Titelia

Fund shareholders of JPMorgan Chase & Co

ISIN US46625H1005 · United States · LEI 8I5DZWZKVSZI1NUHU748

Fund shareholders
1,761
Of which ETFs
363 1,398 other funds
Value held
192.6B $ 332.3M € · 38.2B SEK
Share of capital
24.4 % of 2.7B shares on Jan 31, 2026

1,761 funds hold this company. This table lists the 1,750 that declare it in a regulatory filing. The other 11 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 80,758,85423.8B $1.19 %2.99 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 64,607,60619B $1.34 %2.40 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 34,676,16610.2B $1.42 %1.29 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 34,644,19210.4B $1.39 %1.28 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 23,269,6436.8B $3.03 %0.86 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 18,265,9995.4B $11.24 %0.68 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,334,9734.2B $1.34 %0.53 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 14,280,0704.5B $3.59 %0.53 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 10,101,7433.2B $3.34 %0.37 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 9,876,2763.1B $1.44 %0.37 %as of Apr 30, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 7,926,0392.4B $4.25 %0.29 %as of Feb 28, 2026 ↗
American Mutual Fund American Mutual Fund 7,199,0022.3B $1.96 %0.27 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 6,238,6321.8B $2.63 %0.23 %as of Mar 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 6,005,2501.8B $3.78 %0.22 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 5,981,2581.9B $1.36 %0.22 %as of Apr 30, 2026 ↗
Investment Co of America Investment Co of America 5,979,1531.8B $1.06 %0.22 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 5,668,4201.7B $1.42 %0.21 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 5,089,8861.5B $1.23 %0.19 %as of Feb 28, 2026 ↗
Capital Income Builder Capital Income Builder 4,686,0301.5B $1.16 %0.17 %as of Apr 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 4,654,5561.4B $0.87 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 4,308,9631.3B $9.30 %0.16 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 4,237,49611.9B SEK0.88 %0.16 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 4,197,3811.3B $4.47 %0.16 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 4,165,5661.2B $0.95 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 4,030,7271.2B $1.23 %0.15 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 3,870,1781.2B $3.57 %0.14 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 3,852,9411.2B $3.04 %0.14 %as of Apr 30, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 3,852,8651.1B $1.86 %0.14 %as of Mar 31, 2026 ↗
Income Fund of America Income Fund of America 3,669,6261.1B $0.78 %0.14 %as of Apr 30, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 3,523,3591B $3.25 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 3,387,468996.5M $1.25 %0.13 %as of Mar 31, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 3,255,000957.5M $3.71 %0.12 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 3,193,866939.5M $0.36 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 2,956,696869.7M $1.36 %0.11 %as of Mar 31, 2026 ↗
Fidelity Magellan Fund Fidelity Magellan Fund 2,816,800828.6M $2.51 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 2,804,983842.3M $1.31 %0.10 %as of Feb 28, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 2,770,991815.1M $0.53 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 2,633,374774.6M $1.86 %0.10 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 2,457,156722.8M $1.39 %0.09 %as of Mar 31, 2026 ↗
Disciplined Value Fund John Hancock Funds III 2,372,092697.8M $4.10 %0.09 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 2,357,320693.4M $3.06 %0.09 %as of Mar 31, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 2,310,300679.6M $0.94 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 2,301,428691.1M $5.14 %0.09 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,281,208685M $0.74 %0.08 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 2,278,048713.6M $1.21 %0.08 %as of Apr 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 2,275,933669.5M $1.07 %0.08 %as of Mar 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 2,214,366693.6M $2.87 %0.08 %as of Apr 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 2,152,521633.2M $1.55 %0.08 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,045,524614.3M $0.28 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 2,042,346639.7M $0.71 %0.08 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,017,907632.1M $1.57 %0.07 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,972,702617.9M $4.28 %0.07 %as of Apr 30, 2026 ↗
Capital Group Dividend Value ETF Capital Group Dividend Value ETF 1,972,542592.4M $1.95 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 1,939,186570.4M $1.33 %0.07 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 1,932,354568.4M $0.37 %0.07 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,812,308544.2M $0.36 %0.07 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,784,778559M $1.48 %0.07 %as of Apr 30, 2026 ↗
Putnam Large Cap Value Fund Putnam Large Cap Value Fund 1,732,628542.7M $1.08 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 1,684,237495.4M $1.42 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 1,623,352477.5M $1.32 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,591,606498.5M $1.21 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,583,127475.4M $1.23 %0.06 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 1,554,330457.2M $1.76 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 1,540,200453.1M $0.68 %0.06 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 1,528,183458.9M $3.83 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,491,075447.8M $2.40 %0.06 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,488,681437.9M $0.94 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 1,435,212431M $2.76 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,431,811421.2M $0.72 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 1,418,891444.4M $1.00 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 1,398,841438.2M $1.21 %0.05 %as of Apr 30, 2026 ↗
Folksam LO Världen Swedbank Robur Fonder AB 1,387,1653.9B SEK2.77 %0.05 %as of Mar 31, 2026 ↗
American Funds Global Insight Fund American Funds Global Insight Fund 1,370,385429.2M $2.09 %0.05 %as of Apr 30, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 1,368,481411M $7.36 %0.05 %as of Feb 28, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 1,343,645420.9M $1.68 %0.05 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 1,332,721400.2M $1.61 %0.05 %as of Feb 28, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,314,092386.6M $1.95 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 1,310,512385.5M $1.16 %0.05 %as of Mar 31, 2026 ↗
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 1,292,539404.9M $3.82 %0.05 %as of Apr 30, 2026 ↗
Janus Henderson Balanced Fund JANUS INVESTMENT FUND 1,284,095377.7M $1.44 %0.05 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 1,254,069376.6M $0.11 %0.05 %as of Feb 28, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 1,251,062375.7M $1.72 %0.05 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 1,229,200361.6M $1.41 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,224,709360.3M $1.19 %0.05 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 1,194,192351.3M $1.35 %0.04 %as of Mar 31, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 1,193,378373.8M $3.25 %0.04 %as of Apr 30, 2026 ↗
iShares S&P 100 ETF iShares Trust 1,191,556350.5M $1.96 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 1,183,294355.3M $1.45 %0.04 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 1,171,786367M $10.78 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 1,148,809345M $3.05 %0.04 %as of Feb 28, 2026 ↗
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 1,125,000330.9M $5.01 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 1,118,470329M $1.99 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 1,104,954346.1M $2.59 %0.04 %as of Apr 30, 2026 ↗
T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. 1,079,616317.6M $2.21 %0.04 %as of Mar 31, 2026 ↗
Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) 1,076,795337.3M $2.98 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 1,047,710328.2M $2.59 %0.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,015,878298.8M $0.94 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 995,283292.8M $1.39 %0.04 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 979,816288.2M $1.09 %0.04 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 971,132285.7M $0.85 %0.04 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
WP Large Cap Income Plus Fund WP Trust 13.44 %as of Feb 28, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 12.54 %as of Apr 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 12.04 %as of Feb 27, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 11.24 %as of Mar 31, 2026 ↗
PROFUND VP FINANCIALS ProFunds 11.15 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 10.78 %as of Apr 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 10.43 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 10.43 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 10.10 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 9.30 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,468+45643,487,212-3.7 %
2026Q11,423-49668,395,658-3.7 %
2025Q41,4720694,229,804-3.9 %
2025Q31,472-25722,086,601-2.3 %
2025Q21,497+90739,023,578-1.7 %
2025Q11,407-38751,902,787-3.0 %
2024Q41,445-4774,834,802-2.1 %
2024Q31,449+18791,518,970-0.6 %
2024Q21,431+43796,685,330+4.7 %
2024Q11,388-41760,894,472-4.9 %
2023Q41,429799,745,394

