Q2 2026 13F · SEC CIK 19617

Jpmorgan Chase & Co

Bank & trustFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.71T
Reported positions: 6,544
Top holdings a year, 3 yrs: +21.3%
Average holding period: 8.6 yrs

Jpmorgan Chase & Co is a bank & trust that reported 6,544 positions worth $1.71T in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nvidia Corporation (NVDA, 5.1%), Apple Inc (AAPL, 3.8%), Microsoft Corp (MSFT, 2.9%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 20.4% for the S&P 500.

Jpmorgan Chase & Co holdings largest 50 of 6,544 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jpmorgan Chase & Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	5.1%	5.0%	449,404,578	+0.4%	$87.6B
AAPLApple Inc	3.8%	3.9%	228,762,008	-1.2%	$64.5B
MSFTMicrosoft Corp	2.9%	3.1%	135,173,516	+6.3%	$49.8B
GOOGAlphabet Inc	2.8%	2.2%	137,833,254	+15.0%	$48.4B
AMZNAmazon Com Inc	2.4%	2.3%	167,979,147	-0.6%	$40.3B
AVGOBroadcom Inc	2.1%	1.8%	95,016,148	+3.5%	$35.4B
SPYState Str Spdr S&p 500 ETF T	2.1%	2.0%	47,650,227	+4.1%	$35.3B
GOOGLAlphabet Inc	1.9%	1.3%	91,919,476	+29.6%	$32.5B
MUMicron Technology Inc	1.7%	—	25,836,011	—	$29.6B
METAMeta Platforms Inc	1.5%	1.8%	45,944,387	-8.4%	$25.8B
AMDAdvanced Micro Devices Inc	1.3%	—	40,309,233	—	$21.7B
LRCXLam Research Corp	1.1%	0.4%	45,317,479	+38.5%	$18.6B
TSLATesla Inc	1.0%	1.1%	41,972,287	-8.9%	$17.3B
VOOVanguard Index Fds	1.0%	1.1%	23,987,874	-12.0%	$16.3B
LLYEli Lilly & Co	0.9%	0.8%	12,598,524	-8.0%	$15.5B
IVVIshares Tr	0.9%	1.0%	20,535,841	-12.8%	$15.3B
JNJJohnson & Johnson	0.9%	1.0%	58,301,609	-7.6%	$15.1B
BNDXVanguard Charlotte Fds	0.9%	0.9%	310,184,158	+7.5%	$15.1B
MAMastercard Incorporated	0.8%	1.1%	28,228,027	-13.6%	$14.4B
ABBVAbbvie Inc	0.7%	0.8%	47,862,796	-15.6%	$12.2B
BNDVanguard Bd Index Fds	0.7%	0.7%	155,418,110	+8.8%	$11.5B
WDCWestern Digital Corp Com	0.6%	—	17,007,789	—	$11.1B
WMTWalmart Inc	0.6%	1.0%	96,309,921	-21.4%	$11.0B
TSMTaiwan Semiconductor Manufac	0.6%	0.5%	23,829,286	-0.6%	$10.8B
BBJPJpmorgan Betabuilders Japan ETF	0.6%	0.6%	137,197,754	-1.5%	$10.3B
NEENextera Energy Inc	0.6%	0.7%	116,048,771	+3.6%	$10.3B
AMATApplied Matls Inc	0.6%	—	13,886,053	—	$9.6B
WFCWells Fargo & Co	0.6%	0.7%	114,238,700	-11.6%	$9.5B
MSMorgan Stanley	0.5%	0.5%	44,363,477	+1.8%	$9.4B
TXNTexas Instrs Inc	0.5%	0.5%	32,449,245	-15.5%	$9.3B
GLWCorning Inc	0.5%	—	36,016,393	—	$9.2B
PMPhilip Morris Intl Inc	0.5%	0.6%	48,189,101	-6.6%	$8.8B
XOMExxon Mobil Corp	0.5%	1.0%	64,457,292	-24.7%	$8.8B
MCDMcdonalds Corp	0.5%	0.8%	31,923,726	-15.2%	$8.5B
UNHUnitedhealth Group Inc	0.5%	—	20,246,047	—	$8.5B
GSGoldman Sachs Group Inc	0.5%	0.4%	8,039,070	+11.4%	$8.2B
SNDKSandisk Corp	0.5%	—	3,941,436	—	$8.1B
LOWLowes Cos Inc	0.5%	0.6%	36,201,345	-2.4%	$8.0B
BACBank of Amer Corp	0.4%	0.4%	131,583,164	-0.5%	$7.6B
CATCaterpillar Inc	0.4%	—	7,325,731	—	$7.6B
DISDisney Walt Co	0.4%	0.5%	75,807,759	-1.4%	$7.5B
PANWPalo Alto Networks Inc	0.4%	—	21,715,578	—	$7.2B
BBCAJ P Morgan Exchange Traded F	0.4%	0.5%	71,652,516	-4.2%	$7.1B
AXPAmerican Express Co	0.4%	0.4%	20,459,941	+0.3%	$7.0B
RTXRtx Corporation	0.4%	0.5%	37,167,727	-10.1%	$7.0B
GEVGe Vernova Inc	0.4%	0.4%	6,253,305	-7.4%	$6.9B
ETNEaton Corp PLC	0.4%	0.5%	16,785,110	-13.0%	$6.9B
BBEUJ P Morgan Exchange Traded F	0.4%	0.4%	88,126,715	-5.2%	$6.8B
XLFSelect Sector Spdr Tr	0.4%	0.5%	124,154,584	-14.4%	$6.7B
INTCIntel Corp	0.4%	—	50,425,548	—	$6.6B

