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 | |
|---|---|---|---|---|---|---|---|
1751
Invesco FTSE RAFI US 1000 ETF
PRF
$9.8B
| $29M | ﹤0.01% |
623,997
+38,360
| +7% | +$1.86M |
2018 Q3
30 quarters
|
|
1752
Scorpio Tankers
STNG
$4.3B
| $29M | ﹤0.01% |
394,099
+109,129
| +38% | +$7.31M |
2015 Q4
41 quarters
|
|
1753
Highwoods Properties
HIW
$3.21B
| $29M | ﹤0.01% |
1,387,632
+514,104
| +59% | +$12.4M |
2013 Q2
51 quarters
|
|
1754
CALL
NextEra Energy
NEE
$159B
| $29M | ﹤0.01% |
315,000
-20,400
| -6% | -$1.81M |
2017 Q1
36 quarters
|
|
1755
Darling Ingredients
DAR
$9.73B
| $29M | ﹤0.01% |
479,999
+74,636
| +18% | +$3.68M |
2013 Q2
51 quarters
|
|
1756
PUT
Qualcomm
QCOM
$194B
| $29M | ﹤0.01% |
227,900
+10,400
| +5% | +$1.52M |
2017 Q1
36 quarters
|
|
1757
Enova International
ENVA
$4.27B
| $29M | ﹤0.01% |
220,614
-43,209
| -16% | -$6.43M |
2015 Q4
41 quarters
|
|
1758
Murphy Oil
MUR
$5.37B
| $28.9M | ﹤0.01% |
691,993
+102,358
| +17% | +$3.47M |
2013 Q2
51 quarters
|
|
1759
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.18B
| $28.9M | ﹤0.01% |
440,925
+33,495
| +8% | +$2.35M |
2022 Q4
13 quarters
|
|
1760
Pinnacle Financial Partners Inc
PNFP
$14.3B
| $28.8M | ﹤0.01% |
344,885
+126,350
| +58% | +$11.8M |
2013 Q2
51 quarters
|
|
1761
Stanley Black & Decker
SWK
$13.5B
| $28.8M | ﹤0.01% |
427,485
+131,067
| +44% | +$10.5M |
2013 Q2
51 quarters
|
|
1762
CALL
Prudential Financial
PRU
$39B
| $28.8M | ﹤0.01% |
304,700
+45,000
| +17% | +$4.66M |
2021 Q1
20 quarters
|
|
1763
Conagra Brands
CAG
$6.34B
| $28.7M | ﹤0.01% |
1,825,919
+550,109
| +43% | +$9.71M |
2013 Q2
51 quarters
|
|
1764
iShares Currency Hedged MSCI Japan ETF
HEWJ
$652M
| $28.7M | ﹤0.01% |
525,268
+155,837
| +42% | +$8.85M |
2024 Q2
7 quarters
|
|
1765
PUT
Procter & Gamble
PG
$334B
| $28.7M | ﹤0.01% |
198,100
+58,900
| +42% | +$8.93M |
2014 Q2
47 quarters
|
|
1766
Avient
AVNT
$3.72B
| $28.7M | ﹤0.01% |
806,545
+49,560
| +7% | +$1.84M |
2015 Q4
41 quarters
|
|
1767
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.8B
| $28.6M | ﹤0.01% |
632,641
+19,592
| +3% | +$899K |
2013 Q2
51 quarters
|
|
1768
Madison Square Garden
MSGS
$9.61B
| $28.6M | ﹤0.01% |
91,410
-18,958
| -17% | -$5.65M |
2013 Q2
51 quarters
|
|
|
WLTH
1769
Wealthfront Corp
WLTH
$1.62B
| $28.6M | ﹤0.01% |
3,161,452
+1,121,314
| +55% | +$10.3M |
2025 Q4
1 quarter
|
|
1770
iShares Russell Top 200 ETF
IWL
$2.24B
| $28.6M | ﹤0.01% |
183,116
+27,089
| +17% | +$4.57M |
2020 Q3
22 quarters
|
|
1771
LivaNova
LIVN
$4.12B
| $28.4M | ﹤0.01% |
464,142
+74,383
| +19% | +$4.8M |
2015 Q4
41 quarters
|
|
1772
Black Hills Corp
BKH
$5.35B
| $28.4M | ﹤0.01% |
410,555
-26,816
| -6% | -$1.93M |
2013 Q2
51 quarters
|
|
1773
Suburban Propane Partners
SPH
$1.09B
| $28.3M | ﹤0.01% |
1,402,221
+87,953
| +7% | +$1.75M |
2022 Q4
13 quarters
|
|
1774
Independence Realty Trust
IRT
$3.42B
| $28.3M | ﹤0.01% |
1,913,184
-237,645
| -11% | -$3.9M |
2016 Q1
40 quarters
|
|
1775
PUT
Pinduoduo
PDD
$109B
| $28.3M | ﹤0.01% |
287,600
-290,300
| -50% | -$30.5M |
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.