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 | |
|---|---|---|---|---|---|---|
1776
SSR Mining
SSRM
$5.57B
| $28.3M | ﹤0.01% |
1,079,943
+187,054
| +21% | +$4.96M |
|
1777
Molina Healthcare
MOH
$10.3B
| $28.3M | ﹤0.01% |
215,178
-123,595
| -36% | -$19.7M |
|
1778
MSC Industrial Direct
MSM
$7.02B
| $28.2M | ﹤0.01% |
313,872
+51,003
| +19% | +$4.56M |
|
1779
CALL
Gilead Sciences
GILD
$161B
| $28.2M | ﹤0.01% |
207,100
-68,900
| -25% | -$9.65M |
|
1780
PUT
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
| $28.2M | ﹤0.01% |
267,100
-491,100
| -65% | -$57.4M |
|
1781
Globe Life
GL
$13.5B
| $28.2M | ﹤0.01% |
206,817
+25,053
| +14% | +$3.54M |
|
1782
Molson Coors Class B
TAP
$7.68B
| $28.2M | ﹤0.01% |
657,396
-9,660
| -1% | -$459K |
|
1783
Associated Banc-Corp
ASB
$5.81B
| $28.1M | ﹤0.01% |
1,125,553
+110,785
| +11% | +$2.94M |
|
1784
PUT
Intuitive Surgical
ISRG
$121B
| $28.1M | ﹤0.01% |
62,000
-47,900
| -44% | -$24.2M |
|
1785
PUT
TJX Companies
TJX
$170B
| $28M | ﹤0.01% |
180,000
+107,900
| +150% | +$16.8M |
|
|
CNR
1786
Core Natural Resources Inc
CNR
$4.19B
| $27.9M | ﹤0.01% |
253,641
+60,162
| +31% | +$5.73M |
|
1787
Revolution Medicines
RVMD
$40.2B
| $27.9M | ﹤0.01% |
301,393
-120,234
| -29% | -$12.1M |
|
1788
Franklin US Equity Index ETF
USPX
$1.97B
| $27.9M | ﹤0.01% |
505,876
+46,782
| +10% | +$2.78M |
|
1789
Primerica
PRI
$9.81B
| $27.9M | ﹤0.01% |
112,800
+4,865
| +5% | +$1.25M |
|
1790
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.15B
| $27.9M | ﹤0.01% |
537,727
-607,990
| -53% | -$31.5M |
|
|
NESR
1791
National Energy Services Reunited Corp
NESR
$2.79B
| $27.8M | ﹤0.01% |
1,334,868
+950,127
| +247% | +$19.8M |
|
1792
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
| $27.8M | ﹤0.01% |
520,923
+19,970
| +4% | +$1.16M |
|
1793
Simmons First National
SFNC
$3.35B
| $27.7M | ﹤0.01% |
1,462,885
-133,054
| -8% | -$2.66M |
|
1794
iShares MSCI Poland ETF
EPOL
$669M
| $27.7M | ﹤0.01% |
798,609
+118,210
| +17% | +$4.33M |
|
1795
Telephone and Data Systems
TDS
$3.91B
| $27.7M | ﹤0.01% |
661,938
+278,447
| +73% | +$12.2M |
|
|
LGN
1796
Legence Corp
LGN
$5.44B
| $27.6M | ﹤0.01% |
512,602
+486,895
| +1,894% | +$24.5M |
|
1797
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
| $27.6M | ﹤0.01% |
521,769
+46,131
| +10% | +$2.48M |
|
1798
Intercorp Financial Services
IFS
$6.63B
| $27.6M | ﹤0.01% |
572,228
-58,940
| -9% | -$2.8M |
|
1799
Century Aluminum
CENX
$4.57B
| $27.5M | ﹤0.01% |
516,623
+302,450
| +141% | +$15.2M |
|
1800
City Holding Co
CHCO
$1.97B
| $27.4M | ﹤0.01% |
228,846
+15,399
| +7% | +$1.88M |
|
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.