JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$10.5B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.37B |
| 3 |
Netflix
NFLX
|
+$3.2B |
| 4 |
Amazon
AMZN
|
+$2.91B |
| 5 |
NVIDIA
NVDA
|
+$2.74B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.13B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.95B |
| 3 |
Goldman Sachs
GS
|
+$3.51B |
| 4 |
Micron Technology
MU
|
+$3.23B |
| 5 |
Tesla
TSLA
|
+$3.17B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.8% |
| 2 | Miscellaneous | 24.37% |
| 3 | Communication Services | 7.79% |
| 4 | Financials | 7.78% |
| 5 | Healthcare | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1751
The Mosaic Company
MOS
$6.97B
| $34.4M | ﹤0.01% |
1,516,810
+323,531
| +27% | +$7.51M |
2013 Q2
53 quarters
|
|
|
APMD
1752
Apnimed Inc
APMD
$704M
| $34.4M | ﹤0.01% |
+1,438,577
| New | +$38.7M |
2026 Q3
0 quarters
|
|
1753
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$155B
| $34.4M | ﹤0.01% |
1,320,760
-205,168
| -13% | -$5.31M |
2013 Q2
53 quarters
|
|
1754
NMI Holdings
NMIH
$2.88B
| $34.4M | ﹤0.01% |
839,698
-344,805
| -29% | -$14.9M |
2013 Q4
51 quarters
|
|
1755
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.91B
| $34.3M | ﹤0.01% |
974,449
+42,841
| +5% | +$1.53M |
2017 Q4
35 quarters
|
|
1756
Griffon
GFF
$4.76B
| $34.3M | ﹤0.01% |
361,723
+14,615
| +4% | +$1.4M |
2016 Q2
41 quarters
|
|
1757
iShares MSCI Switzerland ETF
EWL
$3.08B
| $34.3M | ﹤0.01% |
571,309
+177,298
| +45% | +$11.1M |
2013 Q2
53 quarters
|
|
1758
iShares Russell Top 200 ETF
IWL
$2.2B
| $34.3M | ﹤0.01% |
179,844
-7,108
| -4% | -$1.34M |
2020 Q3
24 quarters
|
|
1759
Armstrong World Industries
AWI
$7.35B
| $34.2M | ﹤0.01% |
207,519
+7,520
| +4% | +$1.26M |
2015 Q1
46 quarters
|
|
1760
CMB.TECH NV
CMBT
$5.08B
| $34.2M | ﹤0.01% |
1,804,886
+240,114
| +15% | +$4.14M |
2022 Q1
18 quarters
|
|
1761
Immunome
IMNM
$2.22B
| $34.2M | ﹤0.01% |
1,556,918
-291,630
| -16% | -$7.24M |
2023 Q4
11 quarters
|
|
1762
Tetra Tech
TTEK
$9.8B
| $34.1M | ﹤0.01% |
998,314
-138,529
| -12% | -$4.73M |
2013 Q2
53 quarters
|
|
1763
LeMaitre Vascular
LMAT
$1.79B
| $34M | ﹤0.01% |
408,821
+339,875
| +493% | +$30.1M |
2016 Q3
40 quarters
|
|
1764
Sphere Entertainment
SPHR
$4.56B
| $33.9M | ﹤0.01% |
251,260
+62,870
| +33% | +$9.33M |
2020 Q2
25 quarters
|
|
1765
Universal Health Services
UHS
$11.2B
| $33.9M | ﹤0.01% |
190,220
-8,755
| -4% | -$1.47M |
2013 Q2
53 quarters
|
|
1766
Plains GP Holdings
PAGP
$5.22B
| $33.9M | ﹤0.01% |
1,298,546
+166,202
| +15% | +$4.39M |
2013 Q4
51 quarters
|
|
1767
MSC Industrial Direct
MSM
$6.62B
| $33.9M | ﹤0.01% |
270,102
+12,774
| +5% | +$1.56M |
2013 Q2
53 quarters
|
|
|
PBLS
1768
Parabilis Medicines Inc
PBLS
$3.51B
| $33.9M | ﹤0.01% |
1,062,680
+19,908
| +2% | +$695K |
2026 Q2
1 quarter
|
|
1769
Qiagen
QGEN
$10.3B
| $33.9M | ﹤0.01% |
763,317
-132,087
| -15% | -$5.6M |
2017 Q1
38 quarters
|
|
1770
Navitas Semiconductor
NVTS
$2.41B
| $33.8M | ﹤0.01% |
2,866,133
+665,064
| +30% | +$8.2M |
2022 Q2
17 quarters
|
|
1771
Bright Horizons
BFAM
$2.53B
| $33.7M | ﹤0.01% |
526,073
-277,054
| -34% | -$20M |
2015 Q4
43 quarters
|
|
1772
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$705M
| $33.7M | ﹤0.01% |
291,907
-1,939
| -0.7% | -$223K |
2013 Q3
52 quarters
|
|
1773
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$1.02B
| $33.6M | ﹤0.01% |
899,452
+271,684
| +43% | +$9.7M |
2018 Q3
32 quarters
|
|
1774
Cavco Industries
CVCO
$4.92B
| $33.6M | ﹤0.01% |
60,065
+22,963
| +62% | +$13M |
2015 Q4
43 quarters
|
|
1775
Landstar System
LSTR
$5.05B
| $33.5M | ﹤0.01% |
197,000
+30,608
| +18% | +$5.68M |
2013 Q2
53 quarters
|
|
Similar funds
JP Morgan Chase's Q3 2026 Portfolio in Review
As of Q3 2026, JP Morgan Chase held 8,712 positions worth $1.84T, up 2% from $1.81T the previous quarter. Its ten largest holdings account for 28% of the portfolio.
JP Morgan Chase's Q3 2026 filing shows 1,003 new, 3,695 increased, 2,628 reduced and 501 closed positions. Its largest new stake was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B. The largest sale was iShares Core S&P 500 ETF, an estimated $6.13B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.
- JP Morgan Chase's largest Q3 2026 buy was JPMorgan Preferred and Income Securities ETF: 21,414,812 shares worth $1.04B.
- JP Morgan Chase added most to Microsoft in Q3 2026, an estimated $10.5B increase.
- JP Morgan Chase's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $6.13B.
- JP Morgan Chase fully exited AvalonBay Communities in Q3 2026, selling an estimated $882M.
- JP Morgan Chase's ten largest holdings make up 28% of its $1.84T portfolio in Q3 2026.
- JP Morgan Chase opened 1,003 new positions and closed 501 in Q3 2026.
- JP Morgan Chase's portfolio value rose 2% quarter-over-quarter to $1.84T.
Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.