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 | |
|---|---|---|---|---|---|---|
1901
iShares Russell Top 200 Growth ETF
IWY
$16B
| $24.4M | ﹤0.01% |
101,559
+24,247
| +31% | +$6.42M |
|
1902
Ormat Technologies
ORA
$6.11B
| $24.3M | ﹤0.01% |
222,434
+63,477
| +40% | +$7.37M |
|
1903
Knight Transportation
KNX
$11.8B
| $24.3M | ﹤0.01% |
438,246
+94,177
| +27% | +$5.4M |
|
1904
Silicon Laboratories
SLAB
$7.15B
| $24.3M | ﹤0.01% |
118,004
+9,945
| +9% | +$1.82M |
|
1905
FormFactor
FORM
$8.11B
| $24.2M | ﹤0.01% |
265,122
-48,039
| -15% | -$4.13M |
|
1906
Pathward Financial
CASH
$1.81B
| $24.2M | ﹤0.01% |
274,960
-63,066
| -19% | -$5.49M |
|
|
WAY
1907
Waystar Holding Corp
WAY
$4.32B
| $24.1M | ﹤0.01% |
1,029,208
+16,732
| +2% | +$444K |
|
1908
PUT
American Airlines Group
AAL
$9.58B
| $24.1M | ﹤0.01% |
2,368,900
-171,800
| -7% | -$2.28M |
|
|
SKE
1909
Skeena Resources
SKE
$3.36B
| $24.1M | ﹤0.01% |
880,475
-329,627
| -27% | -$10.1M |
|
1910
Peabody Energy
BTU
$2.78B
| $24.1M | ﹤0.01% |
674,269
-70,677
| -9% | -$2.47M |
|
1911
KBR
KBR
$4.68B
| $24.1M | ﹤0.01% |
671,724
+79,854
| +13% | +$3.28M |
|
1912
CALL
Costco
COST
$415B
| $24M | ﹤0.01% |
24,100
-23,700
| -50% | -$23.1M |
|
1913
WisdomTree True Developed International Fund
DOL
$813M
| $24M | ﹤0.01% |
363,593
-7,980
| -2% | -$555K |
|
1914
CALL
PayPal
PYPL
$49.5B
| $24M | ﹤0.01% |
537,300
-220,700
| -29% | -$10.7M |
|
1915
QCR Holdings
QCRH
$1.65B
| $24M | ﹤0.01% |
283,881
-64,137
| -18% | -$5.58M |
|
1916
Resideo Technologies
REZI
$5.23B
| $23.9M | ﹤0.01% |
732,633
-161,051
| -18% | -$5.75M |
|
1917
Brinker International
EAT
$8.02B
| $23.9M | ﹤0.01% |
174,627
+38,956
| +29% | +$5.93M |
|
1918
CALL
Oracle
ORCL
$331B
| $23.8M | ﹤0.01% |
171,500
-569,200
| -77% | -$92.5M |
|
|
VISN
1919
Vistance Networks Inc
VISN
$2.66B
| $23.8M | ﹤0.01% |
1,350,393
+76,377
| +6% | +$1.39M |
|
|
FINT
1920
Frontier Asset Total International Equity ETF
FINT
$76M
| $23.7M | ﹤0.01% |
743,533
+12,357
| +2% | +$413K |
|
1921
Valaris
VAL
$5.51B
| $23.7M | ﹤0.01% |
241,050
-3,512
| -1% | -$274K |
|
1922
IAMGOLD
IAG
$8.47B
| $23.7M | ﹤0.01% |
1,351,475
+808,178
| +149% | +$16M |
|
1923
Dimensional Core Fixed Income ETF
DFCF
$10.7B
| $23.6M | ﹤0.01% |
561,318
+57,161
| +11% | +$2.44M |
|
1924
TIM SA
TIMB
$10.2B
| $23.6M | ﹤0.01% |
926,670
+487,570
| +111% | +$11.9M |
|
1925
PUT
Gilead Sciences
GILD
$161B
| $23.5M | ﹤0.01% |
172,400
-387,700
| -69% | -$54.3M |
|
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.