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
Genter Capital Dividend Income ETF SPINNAKER ETF SERIES 526164.8K $3.68 %0.00 %as of Apr 30, 2026 ↗
FondNavigator 0-100 Balanserad FCG Fonder AB 5181.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 512150.6K $1.21 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 500156.6K $2.32 %0.00 %as of Apr 30, 2026 ↗
The Gabelli Dividend Growth Fund Gabelli Dividend Growth Fund 500147.1K $0.70 %0.00 %as of Mar 31, 2026 ↗
Putnam Sustainable Leaders ETF Putnam ETF Trust 495148.6K $2.07 %0.00 %as of Feb 27, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 475139.7K $0.30 %0.00 %as of Mar 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 472138.8K $4.46 %0.00 %as of Mar 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 466137.1K $1.55 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 460135.3K $0.84 %0.00 %as of Mar 31, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 454142.2K $1.16 %0.00 %as of Apr 30, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 441129.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 4371.2M SEK1.19 %0.00 %as of Mar 31, 2026 ↗
Sector Rotation Fund Meeder Funds 417122.7K $0.31 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 400117.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust 392122.8K $2.82 %0.00 %as of Apr 30, 2026 ↗
Invesco Diversified Dividend Opportunities ETF Invesco Actively Managed Exchange-Traded Fund Trust 377118.1K $4.51 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 376112.9K $0.37 %0.00 %as of Feb 28, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 358112.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Allspring Managed Account CoreBuilder Shares Series EPI ALLSPRING FUNDS TRUST 357105K $2.91 %0.00 %as of Mar 31, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 352105.7K $1.99 %0.00 %as of Feb 28, 2026 ↗
iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust 323101.2K $1.12 %0.00 %as of Apr 30, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 31197.4K $0.70 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 29488.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 29285.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Bitwise Web3 ETF Bitwise Funds Trust 28884.7K $1.58 %0.00 %as of Mar 31, 2026 ↗
Invesco Alerian Galaxy Crypto Economy ETF Invesco Exchange-Traded Fund Trust II 25680.2K $0.91 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 24473.3K $0.13 %0.00 %as of Feb 28, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 24471.8K $1.07 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 23373K $1.42 %0.00 %as of Apr 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 21667.7K $1.21 %0.00 %as of Apr 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 21563.2K $0.23 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 20263.3K $0.80 %0.00 %as of Apr 30, 2026 ↗
Upright Growth and Income Fund UPRIGHT INVESTMENTS TRUST 20058.8K $1.29 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 19057.1K $0.55 %0.00 %as of Feb 28, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 18956.8K $1.38 %0.00 %as of Feb 28, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 18654.7K $0.56 %0.00 %as of Mar 31, 2026 ↗
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF Invesco Exchange-Traded Fund Trust II 18055.1K $1.16 %0.00 %as of Jan 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 17354.2K $0.96 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 17354.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 16752.3K $0.30 %0.00 %as of Apr 30, 2026 ↗
Virtus Global Allocation Fund Virtus Strategy Trust 16448.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 15548.6K $1.36 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 14545.4K $1.40 %0.00 %as of Apr 30, 2026 ↗
Virtus U.S. Dividend ETF Virtus ETF Trust II 14445.1K $0.26 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 14344.8K $2.18 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST 13840.6K $1.54 %0.00 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 13539.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 13439.4K $0.99 %0.00 %as of Mar 31, 2026 ↗
