— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

JPMORGAN CHASE & CO

Q1 2026 · Filed 2026-05-13
Market Value
$1.5T
-0.8%
Holdings
6,157
+176
New Purchases
517
Added To
2,774
Closed
247
Reduced
2,221
Top 10 Concentration
24.7%
Turnover
12.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 1.08% 0.50% +0.58% $15.8B
IVV 1.02% 0.51% +0.51% $15.0B
XOM 1.00% 0.57% +0.43% $14.7B
SPLG 0.35% 0.05% +0.31% $5.1B
AZN 0.25% 0.00% +0.25% $3.6B
JNJ 1.04% 0.82% +0.22% $15.3B
MRK 0.43% 0.21% +0.22% $6.3B
LRCX 0.45% 0.27% +0.17% $6.5B
WMT 1.03% 0.87% +0.16% $15.1B
TXN 0.49% 0.33% +0.16% $7.2B
COP 0.31% 0.16% +0.15% $4.5B
NEE 0.70% 0.55% +0.15% $10.3B
MCD 0.79% 0.66% +0.14% $11.6B
WDC 0.30% 0.17% +0.13% $4.4B
PG 0.33% 0.20% +0.13% $4.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.11% 4.84% -1.72% $45.6B
NVDA 5.05% 5.76% -0.71% $74.0B
AVGO 1.84% 2.20% -0.36% $26.9B
AAPL 3.90% 4.15% -0.25% $57.1B
TSLA 1.12% 1.36% -0.24% $16.4B
ORCL 0.31% 0.54% -0.24% $4.5B
SHOP 0.13% 0.36% -0.23% $2.0B
PLTR 0.20% 0.43% -0.23% $3.0B
APP 0.10% 0.32% -0.22% $1.5B
HOOD 0.06% 0.27% -0.20% $930M
VTEB 0.15% 0.36% -0.20% $2.2B
AMZN 2.32% 2.50% -0.18% $33.9B
BAC 0.43% 0.60% -0.18% $6.2B
NOW 0.22% 0.39% -0.17% $3.3B
WFC 0.68% 0.83% -0.15% $9.9B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $697.4B 47.6%
Large Cap 1,082 $669.6B 45.7%
Mid Cap 1,460 $82.6B 5.6%
Small Cap 2,043 $13.0B 0.9%
Micro Cap 1,490 $2.4B 0.2%

Portfolio Analytics

Avg Market Cap
$19.1B
Median Market Cap
$1.3B
Avg P/E
31.9
Median P/E
19.2
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
4,126
# ETFs / Funds
2,031

