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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1676
Crocs
CROX
$5.72B
| $32.1M | ﹤0.01% |
401,446
+161,812
| +68% | +$13.9M |
2013 Q2
51 quarters
|
|
1677
Grand Canyon Education
LOPE
$4.01B
| $32.1M | ﹤0.01% |
191,131
+10,628
| +6% | +$1.78M |
2015 Q4
41 quarters
|
|
|
EVMN
1678
Evommune Inc
EVMN
$262M
| $32.1M | ﹤0.01% |
1,459,420
+150,519
| +11% | +$3.4M |
2025 Q4
1 quarter
|
|
1679
Kilroy Realty
KRC
$3.87B
| $32.1M | ﹤0.01% |
1,136,424
+16,251
| +1% | +$534K |
2013 Q2
51 quarters
|
|
1680
Utz Brands
UTZ
$1.26B
| $32.1M | ﹤0.01% |
4,097,184
-1,395,248
| -25% | -$13M |
2020 Q1
24 quarters
|
|
1681
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.18B
| $32.1M | ﹤0.01% |
636,240
-191,180
| -23% | -$9.68M |
2021 Q1
20 quarters
|
|
1682
Blue Owl Capital
OBDC
$5.15B
| $31.9M | ﹤0.01% |
2,925,154
-339,555
| -10% | -$3.99M |
2021 Q4
17 quarters
|
|
1683
Dropbox
DBX
$7.41B
| $31.8M | ﹤0.01% |
1,407,986
-719,479
| -34% | -$18.3M |
2018 Q1
32 quarters
|
|
1684
Ubiquiti
UI
$36.9B
| $31.7M | ﹤0.01% |
43,073
+18,198
| +73% | +$12.4M |
2013 Q2
51 quarters
|
|
1685
iShares US Pharmaceuticals ETF
IHE
$1.61B
| $31.6M | ﹤0.01% |
375,746
+162,941
| +77% | +$14.3M |
2014 Q1
48 quarters
|
|
1686
CNO Financial Group
CNO
$4.91B
| $31.5M | ﹤0.01% |
784,408
+77,225
| +11% | +$3.23M |
2013 Q2
51 quarters
|
|
1687
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.12B
| $31.5M | ﹤0.01% |
651,444
-23,620
| -3% | -$1.17M |
2013 Q2
51 quarters
|
|
1688
PUT
Texas Instruments
TXN
$257B
| $31.5M | ﹤0.01% |
169,000
+87,000
| +106% | +$17.6M |
2016 Q4
37 quarters
|
|
1689
Clear Channel Outdoor Holdings
CCO
$1.22B
| $31.5M | ﹤0.01% |
13,330,685
+6,332,090
| +90% | +$14.3M |
2013 Q2
51 quarters
|
|
1690
WIX.com
WIX
$3.07B
| $31.4M | ﹤0.01% |
358,260
+241,832
| +208% | +$20.2M |
2015 Q1
44 quarters
|
|
1691
CALL
Intel
INTC
$634B
| $31.4M | ﹤0.01% |
762,800
+115,700
| +18% | +$5.3M |
2014 Q3
46 quarters
|
|
1692
GSK
GSK
$94.5B
| $31.4M | ﹤0.01% |
578,828
-1,702,989
| -75% | -$92.3M |
2013 Q2
51 quarters
|
|
|
CALY
1693
Callaway Golf Company
CALY
$2.56B
| $31.4M | ﹤0.01% |
2,365,179
+828,166
| +54% | +$11.6M |
2014 Q4
45 quarters
|
|
1694
CALL
Adobe
ADBE
$95.9B
| $31.3M | ﹤0.01% |
129,800
-78,500
| -38% | -$21.7M |
2017 Q1
36 quarters
|
|
1695
Innospec
IOSP
$2.34B
| $31.2M | ﹤0.01% |
426,050
+120,175
| +39% | +$9.36M |
2013 Q2
51 quarters
|
|
1696
Signet Jewelers
SIG
$3.99B
| $31.1M | ﹤0.01% |
384,108
-7,136
| -2% | -$649K |
2013 Q2
51 quarters
|
|
|
SF
1697
Stifel
SF
$10.6B
| $31M | ﹤0.01% |
431,357
+32,837
| +8% | +$2.61M |
2013 Q2
51 quarters
|
|
1698
RenaissanceRe
RNR
$13.4B
| $31M | ﹤0.01% |
104,774
+8,825
| +9% | +$2.56M |
2013 Q2
51 quarters
|
|
1699
PUT
Cigna
CI
$70.8B
| $31M | ﹤0.01% |
120,000
+90,000
| +300% | +$24.9M |
2021 Q3
18 quarters
|
|
1700
CALL
Linde
LIN
$216B
| $31M | ﹤0.01% |
62,000
+32,900
| +113% | +$15.5M |
2023 Q2
11 quarters
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.