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 | |
|---|---|---|---|---|---|---|
|
PR
1501
Permian Resources
PR
$17.9B
| $41.4M | ﹤0.01% |
1,927,606
+347,425
| +22% | +$6M |
|
1502
Commault Systems
CVLT
$5.89B
| $41.2M | ﹤0.01% |
548,146
+144,199
| +36% | +$13.7M |
|
1503
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
| $41M | ﹤0.01% |
650,195
+56,158
| +9% | +$3.7M |
|
1504
Park Hotels & Resorts
PK
$2.97B
| $41M | ﹤0.01% |
3,876,912
+782,814
| +25% | +$8.64M |
|
1505
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $40.9M | ﹤0.01% |
163,981
-1,032
| -0.6% | -$283K |
|
1506
Vanguard Industrials ETF
VIS
$8.23B
| $40.9M | ﹤0.01% |
135,481
-4,060
| -3% | -$1.32M |
|
1507
PUT
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
| $40.9M | ﹤0.01% |
+501,200
| New | +$36.2M |
|
1508
Viavi Solutions
VIAV
$9.75B
| $40.8M | ﹤0.01% |
1,283,647
+602,371
| +88% | +$15.9M |
|
1509
Brown-Forman Class B
BF.B
$12B
| $40.8M | ﹤0.01% |
1,527,245
+187,889
| +14% | +$5.05M |
|
1510
iShares US Real Estate ETF
IYR
$4.59B
| $40.6M | ﹤0.01% |
436,650
+292,741
| +203% | +$28.4M |
|
1511
AGCO
AGCO
$8.78B
| $40.6M | ﹤0.01% |
360,573
-301,240
| -46% | -$36.5M |
|
1512
Fidelity National Financial
FNF
$13.9B
| $40.6M | ﹤0.01% |
888,705
-72,623
| -8% | -$3.77M |
|
1513
Popular Inc
BPOP
$11B
| $40.6M | ﹤0.01% |
310,816
+198,889
| +178% | +$26.7M |
|
1514
Roivant Sciences
ROIV
$25.2B
| $40.6M | ﹤0.01% |
1,537,519
+602,986
| +65% | +$15.5M |
|
1515
Celsius Holdings
CELH
$6.93B
| $40.6M | ﹤0.01% |
1,199,448
-335,168
| -22% | -$15.9M |
|
|
EAGL
1516
Eagle Capital Select Equity ETF
EAGL
$4.32B
| $40.5M | ﹤0.01% |
1,372,555
-946
| -0.1% | -$30.3K |
|
1517
CALL
Coinbase
COIN
$41.7B
| $40.4M | ﹤0.01% |
251,500
-86,300
| -26% | -$17M |
|
1518
Zurn Elkay Water Solutions
ZWS
$8.07B
| $40.3M | ﹤0.01% |
922,073
-148,185
| -14% | -$7.08M |
|
1519
Diamondrock Hospitality Co
DRH
$2.63B
| $40.3M | ﹤0.01% |
4,289,009
-507,806
| -11% | -$4.84M |
|
1520
CALL
Valero Energy
VLO
$89.8B
| $40.1M | ﹤0.01% |
160,400
+3,700
| +2% | +$763K |
|
1521
DaVita
DVA
$15.1B
| $40.1M | ﹤0.01% |
263,172
+24,883
| +10% | +$3.37M |
|
1522
The Mosaic Company
MOS
$7.09B
| $40M | ﹤0.01% |
1,601,527
+644,322
| +67% | +$17.7M |
|
1523
Acushnet Holdings
GOLF
$6.13B
| $39.9M | ﹤0.01% |
438,313
-97,103
| -18% | -$9.23M |
|
1524
Atlassian
TEAM
$22B
| $39.9M | ﹤0.01% |
596,782
+96,517
| +19% | +$9.51M |
|
1525
National Fuel Gas
NFG
$7.84B
| $39.8M | ﹤0.01% |
418,889
-19,156
| -4% | -$1.67M |
|
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.