹤0.01% |
243,618
-32,070
| -12% | -$5.96M |
|
1480
Axsome Therapeutics
AXSM
$12.4B
| $43.4M | ﹤0.01% |
270,160
+36,969
| +16% | +$6.39M |
|
1481
PUT
Dow Inc
DOW
$21.6B
| $43.3M | ﹤0.01% |
1,034,400
+457,700
| +79% | +$14.5M |
|
1482
Astera Labs
ALAB
$50B
| $43.2M | ﹤0.01% |
430,389
-273,080
| -39% | -$38.9M |
|
1483
State Street SPDR S&P Insurance ETF
KIE
$619M
| $43.1M | ﹤0.01% |
791,355
+786,850
| +17,466% | +$45.2M |
|
1484
MYR Group
MYRG
$5.9B
| $42.8M | ﹤0.01% |
160,334
+8,077
| +5% | +$2.1M |
|
1485
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
| $42.7M | ﹤0.01% |
466,042
+14,087
| +3% | +$1.34M |
|
1486
PUT
Linde
LIN
$237B
| $42.7M | ﹤0.01% |
85,500
+48,800
| +133% | +$23M |
|
1487
American Healthcare REIT
AHR
$11.1B
| $42.7M | ﹤0.01% |
909,030
+329,549
| +57% | +$16.3M |
|
1488
Unifirst Corp
UNF
$5.32B
| $42.4M | ﹤0.01% |
169,985
+112,325
| +195% | +$25.9M |
|
|
JPHY
1489
JPMorgan Active High Yield ETF
JPHY
$2.22B
| $42.4M | ﹤0.01% |
851,653
+48,809
| +6% | +$2.46M |
|
1490
Merit Medical Systems
MMSI
$4.43B
| $42.4M | ﹤0.01% |
617,048
-152,637
| -20% | -$11.9M |
|
1491
PUT
Walmart Inc
WMT
$871B
| $42.2M | ﹤0.01% |
342,000
-402,600
| -54% | -$49.4M |
|
1492
Super Micro Computer
SMCI
$19.5B
| $42.2M | ﹤0.01% |
2,005,393
+904,891
| +82% | +$27.2M |
|
1493
Charles River Laboratories
CRL
$10.9B
| $42.2M | ﹤0.01% |
264,350
+89,582
| +51% | +$16.6M |
|
|
DOCU
1494
DocuSign
DOCU
$9.63B
| $42M | ﹤0.01% |
887,791
+18,500
| +2% | +$947K |
|
|
FPS
1495
Forgent Power Solutions
FPS
$9.33B
| $41.9M | ﹤0.01% |
+1,499,680
| New | +$49.9M |
|
1496
Baxter International
BAX
$11.6B
| $41.8M | ﹤0.01% |
2,648,493
+252,474
| +11% | +$4.89M |
|
1497
uniQure
QURE
$2.68B
| $41.8M | ﹤0.01% |
2,837,466
-97,160
| -3% | -$1.97M |
|
1498
Fox Class B
FOX
$20.7B
| $41.8M | ﹤0.01% |
776,959
+368,619
| +90% | +$21.3M |
|
1499
iShares Global Healthcare ETF
IXJ
$4.11B
| $41.6M | ﹤0.01% |
452,979
-21,838
| -5% | -$2.14M |
|
1500
Schwab International Equity ETF
SCHF
$65.6B
| $41.5M | ﹤0.01% |
1,729,716
+629,762
| +57% | +$16M |
|
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.