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 | |
|---|---|---|---|---|---|---|
2051
Mattel
MAT
$4.17B
| $19.9M | ﹤0.01% |
1,402,235
-1,142,854
| -45% | -$20.8M |
|
|
BLLN
2052
BillionToOne Inc
BLLN
$5.8B
| $19.9M | ﹤0.01% |
283,140
-108,818
| -28% | -$8.91M |
|
2053
Establishment Labs
ESTA
$2.72B
| $19.8M | ﹤0.01% |
362,899
+215,460
| +146% | +$14.7M |
|
2054
Mueller Water Products
MWA
$3.92B
| $19.8M | ﹤0.01% |
738,834
+324,463
| +78% | +$8.99M |
|
2055
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
| $19.8M | ﹤0.01% |
606,357
-46,933
| -7% | -$1.64M |
|
2056
Teradata
TDC
$2.68B
| $19.8M | ﹤0.01% |
799,530
+158,317
| +25% | +$4.62M |
|
2057
PUT
Mercado Libre
MELI
$91.3B
| $19.8M | ﹤0.01% |
12,200
-24,000
| -66% | -$46.3M |
|
2058
PROG Holdings
PRG
$1.75B
| $19.7M | ﹤0.01% |
694,708
+294,081
| +73% | +$9.5M |
|
2059
Roku
ROKU
$21.1B
| $19.7M | ﹤0.01% |
223,612
+127,063
| +132% | +$12.4M |
|
2060
Driven Brands
DRVN
$2.25B
| $19.7M | ﹤0.01% |
1,621,116
-1,613,253
| -50% | -$22.7M |
|
2061
Provident Financial Services
PFS
$3.11B
| $19.7M | ﹤0.01% |
946,625
+10,738
| +1% | +$229K |
|
2062
Northern Oil and Gas
NOG
$2.3B
| $19.7M | ﹤0.01% |
657,946
+332,258
| +102% | +$8.6M |
|
2063
Viridian Therapeutics
VRDN
$2.13B
| $19.6M | ﹤0.01% |
1,059,864
+49,604
| +5% | +$1.47M |
|
2064
Federal Signal
FSS
$7.25B
| $19.6M | ﹤0.01% |
187,438
+72,280
| +63% | +$8.17M |
|
2065
Zions Bancorporation
ZION
$10.1B
| $19.6M | ﹤0.01% |
353,189
-56,193
| -14% | -$3.31M |
|
2066
Argan
AGX
$7.98B
| $19.6M | ﹤0.01% |
38,194
+16,404
| +75% | +$6.69M |
|
2067
CALL
Royal Caribbean
RCL
$78.7B
| $19.6M | ﹤0.01% |
75,000
+40,000
| +114% | +$11.9M |
|
2068
PUT
SLB Ltd
SLB
$77.8B
| $19.5M | ﹤0.01% |
378,300
-472,900
| -56% | -$23M |
|
|
RPC
2069
Ridgepost Capital
RPC
$927M
| $19.5M | ﹤0.01% |
2,726,334
+1,322,130
| +94% | +$12M |
|
2070
Schwab U.S Small- Cap ETF
SCHA
$22.5B
| $19.5M | ﹤0.01% |
693,924
-172,007
| -20% | -$5.16M |
|
2071
WesBanco
WSBC
$3.95B
| $19.5M | ﹤0.01% |
577,557
-150,392
| -21% | -$5.25M |
|
2072
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
| $19.5M | ﹤0.01% |
137,691
+15,125
| +12% | +$2.29M |
|
2073
Agilysys
AGYS
$2.78B
| $19.5M | ﹤0.01% |
270,458
-701
| -0.3% | -$60.9K |
|
2074
CALL
MetLife
MET
$61B
| $19.5M | ﹤0.01% |
285,000
-69,200
| -20% | -$5.18M |
|
|
VPU
2075
Vanguard Utilities ETF
VPU
$8.83B
| $19.4M | ﹤0.01% |
98,014
+11,774
| +14% | +$2.29M |
|
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.