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 | |
|---|---|---|---|---|---|---|
|
VSXY
2001
Victoria's Secret
VSXY
$6.64B
| $21.1M | ﹤0.01% |
486,903
+115,763
| +31% | +$6.46M |
|
2002
Boot Barn
BOOT
$4.55B
| $21.1M | ﹤0.01% |
150,542
-28,987
| -16% | -$5.26M |
|
|
VSNT
2003
Versant Media Group
VSNT
$5.01B
| $21.1M | ﹤0.01% |
+591,585
| New | +$19.9M |
|
2004
Four Corners Property Trust
FCPT
$2.86B
| $21M | ﹤0.01% |
879,775
-22,807
| -3% | -$565K |
|
2005
United Natural Foods
UNFI
$3.01B
| $21M | ﹤0.01% |
470,400
+30,503
| +7% | +$1.17M |
|
2006
PUT
RTX Corp
RTX
$287B
| $21M | ﹤0.01% |
112,000
-89,600
| -44% | -$17.8M |
|
2007
Hancock Whitney
HWC
$6.13B
| $20.9M | ﹤0.01% |
334,941
-73,721
| -18% | -$4.94M |
|
2008
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
| $20.9M | ﹤0.01% |
177,037
+7,167
| +4% | +$868K |
|
2009
RingCentral
RNG
$4.05B
| $20.9M | ﹤0.01% |
576,100
-58,875
| -9% | -$1.9M |
|
2010
Webster Financial
WBS
$12.3B
| $20.9M | ﹤0.01% |
307,097
-142,859
| -32% | -$9.78M |
|
|
TBIL
2011
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
| $20.9M | ﹤0.01% |
418,273
+205,667
| +97% | +$10.3M |
|
2012
IonQ
IONQ
$12.3B
| $20.8M | ﹤0.01% |
783,422
-770,683
| -50% | -$29.6M |
|
2013
VanEck Intermediate Muni ETF
ITM
$2.14B
| $20.8M | ﹤0.01% |
448,239
-28,290
| -6% | -$1.34M |
|
2014
LXP Industrial Trust
LXP
$3.53B
| $20.7M | ﹤0.01% |
447,343
-388,886
| -47% | -$19M |
|
2015
CALL
TE Connectivity
TEL
$58.8B
| $20.7M | ﹤0.01% |
104,400
+100,000
| +2,273% | +$22.1M |
|
2016
ABM Industries
ABM
$2.8B
| $20.7M | ﹤0.01% |
545,391
+26,566
| +5% | +$1.15M |
|
2017
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
| $20.7M | ﹤0.01% |
186,081
+4,496
| +2% | +$528K |
|
2018
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
| $20.6M | ﹤0.01% |
597,730
-9,604
| -2% | -$349K |
|
2019
PUT
GE Vernova
GEV
$270B
| $20.6M | ﹤0.01% |
25,200
-177,600
| -88% | -$139M |
|
2020
Clearway Energy Class C
CWEN
$5B
| $20.5M | ﹤0.01% |
526,923
-99
| -0% | -$3.7K |
|
2021
Franklin FTSE Taiwan ETF
FLTW
$2.83B
| $20.5M | ﹤0.01% |
309,161
+19,012
| +7% | +$1.29M |
|
2022
CALL
Qualcomm
QCOM
$176B
| $20.5M | ﹤0.01% |
161,300
-30,400
| -16% | -$4.44M |
|
2023
Cavco Industries
CVCO
$4.39B
| $20.5M | ﹤0.01% |
43,882
+19,645
| +81% | +$11.2M |
|
2024
Safety Insurance
SAFT
$1.52B
| $20.4M | ﹤0.01% |
275,752
-14,287
| -5% | -$1.09M |
|
2025
iShares MSCI Japan Small-Cap ETF
SCJ
$251M
| $20.4M | ﹤0.01% |
215,994
+213,389
| +8,192% | +$21.1M |
|
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.