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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| INVERSORA SORRIBO, SICAV S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 137.2K € | 2.12 % | as of Dec 31, 2025 ↗ | ||
| NABARUBER INVERSIONES SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 137.2K € | 0.72 % | as of Dec 31, 2025 ↗ | ||
| FONDIBAS, FI ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 137.2K € | 0.55 % | as of Dec 31, 2025 ↗ | ||
| TRAMONTANA RETORNO ABSOLUTO AUDAZ, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 137.1K € | 2.03 % | as of Dec 31, 2025 ↗ | ||
| DITRIMA INVERSIONES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 137.1K € | 2.32 % | as of Dec 31, 2025 ↗ | ||
| NUEVOS VALORES, S.A., SICAV SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 128.9K € | 0.35 % | as of Dec 31, 2025 ↗ | ||
| LUGRA DE INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 128.9K € | 0.49 % | as of Dec 31, 2025 ↗ | ||
| EVALEXANA, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 128.3K € | 0.41 % | as of Dec 31, 2025 ↗ | ||
| INVERSIONES HERRERO, S.A.SICAV URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 118.2K € | 0.84 % | as of Dec 31, 2025 ↗ | ||
| TREA RENTA FIJA MIXTA, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 113K € | 0.39 % | as of Dec 31, 2025 ↗ | ||
| VASANVA, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 113K € | 0.84 % | as of Dec 31, 2025 ↗ | ||
| INVERTRES FONDO I, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 105.6K € | 0.95 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 WERTEFINDER, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 100.1K € | 0.89 % | as of Dec 31, 2025 ↗ | ||
| PUEBLA ALCARRIA, SICAV S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 100.1K € | 1.32 % | as of Dec 31, 2025 ↗ | ||
| VEGA DE LO CONCA CARTERA DE INVERSION, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 98.4K € | 0.81 % | as of Dec 31, 2025 ↗ | ||
| LIGA MOBILIARIA, S.A., SICAV ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 96K € | 0.18 % | as of Dec 31, 2025 ↗ | ||
| FENDER CAPITAL SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 92.7K € | 0.45 % | as of Dec 31, 2025 ↗ | ||
| AURUM RENTA VARIABLE, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 89.2K € | 0.68 % | as of Dec 31, 2025 ↗ | ||
| VILLCAD BOLSA, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 89.1K € | 0.89 % | as of Dec 31, 2025 ↗ | ||
| CHANTEIRO INVERSIONES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 87.2K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| MULTIGESTION, FI MULTIGESTION/BASALTO USA INVERSIS GESTIÓN, S.A., SGIIC | 85.6K € | 2.06 % | as of Dec 31, 2025 ↗ | ||
| UBS PREMIUM DINÁMICO, FI UBS WEALTH MANAGEMENT, S.G.I.I.C., S.A. | 84.2K € | 1.37 % | as of Dec 31, 2025 ↗ | ||
| NEMO CAPITAL SICAV, S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 81.2K € | 1.32 % | as of Dec 31, 2025 ↗ | ||
| OROBAL GESTION, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 80.9K € | 2.02 % | as of Dec 31, 2025 ↗ | ||
| RITA INVESTMENTS SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 77.3K € | 0.55 % | as of Dec 31, 2025 ↗ | ||
| AMARVI DE INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 71K € | 0.71 % | as of Dec 31, 2025 ↗ | ||
| ACTIUM DE INVERSIONES, SICAV S.A. AMUNDI IBERIA, SGIIC, S.A. | 70.5K € | 0.72 % | as of Dec 31, 2025 ↗ | ||
| MANATI INVERSIONES, SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 68.6K € | 0.62 % | as of Dec 31, 2025 ↗ | ||
| INVERVULCANO, SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 67.8K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| MARLAND CAPITAL SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 66.6K € | 0.67 % | as of Dec 31, 2025 ↗ | ||
| INGERCOVER, S.A. SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 66.4K € | 0.39 % | as of Dec 31, 2025 ↗ | ||
| CAUCE INVERSIONES MOBILIARIAS SICAV S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 62.8K € | 1.17 % | as of Dec 31, 2025 ↗ | ||
| PRIOR CAPITAL, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 57.6K € | 0.82 % | as of Dec 31, 2025 ↗ | ||
| ACUARIO 98, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 55.9K € | 0.61 % | as of Dec 31, 2025 ↗ | ||
| MULTIGESTION, FI MULTIGESTION/CASER GLOBAL OPCIONES INVERSIS GESTIÓN, S.A., SGIIC | 54.9K € | 2.31 % | as of Dec 31, 2025 ↗ | ||
| GASCONA INVERSIONES, S.A., SICAV MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 54.9K € | 0.52 % | as of Dec 31, 2025 ↗ | ||
