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 | Miscellaneous | 25.29% |
| 2 | Technology | 22.42% |
| 3 | Healthcare | 8.64% |
| 4 | Financials | 8.63% |
| 5 | Consumer Discretionary | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1951
nCino
NCNO
$2.05B
| $22.4M | ﹤0.01% |
1,555,963
+397,219
| +34% | +$7.46M |
2020 Q3
22 quarters
|
|
1952
Houlihan Lokey
HLI
$8.97B
| $22.4M | ﹤0.01% |
158,464
-66
| -0% | -$10.9K |
2015 Q4
41 quarters
|
|
1953
PUT
Molina Healthcare
MOH
$9.44B
| $22.3M | ﹤0.01% |
170,000
| – | – |
2025 Q4
1 quarter
|
|
1954
AGNC Investment
AGNC
$10.6B
| $22.3M | ﹤0.01% |
2,269,209
+434,461
| +24% | +$4.8M |
2013 Q2
51 quarters
|
|
1955
Kaspi.kz JSC
KSPI
$17.5B
| $22.3M | ﹤0.01% |
309,121
+35,885
| +13% | +$2.71M |
2024 Q1
8 quarters
|
|
1956
Columbia Banking Systems
COLB
$8.13B
| $22.2M | ﹤0.01% |
828,352
+57,264
| +7% | +$1.66M |
2013 Q2
51 quarters
|
|
1957
Praxis Precision Medicines
PRAX
$8.01B
| $22.2M | ﹤0.01% |
80,180
+24,880
| +45% | +$7.7M |
2020 Q4
21 quarters
|
|
1958
Harmony Biosciences
HRMY
$2.3B
| $22.2M | ﹤0.01% |
823,513
+624,152
| +313% | +$20.5M |
2020 Q3
22 quarters
|
|
1959
Oshkosh
OSK
$8.08B
| $22.1M | ﹤0.01% |
160,863
+4,050
| +3% | +$631K |
2013 Q2
51 quarters
|
|
|
HEQQ
1960
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$31.2M
| $22.1M | ﹤0.01% |
400,000
| – | – |
2025 Q1
4 quarters
|
|
1961
VF Corp
VFC
$5.67B
| $22.1M | ﹤0.01% |
1,369,860
+707,577
| +107% | +$13.3M |
2013 Q2
51 quarters
|
|
1962
Enpro
NPO
$6.69B
| $22.1M | ﹤0.01% |
91,895
-11,058
| -11% | -$2.77M |
2015 Q4
41 quarters
|
|
1963
PUT
Stellantis
STLA
$13.6B
| $22.1M | ﹤0.01% |
3,269,900
+1,987,700
| +155% | +$16.7M |
2018 Q3
30 quarters
|
|
|
ONC
1964
BeOne Medicines Ltd
ONC
$40.6B
| $22M | ﹤0.01% |
77,538
+70,093
| +941% | +$22.7M |
2017 Q4
33 quarters
|
|
1965
Prudential
PUK
$30.5B
| $22M | ﹤0.01% |
804,009
+569,591
| +243% | +$17.5M |
2013 Q2
51 quarters
|
|
1966
iShares Global Clean Energy ETF
ICLN
$2.19B
| $22M | ﹤0.01% |
1,254,765
-134,112
| -10% | -$2.44M |
2016 Q4
37 quarters
|
|
1967
Autoliv
ALV
$8.28B
| $22M | ﹤0.01% |
217,497
+35,912
| +20% | +$4.24M |
2013 Q2
51 quarters
|
|
1968
Installed Building Products
IBP
$5.12B
| $21.9M | ﹤0.01% |
85,216
+6,501
| +8% | +$1.95M |
2017 Q1
36 quarters
|
|
1969
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
| $21.8M | ﹤0.01% |
95,220
-382,983
| -80% | -$95M |
2018 Q2
31 quarters
|
|
1970
Global Partners
GLP
$1.57B
| $21.8M | ﹤0.01% |
514,418
+74,251
| +17% | +$3.43M |
2014 Q4
45 quarters
|
|
1971
Barclays
BCS
$79.2B
| $21.8M | ﹤0.01% |
1,078,132
+622,556
| +137% | +$15.2M |
2013 Q2
51 quarters
|
|
1972
Axos Financial
AX
$4.97B
| $21.8M | ﹤0.01% |
262,853
-57,632
| -18% | -$5.25M |
2013 Q2
51 quarters
|
|
1973
Arcosa
ACA
$7.19B
| $21.8M | ﹤0.01% |
213,241
-10,573
| -5% | -$1.2M |
2018 Q4
29 quarters
|
|
1974
News Corp Class B
NWS
$17B
| $21.8M | ﹤0.01% |
768,572
+309,658
| +67% | +$8.73M |
2015 Q3
42 quarters
|
|
1975
SiriusXM
SIRI
$8.64B
| $21.8M | ﹤0.01% |
955,854
+277,827
| +41% | +$5.97M |
2013 Q2
51 quarters
|
|
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 $90.5B 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 Miscellaneous at 25% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.
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 604 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.