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 | |
|---|---|---|---|---|---|---|
1951
nCino
NCNO
$1.81B
| $22.4M | ﹤0.01% |
1,555,963
+397,219
| +34% | +$7.46M |
|
1952
Houlihan Lokey
HLI
$9.68B
| $22.4M | ﹤0.01% |
158,464
-66
| -0% | -$10.9K |
|
1953
PUT
Molina Healthcare
MOH
$10.3B
| $22.3M | ﹤0.01% |
170,000
| – | – |
|
1954
AGNC Investment
AGNC
$12.3B
| $22.3M | ﹤0.01% |
2,269,209
+434,461
| +24% | +$4.8M |
|
1955
Kaspi.kz JSC
KSPI
$16.3B
| $22.3M | ﹤0.01% |
309,121
+35,885
| +13% | +$2.71M |
|
1956
Columbia Banking Systems
COLB
$8.81B
| $22.2M | ﹤0.01% |
828,352
+57,264
| +7% | +$1.66M |
|
1957
Praxis Precision Medicines
PRAX
$9.07B
| $22.2M | ﹤0.01% |
80,180
+24,880
| +45% | +$7.7M |
|
1958
Harmony Biosciences
HRMY
$2.04B
| $22.2M | ﹤0.01% |
823,513
+624,152
| +313% | +$20.5M |
|
1959
Oshkosh
OSK
$9.67B
| $22.1M | ﹤0.01% |
160,863
+4,050
| +3% | +$631K |
|
|
HEQQ
1960
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$29.8M
| $22.1M | ﹤0.01% |
400,000
| – | – |
|
1961
VF Corp
VFC
$6.68B
| $22.1M | ﹤0.01% |
1,369,860
+707,577
| +107% | +$13.3M |
|
1962
Enpro
NPO
$7.05B
| $22.1M | ﹤0.01% |
91,895
-11,058
| -11% | -$2.77M |
|
1963
PUT
Stellantis
STLA
$16.5B
| $22.1M | ﹤0.01% |
3,269,900
+1,987,700
| +155% | +$16.7M |
|
|
ONC
1964
BeOne Medicines Ltd
ONC
$33.8B
| $22M | ﹤0.01% |
77,538
+70,093
| +941% | +$22.7M |
|
1965
Prudential
PUK
$36.5B
| $22M | ﹤0.01% |
804,009
+569,591
| +243% | +$17.5M |
|
1966
iShares Global Clean Energy ETF
ICLN
$2.38B
| $22M | ﹤0.01% |
1,254,765
-134,112
| -10% | -$2.44M |
|
1967
Autoliv
ALV
$8.6B
| $22M | ﹤0.01% |
217,497
+35,912
| +20% | +$4.24M |
|
1968
Installed Building Products
IBP
$6.13B
| $21.9M | ﹤0.01% |
85,216
+6,501
| +8% | +$1.95M |
|
1969
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
| $21.8M | ﹤0.01% |
95,220
-382,983
| -80% | -$95M |
|
1970
Global Partners
GLP
$1.64B
| $21.8M | ﹤0.01% |
514,418
+74,251
| +17% | +$3.43M |
|
1971
Barclays
BCS
$94.1B
| $21.8M | ﹤0.01% |
1,078,132
+622,556
| +137% | +$15.2M |
|
1972
Axos Financial
AX
$5.45B
| $21.8M | ﹤0.01% |
262,853
-57,632
| -18% | -$5.25M |
|
1973
Arcosa
ACA
$7.12B
| $21.8M | ﹤0.01% |
213,241
-10,573
| -5% | -$1.2M |
|
1974
News Corp Class B
NWS
$16.4B
| $21.8M | ﹤0.01% |
768,572
+309,658
| +67% | +$8.73M |
|
1975
SiriusXM
SIRI
$10B
| $21.8M | ﹤0.01% |
955,854
+277,827
| +41% | +$5.97M |
|
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.