| TULIACAN, SICAV, S.A. ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 54.9K € | 0.69 % | as of Dec 31, 2025 ↗ | ||
| MEJORANA INVERSIONES, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 50.7K € | 0.68 % | as of Dec 31, 2025 ↗ | ||
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ EVEREA GESALCALA, S.A., S.G.I.I.C. | 46.1K € | 0.88 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE II, FI GESTION BOUTIQUE II / ASPAIN 11 EQUILIBRADO ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 41.1K € | 1.51 % | as of Dec 31, 2025 ↗ | ||
| COMPAÑIA DE TRANVIAS DE GIJON, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 40.6K € | 0.78 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/ARAGUI-EGALA DUX INVERSORES, SGIIC, S.A. | 37.3K € | 1.19 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/BOLSAGAR DUX INVERSORES, SGIIC, S.A. | 37.3K € | 1.75 % | as of Dec 31, 2025 ↗ | ||
| ALGEBRA64AUREA, SICAV GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 34.6K € | 1.24 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE IV, FI GESTION BOUTIQUE IV/ASP OPPORTUNITIES FUND ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 34.3K € | 1.41 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / CONSULAE RENTA VARIABLE USA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 28.5K € | 4.64 % | as of Dec 31, 2025 ↗ | ||
| HIRUANDER SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 19.2K € | 0.36 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / GLOBAL GRADIENT ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 11.2K € | 0.44 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA COMPROMISO SOLIDARIO, FI IBERCAJA GESTION, SGIIC, S.A. | 11K € | 0.47 % | as of Dec 31, 2025 ↗ | ||
| SUNISLAND CAPITAL FINANCIERA SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 8K € | 0.15 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1,468 | +45 | 643,487,212 | -3.7 % |
| 2026Q1 | 1,423 | -49 | 668,395,658 | -3.7 % |
| 2025Q4 | 1,472 | 0 | 694,229,804 | -3.9 % |
| 2025Q3 | 1,472 | -25 | 722,086,601 | -2.3 % |
| 2025Q2 | 1,497 | +90 | 739,023,578 | -1.7 % |
| 2025Q1 | 1,407 | -38 | 751,902,787 | -3.0 % |
| 2024Q4 | 1,445 | -4 | 774,834,802 | -2.1 % |
| 2024Q3 | 1,449 | +18 | 791,518,970 | -0.6 % |
| 2024Q2 | 1,431 | +43 | 796,685,330 | +4.7 % |
| 2024Q1 | 1,388 | -41 | 760,894,472 | -4.9 % |
| 2023Q4 | 1,429 | 799,745,394 |
Institutional managers
5,013 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 208,220,293 | 61.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 124,276,661 | 36.6B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 68,544,442 | 20.2B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 65,660,460 | 19.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 62,550,814 | 18.3B $ | as of Mar 31, 2026 |
| FMR LLC | 31,433,969 | 9.2B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 31,221,042 | 9.2B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27,487,323 | 8.1M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 27,413,395 | 8.1B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 23,892,148 | 7B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 23,448,974 | 6.9B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 23,000,631 | 6.8B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 21,102,442 | 6.2B $ | as of Mar 31, 2026 |
| UBS Group AG | 19,111,750 | 5.6B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,101,113 | 5.6B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 18,968,884 | 5.6B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 18,847,278 | 5.5B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,698,779 | 5.5B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 17,103,080 | 5B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 17,020,065 | 5B $ | as of Mar 31, 2026 |
| SG Americas Securities, LLC | 15,599,956 | 4.6M $ | as of Mar 31, 2026 |
| Capital World Investors | 15,421,463 | 4.5B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 15,065,123 | 4.4B $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 15,025,584 | 4.4B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14,662,099 | 4.3B $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.06 % | 190,479,749 | as 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.
Cite this page
Titelia. "Fund shareholders of JPMorgan Chase & Co". https://titelia.com/en/stocks/jpmorgan-chase-co-US46625H1005