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
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 944,000277.7M $1.72 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 943,748295.6M $2.60 %0.03 %as of Apr 30, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 878,645263.9M $2.79 %0.03 %as of Feb 28, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 863,325270.4M $4.59 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 860,602269.6M $1.26 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 853,680267.4M $0.85 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 850,937250.3M $1.42 %0.03 %as of Mar 31, 2026 ↗
ClearBridge Appreciation Fund Legg Mason Partners Investment Trust 822,973257.8M $2.66 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 805,531252.3M $12.54 %0.03 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 800,699250.8M $0.39 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 798,742250.2M $1.26 %0.03 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 789,702232.3M $1.40 %0.03 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Fund TIAA-CREF Funds 785,408246M $3.84 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust 778,435243.8M $2.27 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 776,105243.1M $2.94 %0.03 %as of Apr 30, 2026 ↗
Equity Income Fund Principal Funds, Inc 774,064242.5M $2.98 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 768,067225.9M $1.41 %0.03 %as of Mar 31, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 767,492240.4M $2.09 %0.03 %as of Apr 30, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 753,596236M $2.57 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 748,440234.4M $1.34 %0.03 %as of Apr 30, 2026 ↗
Nuveen Dividend Growth Fund Nuveen Investment Trust II 746,873233.9M $3.60 %0.03 %as of Apr 30, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 740,834217.9M $3.19 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 737,016216.8M $1.27 %0.03 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 726,678213.8M $0.89 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 725,356217.8M $2.05 %0.03 %as of Feb 28, 2026 ↗
Franklin Mutual Shares Fund Franklin Mutual Series Funds 724,702213.2M $3.19 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 714,300223.7M $10.10 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 712,426209.6M $1.34 %0.03 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 705,349211.8M $0.18 %0.03 %as of Feb 28, 2026 ↗
ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust 691,790203.5M $2.33 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 687,853206.6M $1.31 %0.03 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 682,718213.8M $1.37 %0.03 %as of Apr 30, 2026 ↗
Capital Group Core Equity ETF Capital Group Core Equity ETF 680,034204.2M $2.26 %0.03 %as of Feb 28, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 678,844212.6M $1.08 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 676,632199M $0.85 %0.03 %as of Mar 31, 2026 ↗
Mairs & Power Growth Fund Trust for Professional Managers 676,376199M $3.97 %0.03 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 663,549195.2M $0.95 %0.02 %as of Mar 31, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 645,998190M $1.40 %0.02 %as of Mar 31, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 645,000202M $4.18 %0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 642,467201.2M $1.35 %0.02 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 637,332199.6M $0.62 %0.02 %as of Apr 30, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 637,274199.6M $2.97 %0.02 %as of Apr 30, 2026 ↗
Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND 636,569187.3M $2.46 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 631,882185.9M $3.29 %0.02 %as of Mar 31, 2026 ↗
MFS Research Fund MFS Series Trust V 619,334182.2M $2.49 %0.02 %as of Mar 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 613,604192.2M $1.36 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 603,102181.1M $1.23 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 595,747175.2M $1.41 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 589,793184.7M $1.35 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 587,125183.9M $0.21 %0.02 %as of Apr 30, 2026 ↗
Equity Income Fund American Century Capital Portfolios, Inc. 586,112172.4M $2.74 %0.02 %as of Mar 31, 2026 ↗
iShares Global 100 ETF iShares Trust 585,463172.2M $2.27 %0.02 %as of Mar 31, 2026 ↗
Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST 579,989170.6M $2.70 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 578,574181.2M $1.48 %0.02 %as of Apr 30, 2026 ↗
Parnassus Value Equity Fund Parnassus Funds 572,217168.3M $3.65 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 571,440168.1M $1.41 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 569,352167.5M $1.34 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 569,3191.6B SEK1.09 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 567,728177.8M $1.35 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 566,074170M $1.45 %0.02 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 564,061165.9M $1.46 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 558,475164.3M $1.41 %0.02 %as of Mar 31, 2026 ↗
Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I 552,816166M $1.03 %0.02 %as of Feb 28, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 552,117162.4M $1.40 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 551,507165.6M $1.60 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 544,601160.2M $0.62 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 543,0051.5B SEK1.23 %0.02 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 539,936169.1M $1.08 %0.02 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 532,818160M $0.26 %0.02 %as of Feb 28, 2026 ↗
AMCAP Fund AMCAP Fund 528,604158.7M $0.17 %0.02 %as of Feb 28, 2026 ↗
Franklin Mutual Beacon Fund Franklin Mutual Series Funds 523,715154.1M $4.56 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 521,994153.5M $1.31 %0.02 %as of Mar 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 515,836161.6M $8.20 %0.02 %as of Apr 30, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 514,622151.4M $2.44 %0.02 %as of Mar 31, 2026 ↗
Gateway Fund Gateway Trust 507,312149.2M $2.15 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 493,028148.1M $1.31 %0.02 %as of Feb 28, 2026 ↗
Balanced Fund John Hancock Investment Trust 491,717154M $2.33 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 479,600141.1M $10.43 %0.02 %as of Mar 31, 2026 ↗
Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund 475,020139.7M $2.34 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 471,747147.8M $1.55 %0.02 %as of Apr 30, 2026 ↗
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 471,490141.6M $2.91 %0.02 %as of Feb 28, 2026 ↗
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 470,983147.5M $3.90 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 468,363140.6M $1.38 %0.02 %as of Feb 28, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 467,843146.5M $0.83 %0.02 %as of Apr 30, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 464,245139.4M $0.17 %0.02 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 461,873135.9M $1.83 %0.02 %as of Mar 31, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 461,572138.6M $0.43 %0.02 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 458,813135M $3.29 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 456,295134.2M $1.36 %0.02 %as of Mar 31, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 453,547142.1M $2.20 %0.02 %as of Apr 30, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 450,095132.4M $3.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 449,820132.3M $3.89 %0.02 %as of Mar 31, 2026 ↗
Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds 447,407131.6M $4.56 %0.02 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 445,6981.2B SEK1.27 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 437,670137.1M $1.20 %0.02 %as of Apr 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 437,327128.6M $1.40 %0.02 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 431,3611.2B SEK1.26 %0.02 %as of Mar 31, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 428,995128.8M $2.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 426,650128.1M $1.21 %0.02 %as of Feb 28, 2026 ↗
Janus Henderson Balanced Portfolio JANUS ASPEN SERIES 421,274123.9M $1.43 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of JPMorgan Chase & Co". https://titelia.com/en/stocks/jpmorgan-chase-co-US46625H1005