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
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 12,0123.5M $0.89 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 12,0073.5M $1.27 %0.00 %as of Mar 31, 2026 ↗
Integrity Growth & Income Fund INTEGRITY FUNDS 12,0003.8M $2.79 %0.00 %as of Apr 30, 2026 ↗
VALUE LINE CAPITAL APPRECIATION FUND INC VALUE LINE CAPITAL APPRECIATION FUND INC 12,0003.5M $0.76 %0.00 %as of Mar 31, 2026 ↗
Monetta Fund MONETTA TRUST 12,0003.5M $3.85 %0.00 %as of Mar 31, 2026 ↗
DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 11,9793.6M $1.27 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 11,9783.6M $2.75 %0.00 %as of Feb 27, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 11,94033.5M SEK0.30 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 11,9353.7M $1.35 %0.00 %as of Apr 30, 2026 ↗
Strategic Equity Portfolio GLENMEDE FUND INC 11,9023.7M $3.42 %0.00 %as of Apr 30, 2026 ↗
WP Large Cap Income Plus Fund WP Trust 11,9003.6M $13.44 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds 11,8973.5M $3.83 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 11,8113.5M $2.33 %0.00 %as of Feb 28, 2026 ↗
BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust 11,7733.5M $4.23 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 11,6843.4M $0.59 %0.00 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 11,6063.5M $0.11 %0.00 %as of Feb 28, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 11,5423.4M $0.62 %0.00 %as of Mar 31, 2026 ↗
Capital Appreciation Value Trust John Hancock Variable Insurance Trust 11,5143.4M $0.73 %0.00 %as of Mar 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 11,5113.5M $0.72 %0.00 %as of Feb 28, 2026 ↗
SWP Growth & Income ETF Manager Directed Portfolios 11,4623.4M $2.37 %0.00 %as of Feb 28, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 11,4603.4M $1.41 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond 50-tal Nordea Funds Ab 11,40531.4M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 11,3373.4M $1.68 %0.00 %as of Feb 28, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 11,2983.3M $1.41 %0.00 %as of Mar 31, 2026 ↗
Franklin ClearBridge Enhanced Income ETF Legg Mason ETF Investment Trust 11,2923.3M $2.32 %0.00 %as of Mar 31, 2026 ↗
RMB Fund RMB Investors Trust 11,2003.3M $3.15 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 11,1703.3M $0.99 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 11,15931.3M SEK1.11 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 11,1233.3M $1.55 %0.00 %as of Feb 28, 2026 ↗
DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust 11,1183.3M $1.17 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 11,1073.3M $0.60 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 11,0903.3M $2.57 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 11,05931M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
DWS CROCI(R) U.S. VIP DEUTSCHE DWS VARIABLE SERIES II 11,0523.3M $2.33 %0.00 %as of Mar 31, 2026 ↗
Fidelity Advisor Global Capital Appreciation Fund Fidelity Advisor Series VIII 11,0003.4M $1.95 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 10,8933.4M $1.25 %0.00 %as of Apr 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,8383.4M $0.32 %0.00 %as of Apr 30, 2026 ↗
The Beehive ETF Tidal Trust III 10,8233.2M $1.82 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 10,8113.2M $0.53 %0.00 %as of Mar 31, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 10,7683.2M $3.02 %0.00 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust 10,7583.4M $1.88 %0.00 %as of Apr 30, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 10,7133.2M $1.10 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 10,5923.2M $0.23 %0.00 %as of Feb 28, 2026 ↗
Guardian Growth & Income VIP Fund Guardian Variable Products Trust 10,5793.1M $3.44 %0.00 %as of Mar 31, 2026 ↗
Nuveen Global Equity Income Fund Nuveen Investment Trust 10,5563.1M $1.99 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 10,5443.3M $1.17 %0.00 %as of Apr 30, 2026 ↗
Fidelity Women's Leadership Fund Fidelity Summer Street Trust 10,5003.3M $1.93 %0.00 %as of Apr 30, 2026 ↗
American Customer Satisfaction ETF Tidal Trust I 10,4723.1M $3.08 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 10,4533.1M $1.65 %0.00 %as of Feb 28, 2026 ↗
