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
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 6,0021.8M $0.38 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI 5,9811.8M $2.54 %0.00 %as of Mar 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 5,9131.7M $3.51 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 5,8981.8M $1.86 %0.00 %as of Feb 28, 2026 ↗
AQR Global Equity Fund AQR Funds 5,8511.7M $0.32 %0.00 %as of Mar 31, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 5,8231.7M $2.67 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,7871.7M $0.46 %0.00 %as of Mar 31, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 5,7691.7M $3.72 %0.00 %as of Mar 31, 2026 ↗
Archer Balanced Fund ARCHER INVESTMENT SERIES TRUST 5,7001.7M $2.86 %0.00 %as of Feb 28, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 5,6801.8M $0.52 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 5,6581.7M $1.57 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 5,6491.8M $0.88 %0.00 %as of Apr 30, 2026 ↗
State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust 5,6481.8M $2.17 %0.00 %as of Apr 30, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 5,5971.8M $0.89 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 5,5761.6M $0.88 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 5,5501.6M $2.60 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 5,5161.7M $0.29 %0.00 %as of Apr 30, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 5,5001.7M $6.03 %0.00 %as of Apr 30, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 5,4591.7M $0.95 %0.00 %as of Apr 30, 2026 ↗
SBH ALL CAP FUND Segall Bryant & Hamill Trust 5,4351.6M $3.28 %0.00 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 5,4271.6M $0.47 %0.00 %as of Feb 28, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 5,4261.6M $0.53 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 5,4101.6M $0.43 %0.00 %as of Mar 31, 2026 ↗
Investerum Equity Value ISEC Services AB 5,40015M SEK4.96 %0.00 %as of Mar 31, 2026 ↗
Horizon Digital Frontier ETF Horizon Funds 5,3961.6M $1.87 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 5,3671.7M $0.14 %0.00 %as of Apr 30, 2026 ↗
Invesco V.I. Global Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 5,3591.6M $2.13 %0.00 %as of Mar 31, 2026 ↗
Horizon Active Asset Allocation Fund Horizon Funds 5,3381.6M $0.22 %0.00 %as of Feb 28, 2026 ↗
Genter Dividend Income Fund INVESTMENT MANAGERS SERIES TRUST 5,2751.7M $3.53 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,2601.6M $0.64 %0.00 %as of Feb 28, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 5,2481.5M $0.16 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 5,2471.6M $0.41 %0.00 %as of Apr 30, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 5,1591.5M $0.46 %0.00 %as of Feb 28, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 5,1161.5M $2.49 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB 5,10014.3M SEK0.19 %0.00 %as of Mar 31, 2026 ↗
Nuveen Equity Long/Short Fund Nuveen Investment Trust II 5,1001.5M $1.03 %0.00 %as of Feb 28, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 5,0401.5M $3.20 %0.00 %as of Mar 31, 2026 ↗
Transamerica Multi-Asset Income TRANSAMERICA FUNDS 5,0001.6M $0.18 %0.00 %as of Apr 30, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 5,0001.5M $0.33 %0.00 %as of Mar 31, 2026 ↗
Plumb Balanced Fund Wisconsin Capital Fund Inc 5,0001.5M $2.33 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 4,9641.5M $0.63 %0.00 %as of Mar 31, 2026 ↗
SEB Världenfond SEB Funds AB 4,96213.9M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 4,9371.5M $0.20 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 4,9351.5M $1.37 %0.00 %as of Apr 30, 2026 ↗
Sit Large Cap Growth Fund SIT LARGE CAP GROWTH FUND INC 4,9001.4M $0.61 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 4,89713.5M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 4,8701.4M $0.40 %0.00 %as of Mar 31, 2026 ↗
CONNORS HEDGED EQUITY FUND Connors Funds 4,8651.5M $2.40 %0.00 %as of Feb 28, 2026 ↗
SEB Active 30 SEB Funds AB 4,81613.5M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Wedbush LAFFER|TENGLER New Era Value ETF Wedbush Series Trust 4,7911.5M $4.38 %0.00 %as of Apr 30, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 4,7541.4M $1.53 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 4,7311.4M $0.27 %0.00 %as of Mar 31, 2026 ↗
