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 | |
|---|---|---|---|---|---|---|
2026
CRISPR Therapeutics
CRSP
$5.3B
| $24.6M | ﹤0.01% |
431,669
-25,970
| -6% | -$1.37M |
|
|
AVEX
2027
AEVEX Corp
AVEX
$966M
| $24.6M | ﹤0.01% |
+1,369,363
| New | +$35.6M |
|
2028
Corebridge Financial
CRBG
$15B
| $24.6M | ﹤0.01% |
840,343
-283,882
| -25% | -$7.68M |
|
2029
Vipshop
VIPS
$6.2B
| $24.5M | ﹤0.01% |
1,892,213
+250,847
| +15% | +$3.58M |
|
2030
Zura Bio
ZURA
$587M
| $24.5M | ﹤0.01% |
4,354,715
-104,136
| -2% | -$496K |
|
2031
Option Care Health
OPCH
$3.56B
| $24.5M | ﹤0.01% |
1,141,882
+451,587
| +65% | +$10.5M |
|
|
MDLN
2032
Medline Inc
MDLN
$30.4B
| $24.5M | ﹤0.01% |
618,224
-852,220
| -58% | -$34.3M |
|
2033
Diodes
DIOD
$4.19B
| $24.5M | ﹤0.01% |
233,396
-28,803
| -11% | -$2.92M |
|
2034
CALL
Verizon
VZ
$209B
| $24.4M | ﹤0.01% |
554,300
-2,390,800
| -81% | -$112M |
|
2035
GATX Corp
GATX
$6.22B
| $24.4M | ﹤0.01% |
135,376
-28,156
| -17% | -$5.13M |
|
2036
CALL
Cheniere Energy
LNG
$57B
| $24.4M | ﹤0.01% |
100,000
-80,000
| -44% | -$19.9M |
|
|
HEQQ
2037
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$30.7M
| $24.4M | ﹤0.01% |
400,000
| – | – |
|
2038
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.69B
| $24.3M | ﹤0.01% |
563,916
-29,646
| -5% | -$1.26M |
|
2039
Lear
LEA
$6.36B
| $24.2M | ﹤0.01% |
178,472
+32,969
| +23% | +$4.42M |
|
2040
CALL
Vertiv
VRT
$112B
| $24.2M | ﹤0.01% |
78,700
+53,800
| +216% | +$17.1M |
|
2041
CAVA Group
CAVA
$7.02B
| $24.1M | ﹤0.01% |
289,766
+10,458
| +4% | +$877K |
|
2042
Magnolia Oil & Gas
MGY
$6.5B
| $24.1M | ﹤0.01% |
926,677
-273,804
| -23% | -$7.82M |
|
2043
Applied Finance Valuation Large Cap ETF
VSLU
$561M
| $24.1M | ﹤0.01% |
523,897
+189,877
| +57% | +$8.65M |
|
2044
iShares MSCI China ETF
MCHI
$6.22B
| $24M | ﹤0.01% |
472,490
-247,719
| -34% | -$13.9M |
|
2045
PUT
Occidental Petroleum
OXY
$60.6B
| $24M | ﹤0.01% |
488,100
-610,000
| -56% | -$34.6M |
|
2046
PUT
Applovin
APP
$104B
| $23.9M | ﹤0.01% |
48,000
-20,400
| -30% | -$9.85M |
|
2047
News Corp Class B
NWS
$17.9B
| $23.9M | ﹤0.01% |
837,347
+68,775
| +9% | +$2.04M |
|
2048
FNB Corp
FNB
$6.52B
| $23.9M | ﹤0.01% |
1,231,317
+76,826
| +7% | +$1.37M |
|
|
FGSM
2049
Frontier Asset Global Small Cap Equity ETF
FGSM
$51.6M
| $23.9M | ﹤0.01% |
688,292
-170,296
| -20% | -$5.76M |
|
2050
Brunswick
BC
$4.66B
| $23.9M | ﹤0.01% |
275,646
+16,320
| +6% | +$1.31M |
|
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.