What Jpmorgan Chase & Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

XOM Exxon Mobil Corp-24.7% shares
WMT Walmart Inc-21.4% shares
ABBV Abbvie Inc-15.6% shares
TXN Texas Instrs Inc-15.5% shares
MCD Mcdonalds Corp-15.2% shares
XLF Select Sector Spdr Tr-14.4% shares
MA Mastercard Incorporated-13.6% shares
ETN Eaton Corp PLC-13.0% shares

Left the top 50

BRK-B Berkshire Hathaway Inc Delwas 0.5%
SCHW Charles Schwab Corp (the)was 0.5%
TT Trane Technologies PLCwas 0.5%
MMM 3m Cowas 0.5%
ADI Analog Devices Incwas 0.4%
MRK Merck & Co Incwas 0.4%
APH Amphenol Corpwas 0.4%
NFLX Netflix Inc.was 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.5% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +20.4%
5 years: +11.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.71T	6,544
Q1 2026	$1.47T	6,259
Q4 2025	$1.48T	6,079
Q3 2025	$1.57T	6,046
Q2 2025	$1.45T	5,859
Q1 2025	$1.31T	6,107
Q4 2024	$1.26T	6,014
Q3 2024	$1.24T	6,030
Q2 2024	$1.16T	5,977
Q1 2024	$1.12T	6,034
Q4 2023	$974.3B	6,118
Q3 2023	$854.2B	6,156

Questions about Jpmorgan Chase & Co's portfolio

What stocks does Jpmorgan Chase & Co own?

Jpmorgan Chase & Co's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 6,544 positions worth $1.71T. The largest are Nvidia Corporation (NVDA) at 5.1%, Apple Inc (AAPL) at 3.8%, Microsoft Corp (MSFT) at 2.9%, Alphabet Inc (GOOG) at 2.8% and Amazon Com Inc (AMZN) at 2.4%.

What did Jpmorgan Chase & Co buy last quarter?

In Q2 2026, Jpmorgan Chase & Co added Lam Research Corp (LRCX) (+38.5% shares), Alphabet Inc (GOOGL) (+29.6% shares) and Alphabet Inc (GOOG) (+15.0% shares), compared with its Q1 2026 filing.

What did Jpmorgan Chase & Co sell last quarter?

In Q2 2026, Jpmorgan Chase & Co cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Charles Schwab Corp (the) (SCHW), cut from its top 50 Trane Technologies PLC (TT), cut from its top 50 3m Co (MMM), cut from its top 50 Analog Devices Inc (ADI), Exxon Mobil Corp (XOM) (-24.7% shares), Walmart Inc (WMT) (-21.4% shares) and Abbvie Inc (ABBV) (-15.6% shares), compared with its Q1 2026 filing.

How has Jpmorgan Chase & Co's portfolio performed?

A portfolio copying Jpmorgan Chase & Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.5% against +20.1%. Over 5 years: +11.7% a year against +11.6%.

When is Jpmorgan Chase & Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jpmorgan Chase & Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.