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
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 17,9165.3M $2.89 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 17,8625.4M $1.14 %0.00 %as of Feb 27, 2026 ↗
The Value Fund COMMERCE FUNDS 17,8605.6M $2.43 %0.00 %as of Apr 30, 2026 ↗
LVIP Global Equity Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,7885.2M $0.61 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 17,7295.3M $0.68 %0.00 %as of Feb 28, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 17,6825.3M $1.66 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 17,64449.4M SEK0.68 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 17,6385.5M $0.64 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III 17,5295.5M $1.56 %0.00 %as of Apr 30, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 17,4185.2M $1.69 %0.00 %as of Feb 28, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 17,2775.2M $0.90 %0.00 %as of Feb 28, 2026 ↗
North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II 17,0005.1M $3.77 %0.00 %as of Feb 28, 2026 ↗
FlexShares STOXX Global ESG Select Index Fund FlexShares Trust 16,8605.3M $4.87 %0.00 %as of Apr 30, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 16,8495M $0.93 %0.00 %as of Mar 31, 2026 ↗
AB CORE OPPORTUNITIES FUND, INC. AB CORE OPPORTUNITIES FUND, INC. 16,8315.1M $2.81 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 16,7765.3M $0.43 %0.00 %as of Apr 30, 2026 ↗
Essential 40 Stock ETF NORTHERN LIGHTS FUND TRUST II 16,7515M $2.25 %0.00 %as of Feb 28, 2026 ↗
Guardian Integrated Research VIP Fund Guardian Variable Products Trust 16,7124.9M $2.21 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Large Company Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,7084.9M $3.23 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 16,7024.9M $4.81 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 16,6304.9M $1.53 %0.00 %as of Mar 31, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 16,1964.9M $0.84 %0.00 %as of Feb 28, 2026 ↗
abrdn U.S. Sustainable Leaders Fund abrdn Funds 16,1485.1M $1.61 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 16,1205M $1.25 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 16,0894.8M $1.20 %0.00 %as of Feb 28, 2026 ↗
GOVERNMENT STREET EQUITY FUND Williamsburg Investment Trust 16,0004.7M $4.66 %0.00 %as of Mar 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 15,9974.7M $1.64 %0.00 %as of Mar 31, 2026 ↗
Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds 15,9905M $5.35 %0.00 %as of Apr 30, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 15,8425M $1.33 %0.00 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 15,7844.7M $1.86 %0.00 %as of Feb 27, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 15,7194.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
The Osterweis Fund Professionally Managed Portfolios 15,6284.6M $3.43 %0.00 %as of Mar 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 15,5734.6M $0.32 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 15,4694.8M $3.78 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 15,3814.5M $1.48 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 15,3624.6M $0.37 %0.00 %as of Feb 28, 2026 ↗
AB Select US Equity Portfolio AB CAP FUND, INC. 15,3554.5M $1.44 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 15,2574.5M $0.44 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 15,2334.5M $0.49 %0.00 %as of Mar 31, 2026 ↗
Nationwide Schroders Global Equity Fund Nationwide Mutual Funds 15,1974.8M $1.93 %0.00 %as of Apr 30, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 15,1334.5M $3.19 %0.00 %as of Mar 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 15,0224.7M $0.61 %0.00 %as of Apr 30, 2026 ↗
JNL/Franklin Templeton Income Fund JNL Series Trust 15,0004.4M $0.31 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 14,9414.5M $1.05 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 14,9364.7M $1.48 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 14,9204.7M $1.38 %0.00 %as of Apr 30, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 14,90041M SEK1.18 %0.00 %as of Mar 31, 2026 ↗
COPLEY INVESTMENT FUND Centaur Mutual Funds Trust 14,8274.6M $4.16 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 14,7414.6M $1.34 %0.00 %as of Apr 30, 2026 ↗
