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 |
Alphabet (Google) Class A
GOOGL
|
+$7.56B |
| 2 |
Micron Technology
MU
|
+$7.54B |
| 3 |
Advanced Micro Devices
AMD
|
+$6.58B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.44B |
| 5 |
Corning
GLW
|
+$4.39B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$3.25B |
| 2 |
ExxonMobil
XOM
|
+$3.16B |
| 3 |
Intuit
INTU
|
+$2.89B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.59B |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.25B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.59% |
| 2 | Miscellaneous | 24.07% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.54% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WLTH
1951
Wealthfront Corp
WLTH
$1.44B
| $27.1M | ﹤0.01% |
2,994,533
-166,919
| -5% | -$1.74M |
|
1952
The Mosaic Company
MOS
$8.43B
| $27.1M | ﹤0.01% |
1,193,279
-408,248
| -25% | -$9.44M |
|
1953
Highwoods Properties
HIW
$3.36B
| $27M | ﹤0.01% |
889,927
-497,705
| -36% | -$12.9M |
|
1954
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $27M | ﹤0.01% |
+250,000
| New | +$28.5M |
|
1955
QCR Holdings
QCRH
$1.67B
| $27M | ﹤0.01% |
279,062
-4,819
| -2% | -$442K |
|
1956
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
| $26.9M | ﹤0.01% |
293,809
-3,459
| -1% | -$317K |
|
1957
Zions Bancorporation
ZION
$9.98B
| $26.9M | ﹤0.01% |
380,102
+26,913
| +8% | +$1.7M |
|
1958
Dimensional US High Profitability ETF
DUHP
$12.8B
| $26.8M | ﹤0.01% |
647,840
+5,728
| +0.9% | +$229K |
|
1959
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$33.6M
| $26.8M | ﹤0.01% |
323,484
+12,791
| +4% | +$1.04M |
|
1960
Futu Holdings
FUTU
$16.5B
| $26.8M | ﹤0.01% |
275,352
-17,474
| -6% | -$2.24M |
|
1961
PUT
Gilead Sciences
GILD
$182B
| $26.7M | ﹤0.01% |
211,200
+38,800
| +23% | +$5.11M |
|
1962
CALL
Invesco Aerospace & Defense ETF
PPA
$7.85B
| $26.6M | ﹤0.01% |
125,000
-768,800
| -86% | -$132M |
|
1963
Matsons
MATX
$6.68B
| $26.6M | ﹤0.01% |
135,551
-25,962
| -16% | -$4.73M |
|
1964
PUT
Blackstone
BX
$101B
| $26.6M | ﹤0.01% |
231,800
-85,300
| -27% | -$10.2M |
|
1965
Park Hotels & Resorts
PK
$3.04B
| $26.6M | ﹤0.01% |
1,822,373
-2,054,539
| -53% | -$25.1M |
|
1966
iShares MSCI Taiwan ETF
EWT
$12.1B
| $26.6M | ﹤0.01% |
251,464
-273,855
| -52% | -$25.6M |
|
1967
CALL
CVS Health
CVS
$123B
| $26.4M | ﹤0.01% |
255,000
+16,900
| +7% | +$1.51M |
|
|
ALMS
1968
Alumis Inc
ALMS
$1.37B
| $26.4M | ﹤0.01% |
969,617
+108,042
| +13% | +$2.51M |
|
1969
Oscar Health
OSCR
$10.2B
| $26.4M | ﹤0.01% |
885,558
-311,076
| -26% | -$6.7M |
|
1970
Wingstop
WING
$2.98B
| $26.3M | ﹤0.01% |
157,866
-259,187
| -62% | -$40.8M |
|
1971
Ubiquiti
UI
$35.1B
| $26.3M | ﹤0.01% |
48,222
+5,149
| +12% | +$3.88M |
|
1972
Sociedad Química y Minera de Chile
SQM
$21.6B
| $26.3M | ﹤0.01% |
376,250
+97,465
| +35% | +$8.16M |
|
1973
CALL
Prudential Financial
PRU
$41.2B
| $26.2M | ﹤0.01% |
240,000
-64,700
| -21% | -$6.58M |
|
1974
Regenxbio
RGNX
$578M
| $26.2M | ﹤0.01% |
2,214,169
-1,269,631
| -36% | -$10.5M |
|
1975
Valley National Bancorp
VLY
$7.69B
| $26.2M | ﹤0.01% |
1,765,911
+305,483
| +21% | +$4.15M |
|
Similar funds
JP Morgan Chase's Q2 2026 Portfolio in Review
As of Q2 2026, JP Morgan Chase held 8,251 positions worth $1.81T, up 16% from $1.56T the previous quarter. Its ten largest holdings account for 25% of the portfolio.
JP Morgan Chase's Q2 2026 filing shows 775 new, 3,152 increased, 2,890 reduced and 552 closed positions. Its largest new stake was SpaceX: 15,563,576 shares worth $2.56B. The largest sale was Walmart Inc, an estimated $3.25B.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
- JP Morgan Chase's largest Q2 2026 buy was SpaceX: 15,563,576 shares worth $2.56B.
- JP Morgan Chase added most to Alphabet (Google) Class A in Q2 2026, an estimated $7.56B increase.
- JP Morgan Chase's biggest Q2 2026 reduction was Walmart Inc, cutting an estimated $3.25B.
- JP Morgan Chase fully exited Coterra Energy in Q2 2026, selling an estimated $462M.
- JP Morgan Chase's ten largest holdings make up 25% of its $1.81T portfolio in Q2 2026.
- JP Morgan Chase opened 775 new positions and closed 552 in Q2 2026.
- JP Morgan Chase's portfolio value rose 16% quarter-over-quarter to $1.81T.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.