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 | |
|---|---|---|---|---|---|---|
176
Fidelity National Information Services
FIS
$21B
| $1.79B | 0.11% |
37,720,222
-11,334,907
| -23% | -$610M |
|
177
Blackstone
BX
$150B
| $1.78B | 0.11% |
15,928,310
-4,037,027
| -20% | -$525M |
|
|
178
CALL
Microsoft
MSFT
$2.9T
| $1.78B | 0.11% |
4,945,000
-755,000
| -13% | -$316M |
|
179
Cadence Design Systems
CDNS
$93B
| $1.77B | 0.11% |
6,545,190
+1,569,519
| +32% | +$468M |
|
180
Air Products & Chemicals
APD
$66.1B
| $1.76B | 0.11% |
6,049,260
-187,848
| -3% | -$51.8M |
|
181
Sempra
SRE
$60.8B
| $1.73B | 0.11% |
17,947,904
+5,784,381
| +48% | +$529M |
|
182
Edwards Lifesciences
EW
$48.6B
| $1.73B | 0.11% |
21,744,712
-4,280,140
| -16% | -$353M |
|
183
CALL
Amazon
AMZN
$2.63T
| $1.73B | 0.11% |
8,597,500
+2,504,400
| +41% | +$551M |
|
184
Snowflake
SNOW
$92.8B
| $1.72B | 0.11% |
11,187,132
+934,362
| +9% | +$173M |
|
|
BNY
185
Bank of New York Mellon
BNY
$110B
| $1.72B | 0.11% |
14,892,932
+695,940
| +5% | +$82.8M |
|
186
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.04B
| $1.7B | 0.11% |
16,210,446
+549,949
| +4% | +$61.6M |
|
187
Welltower
WELL
$173B
| $1.69B | 0.11% |
8,666,680
+225,686
| +3% | +$44.6M |
|
188
Intercontinental Exchange
ICE
$80.6B
| $1.69B | 0.11% |
10,737,090
+3,853,421
| +56% | +$629M |
|
189
CALL
Invesco QQQ Trust
QQQ
$469B
| $1.68B | 0.11% |
3,012,000
-3,448,000
| -53% | -$2.09B |
|
190
iShares Core MSCI EAFE ETF
IEFA
$187B
| $1.66B | 0.11% |
18,959,497
+782,333
| +4% | +$73M |
|
191
Verizon
VZ
$185B
| $1.66B | 0.11% |
32,924,219
+2,262,051
| +7% | +$105M |
|
192
Honeywell
HON
$73.8B
| $1.62B | 0.1% |
7,239,680
-615,389
| -8% | -$141M |
|
193
Williams Companies
WMB
$91.1B
| $1.6B | 0.1% |
22,058,365
-879,879
| -4% | -$60.9M |
|
194
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
| $1.6B | 0.1% |
10,200,424
+365,386
| +4% | +$61.3M |
|
195
Applied Materials
AMAT
$440B
| $1.59B | 0.1% |
4,924,855
+1,451,119
| +42% | +$488M |
|
196
CSX Corp
CSX
$92.8B
| $1.58B | 0.1% |
39,655,048
+11,367,529
| +40% | +$446M |
|
197
DoorDash
DASH
$77.4B
| $1.57B | 0.1% |
10,624,941
-3,159,663
| -23% | -$584M |
|
198
Chubb
CB
$133B
| $1.57B | 0.1% |
4,817,534
-512,518
| -10% | -$164M |
|
199
Vulcan Materials
VMC
$36B
| $1.54B | 0.1% |
5,769,350
-1,316,135
| -19% | -$387M |
|
200
JPMorgan Active Value ETF
JAVA
$6.74B
| $1.53B | 0.1% |
21,579,446
+1,178,232
| +6% | +$87.4M |
|
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.