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 | |
|---|---|---|---|---|---|
| 401 | NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 108,948 | 34.1M $ | 3.62 % | as of Apr 30, 2026 · Original filing |
| 402 | JNL/WMC Value Fund JNL Series Trust | 108,545 | 31.9M $ | 3.63 % | as of Mar 31, 2026 · Original filing |
| 403 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 108,385 | 31.9M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 404 | Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 108,382 | 31.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 405 | Nordea Generationsfond 80-tal Nordea Funds Ab | 106,274 | 292.5M SEK | 1.19 % | as of Mar 31, 2026 · Original filing |
| 406 | Artisan Global Opportunities Fund Artisan Partners Funds Inc. | 106,099 | 31.2M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| 407 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 105,340 | 31.6M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 408 | VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 105,300 | 31M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 409 | iShares Morningstar Value ETF iShares Trust | 105,050 | 32.9M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| 410 | PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 104,609 | 32.8M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 411 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 104,343 | 32.7M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 412 | Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP | 104,100 | 32.6M $ | 3.05 % | as of Apr 30, 2026 · Original filing |
| 413 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 103,867 | 30.6M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 414 | PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 103,071 | 31M $ | 4.28 % | as of Feb 27, 2026 · Original filing |
| 415 | Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS | 102,930 | 30.9M $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| 416 | ClearBridge Variable Appreciation Portfolio Legg Mason Partners Variable Equity Trust | 102,633 | 30.2M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 417 | Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 102,100 | 30M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| 418 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 102,059 | 30M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 419 | FlexShares Quality Dividend Index Fund FlexShares Trust | 101,970 | 31.9M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| 420 | iShares Global Financials ETF iShares Trust | 101,943 | 30M $ | 5.78 % | as of Mar 31, 2026 · Original filing |
| 421 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 101,186 | 29.8M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| 422 | JNL/Invesco Diversified Dividend Fund JNL Series Trust | 99,873 | 29.4M $ | 3.69 % | as of Mar 31, 2026 · Original filing |
| 423 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 99,407 | 31.1M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| 424 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 99,051 | 29.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 425 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 98,448 | 29.6M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| 426 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 97,743 | 28.8M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 427 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 97,605 | 28.7M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| 428 | Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 96,934 | 28.5M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| 429 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 96,524 | 30.2M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 430 | iShares Dynamic Equity Active ETF BlackRock ETF Trust | 96,374 | 30.2M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 431 | ALGER GROWTH & INCOME FUND ALGER FUNDS | 96,335 | 30.2M $ | 3.39 % | as of Apr 30, 2026 · Original filing |
| 432 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 95,811 | 28.2M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 433 | NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 95,685 | 28.1M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 434 | Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 94,930 | 27.9M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 435 | Victory Pioneer Equity Income Fund Victory Portfolios IV | 93,455 | 29.3M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| 436 | Putnam VT Large Cap Value Fund Putnam Variable Trust | 92,564 | 27.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 437 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 91,924 | 27M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 438 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 91,923 | 27M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 439 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 91,778 | 27.6M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 440 | Nuveen Multi Cap Value Fund Nuveen Investment Trust | 91,185 | 26.8M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| 441 | Nuveen Core Equity Fund TIAA-CREF Funds | 91,046 | 28.5M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 442 | CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND | 90,935 | 28.5M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 443 | WHITE OAK SELECT GROWTH FUND Oak Associates Funds | 90,894 | 28.5M $ | 5.97 % | as of Apr 30, 2026 · Original filing |
| 444 | Large-Cap Value Portfolio PACIFIC SELECT FUND | 90,503 | 26.6M $ | 4.26 % | as of Mar 31, 2026 · Original filing |
