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
Handelsbanken Fokus 25 Handelsbanken Fonder AB 3,58110M SEK0.61 %0.00 %as of Mar 31, 2026 ↗
Equity Series Manning & Napier Fund, Inc. 3,5791.1M $2.01 %0.00 %as of Apr 30, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 3,5701.1M $1.34 %0.00 %as of Mar 31, 2026 ↗
State Street(R) US Equity Premium Income ETF SSGA Active Trust 3,5181M $1.90 %0.00 %as of Mar 31, 2026 ↗
PeakShares RMR Prime Equity ETF NORTHERN LIGHTS FUND TRUST II 3,4811M $1.92 %0.00 %as of Feb 28, 2026 ↗
Allspring Real Return Portfolio ALLSPRING MASTER TRUST 3,4551.1M $0.25 %0.00 %as of Apr 30, 2026 ↗
SBH GLOBAL ALL CAP FUND Segall Bryant & Hamill Trust 3,4241M $3.10 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 3,397999.3K $0.55 %0.00 %as of Mar 31, 2026 ↗
Themes Global Systemically Important Banks ETF Themes ETF Trust 3,341982.8K $3.59 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 3,3041M $1.22 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 3,297990.1K $1.39 %0.00 %as of Feb 28, 2026 ↗
First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI 3,203942.2K $0.82 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 3,160929.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 3,150945.9K $3.07 %0.00 %as of Feb 28, 2026 ↗
Horizon Core Equity ETF Horizon Funds 3,144944.1K $0.83 %0.00 %as of Feb 28, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 3,1388.8M SEK0.39 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust 3,118917.2K $2.56 %0.00 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 3,099911.6K $0.59 %0.00 %as of Mar 31, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 3,075963.2K $1.72 %0.00 %as of Apr 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 3,050955.4K $0.58 %0.00 %as of Apr 30, 2026 ↗
Driehaus Global Fund Driehaus Mutual Funds 3,034892.5K $1.23 %0.00 %as of Mar 31, 2026 ↗
Hartford US Quality Growth ETF Lattice Strategies Trust 3,025947.5K $1.96 %0.00 %as of Apr 30, 2026 ↗
Monetta Young Investor Growth Fund MONETTA TRUST 3,000882.5K $2.25 %0.00 %as of Mar 31, 2026 ↗
AMF LARGE CAP EQUITY FUND Asset Management Fund 3,000882.5K $1.75 %0.00 %as of Mar 31, 2026 ↗
Absolute Capital Asset Allocator Fund NORTHERN LIGHTS FUND TRUST III 3,000882.5K $1.30 %0.00 %as of Mar 31, 2026 ↗
Cullen Value Fund Cullen Funds Trust 2,995881K $3.10 %0.00 %as of Mar 31, 2026 ↗
Core Alternative ETF Listed Funds Trust 2,973931.2K $3.37 %0.00 %as of Apr 30, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 2,970930.3K $1.51 %0.00 %as of Apr 30, 2026 ↗
Sit Balanced Fund SIT MUTUAL FUNDS INC 2,925860.4K $1.19 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 2,924860.1K $0.59 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 2,907855.1K $0.48 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 2,868843.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 2,814827.8K $2.38 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 2,812880.8K $1.38 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 2,8107.9M SEK1.21 %0.00 %as of Mar 31, 2026 ↗
CCT Thematic Equity Fund ADVISORS' INNER CIRCLE III 2,806878.9K $1.88 %0.00 %as of Apr 30, 2026 ↗
HVIA EQUITY FUND Ultimus Managers Trust 2,806842.6K $1.57 %0.00 %as of Feb 28, 2026 ↗
Hedged Equity Income Fund Cavanal Hill Funds 2,800840.8K $2.61 %0.00 %as of Feb 28, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 2,754862.6K $0.33 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 2,738805.4K $1.14 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 2,732820.4K $0.28 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 2,731855.4K $0.78 %0.00 %as of Apr 30, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 2,716815.6K $0.36 %0.00 %as of Feb 28, 2026 ↗
Cicero-Optimum US Sector Fund Cicero Fonder AB 2,7147.6M SEK2.38 %0.00 %as of Mar 31, 2026 ↗
Voya Global Income & Growth Fund Voya Equity Trust 2,680804.8K $0.18 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 2,659832.9K $0.69 %0.00 %as of Apr 30, 2026 ↗
TETON Westwood Equity Fund Teton Westwood Funds 2,656781.3K $2.07 %0.00 %as of Mar 31, 2026 ↗
Plumb Equity Fund Wisconsin Capital Fund Inc 2,600764.8K $2.75 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,597813.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Dividend Fund World Funds Trust 2,593812.2K $2.66 %0.00 %as of Apr 30, 2026 ↗