Top Holdings (6,157 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.05% 447,798,884 $74.0B $165.17 -$11.1B -8,342,254 -1.8%
2 AAPL 3.90% 231,622,141 $57.1B $246.63 -$4.2B +6,203,030 +2.8%
3 MSFT 3.11% 127,128,999 $45.6B $358.96 -$25.8B -20,630,851 -14.0%
4 AMZN 2.32% 168,937,577 $33.9B $200.95 -$3.0B +8,891,287 +5.6%
5 GOOG 2.23% 119,811,316 $32.7B $273.14 $1.2B +19,208,423 +19.1%
6 SPY 1.98% 45,790,886 $28.9B $631.97 -$1.4B +1,230,464 +2.8%
7 AVGO 1.84% 91,782,808 $26.9B $293.41 -$5.5B -1,976,042 -2.1%
8 META 1.84% 50,180,811 $26.9B $536.38 -$2.0B +6,325,302 +14.4%
9 GOOGL 1.32% 70,925,551 $19.4B $273.50 -$839M +6,270,810 +9.7%
10 TSLA 1.12% 46,075,161 $16.4B $355.28 -$3.7B +1,483,545 +3.3%
11 MA 1.10% 32,656,501 $16.1B $494.00 -$1.7B +1,442,277 +4.6%
12 VOO 1.08% 27,256,597 $15.8B $580.93 $8.5B +15,568,104 +133.2%
13 JNJ 1.04% 63,096,344 $15.3B $242.49 $3.2B +4,538,106 +7.8%
14 WMT 1.03% 122,469,785 $15.1B $123.50 $2.3B +7,036,146 +6.1%
15 IVV 1.02% 23,561,821 $15.0B $634.93 $7.4B +12,467,700 +112.4%
16 XOM 1.00% 85,599,509 $14.7B $171.47 $6.2B +15,223,344 +21.6%
17 BNDX 0.94% 288,538,828 $13.8B $47.79 $463M +12,750,456 +4.6%
18 LLY 0.83% 13,698,491 $12.1B $886.63 -$1.8B +700,545 +5.4%
19 ABBV 0.83% 56,741,691 $12.1B $213.12 $121M +4,348,368 +8.3%
20 MCD 0.79% 37,656,840 $11.6B $308.53 $1.9B +5,874,607 +18.5%
21 BND 0.72% 142,837,967 $10.5B $73.48 $153M +3,208,380 +2.3%
22 NEE 0.70% 111,988,240 $10.3B $92.05 $2.1B +9,951,611 +9.8%
23 WFC 0.68% 129,208,607 $9.9B $76.80 -$2.3B -1,642,473 -1.3%
24 BBJP 0.63% 139,222,685 $9.3B $66.65 $244M +2,142,447 +1.6%
25 LOW 0.59% 37,109,610 $8.6B $232.58 -$67M +1,043,391 +2.9%
26 PM 0.58% 51,591,197 $8.5B $164.83 $1.8B +9,879,834 +23.7%
27 BRK-B 0.53% 16,361,338 $7.8B $474.66 $1.3B +3,477,753 +27.0%
28 RTX 0.53% 41,351,406 $7.7B $187.15 $1.8B +9,241,010 +28.8%
29 TSM 0.52% 23,984,642 $7.6B $316.50 -$62M -1,197,898 -4.8%
30 DIS 0.50% 76,893,065 $7.3B $94.32 -$1.5B +312,995 +0.4%
31 TXN 0.49% 38,381,788 $7.2B $186.42 $2.2B +10,056,903 +35.5%
32 XLF 0.48% 144,985,688 $7.0B $48.36 $1.7B +48,607,893 +50.4%
33 MS 0.47% 43,578,279 $6.9B $158.37 $561M +7,863,826 +22.0%
34 SCHW 0.47% 73,848,142 $6.9B $93.06 $159M +6,657,227 +9.9%
35 BBCA 0.47% 74,812,398 $6.9B $91.66 -$50M +542,359 +0.7%
36 TT 0.46% 16,735,421 $6.8B $403.93 $363M +298,798 +1.8%
37 ETN 0.45% 19,300,911 $6.6B $343.53 $840M +1,121,714 +6.2%
38 MMM 0.45% 46,431,098 $6.6B $142.52 -$676M +876,725 +1.9%
39 LRCX 0.45% 32,712,933 $6.5B $199.93 $2.5B +9,204,337 +39.1%
40 BBEU 0.45% 92,973,972 $6.5B $70.16 -$220M +977,070 +1.1%
41 ADI 0.43% 20,732,781 $6.3B $303.10 $191M -1,735,896 -7.7%
42 MRK 0.43% 52,972,983 $6.3B $118.10 $3.2B +23,773,005 +81.4%
43 BAC 0.43% 132,271,796 $6.2B $47.23 -$2.6B -29,300,484 -18.1%
44 AXP 0.41% 20,408,323 $6.1B $297.49 -$1.7B -624,635 -3.0%
45 APH 0.40% 49,270,578 $5.9B $119.15 $1.2B +14,945,430 +43.5%
46 NFLX 0.40% 62,954,396 $5.9B $92.97 -$104M -580,786 -0.9%
47 GS 0.40% 7,215,462 $5.8B $807.60 -$1.1B -659,500 -8.4%
48 INTU 0.38% 13,098,859 $5.6B $429.03 -$2.1B +1,389,075 +11.9%
49 BMY 0.38% 92,475,194 $5.5B $59.73 $1.5B +17,107,541 +22.7%
50 GEV 0.38% 6,752,963 $5.5B $817.35 $1.4B +408,532 +6.4%
51 PEP 0.37% 34,798,932 $5.5B $156.82 $1.2B +5,204,430 +17.6%
52 KO 0.37% 70,592,595 $5.4B $76.27 $487M +548,336 +0.8%
53 DE 0.36% 9,490,443 $5.3B $555.50 $797M -121,704 -1.3%
