Funds holding JPMorgan Chase & Co
1750 funds declare a position · 363 ETFs and 1387 other funds · 192.6B $· 38.2B SEK· 332.3M € · US46625H1005
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 944,000 | 277.7M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 102 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 943,748 | 295.6M $ | 2.60 % | as of Apr 30, 2026 · Original filing |
| 103 | Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 878,645 | 263.9M $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| 104 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 863,325 | 270.4M $ | 4.59 % | as of Apr 30, 2026 · Original filing |
| 105 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 860,602 | 269.6M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 106 | iShares MSCI ACWI ETF iShares Trust | 853,680 | 267.4M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 107 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 850,937 | 250.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 108 | ClearBridge Appreciation Fund Legg Mason Partners Investment Trust | 822,973 | 257.8M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| 109 | iShares U.S. Financial Services ETF iShares Trust | 805,531 | 252.3M $ | 12.54 % | as of Apr 30, 2026 · Original filing |
| 110 | VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 800,699 | 250.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 111 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 798,742 | 250.2M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| 112 | Stock Index Fund Northern Funds | 789,702 | 232.3M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 113 | Nuveen Large Cap Value Fund TIAA-CREF Funds | 785,408 | 246M $ | 3.84 % | as of Apr 30, 2026 · Original filing |
| 114 | Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 778,435 | 243.8M $ | 2.27 % | as of Apr 30, 2026 · Original filing |
| 115 | iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 776,105 | 243.1M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| 116 | Equity Income Fund Principal Funds, Inc | 774,064 | 242.5M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| 117 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 768,067 | 225.9M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 118 | HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 767,492 | 240.4M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| 119 | Fidelity High Dividend ETF Fidelity Covington Trust | 753,596 | 236M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| 120 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 748,440 | 234.4M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 121 | Nuveen Dividend Growth Fund Nuveen Investment Trust II | 746,873 | 233.9M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| 122 | VIP Equity-Income Portfolio Variable Insurance Products Fund | 740,834 | 217.9M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| 123 | iShares Russell 3000 ETF iShares Trust | 737,016 | 216.8M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 124 | iShares Core S&P U.S. Value ETF iShares Trust | 726,678 | 213.8M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 125 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 725,356 | 217.8M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| 126 | Franklin Mutual Shares Fund Franklin Mutual Series Funds | 724,702 | 213.2M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| 127 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 714,300 | 223.7M $ | 10.10 % | as of Apr 30, 2026 · Original filing |
| 128 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 712,426 | 209.6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 129 | VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 705,349 | 211.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 130 | ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | 691,790 | 203.5M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| 131 | iShares ESG Aware MSCI USA ETF iShares Trust | 687,853 | 206.6M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| 132 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 682,718 | 213.8M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 133 | Capital Group Core Equity ETF Capital Group Core Equity ETF | 680,034 | 204.2M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| 134 | BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 678,844 | 212.6M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 135 | Fidelity Advisor New Insights Fund Fidelity Contrafund | 676,632 | 199M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 136 | Mairs & Power Growth Fund Trust for Professional Managers | 676,376 | 199M $ | 3.97 % | as of Mar 31, 2026 · Original filing |
| 137 | College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 663,549 | 195.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 138 | VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 645,998 | 190M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 139 | Franklin Equity Income Fund Franklin Investors Securities Trust | 645,000 | 202M $ | 4.18 % | as of Apr 30, 2026 · Original filing |
| 140 | Victory 500 Index Fund Victory Portfolios III | 642,467 | 201.2M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 141 | American Funds Global Balanced Fund American Funds Global Balanced Fund | 637,332 | 199.6M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 142 | LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 637,274 | 199.6M $ | 2.97 % | as of Apr 30, 2026 · Original filing |
| 143 | Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 636,569 | 187.3M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| 144 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 631,882 | 185.9M $ | 3.29 % | as of Mar 31, 2026 · Original filing |
| 145 | MFS Research Fund MFS Series Trust V | 619,334 | 182.2M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 146 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 613,604 | 192.2M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 147 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 603,102 | 181.1M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 148 | JPMorgan Equity Index Fund JPMorgan Trust II | 595,747 | 175.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 149 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 589,793 | 184.7M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 150 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 587,125 | 183.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 151 | Equity Income Fund American Century Capital Portfolios, Inc. | 586,112 | 172.4M $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| 152 | iShares Global 100 ETF iShares Trust | 585,463 | 172.2M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| 153 | Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 579,989 | 170.6M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 154 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 578,574 | 181.2M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 155 | Parnassus Value Equity Fund Parnassus Funds | 572,217 | 168.3M $ | 3.65 % | as of Mar 31, 2026 · Original filing |