Institutional managers

5,013 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.208,220,29361.3B $as of Mar 31, 2026
STATE STREET CORP124,276,66136.6B $as of Mar 31, 2026
MORGAN STANLEY68,544,44220.2B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/65,660,46019.3B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC62,550,81418.3B $as of Mar 31, 2026
FMR LLC31,433,9699.2B $as of Mar 31, 2026
NORTHERN TRUST CORP31,221,0429.2B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/27,487,3238.1M $as of Mar 31, 2026
Capital Research Global Investors27,413,3958.1B $as of Mar 31, 2026
ROYAL BANK OF CANADA23,892,1487B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC23,448,9746.9B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN23,000,6316.8B $as of Mar 31, 2026
Bank of New York Mellon Corp21,102,4426.2B $as of Mar 31, 2026
UBS Group AG19,111,7505.6B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,101,1135.6B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP18,968,8845.6B $as of Mar 31, 2026
Legal & General Group Plc18,847,2785.5B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,698,7795.5B $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC17,103,0805B $as of Mar 31, 2026
Fisher Asset Management, LLC17,020,0655B $as of Mar 31, 2026
SG Americas Securities, LLC15,599,9564.6M $as of Mar 31, 2026
Capital World Investors15,421,4634.5B $as of Mar 31, 2026
Nuveen, LLC15,065,1234.4B $as of Mar 31, 2026
FRANKLIN RESOURCES INC15,025,5844.4B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/14,662,0994.3B $as of Mar 31, 2026

Declared shareholders of JPMorgan Chase & Co

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.06 %190,479,749as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of JPMorgan Chase & Co

1,123 funds declare 8,312 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND692.4B $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND602.4B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND181.8B $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND351.4B $as of Feb 28, 2026
Dodge & Cox Income Fund131.3B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND181.3B $as of Apr 30, 2026
VANGUARD WELLINGTON FUND231B $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF47968.6M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND24870.4M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF73817.3M $as of Feb 28, 2026
PGIM Total Return Bond Fund14710.1M $as of Apr 30, 2026
VANGUARD WELLESLEY INCOME FUND23696.8M $as of Mar 31, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND32646.9M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND19562.1M $as of Mar 31, 2026
Bond Fund of America26535.6M $as of Mar 31, 2026
American Balanced Fund21518.1M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38496.6M $as of Feb 28, 2026
Fidelity Total Bond Fund12492.3M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund40452.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND32447.7M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund24442.7M $as of Feb 28, 2026
Fidelity Investment Grade Bond Central Fund12422.7M $as of Mar 31, 2026
Fidelity Series Investment Grade Bond Fund8404.9M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF18402.3M $as of Feb 28, 2026
Fidelity Total Bond ETF13374.5M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of JPMorgan Chase & Co". https://titelia.com/en/stocks/jpmorgan-chase-co-US46625H1005