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 | |
|---|---|---|---|---|---|---|---|
2226
PUT
Blackrock
BLK
$165B
| $16.2M | ﹤0.01% |
17,300
-4,200
| -20% | -$4.42M |
2025 Q2
3 quarters
|
|
2227
PrimeEnergy Resources
PNRG
$319M
| $16.1M | ﹤0.01% |
68,671
+52,470
| +324% | +$10.1M |
2021 Q4
17 quarters
|
|
2228
CALL
Insmed
INSM
$23.7B
| $16.1M | ﹤0.01% |
105,000
+10,800
| +11% | +$1.66M |
2025 Q3
2 quarters
|
|
2229
CALL
Stellantis
STLA
$13.6B
| $16.1M | ﹤0.01% |
2,384,000
+1,604,400
| +206% | +$13.4M |
2018 Q2
31 quarters
|
|
2230
Galicia Financial Group
GGAL
$5.79B
| $16M | ﹤0.01% |
372,616
-17,109
| -4% | -$831K |
2024 Q2
7 quarters
|
|
2231
Virtu Financial
VIRT
$4.91B
| $16M | ﹤0.01% |
373,675
-18,192
| -5% | -$709K |
2020 Q1
24 quarters
|
|
2232
PUT
Agnico Eagle Mines
AEM
$91.4B
| $16M | ﹤0.01% |
83,400
+4,000
| +5% | +$833K |
2025 Q4
1 quarter
|
|
2233
PUT
Crocs
CROX
$5.72B
| $16M | ﹤0.01% |
200,000
-50,000
| -20% | -$4.28M |
2022 Q3
14 quarters
|
|
2234
PUT
Vistra
VST
$46.9B
| $16M | ﹤0.01% |
108,400
+29,400
| +37% | +$4.76M |
2024 Q2
7 quarters
|
|
2235
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
| $15.9M | ﹤0.01% |
208,764
-1,112,974
| -84% | -$90.5M |
2013 Q2
51 quarters
|
|
2236
Planet Labs
PL
$5.87B
| $15.9M | ﹤0.01% |
568,782
+252,509
| +80% | +$6.45M |
2021 Q4
17 quarters
|
|
2237
Vanguard Consumer Staples ETF
VDC
$7.46B
| $15.9M | ﹤0.01% |
70,785
-10,170
| -13% | -$2.33M |
2015 Q4
41 quarters
|
|
2238
Vontier
VNT
$4.25B
| $15.8M | ﹤0.01% |
460,965
+80,913
| +21% | +$3.12M |
2020 Q4
21 quarters
|
|
2239
Capital Group International Focus Equity ETF
CGXU
$6.75B
| $15.8M | ﹤0.01% |
557,273
+205,828
| +59% | +$6.34M |
2023 Q4
9 quarters
|
|
2240
Invesco S&P 500 Pure Growth ETF
RPG
$1.94B
| $15.7M | ﹤0.01% |
352,690
+25,754
| +8% | +$1.25M |
2013 Q2
51 quarters
|
|
|
SMBS
2241
Schwab Mortgage-Backed Securities ETF
SMBS
$6.11B
| $15.7M | ﹤0.01% |
616,794
+615,984
| +76,047% | +$15.9M |
2025 Q4
1 quarter
|
|
2242
South Plains Financial
SPFI
$797M
| $15.7M | ﹤0.01% |
377,098
-60,897
| -14% | -$2.51M |
2019 Q2
27 quarters
|
|
2243
NOV
NOV
$6.74B
| $15.7M | ﹤0.01% |
846,070
-57,424
| -6% | -$1.08M |
2013 Q2
51 quarters
|
|
2244
Nektar Therapeutics
NKTR
$1.6B
| $15.7M | ﹤0.01% |
240,102
+89,298
| +59% | +$5.08M |
2013 Q2
51 quarters
|
|
2245
PUT
DigitalOcean
DOCN
$16.4B
| $15.7M | ﹤0.01% |
200,000
+76,000
| +61% | +$4.79M |
2024 Q3
6 quarters
|
|
2246
iShares US Financials ETF
IYF
$3.92B
| $15.6M | ﹤0.01% |
135,622
-917,719
| -87% | -$114M |
2013 Q2
51 quarters
|
|
2247
PBF Energy
PBF
$9.76B
| $15.6M | ﹤0.01% |
309,771
-54,028
| -15% | -$2.02M |
2013 Q2
51 quarters
|
|
2248
CALL
PPG Industries
PPG
$23.3B
| $15.6M | ﹤0.01% |
+150,000
| New | +$17M |
2026 Q1
0 quarters
|
|
2249
Donnelley Financial Solutions
DFIN
$1.17B
| $15.6M | ﹤0.01% |
335,167
-31,211
| -9% | -$1.53M |
2016 Q4
37 quarters
|
|
2250
10x Genomics
TXG
$11.6B
| $15.6M | ﹤0.01% |
785,505
-142,921
| -15% | -$2.86M |
2019 Q3
26 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.