JP Morgan Chase Portfolio holdings
JPMorgan Chase is a banking group formed in 2000 when two New York banks, J.P. Morgan & Co. and Chase Manhattan, merged. Its oldest predecessor, the Bank of the Manhattan Company, dates to 1799, and J.P. Morgan & Co. was started in 1871 by the financier J. P. Morgan. Bank One was folded in later, and the group took over assets of Bear Stearns, Washington Mutual and First Republic. It offers investment banking and, under the Chase brand, retail banking and credit cards. Its work is organized into three businesses: consumer and community banking under the Chase name, asset and wealth management under the J.P. Morgan name, and commercial and investment banking. Together the J.P. Morgan and Chase brands serve consumers, small businesses, and corporate, institutional and government clients.
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 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
201
Salesforce
CRM
$190B
| $1.65B | 0.09% |
10,440,961
+5,419,231
| +108% | +$953M |
2013 Q2
52 quarters
|
|
202
CALL
SPDR Gold Trust
GLD
$135B
| $1.64B | 0.09% |
4,455,200
-843,800
| -16% | -$350M |
2014 Q3
47 quarters
|
|
203
JPMorgan Active Value ETF
JAVA
$7.41B
| $1.64B | 0.09% |
20,570,939
-1,008,507
| -5% | -$77.1M |
2021 Q4
18 quarters
|
|
204
Comfort Systems
FIX
$46.7B
| $1.63B | 0.09% |
838,417
-51,474
| -6% | -$93.4M |
2013 Q2
52 quarters
|
|
205
iShares Core US Aggregate Bond ETF
AGG
$140B
| $1.62B | 0.09% |
16,323,687
+2,835,726
| +21% | +$281M |
2013 Q2
52 quarters
|
|
206
Robinhood
HOOD
$82.5B
| $1.61B | 0.09% |
15,803,996
+1,535,179
| +11% | +$129M |
2021 Q3
19 quarters
|
|
207
Williams Companies
WMB
$91.6B
| $1.6B | 0.09% |
21,379,796
-678,569
| -3% | -$49.9M |
2013 Q2
52 quarters
|
|
208
Corpay
CPAY
$26.1B
| $1.6B | 0.09% |
4,766,416
-55,024
| -1% | -$18.3M |
2013 Q2
52 quarters
|
|
209
BlackRock US Equity Factor Rotation ETF
DYNF
$42.4B
| $1.6B | 0.09% |
23,668,393
+573,293
| +2% | +$37.3M |
2023 Q2
12 quarters
|
|
210
Qualcomm
QCOM
$198B
| $1.56B | 0.09% |
8,270,471
+1,250,662
| +18% | +$234M |
2013 Q2
52 quarters
|
|
211
Energy Transfer Partners
ET
$71.9B
| $1.55B | 0.09% |
81,080,493
+8,869,502
| +12% | +$172M |
2013 Q2
52 quarters
|
|
212
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
| $1.54B | 0.09% |
13,178,491
+223,301
| +2% | +$26.1M |
2013 Q2
52 quarters
|
|
213
Marriott International
MAR
$104B
| $1.54B | 0.09% |
4,101,527
+1,037,419
| +34% | +$383M |
2013 Q2
52 quarters
|
|
214
Vulcan Materials
VMC
$36.3B
| $1.54B | 0.09% |
5,056,726
-712,624
| -12% | -$204M |
2013 Q2
52 quarters
|
|
215
Emerson Electric
EMR
$95.2B
| $1.54B | 0.09% |
10,753,147
-4,130,797
| -28% | -$581M |
2013 Q2
52 quarters
|
|
216
Parker-Hannifin
PH
$117B
| $1.5B | 0.08% |
1,554,093
+623,491
| +67% | +$571M |
2013 Q2
52 quarters
|
|
217
American Tower
AMT
$86.2B
| $1.49B | 0.08% |
8,853,450
-6,274,917
| -41% | -$1.13B |
2013 Q2
52 quarters
|
|
218
PUT
NVIDIA
NVDA
$5.16T
| $1.48B | 0.08% |
7,600,600
+5,025,000
| +195% | +$1.03B |
2017 Q4
34 quarters
|
|
219
UBS Group
UBS
$146B
| $1.47B | 0.08% |
29,666,939
+2,232,692
| +8% | +$102M |
2014 Q4
46 quarters
|
|
220
Cigna
CI
$78.9B
| $1.45B | 0.08% |
5,194,363
-611,276
| -11% | -$173M |
2013 Q2
52 quarters
|
|
221
Chubb
CB
$138B
| $1.43B | 0.08% |
4,176,382
-641,152
| -13% | -$209M |
2013 Q2
52 quarters
|
|
222
Air Products & Chemicals
APD
$69.4B
| $1.43B | 0.08% |
5,253,985
-795,275
| -13% | -$231M |
2013 Q2
52 quarters
|
|
223
Rockwell Automation
ROK
$50.1B
| $1.41B | 0.08% |
2,919,588
+1,011,222
| +53% | +$440M |
2013 Q2
52 quarters
|
|
224
PUT
VanEck Gold Miners ETF
GDX
$25B
| $1.41B | 0.08% |
3,026,600
+1,312,200
| +77% | +$116M |
2013 Q2
52 quarters
|
|
225
MKS Inc
MKSI
$14.6B
| $1.4B | 0.08% |
3,373,844
+1,277,502
| +61% | +$400M |
2013 Q2
52 quarters
|
|
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, 2,889 reduced and 553 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 553 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.