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
ClearBridge Sustainability Leaders Fund Legg Mason Partners Investment Trust 8,8302.8M $2.87 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 8,8092.6M $1.24 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 8,7692.6M $0.57 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 8,7472.6M $0.17 %0.00 %as of Feb 28, 2026 ↗
SEB Active 80 SEB Funds AB 8,72124.4M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
WesMark Balanced Fund WesMark Funds 8,7092.6M $2.61 %0.00 %as of Mar 31, 2026 ↗
Nuveen Flexible Income Fund Nuveen Investment Trust V 8,7002.6M $0.30 %0.00 %as of Feb 28, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 8,5552.5M $0.49 %0.00 %as of Mar 31, 2026 ↗
Wellington Shields All-Cap Fund CAPITAL MANAGEMENT INVESTMENT TRUST 8,5002.6M $3.69 %0.00 %as of Feb 28, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 8,4102.5M $1.22 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 8,3742.5M $0.24 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 8,3472.5M $1.23 %0.00 %as of Mar 31, 2026 ↗
Nomura VIP Balanced Series Ivy Variable Insurance Portfolios 8,3382.5M $1.18 %0.00 %as of Mar 31, 2026 ↗
Matrix Advisors Dividend Fund Matrix Advisors Funds Trust 8,3002.4M $4.12 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 8,1502.4M $0.65 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Large Cap Equity Fund BNY Mellon Investment Funds V, Inc. 8,1412.4M $1.82 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund Northern Funds 8,1272.4M $3.56 %0.00 %as of Mar 31, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 8,0232.4M $4.11 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 8,0022.5M $3.10 %0.00 %as of Apr 30, 2026 ↗
GoodHaven Fund GoodHaven Funds Trust 8,0002.4M $0.93 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 8,0002.4M $0.11 %0.00 %as of Mar 31, 2026 ↗
BECK, MACK & OLIVER PARTNERS FUND FORUM FUNDS 8,0002.4M $3.32 %0.00 %as of Mar 31, 2026 ↗
The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III 8,0002.4M $2.08 %0.00 %as of Mar 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 7,9902.5M $1.71 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 7,9752.5M $1.04 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 7,9472.3M $0.83 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 7,9462.4M $0.82 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 7,9322.3M $0.26 %0.00 %as of Mar 31, 2026 ↗
Natixis Gateway Quality Income ETF Natixis ETF Trust 7,9152.3M $1.28 %0.00 %as of Mar 31, 2026 ↗
AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS 7,8902.4M $0.23 %0.00 %as of Feb 28, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 7,8402.3M $3.53 %0.00 %as of Mar 31, 2026 ↗
Rational Equity Armor Fund Mutual Fund & Variable Insurance Trust 7,8242.3M $3.99 %0.00 %as of Mar 31, 2026 ↗
Villere Balanced Fund Professionally Managed Portfolios 7,8002.3M $2.49 %0.00 %as of Feb 28, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 7,7462.3M $0.31 %0.00 %as of Mar 31, 2026 ↗
Hedgeye Quality Growth ETF ETF Opportunities Trust 7,7012.4M $2.48 %0.00 %as of Apr 30, 2026 ↗
SEB Stiftelsefond Utland SEB Funds AB 7,69421.6M SEK0.83 %0.00 %as of Mar 31, 2026 ↗
GMO Implementation Fund GMO TRUST 7,6692.3M $0.10 %0.00 %as of Feb 28, 2026 ↗
Madison Dividend Income Fund MADISON FUNDS 7,6502.4M $2.59 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 7,6352.2M $1.04 %0.00 %as of Mar 31, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 7,6282.2M $0.63 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 7,6112.3M $1.10 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 7,6092.2M $2.27 %0.00 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 7,5322.2M $0.10 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 7,4702.2M $2.01 %0.00 %as of Mar 31, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 7,4002.3M $1.91 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Core Equity Fund TIAA-CREF Life Funds 7,3932.2M $1.07 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 7,3822.2M $0.28 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 7,3702.3M $0.12 %0.00 %as of Apr 30, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 7,3212.2M $0.79 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 7,3062.1M $1.18 %0.00 %as of Mar 31, 2026 ↗