Columbia Disciplined Value Fund Columbia Funds Series Trust II 10,4103.3M $1.70 %0.00 %as of Apr 30, 2026 ↗
Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust 10,2563M $1.70 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 10,2533M $4.39 %0.00 %as of Mar 31, 2026 ↗
SEB Active 55 SEB Funds AB 10,22828.7M SEK0.18 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 10,1583.2M $0.96 %0.00 %as of Apr 30, 2026 ↗
MOA BALANCED FUND MoA Funds Corp 10,1493M $1.45 %0.00 %as of Mar 31, 2026 ↗
Transamerica Great Lakes Advisors Large Cap Value VP TRANSAMERICA SERIES TRUST 10,1343M $3.66 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 10,13028.4M SEK0.49 %0.00 %as of Mar 31, 2026 ↗
Lärarfond Balanserad Lannebo Kapitalförvaltning AB 10,12628.4M SEK0.72 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 10,0373M $0.18 %0.00 %as of Feb 28, 2026 ↗
BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust 10,0003M $4.75 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP FINANCIALS ProFunds 9,8922.9M $11.15 %0.00 %as of Mar 31, 2026 ↗
Calamos Global Opportunities Fund CALAMOS INVESTMENT TRUST/IL 9,8053.1M $0.88 %0.00 %as of Apr 30, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 9,8002.9M $0.10 %0.00 %as of Mar 31, 2026 ↗
Ancora Dividend Value Equity Fund ANCORA TRUST 9,6912.9M $6.62 %0.00 %as of Mar 31, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 9,6782.8M $0.64 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 9,6423M $1.82 %0.00 %as of Apr 30, 2026 ↗
BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust 9,6112.9M $2.83 %0.00 %as of Feb 28, 2026 ↗
Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust 9,5912.8M $4.15 %0.00 %as of Mar 31, 2026 ↗
AB US Low Volatility Equity ETF AB Active ETFs, Inc. 9,5892.9M $1.53 %0.00 %as of Feb 28, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 9,5823M $0.54 %0.00 %as of Apr 30, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 9,5742.9M $2.03 %0.00 %as of Feb 28, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 9,4982.9M $0.42 %0.00 %as of Feb 28, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 9,4872.8M $0.82 %0.00 %as of Feb 28, 2026 ↗
Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 9,4342.8M $5.26 %0.00 %as of Mar 31, 2026 ↗
Boston Partners Global Equity Fund RBB Fund, Inc. 9,4242.8M $0.90 %0.00 %as of Feb 28, 2026 ↗
SFT Wellington Core Equity Fund Securian Funds Trust 9,3512.8M $2.15 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 9,3332.8M $0.60 %0.00 %as of Feb 28, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 9,3072.8M $1.79 %0.00 %as of Feb 28, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,2972.8M $0.93 %0.00 %as of Feb 28, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 9,2802.7M $1.68 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 9,17725.7M SEK1.90 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 9,1502.7M $0.48 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 9,14325.6M SEK0.96 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 9,0812.8M $0.18 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 9,0582.7M $1.76 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 9,0482.8M $1.25 %0.00 %as of Apr 30, 2026 ↗
Income Equity Fund Northern Funds 9,0472.7M $0.94 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 9,0382.8M $2.15 %0.00 %as of Apr 30, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 9,0242.8M $1.89 %0.00 %as of Apr 30, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 9,0002.7M $5.03 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 8,9992.6M $1.40 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II 8,9992.6M $3.61 %0.00 %as of Mar 31, 2026 ↗
Columbia Global Opportunities Fund Columbia Funds Series Trust II 8,9872.8M $0.88 %0.00 %as of Apr 30, 2026 ↗
Brandes U.S. Value ETF 2023 ETF Series Trust 8,9822.6M $0.96 %0.00 %as of Mar 31, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 8,9702.7M $1.29 %0.00 %as of Feb 28, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 8,9642.6M $3.11 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 8,9222.6M $2.47 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 8,9142.8M $0.70 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 8,8932.6M $1.14 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND 8,8822.6M $4.37 %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