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 | |
|---|---|---|---|---|---|---|---|
2176
Diodes
DIOD
$4.49B
| $16.9M | ﹤0.01% |
262,199
-134,936
| -34% | -$8.51M |
2013 Q2
51 quarters
|
|
2177
CALL
Wayfair
W
$13.9B
| $16.9M | ﹤0.01% |
242,400
-522,400
| -68% | -$47.3M |
2020 Q4
21 quarters
|
|
2178
Coursera
COUR
$1.34B
| $16.8M | ﹤0.01% |
2,940,126
+2,362,813
| +409% | +$14.8M |
2021 Q1
20 quarters
|
|
2179
AppFolio
APPF
$7.23B
| $16.8M | ﹤0.01% |
108,078
+27,421
| +34% | +$5.2M |
2017 Q3
34 quarters
|
|
2180
Equitable Holdings
EQH
$14.2B
| $16.8M | ﹤0.01% |
471,889
-566,016
| -55% | -$24.2M |
2018 Q2
31 quarters
|
|
2181
UiPath
PATH
$6.94B
| $16.8M | ﹤0.01% |
1,542,393
+217,953
| +16% | +$2.78M |
2021 Q2
19 quarters
|
|
2182
Dolby
DLB
$5.53B
| $16.8M | ﹤0.01% |
287,550
-8,929
| -3% | -$565K |
2015 Q4
41 quarters
|
|
2183
Stagwell
STGW
$2.07B
| $16.8M | ﹤0.01% |
2,693,773
+17,241
| +0.6% | +$96.4K |
2021 Q2
19 quarters
|
|
2184
AXIS Capital
AXS
$6.97B
| $16.7M | ﹤0.01% |
166,246
-12,918
| -7% | -$1.33M |
2013 Q2
51 quarters
|
|
2185
Corporacion America
CAAP
$3.97B
| $16.7M | ﹤0.01% |
703,464
+52,707
| +8% | +$1.43M |
2022 Q1
16 quarters
|
|
2186
Dole
DOLE
$1.19B
| $16.7M | ﹤0.01% |
1,161,139
+48,016
| +4% | +$728K |
2021 Q3
18 quarters
|
|
2187
Frontdoor
FTDR
$5.2B
| $16.7M | ﹤0.01% |
321,591
+170,164
| +112% | +$10.2M |
2018 Q4
29 quarters
|
|
2188
CALL
CVS Health
CVS
$109B
| $16.7M | ﹤0.01% |
238,100
-93,500
| -28% | -$7.2M |
2021 Q2
19 quarters
|
|
|
NVMI
2189
Nova
NVMI
$12.3B
| $16.7M | ﹤0.01% |
40,388
+22,889
| +131% | +$10.1M |
2018 Q3
30 quarters
|
|
2190
Voya Financial
VOYA
$8.56B
| $16.7M | ﹤0.01% |
249,281
+47,835
| +24% | +$3.47M |
2013 Q2
51 quarters
|
|
2191
PUT
CrowdStrike
CRWD
$272B
| $16.6M | ﹤0.01% |
175,200
-161,600
| -48% | -$17.1M |
2023 Q1
12 quarters
|
|
2192
InvenTrust Properties
IVT
$2.37B
| $16.6M | ﹤0.01% |
541,219
-23,845
| -4% | -$719K |
2021 Q4
17 quarters
|
|
2193
Glacier Bancorp
GBCI
$5.65B
| $16.6M | ﹤0.01% |
380,021
+106,430
| +39% | +$5.04M |
2013 Q2
51 quarters
|
|
2194
Ligand Pharmaceuticals
LGND
$6.04B
| $16.6M | ﹤0.01% |
86,274
+29,684
| +52% | +$5.87M |
2015 Q4
41 quarters
|
|
2195
Mercury Insurance
MCY
$5.55B
| $16.6M | ﹤0.01% |
189,128
+91,029
| +93% | +$8.14M |
2015 Q2
43 quarters
|
|
2196
PUT
Chubb
CB
$128B
| $16.6M | ﹤0.01% |
+51,000
| New | +$16.4M |
2026 Q1
0 quarters
|
|
2197
Camtek
CAMT
$7.18B
| $16.6M | ﹤0.01% |
114,847
+60,876
| +113% | +$9.23M |
2020 Q2
23 quarters
|
|
2198
Liberty Live Group Series A
LLYVA
$8.61B
| $16.6M | ﹤0.01% |
188,547
-56,384
| -23% | -$4.95M |
2023 Q3
10 quarters
|
|
2199
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.45B
| $16.6M | ﹤0.01% |
329,222
+30,588
| +10% | +$1.54M |
2020 Q1
24 quarters
|
|
2200
Dimensional US Small Cap ETF
DFAS
$14.9B
| $16.5M | ﹤0.01% |
239,089
+22,368
| +10% | +$1.64M |
2022 Q4
13 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.