Franklin Income Focus ETF Franklin Templeton ETF Trust 13038.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 12336.9K $0.55 %0.00 %as of Feb 28, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 108302.6K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 10031.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Arrow DWA Tactical: Balanced Fund Arrow Investments Trust 9931K $0.11 %0.00 %as of Apr 30, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 8827.6K $1.20 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 7923.2K $1.20 %0.00 %as of Mar 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 7321.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 6720.1K $0.01 %0.00 %as of Feb 27, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 6419.2K $1.13 %0.00 %as of Feb 28, 2026 ↗
Alger AI Enablers & Adopters Fund ALGER FUNDS 6319.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3711.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
Amplify Tokenization Technology ETF Amplify ETF Trust 3610.6K $1.62 %0.00 %as of Mar 31, 2026 ↗
X-Square Balanced Fund X-SQUARE BALANCED FUND 298.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 185.3K $1.13 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 175K $1.07 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 175K $1.09 %0.00 %as of Mar 31, 2026 ↗
FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust 144.2K $1.08 %0.00 %as of Feb 28, 2026 ↗
FIIG STOCK FUND FOR RETIREMENT Unified Series Trust 144.2K $1.08 %0.00 %as of Feb 28, 2026 ↗
LG QRAFT AI-Powered U.S. Large Cap Core ETF Exchange Listed Funds Trust 82.5K $0.12 %0.00 %as of Apr 30, 2026 ↗
GESPRISA INVERSIONES, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC 29.7M €1.92 %as of Dec 31, 2025 ↗
MI CARTERA RV USA ADVISED BY, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 25.2M €1.34 %as of Dec 31, 2025 ↗
FONDMAPFRE BOLSA AMERICA, FI MAPFRE ASSET MANAGEMENT, SGIIC, S.A. 18M €2.88 %as of Dec 31, 2025 ↗
BBVA USA DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 17.6M €2.76 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 17.5M €1.44 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 15.4M €1.46 %as of Dec 31, 2025 ↗
SANTANDER ACCIONES USA, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 12.3M €2.44 %as of Dec 31, 2025 ↗
BBVA GLOBAL DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 10.2M €1.34 %as of Dec 31, 2025 ↗
LLUC VALORES, SICAV, S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. 9.6M €1.87 %as of Dec 31, 2025 ↗
IBERCAJA GLOBAL BRANDS, FI IBERCAJA GESTION, SGIIC, S.A. 9.6M €1.79 %as of Dec 31, 2025 ↗
CAJA INGENIEROS ENVIRONMENT ISR, FI CAJA INGENIEROS GESTION, S.G.I.I.C., S.A. 7.5M €2.57 %as of Dec 31, 2025 ↗
CARTERA BELLVER, SICAV, S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. 6.7M €1.40 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA INTERNACIONAL, FI IBERCAJA GESTION, SGIIC, S.A. 6M €1.16 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. 5.7M €1.48 %as of Dec 31, 2025 ↗
GCO INTERNACIONAL, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 5.6M €1.81 %as of Dec 31, 2025 ↗
TORRENOVA DE INVERSIONES, S.A., SICAV MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. 5M €0.44 %as of Dec 31, 2025 ↗
BANKINTER PREMIUM MODERADO, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. 4.7M €0.21 %as of Dec 31, 2025 ↗
RURAL RENTA VARIABLE INTERNACIONAL, FI GESCOOPERATIVO, S.A., S.G.I.I.C. 4.5M €1.37 %as of Dec 31, 2025 ↗
IBERCAJA DIVIDENDO GLOBAL, FI IBERCAJA GESTION, SGIIC, S.A. 4.1M €0.97 %as of Dec 31, 2025 ↗
BBVA USA DESARROLLO CUBIERTO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 3.8M €2.75 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 3.7M €1.44 %as of Dec 31, 2025 ↗
CAIXABANK GESTIÓN TENDENCIAS, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 3.4M €1.98 %as of Dec 31, 2025 ↗
SANTANDER SOSTENIBLE ACCIONES, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 3.4M €2.16 %as of Dec 31, 2025 ↗
RURAL MIXTO INTERNACIONAL 25, FI GESCOOPERATIVO, S.A., S.G.I.I.C. 3.3M €0.48 %as of Dec 31, 2025 ↗
INVERSIONES ECHEMU, SICAV, S.A. UBS WEALTH MANAGEMENT, S.G.I.I.C., S.A. 3.3M €2.13 %as of Dec 31, 2025 ↗
DB BOLSA GLOBAL, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. 3.2M €1.57 %as of Dec 31, 2025 ↗
CAJA INGENIEROS GLOBAL ISR, FI CAJA INGENIEROS GESTION, S.G.I.I.C., S.A. 3.1M €2.14 %as of Dec 31, 2025 ↗
GCO BOLSA USA, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 2.7M €2.94 %as of Dec 31, 2025 ↗
INVERMAY, S.A., SICAV URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 2.7M €0.84 %as of Dec 31, 2025 ↗
FONDMAPFRE GLOBAL, FI MAPFRE ASSET MANAGEMENT, SGIIC, S.A. 2.7M €0.74 %as of Dec 31, 2025 ↗
SANTANDER SOSTENIBLE CRECIMIENTO, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC 2.5M €0.40 %as of Dec 31, 2025 ↗

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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