MP 63 Fund MP63 FUND INC 4,6151.4M $1.38 %0.00 %as of Feb 28, 2026 ↗
abrdn Dynamic Dividend Fund abrdn Funds 4,6001.4M $1.44 %0.00 %as of Apr 30, 2026 ↗
CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND Cantor Select Portfolios Trust 4,6001.4M $1.49 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 4,5331.3M $0.95 %0.00 %as of Mar 31, 2026 ↗
LKCM Balanced Fund LKCM Funds 4,5001.3M $1.28 %0.00 %as of Mar 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 4,4951.3M $0.88 %0.00 %as of Feb 28, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 4,4041.3M $1.66 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 4,3861.3M $1.77 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Income Fund Morningstar Funds Trust 4,3621.4M $0.94 %0.00 %as of Apr 30, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 4,3411.4M $0.49 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 4,3241.3M $1.41 %0.00 %as of Mar 31, 2026 ↗
Boyar Value Fund BOYAR VALUE FUND INC 4,3101.3M $6.42 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 4,2711.3M $0.58 %0.00 %as of Mar 31, 2026 ↗
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds 4,2691.3M $1.97 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,2301.2M $0.22 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 4,2121.3M $0.80 %0.00 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,1771.3M $0.09 %0.00 %as of Apr 30, 2026 ↗
Pathfinder Disciplined US Equity ETF RBB Fund Trust 4,1671.3M $1.22 %0.00 %as of Feb 28, 2026 ↗
SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST 4,1321.2M $0.52 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 4,1281.2M $1.40 %0.00 %as of Mar 31, 2026 ↗
DANA EPIPHANY EQUITY FUND Valued Advisers Trust 4,1001.3M $1.66 %0.00 %as of Apr 30, 2026 ↗
Concorde Wealth Management Fund Concorde Funds Inc 4,1001.2M $2.68 %0.00 %as of Mar 31, 2026 ↗
Madison Dividend Value ETF Madison ETFs Trust 4,0771.2M $1.98 %0.00 %as of Mar 31, 2026 ↗
Putnam VT George Putnam Balanced Fund Putnam Variable Trust 4,0231.2M $0.40 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 4,0041.2M $2.16 %0.00 %as of Mar 31, 2026 ↗
Neiman Large Cap Value Fund NEIMAN FUNDS 4,0001.2M $2.26 %0.00 %as of Mar 31, 2026 ↗
BARRETT GROWTH FUND Segall Bryant & Hamill Trust 4,0001.2M $5.37 %0.00 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 3,9701.2M $1.73 %0.00 %as of Feb 28, 2026 ↗
ULTRA DOW 30 PROFUND ProFunds 3,9571.2M $2.71 %0.00 %as of Apr 30, 2026 ↗
DANA LARGE CAP EQUITY FUND Valued Advisers Trust 3,9001.2M $1.78 %0.00 %as of Apr 30, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 3,8901.2M $0.86 %0.00 %as of Feb 28, 2026 ↗
Dow 2x Strategy Fund Rydex Dynamic Funds 3,8801.1M $3.19 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 3,8231.1M $1.02 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3,8001.2M $0.16 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 3,7591.1M $0.48 %0.00 %as of Feb 28, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 3,7581.1M $0.48 %0.00 %as of Feb 28, 2026 ↗
Fundstrat Granny Shots Us Large Cap & Income ETF Tidal Trust III 3,7421.2M $2.37 %0.00 %as of Apr 30, 2026 ↗
Nelson Select ETF Collaborative Investment Series Trust 3,7181.1M $2.49 %0.00 %as of Mar 31, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 3,6771.1M $0.22 %0.00 %as of Mar 31, 2026 ↗
Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST 3,6751.1M $1.05 %0.00 %as of Mar 31, 2026 ↗
One Global ETF NORTHERN LIGHTS FUND TRUST II 3,6741.1M $1.20 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 3,6721.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 3,6631.1M $1.75 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 3,6311.1M $0.27 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 3,6081.1M $1.44 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 3,6031.1M $0.46 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 3,5881.1M $1.23 %0.00 %as of Mar 31, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 3,5871.1M $0.08 %0.00 %as of Feb 28, 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