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 | |
|---|---|---|---|---|---|---|---|
2276
Vermilion Energy
VET
$1.77B
| $15.1M | ﹤0.01% |
1,107,156
+507,485
| +85% | +$5.38M |
2013 Q2
51 quarters
|
|
2277
Fidelity MSCI Energy Index ETF
FENY
$2.09B
| $15M | ﹤0.01% |
437,184
+398,357
| +1,026% | +$11.8M |
2022 Q1
16 quarters
|
|
2278
First Trust Preferred Securities and Income ETF
FPE
$6.04B
| $15M | ﹤0.01% |
852,103
-7,015
| -0.8% | -$128K |
2013 Q2
51 quarters
|
|
2279
Itron
ITRI
$3.78B
| $15M | ﹤0.01% |
178,844
+56,840
| +47% | +$5.46M |
2013 Q2
51 quarters
|
|
2280
United Bankshares
UBSI
$6.32B
| $15M | ﹤0.01% |
368,003
-115,078
| -24% | -$4.78M |
2014 Q4
45 quarters
|
|
2281
Equinor
EQNR
$99.9B
| $15M | ﹤0.01% |
353,052
+153,959
| +77% | +$4.64M |
2013 Q2
51 quarters
|
|
2282
JPMorgan Equity Focus ETF
JPEF
$2.02B
| $15M | ﹤0.01% |
213,765
+134,673
| +170% | +$10M |
2023 Q3
10 quarters
|
|
2283
CALL
Carrier Global
CARR
$45.5B
| $14.9M | ﹤0.01% |
275,000
+25,000
| +10% | +$1.48M |
2025 Q3
2 quarters
|
|
2284
Ramaco Resources Class A
METC
$530M
| $14.9M | ﹤0.01% |
1,035,956
+859,790
| +488% | +$15.2M |
2017 Q4
33 quarters
|
|
|
FLY
2285
Firefly Aerospace
FLY
$3.83B
| $14.9M | ﹤0.01% |
632,779
-28,563
| -4% | -$695K |
2025 Q3
2 quarters
|
|
2286
First Trust Smith Unconstrained Bond ETF
UCON
$3.19B
| $14.9M | ﹤0.01% |
606,067
-510,727
| -46% | -$12.8M |
2023 Q3
10 quarters
|
|
2287
Dutch Bros
BROS
$5.33B
| $14.9M | ﹤0.01% |
310,504
-237,536
| -43% | -$13M |
2021 Q4
17 quarters
|
|
2288
Western Union
WU
$1.88B
| $14.9M | ﹤0.01% |
1,704,226
+1,031,717
| +153% | +$9.77M |
2013 Q2
51 quarters
|
|
2289
IPG Photonics
IPGP
$3.56B
| $14.9M | ﹤0.01% |
138,292
-49
| -0% | -$5.32K |
2015 Q4
41 quarters
|
|
2290
Campbell Soup
CPB
$5.81B
| $14.9M | ﹤0.01% |
670,406
+243,457
| +57% | +$6.25M |
2013 Q2
51 quarters
|
|
2291
Dimensional US Large Cap Value ETF
DFLV
$6.94B
| $14.9M | ﹤0.01% |
423,583
-49,285
| -10% | -$1.78M |
2023 Q4
9 quarters
|
|
2292
PUT
United Parcel Service
UPS
$79.9B
| $14.8M | ﹤0.01% |
156,200
-28,600
| -15% | -$3.07M |
2016 Q4
37 quarters
|
|
2293
Insight Enterprises
NSIT
$4.73B
| $14.8M | ﹤0.01% |
230,190
+45,005
| +24% | +$3.68M |
2013 Q2
51 quarters
|
|
2294
iShares Asia 50 ETF
AIA
$4.95B
| $14.8M | ﹤0.01% |
144,974
+144,949
| +579,796% | +$15.8M |
2024 Q4
5 quarters
|
|
2295
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.82B
| $14.8M | ﹤0.01% |
292,426
+91,001
| +45% | +$4.61M |
2020 Q1
24 quarters
|
|
2296
Kyndryl
KD
$2.64B
| $14.8M | ﹤0.01% |
1,178,714
+316,869
| +37% | +$5.58M |
2021 Q4
17 quarters
|
|
2297
Hawaiian Electric Industries
HE
$1.55B
| $14.8M | ﹤0.01% |
1,000,905
-1,576
| -0.2% | -$23.8K |
2013 Q2
51 quarters
|
|
2298
DHT Holdings
DHT
$3.8B
| $14.7M | ﹤0.01% |
821,303
+313,391
| +62% | +$4.99M |
2016 Q4
37 quarters
|
|
2299
Alerian MLP ETF
AMLP
$12.7B
| $14.7M | ﹤0.01% |
275,660
+248,943
| +932% | +$12.7M |
2013 Q2
51 quarters
|
|
2300
Invesco Ultra Short Duration ETF
GSY
$4.09B
| $14.7M | ﹤0.01% |
292,683
-122,291
| -29% | -$6.15M |
2023 Q3
10 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.