Capital Appreciation Portfolio PACIFIC SELECT FUND 2,563753.9K $0.74 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II 2,562802.5K $3.07 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Research Fund Putnam Variable Trust 2,561753.3K $0.62 %0.00 %as of Mar 31, 2026 ↗
Parnassus Value Select ETF Parnassus Funds II 2,513739.2K $4.12 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 2,480776.8K $0.26 %0.00 %as of Apr 30, 2026 ↗
Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust 2,459770.2K $2.35 %0.00 %as of Apr 30, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 2,459738.4K $0.17 %0.00 %as of Feb 28, 2026 ↗
VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO Voya Partners Inc 2,458723K $1.05 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 2,408708.3K $0.73 %0.00 %as of Mar 31, 2026 ↗
LoCorr Dynamic Opportunity Fund LoCorr Investment Trust 2,401706.3K $2.36 %0.00 %as of Mar 31, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 2,395719.2K $2.55 %0.00 %as of Feb 28, 2026 ↗
Brendan Wood TopGun ETF ETF Opportunities Trust 2,391718K $3.62 %0.00 %as of Feb 28, 2026 ↗
Naventi Defensiv Flex Ruth Asset Management AB 2,3736.6M SEK0.90 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 2,363695.1K $1.55 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 2,361739.5K $0.34 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 2,360739.2K $0.10 %0.00 %as of Apr 30, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 2,360708.7K $2.01 %0.00 %as of Feb 28, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 2,345689.8K $3.57 %0.00 %as of Mar 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 2,333700.6K $0.88 %0.00 %as of Feb 28, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 2,318681.9K $0.96 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 2,307692.8K $0.31 %0.00 %as of Feb 28, 2026 ↗
Archer Stock Fund ARCHER INVESTMENT SERIES TRUST 2,300690.7K $2.77 %0.00 %as of Feb 28, 2026 ↗
Nuveen Global Dividend Growth Fund Nuveen Investment Trust II 2,229698.2K $4.20 %0.00 %as of Apr 30, 2026 ↗
First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI 2,216651.9K $1.59 %0.00 %as of Mar 31, 2026 ↗
Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust 2,207662.8K $2.06 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 2,190686K $0.09 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 2,188657.1K $0.34 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 2,172680.3K $1.39 %0.00 %as of Apr 30, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 2,160648.6K $1.85 %0.00 %as of Feb 28, 2026 ↗
Buffalo Blue Chip Growth Fund Buffalo Funds 2,150632.4K $0.40 %0.00 %as of Mar 31, 2026 ↗
Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag 2,1185.9M SEK1.20 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 2,109620.4K $4.94 %0.00 %as of Mar 31, 2026 ↗
COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust 2,100657.8K $3.79 %0.00 %as of Apr 30, 2026 ↗
SEB Active 20 SEB Funds AB 2,0945.9M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 2,078650.9K $1.00 %0.00 %as of Apr 30, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 2,064607.1K $3.61 %0.00 %as of Mar 31, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 2,061645.6K $1.11 %0.00 %as of Apr 30, 2026 ↗
AdvisorShares Gerber Kawasaki ETF AdvisorShares Trust 2,036598.9K $2.34 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,030597.1K $0.70 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 2,020632.7K $0.15 %0.00 %as of Apr 30, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 2,012591.8K $0.64 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 2,009629.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
Steward Large Cap Core Fund Steward Funds Inc 2,000626.5K $0.31 %0.00 %as of Apr 30, 2026 ↗
CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust 2,000588.3K $1.04 %0.00 %as of Mar 31, 2026 ↗
Meridian Hedged Equity Fund Meridian Fund Inc 2,000588.3K $1.74 %0.00 %as of Mar 31, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 2,000588.3K $2.07 %0.00 %as of Mar 31, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 1,999600.3K $0.54 %0.00 %as of Feb 28, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 1,998587.7K $1.51 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 1,996587.1K $0.88 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 1,968616.4K $1.47 %0.00 %as of Apr 30, 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