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 | Technology | 22.42% |
| 2 | Healthcare | 8.64% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 8.16% |
| 5 | Communication Services | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OPTU
2351
Optimum Communications Inc
OPTU
$316M
| $13.7M | ﹤0.01% |
10,422,665
+3,089,500
| +42% | +$4.86M |
|
2352
Bank OZK
OZK
$5.49B
| $13.6M | ﹤0.01% |
304,207
-47,894
| -14% | -$2.26M |
|
2353
XPeng
XPEV
$11.8B
| $13.6M | ﹤0.01% |
813,518
+94,397
| +13% | +$1.75M |
|
2354
Prestige Consumer Healthcare
PBH
$2.35B
| $13.6M | ﹤0.01% |
232,355
+2,849
| +1% | +$185K |
|
2355
Applied Finance Valuation Large Cap ETF
VSLU
$543M
| $13.6M | ﹤0.01% |
334,020
+159,593
| +91% | +$6.97M |
|
2356
WisdomTree US MidCap Dividend Fund
DON
$4.03B
| $13.6M | ﹤0.01% |
263,167
-28,967
| -10% | -$1.56M |
|
2357
Liberty Live Group Series C
LLYVK
$9.11B
| $13.6M | ﹤0.01% |
150,836
+47,138
| +45% | +$4.24M |
|
|
FIG
2358
Figma
FIG
$11.2B
| $13.6M | ﹤0.01% |
673,639
-5,970,300
| -90% | -$164M |
|
2359
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.28B
| $13.6M | ﹤0.01% |
451,579
+144,071
| +47% | +$4.58M |
|
2360
PUT
Union Pacific
UNP
$183B
| $13.5M | ﹤0.01% |
56,600
+11,600
| +26% | +$2.84M |
|
2361
CALL
Berkshire Hathaway Class B
BRK.B
$1.07T
| $13.5M | ﹤0.01% |
28,500
+15,500
| +119% | +$7.61M |
|
2362
Champion Homes
SKY
$4.48B
| $13.5M | ﹤0.01% |
186,717
+4,273
| +2% | +$368K |
|
2363
Canadian Solar
CSIQ
$906M
| $13.5M | ﹤0.01% |
1,039,122
+878,783
| +548% | +$16.7M |
|
|
SGP
2364
SpyGlass Pharma
SGP
$685M
| $13.5M | ﹤0.01% |
+577,109
| New | +$15.5M |
|
2365
T. Rowe Price US Equity Research ETF
TSPA
$4.1B
| $13.5M | ﹤0.01% |
339,612
+26,793
| +9% | +$1.14M |
|
2366
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $13.5M | ﹤0.01% |
281,923
-12,341
| -4% | -$595K |
|
2367
Urban Outfitters
URBN
$5.99B
| $13.5M | ﹤0.01% |
221,068
-251,639
| -53% | -$17.3M |
|
2368
American Airlines Group
AAL
$9.58B
| $13.5M | ﹤0.01% |
1,322,423
+172,960
| +15% | +$2.29M |
|
|
FOPC
2369
Frontier Asset Opportunistic Credit ETF
FOPC
$32.9M
| $13.4M | ﹤0.01% |
531,106
-22,707
| -4% | -$582K |
|
2370
WisdomTree US Value Fund
WTV
$3.11B
| $13.4M | ﹤0.01% |
144,084
+12,359
| +9% | +$1.2M |
|
|
CMBT
2371
CMB.TECH NV
CMBT
$4.57B
| $13.4M | ﹤0.01% |
1,080,655
+1,039,485
| +2,525% | +$13M |
|
2372
dLocal
DLO
$4.26B
| $13.4M | ﹤0.01% |
1,082,047
+777,063
| +255% | +$10.1M |
|
2373
PUT
lululemon athletica
LULU
$13B
| $13.4M | ﹤0.01% |
92,000
-15,500
| -14% | -$2.78M |
|
2374
NCR Atleos
NATL
$3.52B
| $13.3M | ﹤0.01% |
312,646
+196,030
| +168% | +$8.1M |
|
2375
Century Communities
CCS
$2B
| $13.3M | ﹤0.01% |
239,524
+45,489
| +23% | +$2.93M |
|
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 $73.5B 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 Technology at 22% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
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 605 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.