Funds holding JPMorgan Chase & Co
1750 funds declare a position · 363 ETFs and 1387 other funds · 192.6B $· 38.2B SEK· 332.3M € · US46625H1005
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 901 | AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 17,916 | 5.3M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| 902 | Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 17,862 | 5.4M $ | 1.14 % | as of Feb 27, 2026 · Original filing |
| 903 | The Value Fund COMMERCE FUNDS | 17,860 | 5.6M $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| 904 | LVIP Global Equity Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,788 | 5.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 905 | Large Capital Growth Fund VALIC Co I | 17,729 | 5.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 906 | GMO U.S. Opportunistic Value Fund GMO TRUST | 17,682 | 5.3M $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| 907 | SPP Generation 80-tal Storebrand Asset Management AS | 17,644 | 49.4M SEK | 0.68 % | as of Mar 31, 2026 · Original filing |
| 908 | T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 17,638 | 5.5M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 909 | Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III | 17,529 | 5.5M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| 910 | MFS Low Volatility Global Equity Fund MFS SERIES TRUST I | 17,418 | 5.2M $ | 1.69 % | as of Feb 28, 2026 · Original filing |
| 911 | Sofi Select 500 ETF Tidal Trust I | 17,277 | 5.2M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 912 | North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II | 17,000 | 5.1M $ | 3.77 % | as of Feb 28, 2026 · Original filing |
| 913 | FlexShares STOXX Global ESG Select Index Fund FlexShares Trust | 16,860 | 5.3M $ | 4.87 % | as of Apr 30, 2026 · Original filing |
| 914 | Leuthold Core Investment Fund Managed Portfolio Series | 16,849 | 5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 915 | AB CORE OPPORTUNITIES FUND, INC. AB CORE OPPORTUNITIES FUND, INC. | 16,831 | 5.1M $ | 2.81 % | as of Feb 28, 2026 · Original filing |
| 916 | Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 16,776 | 5.3M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 917 | Essential 40 Stock ETF NORTHERN LIGHTS FUND TRUST II | 16,751 | 5M $ | 2.25 % | as of Feb 28, 2026 · Original filing |
| 918 | Guardian Integrated Research VIP Fund Guardian Variable Products Trust | 16,712 | 4.9M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| 919 | LVIP American Century Large Company Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,708 | 4.9M $ | 3.23 % | as of Mar 31, 2026 · Original filing |
| 920 | BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 16,702 | 4.9M $ | 4.81 % | as of Mar 31, 2026 · Original filing |
| 921 | NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 16,630 | 4.9M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| 922 | Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 16,196 | 4.9M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 923 | abrdn U.S. Sustainable Leaders Fund abrdn Funds | 16,148 | 5.1M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| 924 | Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 16,120 | 5M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 925 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 16,089 | 4.8M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| 926 | GOVERNMENT STREET EQUITY FUND Williamsburg Investment Trust | 16,000 | 4.7M $ | 4.66 % | as of Mar 31, 2026 · Original filing |
| 927 | Gateway Equity Call Premium Fund Gateway Trust | 15,997 | 4.7M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 928 | Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds | 15,990 | 5M $ | 5.35 % | as of Apr 30, 2026 · Original filing |
| 929 | Victory Global Managed Volatility Fund Victory Portfolios III | 15,842 | 5M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 930 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 15,784 | 4.7M $ | 1.86 % | as of Feb 27, 2026 · Original filing |
| 931 | First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 15,719 | 4.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 932 | The Osterweis Fund Professionally Managed Portfolios | 15,628 | 4.6M $ | 3.43 % | as of Mar 31, 2026 · Original filing |
| 933 | SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 15,573 | 4.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 934 | FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 15,469 | 4.8M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| 935 | AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 15,381 | 4.5M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 936 | Victory Cornerstone Moderate Fund Victory Portfolios III | 15,362 | 4.6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 937 | AB Select US Equity Portfolio AB CAP FUND, INC. | 15,355 | 4.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 938 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 15,257 | 4.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 939 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 15,233 | 4.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 940 | Nationwide Schroders Global Equity Fund Nationwide Mutual Funds | 15,197 | 4.8M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 941 | NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 15,133 | 4.5M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| 942 | Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 15,022 | 4.7M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 943 | JNL/Franklin Templeton Income Fund JNL Series Trust | 15,000 | 4.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 944 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 14,941 | 4.5M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| 945 | Steward Values Enhanced Large Cap Fund Steward Funds Inc | 14,936 | 4.7M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 946 | Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 14,920 | 4.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 947 | Nordea Generationsfond 90-tal Nordea Funds Ab | 14,900 | 41M SEK | 1.18 % | as of Mar 31, 2026 · Original filing |
| 948 | COPLEY INVESTMENT FUND Centaur Mutual Funds Trust | 14,827 | 4.6M $ | 4.16 % | as of Apr 30, 2026 · Original filing |
| 949 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 14,741 | 4.6M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 950 | Zacks Dividend Fund Zacks Trust | 14,730 | 4.4M $ | 3.23 % | as of Feb 28, 2026 · Original filing |
| 951 | AQR Large Cap Multi-Style Fund AQR Funds | 14,700 | 4.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 952 | MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 14,699 | 4.4M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 953 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,666 | 4.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 954 | Longview Advantage ETF RBB Fund Trust | 14,589 | 4.4M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 955 | Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 14,583 | 4.3M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 956 | S&P 500 Index Fund SHELTON FUNDS | 14,421 | 4.3M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| 957 | AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc | 14,413 | 4.2M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| 958 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 14,405 | 40.4M SEK | 0.49 % | as of Mar 31, 2026 · Original filing |
