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 | |
|---|---|---|---|---|---|---|---|
2151
CALL
Starbucks
SBUX
$108B
| $17.6M | ﹤0.01% |
202,500
+37,600
| +23% | +$3.56M |
2016 Q1
40 quarters
|
|
|
UNIT
2152
Uniti Group
UNIT
$1.93B
| $17.5M | ﹤0.01% |
2,164,251
+1,095,456
| +102% | +$8.59M |
2015 Q2
43 quarters
|
|
2153
Exponent
EXPO
$3.32B
| $17.5M | ﹤0.01% |
268,588
-100,067
| -27% | -$7.11M |
2013 Q2
51 quarters
|
|
2154
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$160B
| $17.5M | ﹤0.01% |
918,315
+207,250
| +29% | +$4.35M |
2013 Q2
51 quarters
|
|
2155
Boise Cascade
BCC
$2.61B
| $17.4M | ﹤0.01% |
232,395
-18,833
| -7% | -$1.51M |
2013 Q2
51 quarters
|
|
|
ALMS
2156
Alumis Inc
ALMS
$933M
| $17.4M | ﹤0.01% |
861,575
+505,238
| +142% | +$12.6M |
2024 Q3
6 quarters
|
|
|
PSKY
2157
Paramount Skydance Corp
PSKY
$10.5B
| $17.4M | ﹤0.01% |
1,949,260
-119,398
| -6% | -$1.31M |
2025 Q3
2 quarters
|
|
2158
Valley National Bancorp
VLY
$7B
| $17.4M | ﹤0.01% |
1,460,428
+277,806
| +23% | +$3.46M |
2013 Q2
51 quarters
|
|
2159
Phinia Inc
PHIN
$2.2B
| $17.3M | ﹤0.01% |
262,868
-29,803
| -10% | -$2.08M |
2023 Q3
10 quarters
|
|
2160
McGrath RentCorp
MGRC
$2.81B
| $17.3M | ﹤0.01% |
157,847
-16,833
| -10% | -$1.87M |
2016 Q4
37 quarters
|
|
2161
Blue Bird Corp
BLBD
$1.76B
| $17.3M | ﹤0.01% |
318,311
+156,682
| +97% | +$8.45M |
2017 Q4
33 quarters
|
|
2162
Mercury Systems
MRCY
$5.12B
| $17.3M | ﹤0.01% |
247,887
+138,755
| +127% | +$12.1M |
2016 Q2
39 quarters
|
|
2163
Nelnet
NNI
$4.42B
| $17.3M | ﹤0.01% |
133,935
-47,588
| -26% | -$6.25M |
2013 Q2
51 quarters
|
|
2164
Protagonist Therapeutics
PTGX
$9.01B
| $17.3M | ﹤0.01% |
172,990
+17,690
| +11% | +$1.57M |
2017 Q4
33 quarters
|
|
2165
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.42B
| $17.2M | ﹤0.01% |
534,888
-427,601
| -44% | -$14.3M |
2022 Q4
13 quarters
|
|
2166
CVR Partners
UAN
$1.32B
| $17.2M | ﹤0.01% |
124,070
-72,486
| -37% | -$8.29M |
2025 Q2
3 quarters
|
|
2167
JPMorgan International Value ETF
JIVE
$3.96B
| $17.1M | ﹤0.01% |
206,061
+79,440
| +63% | +$6.85M |
2025 Q2
3 quarters
|
|
2168
AZZ Inc
AZZ
$4.07B
| $17.1M | ﹤0.01% |
141,141
-16,771
| -11% | -$2.12M |
2014 Q4
45 quarters
|
|
2169
Apple Hospitality REIT
APLE
$3.86B
| $17.1M | ﹤0.01% |
1,484,562
+94,708
| +7% | +$1.15M |
2015 Q4
41 quarters
|
|
|
LADR
2170
Ladder Capital
LADR
$1.11B
| $17M | ﹤0.01% |
1,730,672
-540,102
| -24% | -$5.68M |
2016 Q4
37 quarters
|
|
2171
iShares MSCI Singapore ETF
EWS
$1.39B
| $17M | ﹤0.01% |
616,415
-19,605
| -3% | -$553K |
2013 Q2
51 quarters
|
|
2172
CALL
Bristol-Myers Squibb
BMY
$126B
| $17M | ﹤0.01% |
285,000
-523,800
| -65% | -$30.5M |
2015 Q3
42 quarters
|
|
2173
First American
FAF
$6.28B
| $17M | ﹤0.01% |
285,163
+54,978
| +24% | +$3.52M |
2013 Q2
51 quarters
|
|
2174
Lear
LEA
$5.99B
| $16.9M | ﹤0.01% |
145,503
+4,958
| +4% | +$618K |
2013 Q2
51 quarters
|
|
|
NEE.PRT
2175
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.37B
| $16.9M | ﹤0.01% |
322,291
+122,472
| +61% | +$6.3M |
2024 Q4
5 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.