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
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 1,953574.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
Thornburg Summit Fund THORNBURG INVESTMENT TRUST 1,949573.3K $0.54 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 1,864548.3K $0.23 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 1,8605.2M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 1,860547.1K $0.18 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,850555.6K $0.22 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 1,841541.5K $0.83 %0.00 %as of Mar 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 1,840576.3K $8.72 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 1,839552.3K $1.54 %0.00 %as of Feb 28, 2026 ↗
Siren NexGen Economy ETF Siren ETF Trust 1,837540.4K $1.87 %0.00 %as of Mar 31, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 1,815533.9K $1.69 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 1,796528.3K $1.91 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 1,787559.7K $1.82 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 1,780523.6K $3.38 %0.00 %as of Mar 31, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 1,756527.3K $1.94 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 1,732542.5K $1.07 %0.00 %as of Apr 30, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 1,729541.6K $0.32 %0.00 %as of Apr 30, 2026 ↗
Nordea Generationsfond Senior Nordea Funds Ab 1,6544.6M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 1,633511.5K $3.91 %0.00 %as of Apr 30, 2026 ↗
Tema Durable Quality ETF Tema ETF Trust 1,624487.7K $1.01 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP BULL ProFunds 1,623477.4K $1.13 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 1,592478.1K $0.42 %0.00 %as of Feb 28, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 1,580494.9K $0.36 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 1,576473.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 1,566490.5K $0.90 %0.00 %as of Apr 30, 2026 ↗
Manor Fund MANOR INVESTMENT FUNDS INC 1,544454.2K $4.15 %0.00 %as of Mar 31, 2026 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 1,511444.5K $0.51 %0.00 %as of Mar 31, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 1,490438.3K $0.91 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,486446.2K $0.06 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,446452.9K $0.73 %0.00 %as of Apr 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 1,4204M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Principal Value ETF Principal Exchange-Traded Funds 1,389408.6K $0.21 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 1,386434.1K $1.62 %0.00 %as of Apr 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 1,378405.4K $1.69 %0.00 %as of Mar 31, 2026 ↗
Natixis Vaughan Nelson Select ETF Natixis ETF Trust II 1,360400.1K $3.23 %0.00 %as of Mar 31, 2026 ↗
Westwood Enhanced Income Opportunity ETF Ultimus Managers Trust 1,349422.5K $1.86 %0.00 %as of Apr 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 1,347396.2K $1.66 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,336418.5K $0.90 %0.00 %as of Apr 30, 2026 ↗
Anydrus Advantage ETF Collaborative Investment Series Trust 1,328390.6K $0.66 %0.00 %as of Mar 31, 2026 ↗
iMGP Berkshire Dividend Growth ETF LITMAN GREGORY FUNDS TRUST 1,299382.1K $4.17 %0.00 %as of Mar 31, 2026 ↗
TETON Westwood Balanced Fund Teton Westwood Funds 1,294380.6K $1.26 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 1,274374.8K $1.45 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 1,259378.1K $0.02 %0.00 %as of Feb 27, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 1,242365.3K $0.48 %0.00 %as of Mar 31, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 1,225367.9K $0.04 %0.00 %as of Feb 27, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 1,210379K $2.00 %0.00 %as of Apr 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 1,205354.5K $0.37 %0.00 %as of Mar 31, 2026 ↗
Saturna Core Fund SATURNA INVESTMENT TRUST 1,200360.4K $1.03 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 1,190350.1K $0.37 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1,150338.3K $1.51 %0.00 %as of Mar 31, 2026 ↗
State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,145336.8K $1.89 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 1,141357.4K $1.90 %0.00 %as of Apr 30, 2026 ↗
State Street(R) Galaxy Digital Asset Ecosystem ETF SSGA Active Trust 1,105346.1K $2.19 %0.00 %as of Apr 30, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 1,104345.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 1,100344.6K $1.79 %0.00 %as of Apr 30, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 1,0763M SEK1.29 %0.00 %as of Mar 31, 2026 ↗
Sit ESG Growth Fund SIT MUTUAL FUNDS INC 1,075316.2K $2.40 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1,046314.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Lärarfond Försiktig Lannebo Kapitalförvaltning AB 1,0432.9M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 1,035324.2K $1.72 %0.00 %as of Apr 30, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 1,018299.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 1,011297.4K $1.29 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 1,009316K $1.43 %0.00 %as of Apr 30, 2026 ↗
Saturna Sustainable Equity Fund SATURNA INVESTMENT TRUST 1,004301.5K $1.33 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Variable Trust 977287.4K $0.90 %0.00 %as of Mar 31, 2026 ↗
Banking Fund Rydex Series Funds 959282.1K $4.00 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 890278.8K $1.87 %0.00 %as of Apr 30, 2026 ↗
Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust 841263.4K $1.49 %0.00 %as of Apr 30, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 837246.2K $1.69 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 834245.3K $2.93 %0.00 %as of Mar 31, 2026 ↗
Calvert Global Equity Fund Calvert Management Series 811238.6K $2.34 %0.00 %as of Mar 31, 2026 ↗
Crossmark Large Cap Value ETF Crossmark ETF Trust 795249K $1.67 %0.00 %as of Apr 30, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 795233.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Alger AI Enablers & Adopters ETF Alger ETF Trust 790232.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Banking Fund Rydex Variable Trust 783230.3K $4.00 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 746219.4K $0.16 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 746219.4K $1.40 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 737216.8K $2.93 %0.00 %as of Mar 31, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 732229.3K $3.89 %0.00 %as of Apr 30, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 728228K $3.63 %0.00 %as of Apr 30, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 725213.3K $0.43 %0.00 %as of Mar 31, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 723212.7K $3.33 %0.00 %as of Mar 31, 2026 ↗
Motley Fool Momentum Factor ETF RBB Fund, Inc. 721216.5K $4.52 %0.00 %as of Feb 28, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 719211.5K $0.42 %0.00 %as of Mar 31, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 7022M SEK0.76 %0.00 %as of Mar 31, 2026 ↗
Allspring LT Large Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 679212.7K $2.87 %0.00 %as of Apr 30, 2026 ↗
Franklin Dividend Growth ETF Franklin Templeton ETF Trust 671197.4K $4.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 670197.1K $1.07 %0.00 %as of Mar 31, 2026 ↗
William Blair Global Leaders Fund WILLIAM BLAIR FUNDS 668196.5K $1.49 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 662207.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
ProShares Equities for Rising Rates ETF ProShares Trust 638191.6K $1.75 %0.00 %as of Feb 28, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 630185.3K $2.65 %0.00 %as of Mar 31, 2026 ↗
Nordea Stiftelse- och Donationsmedelsfond Nordea Funds Ab 5971.6M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 590173.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 581174.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 572179.2K $0.19 %0.00 %as of Apr 30, 2026 ↗
Archer Multi Cap Fund ARCHER INVESTMENT SERIES TRUST 551165.5K $1.10 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 547160.9K $0.99 %0.00 %as of Mar 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 541159.1K $1.61 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 532156.5K $0.14 %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