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 | |
|---|---|---|---|---|---|---|
1851
iShares MSCI United Kingdom ETF
EWU
$4.04B
| $25.9M | ﹤0.01% |
583,660
-672,812
| -54% | -$31M |
|
1852
NewAmsterdam Pharma
NAMS
$3.47B
| $25.9M | ﹤0.01% |
884,228
-115,748
| -12% | -$3.77M |
|
1853
CALL
Amgen
AMGN
$203B
| $25.9M | ﹤0.01% |
74,300
+26,600
| +56% | +$9.48M |
|
1854
TCW Transform 500 ETF
VOTE
$1.09B
| $25.9M | ﹤0.01% |
349,469
-178,962
| -34% | -$14.3M |
|
1855
Unitil
UTL
$1,000M
| $25.8M | ﹤0.01% |
486,080
-71,737
| -13% | -$3.67M |
|
1856
Assurant
AIZ
$13.7B
| $25.8M | ﹤0.01% |
119,178
+14,336
| +14% | +$3.27M |
|
1857
Joby Aviation
JOBY
$6.82B
| $25.7M | ﹤0.01% |
3,238,818
-608,228
| -16% | -$6.85M |
|
1858
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
| $25.7M | ﹤0.01% |
881,708
+128,318
| +17% | +$3.75M |
|
1859
Yeti Holdings
YETI
$3.82B
| $25.7M | ﹤0.01% |
723,266
+118,993
| +20% | +$5.24M |
|
1860
PUT
Palo Alto Networks
PANW
$264B
| $25.7M | ﹤0.01% |
166,400
-260,400
| -61% | -$43.7M |
|
1861
Franklin US Core Bond ETF
FLCB
$3.01B
| $25.7M | ﹤0.01% |
1,196,245
+164,471
| +16% | +$3.56M |
|
1862
Selective Insurance
SIGI
$5.74B
| $25.7M | ﹤0.01% |
340,506
+2,766
| +0.8% | +$226K |
|
1863
CALL
Lowe's Companies
LOW
$116B
| $25.6M | ﹤0.01% |
110,100
+25,400
| +30% | +$6.62M |
|
1864
Fortune Brands Innovations
FBIN
$6.12B
| $25.6M | ﹤0.01% |
688,955
-964,805
| -58% | -$50.2M |
|
1865
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
| $25.6M | ﹤0.01% |
800,020
-41,352
| -5% | -$1.53M |
|
1866
Corebridge Financial
CRBG
$14.1B
| $25.6M | ﹤0.01% |
1,124,225
+579,132
| +106% | +$16.2M |
|
|
JAN
1867
Janus Living Inc
JAN
$6.67B
| $25.5M | ﹤0.01% |
+1,115,416
| New | +$26.1M |
|
1868
PUT
Akamai
AKAM
$16.8B
| $25.5M | ﹤0.01% |
231,500
-101,300
| -30% | -$10.2M |
|
1869
PUT
Applovin
APP
$132B
| $25.5M | ﹤0.01% |
68,400
-737,200
| -92% | -$356M |
|
|
PPLI
1870
People Inc
PPLI
$3.1B
| $25.4M | ﹤0.01% |
650,428
+14,564
| +2% | +$552K |
|
1871
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$31.7M
| $25.4M | ﹤0.01% |
+310,693
| New | +$25.8M |
|
1872
Matsons
MATX
$6.37B
| $25.4M | ﹤0.01% |
161,513
+44,982
| +39% | +$7M |
|
1873
iShares Russell 2500 ETF
SMMD
$3.58B
| $25.4M | ﹤0.01% |
344,333
+258,457
| +301% | +$20.4M |
|
1874
Zura Bio
ZURA
$497M
| $25.3M | ﹤0.01% |
4,458,851
-13,905
| -0.3% | -$84K |
|
|
NSA
1875
DELISTED
National Storage Affiliates Trust
NSA
| $25.3M | ﹤0.01% |
683,657
+396,665
| +138% | +$13.4M |
|
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.