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 | |
|---|---|---|---|---|---|---|---|
1726
Vanguard FTSE Pacific ETF
VPL
$8.65B
| $30M | ﹤0.01% |
318,003
-1,838
| -0.6% | -$183K |
2013 Q2
51 quarters
|
|
1727
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$726M
| $30M | ﹤0.01% |
304,556
-2,400
| -0.8% | -$245K |
2013 Q3
50 quarters
|
|
1728
PUT
Amgen
AMGN
$220B
| $29.9M | ﹤0.01% |
85,800
+43,500
| +103% | +$15.5M |
2014 Q3
46 quarters
|
|
1729
Brookfield Infrastructure Partners
BIP
$16.5B
| $29.9M | ﹤0.01% |
848,283
+329,788
| +64% | +$12.1M |
2015 Q3
42 quarters
|
|
|
ALM
1730
Almonty Industries
ALM
$3.8B
| $29.8M | ﹤0.01% |
+2,167,027
| New | +$31M |
2026 Q1
0 quarters
|
|
1731
Transocean
RIG
$5.85B
| $29.8M | ﹤0.01% |
4,486,744
-1,022,512
| -19% | -$5.76M |
2013 Q2
51 quarters
|
|
1732
CALL
Boston Scientific
BSX
$62.7B
| $29.8M | ﹤0.01% |
473,300
+224,800
| +90% | +$18M |
2021 Q1
20 quarters
|
|
1733
Avantis US Equity ETF
AVUS
$14.5B
| $29.7M | ﹤0.01% |
275,082
+34,399
| +14% | +$3.94M |
2022 Q4
13 quarters
|
|
1734
Global X MLP & Energy Infrastructure ETF
MLPX
$3.43B
| $29.7M | ﹤0.01% |
397,998
+42,672
| +12% | +$2.91M |
2021 Q2
19 quarters
|
|
1735
State Street SPDR Dow Jones REIT ETF
RWR
$1.76B
| $29.7M | ﹤0.01% |
297,832
+255,805
| +609% | +$26.4M |
2013 Q2
51 quarters
|
|
|
FLCE
1736
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$82.7M
| $29.6M | ﹤0.01% |
1,113,175
+127,057
| +13% | +$3.62M |
2024 Q4
5 quarters
|
|
1737
Golar LNG
GLNG
$4.93B
| $29.6M | ﹤0.01% |
547,388
+339,068
| +163% | +$15M |
2013 Q2
51 quarters
|
|
|
HNGE
1738
Hinge Health
HNGE
$7.9B
| $29.6M | ﹤0.01% |
804,431
+13,516
| +2% | +$562K |
2025 Q2
3 quarters
|
|
1739
iShares Morningstar Value ETF
ILCV
$1.32B
| $29.6M | ﹤0.01% |
323,759
+43,221
| +15% | +$4.14M |
2016 Q1
40 quarters
|
|
1740
PUT
Logitech
LOGI
$14.8B
| $29.5M | ﹤0.01% |
328,200
+124,000
| +61% | +$11.4M |
2021 Q3
18 quarters
|
|
1741
Meritage Homes
MTH
$4.2B
| $29.5M | ﹤0.01% |
490,895
+157,965
| +47% | +$11.2M |
2015 Q4
41 quarters
|
|
|
SVM
1742
Silvercorp Metals
SVM
$2.35B
| $29.4M | ﹤0.01% |
2,933,916
+2,579,061
| +727% | +$28.4M |
2025 Q2
3 quarters
|
|
1743
Plexus
PLXS
$7.2B
| $29.3M | ﹤0.01% |
151,836
-69,998
| -32% | -$13.3M |
2015 Q3
42 quarters
|
|
1744
SiteOne Landscape Supply
SITE
$3.91B
| $29.3M | ﹤0.01% |
225,073
+51,192
| +29% | +$7.23M |
2017 Q3
34 quarters
|
|
1745
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.18B
| $29.2M | ﹤0.01% |
592,662
+393,168
| +197% | +$19.8M |
2021 Q1
20 quarters
|
|
1746
Schwab US Broad Market ETF
SCHB
$44.4B
| $29.2M | ﹤0.01% |
1,195,358
-71,911
| -6% | -$1.89M |
2017 Q1
36 quarters
|
|
1747
American Financial Group
AFG
$11.4B
| $29.2M | ﹤0.01% |
229,293
-8,629
| -4% | -$1.12M |
2013 Q2
51 quarters
|
|
1748
CALL
Apollo Global Management
APO
$67.5B
| $29.1M | ﹤0.01% |
265,100
+116,100
| +78% | +$14.4M |
2023 Q3
10 quarters
|
|
1749
Otter Tail
OTTR
$3.71B
| $29.1M | ﹤0.01% |
339,633
-79,295
| -19% | -$6.86M |
2016 Q4
37 quarters
|
|
1750
Transmedics
TMDX
$2.73B
| $29.1M | ﹤0.01% |
308,341
-66,920
| -18% | -$8.73M |
2019 Q2
27 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.