Zacks Dividend Fund Zacks Trust 14,7304.4M $3.23 %0.00 %as of Feb 28, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 14,7004.3M $0.37 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 14,6994.4M $1.36 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,6664.3M $0.74 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 14,5894.4M $0.71 %0.00 %as of Feb 28, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 14,5834.3M $2.08 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 14,4214.3M $1.37 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc 14,4134.2M $3.42 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 14,40540.4M SEK0.49 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund ULTRA SERIES FUND 14,2504.2M $2.54 %0.00 %as of Mar 31, 2026 ↗
Boston Trust Walden Balanced Fund Boston Trust Walden Funds 14,2054.2M $3.08 %0.00 %as of Mar 31, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 14,0974.4M $1.66 %0.00 %as of Apr 30, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 14,0494.2M $2.02 %0.00 %as of Feb 28, 2026 ↗
Buffalo Growth & Income Fund Buffalo Funds 14,0004.1M $2.47 %0.00 %as of Mar 31, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 13,9404.1M $7.24 %0.00 %as of Mar 31, 2026 ↗
Franklin Global Equity Fund Legg Mason Partners Investment Trust 13,9164.4M $0.73 %0.00 %as of Apr 30, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 13,8324.1M $2.50 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 13,7894.3M $0.42 %0.00 %as of Apr 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,7254.3M $0.34 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Global Value Equity Fund T. ROWE PRICE GLOBAL FUNDS, INC. 13,7224.3M $1.56 %0.00 %as of Apr 30, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 13,6764.1M $1.49 %0.00 %as of Feb 28, 2026 ↗
Davis Balanced Fund DAVIS SERIES INC 13,6484M $1.38 %0.00 %as of Mar 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 13,6404.3M $0.60 %0.00 %as of Apr 30, 2026 ↗
Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST 13,5704.3M $1.08 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 13,3844M $1.44 %0.00 %as of Feb 27, 2026 ↗
Bancreek U.S. Large Cap ETF Exchange Listed Funds Trust 13,1143.9M $3.61 %0.00 %as of Feb 28, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 13,0023.8M $3.15 %0.00 %as of Mar 31, 2026 ↗
MFS Global Total Return Fund MFS Series Trust VI 12,9944.1M $0.33 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust 12,9753.8M $2.63 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 12,9114M $1.16 %0.00 %as of Apr 30, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 12,9003.9M $3.55 %0.00 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 12,8743.8M $0.66 %0.00 %as of Mar 31, 2026 ↗
MAI MANAGED VOLATILITY FUND FORUM FUNDS 12,8573.9M $1.78 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 12,8463.9M $0.69 %0.00 %as of Feb 28, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 12,8263.8M $0.46 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 12,8234M $1.03 %0.00 %as of Apr 30, 2026 ↗
Osterweis Growth & Income Fund Professionally Managed Portfolios 12,7903.8M $2.11 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 12,6994M $2.30 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc 12,6493.7M $1.10 %0.00 %as of Mar 31, 2026 ↗
Becker Equity Fund Professionally Managed Portfolios 12,6164M $3.82 %0.00 %as of Apr 30, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 12,5043.7M $0.34 %0.00 %as of Mar 31, 2026 ↗
North Country Large Cap Equity Fund North Country Funds 12,5003.8M $3.10 %0.00 %as of Feb 28, 2026 ↗
First Trust SkyBridge Crypto Industry and Digital Economy ETF First Trust Exchange-Traded Fund VIII 12,4923.8M $3.99 %0.00 %as of Feb 28, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 12,4643.7M $1.41 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 12,2973.6M $0.43 %0.00 %as of Mar 31, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 12,2753.6M $1.62 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 12,2403.6M $0.65 %0.00 %as of Mar 31, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 12,2003.8M $2.42 %0.00 %as of Apr 30, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,1863.6M $0.95 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 12,1133.6M $0.68 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 12,0583.5M $0.67 %0.00 %as of Mar 31, 2026 ↗

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