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
NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS 108,94834.1M $3.62 %0.00 %as of Apr 30, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 108,54531.9M $3.63 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 108,38531.9M $1.28 %0.00 %as of Mar 31, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 108,38231.9M $0.59 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond 80-tal Nordea Funds Ab 106,274292.5M SEK1.19 %0.00 %as of Mar 31, 2026 ↗
Artisan Global Opportunities Fund Artisan Partners Funds Inc. 106,09931.2M $2.05 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 105,34031.6M $0.74 %0.00 %as of Feb 28, 2026 ↗
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 105,30031M $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 105,05032.9M $2.65 %0.00 %as of Apr 30, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 104,60932.8M $0.74 %0.00 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 104,34332.7M $1.27 %0.00 %as of Apr 30, 2026 ↗
Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP 104,10032.6M $3.05 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 103,86730.6M $1.33 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 103,07131M $4.28 %0.00 %as of Feb 27, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 102,93030.9M $2.86 %0.00 %as of Feb 28, 2026 ↗
ClearBridge Variable Appreciation Portfolio Legg Mason Partners Variable Equity Trust 102,63330.2M $2.69 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 102,10030M $3.12 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 102,05930M $1.42 %0.00 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 101,97031.9M $1.50 %0.00 %as of Apr 30, 2026 ↗
iShares Global Financials ETF iShares Trust 101,94330M $5.78 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 101,18629.8M $2.82 %0.00 %as of Mar 31, 2026 ↗
JNL/Invesco Diversified Dividend Fund JNL Series Trust 99,87329.4M $3.69 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 99,40731.1M $1.50 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 99,05129.1M $0.52 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 98,44829.6M $1.31 %0.00 %as of Feb 28, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 97,74328.8M $1.42 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 97,60528.7M $2.14 %0.00 %as of Mar 31, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 96,93428.5M $1.37 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 96,52430.2M $1.27 %0.00 %as of Apr 30, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 96,37430.2M $1.10 %0.00 %as of Apr 30, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 96,33530.2M $3.39 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 95,81128.2M $1.35 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 95,68528.1M $1.48 %0.00 %as of Mar 31, 2026 ↗
Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. 94,93027.9M $1.63 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income Fund Victory Portfolios IV 93,45529.3M $3.65 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Large Cap Value Fund Putnam Variable Trust 92,56427.2M $1.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 91,92427M $0.33 %0.00 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 91,92327M $1.18 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 91,77827.6M $1.28 %0.00 %as of Feb 28, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 91,18526.8M $2.53 %0.00 %as of Mar 31, 2026 ↗
Nuveen Core Equity Fund TIAA-CREF Funds 91,04628.5M $0.40 %0.00 %as of Apr 30, 2026 ↗
CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND 90,93528.5M $1.93 %0.00 %as of Apr 30, 2026 ↗
WHITE OAK SELECT GROWTH FUND Oak Associates Funds 90,89428.5M $5.97 %0.00 %as of Apr 30, 2026 ↗
Large-Cap Value Portfolio PACIFIC SELECT FUND 90,50326.6M $4.26 %0.00 %as of Mar 31, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 90,20026.5M $1.93 %0.00 %as of Mar 31, 2026 ↗
Victory RS Global Fund Victory Portfolios 89,24126.3M $1.52 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 88,48527.7M $2.59 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. 88,16626.5M $3.37 %0.00 %as of Feb 28, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 87,76927.5M $1.34 %0.00 %as of Apr 30, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 87,59827.4M $1.66 %0.00 %as of Apr 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 87,26625.7M $7.93 %0.00 %as of Mar 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 86,86625.6M $1.42 %0.00 %as of Mar 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 86,78126.1M $2.02 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 86,69925.5M $2.60 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 86,51525.4M $4.40 %0.00 %as of Mar 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 86,21425.4M $1.07 %0.00 %as of Mar 31, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 85,35025.1M $3.99 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 85,248238.9M SEK0.72 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 85,14026.7M $2.37 %0.00 %as of Apr 30, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 84,13624.7M $2.69 %0.00 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 83,93424.7M $1.40 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 83,04126M $1.05 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 82,90224.9M $1.70 %0.00 %as of Feb 28, 2026 ↗
Avanza Global Avanza Fonder AB 82,666231.7M SEK0.54 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Worldwide Growth Fund, Inc. BNY Mellon Worldwide Growth Fund, Inc. 82,05525.7M $2.75 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 81,56024.5M $1.26 %0.00 %as of Feb 28, 2026 ↗
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 81,51125.5M $3.03 %0.00 %as of Apr 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 80,87825.3M $1.36 %0.00 %as of Apr 30, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 80,36024.1M $1.94 %0.00 %as of Feb 28, 2026 ↗
US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 80,18323.6M $6.18 %0.00 %as of Mar 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 80,00023.5M $0.72 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 79,42623.4M $2.59 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Fokus 75 Handelsbanken Fonder AB 79,142221.8M SEK1.99 %0.00 %as of Mar 31, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 79,13023.3M $0.39 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Amerika Tema Handelsbanken Fonder AB 78,480219.9M SEK3.00 %0.00 %as of Mar 31, 2026 ↗
MFS Total Return Series MFS VARIABLE INSURANCE TRUST 78,40423.1M $1.13 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 78,20124.5M $3.63 %0.00 %as of Apr 30, 2026 ↗
Equity Income Account Principal Variable Contract Funds, Inc 77,97722.9M $3.24 %0.00 %as of Mar 31, 2026 ↗
HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC 77,86622.9M $1.53 %0.00 %as of Mar 31, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 77,19924.2M $2.08 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 77,17122.7M $1.27 %0.00 %as of Mar 31, 2026 ↗
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 77,05624.1M $1.73 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 76,81522.6M $1.37 %0.00 %as of Mar 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 76,57422.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 75,96722.3M $0.86 %0.00 %as of Mar 31, 2026 ↗
Stock Portfolio Stock Portfolio 75,82922.3M $3.10 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 75,75822.3M $1.20 %0.00 %as of Mar 31, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 75,69023.7M $1.73 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 75,628211.9M SEK1.02 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 75,22423.6M $3.08 %0.00 %as of Apr 30, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 75,15122.1M $3.06 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 75,13622.6M $1.51 %0.00 %as of Feb 28, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 75,00023.5M $3.73 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 74,35922.3M $1.39 %0.00 %as of Feb 28, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 74,21321.8M $2.16 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 73,84321.7M $1.42 %0.00 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 73,78523.1M $0.22 %0.00 %as of Apr 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 73,73023.1M $2.83 %0.00 %as of Apr 30, 2026 ↗
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 73,70021.7M $0.59 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 73,14421.5M $1.40 %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