| 156 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 571,440 | 168.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 157 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 569,352 | 167.5M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 158 | Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 569,319 | 1.6B SEK | 1.09 % | as of Mar 31, 2026 · Original filing |
| 159 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 567,728 | 177.8M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 160 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 566,074 | 170M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 161 | Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 564,061 | 165.9M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 162 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 558,475 | 164.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 163 | Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 552,816 | 166M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 164 | 500 Index Trust John Hancock Variable Insurance Trust | 552,117 | 162.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 165 | VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 551,507 | 165.6M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| 166 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 544,601 | 160.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 167 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 543,005 | 1.5B SEK | 1.23 % | as of Mar 31, 2026 · Original filing |
| 168 | Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 539,936 | 169.1M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 169 | Fidelity Balanced Fund Fidelity Puritan Trust | 532,818 | 160M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 170 | AMCAP Fund AMCAP Fund | 528,604 | 158.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 171 | Franklin Mutual Beacon Fund Franklin Mutual Series Funds | 523,715 | 154.1M $ | 4.56 % | as of Mar 31, 2026 · Original filing |
| 172 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 521,994 | 153.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 173 | Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 515,836 | 161.6M $ | 8.20 % | as of Apr 30, 2026 · Original filing |
| 174 | TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 514,622 | 151.4M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| 175 | Gateway Fund Gateway Trust | 507,312 | 149.2M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 176 | Avantis U.S. Equity ETF American Century ETF Trust | 493,028 | 148.1M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| 177 | Balanced Fund John Hancock Investment Trust | 491,717 | 154M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| 178 | JNL/Mellon Financial Sector Fund JNL Series Trust | 479,600 | 141.1M $ | 10.43 % | as of Mar 31, 2026 · Original filing |
| 179 | Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | 475,020 | 139.7M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| 180 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 471,747 | 147.8M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| 181 | Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 471,490 | 141.6M $ | 2.91 % | as of Feb 28, 2026 · Original filing |
| 182 | Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 470,983 | 147.5M $ | 3.90 % | as of Apr 30, 2026 · Original filing |
| 183 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 468,363 | 140.6M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| 184 | Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 467,843 | 146.5M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 185 | Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 464,245 | 139.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 186 | PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 461,873 | 135.9M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 187 | Fidelity Puritan Fund Fidelity Puritan Trust | 461,572 | 138.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 188 | JNL/T. Rowe Price Value Fund JNL Series Trust | 458,813 | 135M $ | 3.29 % | as of Mar 31, 2026 · Original filing |
| 189 | PSF Stock Index Portfolio Prudential Series Fund | 456,295 | 134.2M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 190 | Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 453,547 | 142.1M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| 191 | DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 450,095 | 132.4M $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| 192 | iShares Russell Top 200 Value ETF iShares Trust | 449,820 | 132.3M $ | 3.89 % | as of Mar 31, 2026 · Original filing |
| 193 | Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | 447,407 | 131.6M $ | 4.56 % | as of Mar 31, 2026 · Original filing |
| 194 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 445,698 | 1.2B SEK | 1.27 % | as of Mar 31, 2026 · Original filing |
| 195 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 437,670 | 137.1M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 196 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 437,327 | 128.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 197 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 431,361 | 1.2B SEK | 1.26 % | as of Mar 31, 2026 · Original filing |
| 198 | MFS Core Equity Fund MFS SERIES TRUST I | 428,995 | 128.8M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| 199 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 426,650 | 128.1M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| 200 | Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 421,274 | 123.9M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
Institutional managers
5013 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| 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 |
| RAYMOND JAMES FINANCIAL INC | 14,483,337 | 4.3B $ | as of Mar 31, 2026 |
| Capital International Investors | 12,605,169 | 3.7B $ | as of Mar 31, 2026 |