| 959 | Large Cap Value Fund ULTRA SERIES FUND | 14,250 | 4.2M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| 960 | Boston Trust Walden Balanced Fund Boston Trust Walden Funds | 14,205 | 4.2M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| 961 | Aptus Drawdown Managed Equity ETF ETF Series Solutions | 14,097 | 4.4M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 962 | SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 14,049 | 4.2M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| 963 | Buffalo Growth & Income Fund Buffalo Funds | 14,000 | 4.1M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| 964 | Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC | 13,940 | 4.1M $ | 7.24 % | as of Mar 31, 2026 · Original filing |
| 965 | Franklin Global Equity Fund Legg Mason Partners Investment Trust | 13,916 | 4.4M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 966 | Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 13,832 | 4.1M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 967 | T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 13,789 | 4.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 968 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,725 | 4.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 969 | T. Rowe Price Global Value Equity Fund T. ROWE PRICE GLOBAL FUNDS, INC. | 13,722 | 4.3M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| 970 | American Century Large Cap Equity ETF American Century ETF Trust | 13,676 | 4.1M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| 971 | Davis Balanced Fund DAVIS SERIES INC | 13,648 | 4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 972 | Putnam U.S. Research Fund Putnam Investment Funds | 13,640 | 4.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 973 | Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST | 13,570 | 4.3M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 974 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 13,384 | 4M $ | 1.44 % | as of Feb 27, 2026 · Original filing |
| 975 | Bancreek U.S. Large Cap ETF Exchange Listed Funds Trust | 13,114 | 3.9M $ | 3.61 % | as of Feb 28, 2026 · Original filing |
| 976 | Financial Industries Trust John Hancock Variable Insurance Trust | 13,002 | 3.8M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| 977 | MFS Global Total Return Fund MFS Series Trust VI | 12,994 | 4.1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 978 | Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio Forethought Variable Insurance Trust | 12,975 | 3.8M $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| 979 | Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 12,911 | 4M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| 980 | Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 12,900 | 3.9M $ | 3.55 % | as of Feb 28, 2026 · Original filing |
| 981 | JNL/T. Rowe Price Balanced Fund JNL Series Trust | 12,874 | 3.8M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 982 | MAI MANAGED VOLATILITY FUND FORUM FUNDS | 12,857 | 3.9M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| 983 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 12,846 | 3.9M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 984 | Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 12,826 | 3.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 985 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 12,823 | 4M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 986 | Osterweis Growth & Income Fund Professionally Managed Portfolios | 12,790 | 3.8M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 987 | Transamerica Large Core ESG TRANSAMERICA FUNDS | 12,699 | 4M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| 988 | AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc | 12,649 | 3.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 989 | Becker Equity Fund Professionally Managed Portfolios | 12,616 | 4M $ | 3.82 % | as of Apr 30, 2026 · Original filing |
| 990 | Gotham Index Plus Fund FundVantage Trust | 12,504 | 3.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 991 | North Country Large Cap Equity Fund North Country Funds | 12,500 | 3.8M $ | 3.10 % | as of Feb 28, 2026 · Original filing |
| 992 | First Trust SkyBridge Crypto Industry and Digital Economy ETF First Trust Exchange-Traded Fund VIII | 12,492 | 3.8M $ | 3.99 % | as of Feb 28, 2026 · Original filing |
| 993 | Victory S&P 500 Index Fund Victory Portfolios | 12,464 | 3.7M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 994 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 12,297 | 3.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 995 | Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 12,275 | 3.6M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 996 | NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 12,240 | 3.6M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 997 | LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 12,200 | 3.8M $ | 2.42 % | as of Apr 30, 2026 · Original filing |
| 998 | LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,186 | 3.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 999 | HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 12,113 | 3.6M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 1,000 | Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 12,058 | 3.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
Institutional managers
5013 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 208,220,293 | 61.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 124,276,661 | 36.6B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 68,544,442 | 20.2B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 65,660,460 | 19.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 62,550,814 | 18.3B $ | as of Mar 31, 2026 |
| FMR LLC | 31,433,969 | 9.2B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 31,221,042 | 9.2B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 27,413,395 | 8.1B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 23,892,148 | 7B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 23,448,974 | 6.9B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 23,000,631 | 6.8B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 21,102,442 | 6.2B $ | as of Mar 31, 2026 |
| UBS Group AG | 19,111,750 | 5.6B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,101,113 | 5.6B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 18,968,884 | 5.6B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 18,847,278 | 5.5B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,698,779 | 5.5B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 17,103,080 | 5B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 17,020,065 | 5B $ | as of Mar 31, 2026 |
| Capital World Investors | 15,421,463 | 4.5B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 15,065,123 | 4.4B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 15,025,584 | 4.4B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14,662,099 | 4.3B $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 14,483,337 | 4.3B $ | as of Mar 31, 2026 |
| Capital International Investors | 12,605,169 | 3.7B $ | as of Mar 31, 2026 |