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
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 419,716131.5M $1.58 %0.02 %as of Apr 30, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 412,489121.3M $3.04 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 410,901120.9M $1.40 %0.02 %as of Mar 31, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 400,000117.7M $0.15 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 398,905117.3M $1.44 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 397,676119.4M $2.14 %0.01 %as of Feb 28, 2026 ↗
Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds 388,287114.2M $1.27 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 386,261113.6M $0.85 %0.01 %as of Mar 31, 2026 ↗
Smead Value Fund Smead Funds Trust 383,816115.3M $2.62 %0.01 %as of Feb 27, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 381,437114.5M $1.39 %0.01 %as of Feb 28, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 378,788111.4M $4.42 %0.01 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 373,203116.9M $2.28 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 372,522111.9M $1.37 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB 361,4831B SEK0.95 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 357,953112.1M $0.94 %0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 357,365105.1M $1.66 %0.01 %as of Mar 31, 2026 ↗
ELFUN TRUSTS ELFUN TRUSTS 354,038104.1M $2.50 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 352,746103.8M $1.67 %0.01 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 347,910109M $0.63 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 341,476100.4M $1.41 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust 341,153100.4M $0.73 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 340,424106.6M $1.36 %0.01 %as of Apr 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 335,502105.1M $3.92 %0.01 %as of Apr 30, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 332,10099.7M $3.45 %0.01 %as of Feb 28, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 326,78096.1M $1.29 %0.01 %as of Mar 31, 2026 ↗
ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust 322,755101.1M $4.26 %0.01 %as of Apr 30, 2026 ↗
Fundstrat Granny Shots US Large Cap ETF Tidal Trust III 322,617101.1M $2.31 %0.01 %as of Apr 30, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 321,39294.5M $4.41 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 321,02594.4M $1.27 %0.01 %as of Mar 31, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 313,81498.3M $1.60 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 306,30692M $1.38 %0.01 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 305,98890M $4.44 %0.01 %as of Mar 31, 2026 ↗
Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) 304,09195.3M $2.59 %0.01 %as of Apr 30, 2026 ↗
Janus Henderson Global Research Fund JANUS INVESTMENT FUND 303,05289.1M $2.15 %0.01 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Large Cap Equity Fund Columbia Funds Variable Series Trust II 302,41489M $2.92 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 300,60888.4M $1.40 %0.01 %as of Mar 31, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 296,15987.1M $4.43 %0.01 %as of Mar 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 295,49286.9M $0.33 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 294,265824.6M SEK1.73 %0.01 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 292,45386M $0.52 %0.01 %as of Mar 31, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 290,93385.6M $3.08 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Tema Handelsbanken Fonder AB 290,396813.8M SEK2.08 %0.01 %as of Mar 31, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 290,23490.9M $1.10 %0.01 %as of Apr 30, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 289,52490.7M $2.66 %0.01 %as of Apr 30, 2026 ↗
MFS Total Return Fund MFS Series Trust V 287,23484.5M $1.13 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 285,51784M $1.10 %0.01 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 284,64483.7M $0.41 %0.01 %as of Mar 31, 2026 ↗
Transamerica Large Cap Value TRANSAMERICA FUNDS 283,36588.8M $3.64 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 283,29683.3M $1.43 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 279,98182.4M $1.48 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 278,30681.9M $1.40 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 274,491769.2M SEK1.75 %0.01 %as of Mar 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 270,90079.7M $7.24 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 267,14278.6M $1.40 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Global Trends Swedbank Robur Fonder AB 265,522744.1M SEK1.94 %0.01 %as of Mar 31, 2026 ↗
SEB Aktiesparfond SEB Funds AB 265,000742.6M SEK4.57 %0.01 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 264,69782.9M $0.34 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 262,12077.1M $1.41 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 258,92676.2M $2.05 %0.01 %as of Mar 31, 2026 ↗
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 257,97880.8M $3.65 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 254,30074.8M $4.28 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 253,88676.2M $2.15 %0.01 %as of Feb 27, 2026 ↗
VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds 250,51873.7M $3.05 %0.01 %as of Mar 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 248,36773.1M $4.16 %0.01 %as of Mar 31, 2026 ↗
State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 242,62471.4M $1.91 %0.01 %as of Mar 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 238,40071.6M $3.04 %0.01 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 237,66469.9M $2.64 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 233,187653.4M SEK1.67 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 230,68472.3M $1.37 %0.01 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 228,29867.2M $1.97 %0.01 %as of Mar 31, 2026 ↗
Nomura Core Equity Fund IVY FUNDS 227,70767M $1.98 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 226,89666.7M $0.53 %0.01 %as of Mar 31, 2026 ↗
Columbia Select Large Cap Value Fund Columbia Funds Series Trust II 224,58067.4M $2.14 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 222,37066.8M $0.97 %0.01 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 221,47269.4M $1.96 %0.01 %as of Apr 30, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 221,26765.1M $3.48 %0.01 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 220,76069.1M $1.59 %0.01 %as of Apr 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 218,35865.6M $1.30 %0.01 %as of Feb 28, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 218,00964.1M $0.30 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 216,90565.1M $0.96 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 214,29963M $3.46 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 213,65162.8M $1.81 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 211,82862.3M $0.55 %0.01 %as of Mar 31, 2026 ↗
Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I 210,53363.2M $0.63 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 210,015588.5M SEK1.02 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 209,30462.9M $1.28 %0.01 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 208,71465.4M $1.36 %0.01 %as of Apr 30, 2026 ↗
Nicholas Fund, Inc. Nicholas Fund, Inc. 208,43065.3M $1.68 %0.01 %as of Apr 30, 2026 ↗
Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust 208,40062.6M $1.15 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 205,87761.8M $1.15 %0.01 %as of Feb 28, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 205,514575.9M SEK1.24 %0.01 %as of Mar 31, 2026 ↗
AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. 205,49764.4M $3.46 %0.01 %as of Apr 30, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 203,79759.9M $2.16 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 202,99859.7M $1.39 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 200,50760.2M $2.89 %0.01 %as of Feb 28, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 200,23962.7M $1.78 %0.01 %as of Apr 30, 2026 ↗
Nordea Generationsfond 70-tal Nordea Funds Ab 199,927550.3M SEK1.18 %0.01 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 199,37359.9M $2.15 %0.01 %as of Feb 27, 2026 ↗
Bahl & Gaynor Income Growth ETF ETF Series Solutions 198,82258.5M $2.87 %0.01 %as of Mar 31, 2026 ↗
Franklin Mutual Shares VIP Fund Franklin Templeton Variable Insurance Products Trust 198,57258.4M $3.19 %0.01 %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