First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI 7,2892.1M $3.36 %0.00 %as of Mar 31, 2026 ↗
Edgar Lomax Value Fund Advisors Series Trust 7,2502.3M $1.41 %0.00 %as of Apr 30, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 7,2392.3M $2.05 %0.00 %as of Apr 30, 2026 ↗
Horizon Active Risk Assist Fund Horizon Funds 7,2112.2M $0.15 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 7,1872.1M $0.50 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 7,1842.1M $1.43 %0.00 %as of Mar 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 7,1812.2M $1.70 %0.00 %as of Feb 28, 2026 ↗
Sit Global Dividend Growth Fund SIT MUTUAL FUNDS INC 7,1802.1M $3.55 %0.00 %as of Mar 31, 2026 ↗
RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust 7,1102.1M $3.96 %0.00 %as of Mar 31, 2026 ↗
1789 GROWTH AND INCOME FUND Pinnacle Capital Management Funds Trust 7,0872.2M $6.67 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 7,03119.7M SEK1.44 %0.00 %as of Mar 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 7,0282.1M $0.15 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 7,0002.2M $1.60 %0.00 %as of Apr 30, 2026 ↗
JAMESTOWN EQUITY FUND Williamsburg Investment Trust 7,0002.1M $3.28 %0.00 %as of Mar 31, 2026 ↗
Al Frank Fund NORTHERN LIGHTS FUND TRUST II 7,0002.1M $2.68 %0.00 %as of Mar 31, 2026 ↗
JNL/AQR Large Cap Defensive Style Fund JNL Series Trust 6,9072M $0.50 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 6,8652M $0.45 %0.00 %as of Mar 31, 2026 ↗
ICON EQUITY FUND SCM Trust 6,8502M $4.27 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Global Income ETF RBB Fund, Inc. 6,8332.1M $2.20 %0.00 %as of Feb 28, 2026 ↗
Nordea Avtalspensionsfond Midi Nordea Funds Ab 6,82918.8M SEK1.03 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 6,8182M $1.65 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 6,8172.1M $0.47 %0.00 %as of Apr 30, 2026 ↗
MIDAS SPECIAL OPPORTUNITIES Midas Series Trust 6,8002M $8.67 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 6,7442M $1.20 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 6,7352M $2.20 %0.00 %as of Feb 28, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 6,7112M $1.12 %0.00 %as of Mar 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 6,6522.1M $0.36 %0.00 %as of Apr 30, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 6,6302M $3.45 %0.00 %as of Mar 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 6,5911.9M $2.36 %0.00 %as of Mar 31, 2026 ↗
MML Sustainable Equity Fund MML SERIES INVESTMENT FUND 6,5731.9M $1.56 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 6,56818.4M SEK0.18 %0.00 %as of Mar 31, 2026 ↗
Capital Group U.S. Large Value ETF Capital Group Equity ETF Trust I 6,5232M $2.17 %0.00 %as of Feb 28, 2026 ↗
OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust 6,5002M $2.01 %0.00 %as of Feb 28, 2026 ↗
Hodges Blue Chip Equity Income Fund NORTHERN LIGHTS FUND TRUST II 6,5001.9M $3.22 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 6,48918.2M SEK1.05 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 6,4591.9M $4.26 %0.00 %as of Feb 27, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 6,3921.9M $1.37 %0.00 %as of Feb 28, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6,3892M $0.63 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 6,3881.9M $1.10 %0.00 %as of Mar 31, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 6,3341.9M $1.44 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Growth Opportunities ETF Goldman Sachs ETF Trust 6,2911.9M $1.29 %0.00 %as of Feb 28, 2026 ↗
Leuthold Select Industries ETF Managed Portfolio Series 6,2871.8M $1.41 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 6,2812M $1.59 %0.00 %as of Apr 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 6,2071.8M $1.08 %0.00 %as of Mar 31, 2026 ↗
Franklin Income Equity Focus ETF Franklin Templeton ETF Trust 6,1831.8M $1.61 %0.00 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 6,1371.9M $5.70 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Value Opportunities ETF Goldman Sachs ETF Trust 6,1111.8M $4.23 %0.00 %as of Feb 28, 2026 ↗
Handelsbanken Global Dynamisk Strategi Handelsbanken Fonder AB 6,08017M SEK0.82 %0.00 %as of Mar 31, 2026 ↗
Shelton Equity Premium Income ETF SCM Trust 6,0661.8M $1.84 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 6,0201.8M $1.27 %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