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 | |
|---|---|---|---|---|---|---|
1526
iShares MSCI China ETF
MCHI
$6.04B
| $39.6M | ﹤0.01% |
720,209
+195,559
| +37% | +$11.7M |
|
1527
Radian Group
RDN
$5.14B
| $39.6M | ﹤0.01% |
1,195,503
+105,491
| +10% | +$3.54M |
|
1528
PUT
Boston Scientific
BSX
$65.8B
| $39.6M | ﹤0.01% |
628,500
+407,200
| +184% | +$32.6M |
|
1529
Invesco Variable Rate Preferred ETF
VRP
$2.99B
| $39.5M | ﹤0.01% |
1,659,543
-298,256
| -15% | -$7.27M |
|
1530
EPR Properties
EPR
$4.86B
| $39.4M | ﹤0.01% |
799,810
+39,215
| +5% | +$2.16M |
|
1531
Arrowhead Research
ARWR
$12.1B
| $39.4M | ﹤0.01% |
683,068
+71,158
| +12% | +$4.5M |
|
1532
Halozyme
HALO
$9.72B
| $39.4M | ﹤0.01% |
633,730
+199,193
| +46% | +$14M |
|
1533
Vertex
VERX
$1.92B
| $39.3M | ﹤0.01% |
3,371,170
+1,651,594
| +96% | +$25.7M |
|
1534
PUT
Starbucks
SBUX
$118B
| $39.3M | ﹤0.01% |
453,500
+94,500
| +26% | +$8.94M |
|
1535
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
| $39.2M | ﹤0.01% |
351,267
+3,568
| +1% | +$418K |
|
1536
OGE Energy
OGE
$10.3B
| $39.2M | ﹤0.01% |
818,030
-841
| -0.1% | -$38.5K |
|
1537
Compass
COMP
$8.27B
| $39.2M | ﹤0.01% |
5,727,354
+555,738
| +11% | +$5.84M |
|
1538
Broadstone Net Lease
BNL
$4.29B
| $39.1M | ﹤0.01% |
2,104,503
-27,327
| -1% | -$514K |
|
1539
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
| $39.1M | ﹤0.01% |
776,241
-130,458
| -14% | -$6.57M |
|
1540
Starwood Property Trust
STWD
$6.12B
| $39.1M | ﹤0.01% |
2,248,464
-689,940
| -23% | -$12.4M |
|
1541
RELX
RELX
$60.1B
| $39M | ﹤0.01% |
1,191,503
-299,055
| -20% | -$10.5M |
|
1542
Toro Company
TTC
$8.93B
| $39M | ﹤0.01% |
426,635
-4,206
| -1% | -$396K |
|
1543
SiTime
SITM
$16.6B
| $39M | ﹤0.01% |
125,189
+78,708
| +169% | +$29M |
|
1544
iShares Morningstar Growth ETF
ILCG
$3.1B
| $38.9M | ﹤0.01% |
424,568
+25,139
| +6% | +$2.55M |
|
1545
Check Point Software Technologies
CHKP
$13.3B
| $38.9M | ﹤0.01% |
275,400
+143,381
| +109% | +$24M |
|
1546
Taylor Morrison
TMHC
| $38.9M | ﹤0.01% |
679,705
-66,385
| -9% | -$4.15M |
|
1547
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $38.7M | ﹤0.01% |
733,408
-3,107,643
| -81% | -$178M |
|
1548
Life Time Group Holdings
LTH
$9.42B
| $38.7M | ﹤0.01% |
1,484,486
-220,089
| -13% | -$6.09M |
|
1549
Essent Group
ESNT
$6.06B
| $38.7M | ﹤0.01% |
664,851
-62,494
| -9% | -$3.81M |
|
1550
Coca-Cola Consolidated
COKE
$12.3B
| $38.7M | ﹤0.01% |
208,194
+68,902
| +49% | +$12.1M |
|
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.