54 SPLG 0.35% 69,185,442 $5.1B $74.38 $4.5B +60,724,409 +717.7%
55 VGIT 0.35% 85,775,873 $5.1B $59.43 $465M +8,481,735 +11.0%
56 SYK 0.35% 15,596,897 $5.1B $326.10 $818M +3,451,783 +28.4%
57 MU 0.35% 15,775,296 $5.1B $321.80 $1.3B +2,621,597 +19.9%
58 JPST 0.35% 100,296,477 $5.1B $50.57 -$314M -6,176,137 -5.8%
59 UNH 0.34% 19,102,541 $5.0B $261.79 -$677M +1,903,448 +11.1%
60 BBAX 0.34% 85,430,252 $5.0B $57.99 $240M +1,706,360 +2.0%
61 GOVT 0.33% 213,742,832 $4.9B $22.89 $401M +18,666,004 +9.6%
62 PG 0.33% 33,202,858 $4.8B $144.72 $1.9B +12,990,802 +64.3%
63 EOG 0.33% 31,843,235 $4.8B $149.89 $1.2B -2,103,766 -6.2%
64 AMD 0.32% 24,248,547 $4.8B $196.04 $275M +3,336,658 +16.0%
65 HWM 0.32% 20,987,781 $4.7B $222.99 -$1.0B -6,740,091 -24.3%
66 GILD 0.32% 33,992,410 $4.6B $136.34 $1.8B +10,956,647 +47.6%
67 ORCL 0.31% 32,492,417 $4.5B $138.80 -$3.5B -8,731,038 -21.2%
68 COP 0.31% 33,645,760 $4.5B $132.89 $2.2B +9,135,489 +37.3%
69 WDC 0.30% 17,512,148 $4.4B $251.67 $1.9B +3,216,183 +22.5%
70 BKNG 0.30% 1,070,206 $4.4B $4,117.52 -$1.6B -49,310 -4.4%
71 IBM 0.30% 18,544,694 $4.4B $237.25 -$104M +3,341,239 +22.0%
72 IVW 0.30% 40,454,780 $4.4B $108.71 -$620M -255,422 -0.6%
73 MDT 0.30% 50,973,541 $4.4B $85.74 -$780M -2,643,153 -4.9%
74 VCIT 0.30% 52,983,058 $4.4B $82.30 $64M +1,676,736 +3.3%
75 VGT 0.29% 6,430,753 $4.3B $668.70 -$539M +10,643 +0.2%
76 CVX 0.29% 20,344,106 $4.3B $210.71 $1.4B +1,375,988 +7.2%
77 AJG 0.29% 19,568,047 $4.2B $215.95 -$1.0B -745,202 -3.7%
78 UNP 0.29% 17,642,696 $4.2B $239.23 $1.6B +6,184,832 +54.0%
79 SO 0.29% 43,337,750 $4.2B $96.93 -$1.2B -18,432,669 -29.8%
80 JIRE 0.29% 56,925,648 $4.2B $73.40 -$136M -691,923 -1.2%
81 V 0.28% 13,630,427 $4.1B $299.54 -$1.1B -1,102,252 -7.5%
82 JGLO 0.28% 63,595,420 $4.0B $63.46 -$272M -62,392 -0.1%
83 COST 0.27% 4,039,916 $4.0B $996.58 $1.5B +1,059,315 +35.5%
84 BBIN 0.27% 55,662,066 $4.0B $70.98 -$116M -571,553 -1.0%
85 AZO 0.26% 1,143,363 $3.8B $3,342.52 $1.9B +580,194 +103.0%
86 NXPI 0.26% 20,261,543 $3.8B $187.39 -$627M -117,147 -0.6%
87 CIEN 0.25% 10,226,649 $3.7B $365.00 $1.2B -637,643 -5.9%
88 INSM 0.25% 24,150,499 $3.7B $153.32 -$335M +950,987 +4.1%
89 GE 0.25% 13,465,174 $3.7B $273.25 $64M +1,727,350 +14.7%
90 CME 0.25% 12,209,761 $3.6B $297.58 $602M +1,108,304 +10.0%
91 MDLZ 0.25% 62,138,016 $3.6B $58.25 $223M -967,388 -1.5%
92 AZN 0.25% 18,590,922 $3.6B $193.88 +18,590,922 NEW
93 VGK 0.25% 44,950,264 $3.6B $79.87 -$138M +356,253 +0.8%
94 IVE 0.24% 17,182,077 $3.6B $207.63 -$408M -1,566,169 -8.3%
95 BKR 0.24% 58,196,567 $3.5B $60.68 -$423M -28,632,919 -33.0%
96 MBB 0.24% 37,143,199 $3.5B $94.72 $177M +2,052,840 +5.8%
97 T 0.23% 118,227,450 $3.4B $28.78 $1.6B +45,829,872 +63.3%
98 IEF 0.23% 34,721,614 $3.3B $95.27 $20M +531,746 +1.6%
99 MINT 0.23% 32,807,970 $3.3B $100.56 $27M +192,357 +0.6%
100 TMO 0.22% 6,795,482 $3.3B $480.05 -$569M +183,604 +2.8%

New Positions

SymbolValue% Port
AZN $3.6B 0.25%
BLCR $207M 0.01%
EMOP $146M 0.01%
LMUB $98M 0.01%
ROCY $97M 0.01%
ROCQ $95M 0.01%
TALV $88M 0.01%
TABD $82M 0.01%
PIPR $65M —%
SUNB $63M —%
MANE $59M —%
FPS $42M —%
GENB $34M —%
FNUC $32M —%
ALI1.DE $30M —%

Sold Out Positions

SymbolValue% Port
BH-A —%
EAF —%
HUYA —%
SCM —%
NOAH —%
BBUC —%
BTZ —%
BGSF —%
STEW —%
JOF —%
MEGI —%
CAF —%
DDL —%
RERE —%
WINN —%
View SEC EDGAR Filings for JPMORGAN CHASE & CO →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms