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
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 198,21459.5M $1.36 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 196,40757.8M $1.29 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 193,279541.6M SEK1.20 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 192,53557.8M $1.35 %0.01 %as of Feb 28, 2026 ↗
Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust 190,85656.1M $3.74 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 189,97355.9M $1.38 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. 187,76055.2M $2.59 %0.01 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 187,36156.3M $0.86 %0.01 %as of Feb 28, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 186,20158.3M $1.90 %0.01 %as of Apr 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 184,53057.8M $2.62 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 182,40057.1M $0.96 %0.01 %as of Apr 30, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 179,95756.4M $2.46 %0.01 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 178,50253.6M $1.50 %0.01 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 176,852495.6M SEK1.07 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 176,67555.3M $1.22 %0.01 %as of Apr 30, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 175,13554.9M $1.63 %0.01 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 175,04951.5M $1.80 %0.01 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 174,47851.3M $2.52 %0.01 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II 173,45051M $2.25 %0.01 %as of Mar 31, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 173,44052.1M $1.10 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 171,68750.5M $1.44 %0.01 %as of Mar 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 170,90050.3M $0.56 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 170,50053.4M $4.33 %0.01 %as of Apr 30, 2026 ↗
AMF Aktiefond Global AMF Fonder AB 167,036468.1M SEK1.19 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Financials ProShares Trust 166,39950M $7.11 %0.01 %as of Feb 28, 2026 ↗
Value Fund HOMESTEAD FUNDS INC 163,99148.2M $4.52 %0.01 %as of Mar 31, 2026 ↗
Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) 163,86451.3M $3.00 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 161,55047.5M $3.88 %0.01 %as of Mar 31, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 159,97647.1M $2.69 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 159,85347M $1.46 %0.01 %as of Mar 31, 2026 ↗
Capital Group Global Equity ETF Capital Group Global Equity ETF 158,94047.7M $2.18 %0.01 %as of Feb 28, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 158,66149.7M $3.36 %0.01 %as of Apr 30, 2026 ↗
Loomis Sayles Global Allocation Fund LOOMIS SAYLES FUNDS II 157,18346.2M $1.74 %0.01 %as of Mar 31, 2026 ↗
Columbia Cornerstone Equity Fund COLUMBIA FUNDS SERIES TRUST 157,15447.2M $3.01 %0.01 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 156,55349M $1.50 %0.01 %as of Apr 30, 2026 ↗
Lannebo Global Lannebo Kapitalförvaltning AB 156,347438.1M SEK2.16 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 155,95446.8M $2.17 %0.01 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 155,68745.8M $1.41 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 155,343435.3M SEK1.63 %0.01 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust 153,30045.1M $0.69 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 151,00044.4M $4.93 %0.01 %as of Mar 31, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 150,37547.1M $1.51 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 148,654416.6M SEK1.37 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 148,35243.6M $2.93 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 147,12246.1M $3.41 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur USA Swedbank Robur Fonder AB 146,500410.5M SEK2.43 %0.01 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 146,43543.1M $1.03 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 145,32545.5M $1.35 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 143,09642.1M $0.39 %0.01 %as of Mar 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 141,12544.2M $1.47 %0.01 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 140,82341.4M $1.41 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 140,16043.9M $1.37 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 139,65741.1M $1.07 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 139,65641.9M $1.42 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 138,53440.8M $1.73 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 138,05443.2M $1.39 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 137,97643.2M $1.84 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 137,70941.4M $1.37 %0.01 %as of Feb 28, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 137,449378.3M SEK0.77 %0.01 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 136,98142.9M $1.89 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II 134,71942.2M $3.05 %0.00 %as of Apr 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 134,000375.5M SEK1.18 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 130,92541M $0.81 %0.00 %as of Apr 30, 2026 ↗
Tax-Managed Value Portfolio Tax-Managed Value Portfolio 130,10840.8M $3.47 %0.00 %as of Apr 30, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 127,20738.2M $0.16 %0.00 %as of Feb 28, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 126,71238.1M $1.09 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 126,27037.1M $3.05 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 126,25837.9M $0.85 %0.00 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 126,22239.5M $0.74 %0.00 %as of Apr 30, 2026 ↗
Motley Fool 100 Index ETF RBB Fund, Inc. 126,03537.8M $2.01 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 125,68937M $1.28 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 124,43736.6M $0.70 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 123,60136.4M $1.38 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 60 Swedbank Robur Fonder AB 123,321345.6M SEK0.78 %0.00 %as of Mar 31, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 123,14238.6M $1.69 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 121,64538.1M $1.29 %0.00 %as of Apr 30, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 121,30636.4M $1.59 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 120,51137.7M $1.38 %0.00 %as of Apr 30, 2026 ↗
AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 120,36635.4M $3.40 %0.00 %as of Mar 31, 2026 ↗
Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS 119,97236M $1.42 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 118,56037.1M $4.46 %0.00 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 118,19434.8M $0.69 %0.00 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 116,94934.4M $0.43 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 116,76236.6M $1.35 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 116,47834.3M $1.46 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 116,21434.2M $1.41 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 115,85236.3M $1.27 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 114,87033.8M $0.43 %0.00 %as of Mar 31, 2026 ↗
Columbia Global Value Fund Columbia Funds Series Trust II 113,44334.1M $3.84 %0.00 %as of Feb 28, 2026 ↗
Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust 112,30033M $3.82 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Global High Dividend Swedbank Robur Fonder AB 112,000313.9M SEK2.21 %0.00 %as of Mar 31, 2026 ↗
Victory Value Fund Victory Portfolios III 111,99935.1M $2.45 %0.00 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 111,66432.8M $1.40 %0.00 %as of Mar 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 111,50633.5M $2.22 %0.00 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 111,45232.8M $1.40 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 111,04432.7M $0.66 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 110,92333.3M $0.16 %0.00 %as of Feb 28, 2026 ↗
AMF Aktiefond Världen AMF Fonder AB 110,555309.8M SEK0.57 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 110,29732.4M $1.69 %0.00 %as of Mar 31, 2026 ↗
Penn Series Flexibly Managed Fund Penn Series Funds Inc 110,00032.4M $0.70 %0.00 %as of Mar 31, 2026 ↗

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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