| 445 | Calvert Balanced Fund Calvert Social Investment Fund | 90,200 | 26.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 446 | Victory RS Global Fund Victory Portfolios | 89,241 | 26.3M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| 447 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 88,485 | 27.7M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 448 | 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. | 88,166 | 26.5M $ | 3.37 % | as of Feb 28, 2026 · Original filing |
| 449 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 87,769 | 27.5M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 450 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 87,598 | 27.4M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 451 | First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 87,266 | 25.7M $ | 7.93 % | as of Mar 31, 2026 · Original filing |
| 452 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 86,866 | 25.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 453 | Boston Partners All-Cap Value Fund RBB Fund, Inc. | 86,781 | 26.1M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| 454 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 86,699 | 25.5M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| 455 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 86,515 | 25.4M $ | 4.40 % | as of Mar 31, 2026 · Original filing |
| 456 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 86,214 | 25.4M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 457 | Sterling Capital Equity Income Fund Sterling Capital Funds | 85,350 | 25.1M $ | 3.99 % | as of Mar 31, 2026 · Original filing |
| 458 | SPP Generation 70-tal Storebrand Asset Management AS | 85,248 | 238.9M SEK | 0.72 % | as of Mar 31, 2026 · Original filing |
| 459 | Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 85,140 | 26.7M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| 460 | LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 84,136 | 24.7M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 461 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 83,934 | 24.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 462 | Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 83,041 | 26M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 463 | Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 82,902 | 24.9M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| 464 | Avanza Global Avanza Fonder AB | 82,666 | 231.7M SEK | 0.54 % | as of Mar 31, 2026 · Original filing |
| 465 | BNY Mellon Worldwide Growth Fund, Inc. BNY Mellon Worldwide Growth Fund, Inc. | 82,055 | 25.7M $ | 2.75 % | as of Apr 30, 2026 · Original filing |
| 466 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 81,560 | 24.5M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 467 | PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 | 81,511 | 25.5M $ | 3.03 % | as of Apr 30, 2026 · Original filing |
| 468 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 80,878 | 25.3M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 469 | Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 80,360 | 24.1M $ | 1.94 % | as of Feb 28, 2026 · Original filing |
| 470 | US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 80,183 | 23.6M $ | 6.18 % | as of Mar 31, 2026 · Original filing |
| 471 | Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 80,000 | 23.5M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 472 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 79,426 | 23.4M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| 473 | Handelsbanken Fokus 75 Handelsbanken Fonder AB | 79,142 | 221.8M SEK | 1.99 % | as of Mar 31, 2026 · Original filing |
| 474 | Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 79,130 | 23.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 475 | Handelsbanken Amerika Tema Handelsbanken Fonder AB | 78,480 | 219.9M SEK | 3.00 % | as of Mar 31, 2026 · Original filing |
| 476 | MFS Total Return Series MFS VARIABLE INSURANCE TRUST | 78,404 | 23.1M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 477 | Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 78,201 | 24.5M $ | 3.63 % | as of Apr 30, 2026 · Original filing |
| 478 | Equity Income Account Principal Variable Contract Funds, Inc | 77,977 | 22.9M $ | 3.24 % | as of Mar 31, 2026 · Original filing |
| 479 | HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 77,866 | 22.9M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| 480 | NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 77,199 | 24.2M $ | 2.08 % | as of Apr 30, 2026 · Original filing |
| 481 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 77,171 | 22.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 482 | Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 77,056 | 24.1M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 483 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 76,815 | 22.6M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| 484 | BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 76,574 | 22.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 485 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 75,967 | 22.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 486 | Stock Portfolio Stock Portfolio | 75,829 | 22.3M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 487 | The U.S. Equity Portfolio HC Capital Trust | 75,758 | 22.3M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 488 | Fidelity Quality Factor ETF Fidelity Covington Trust | 75,690 | 23.7M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 489 | Lysa Global Equity Broad Lysa Fonder AB | 75,628 | 211.9M SEK | 1.02 % | as of Mar 31, 2026 · Original filing |
| 490 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 75,224 | 23.6M $ | 3.08 % | as of Apr 30, 2026 · Original filing |
| 491 | Dividend Growth Portfolio PACIFIC SELECT FUND | 75,151 | 22.1M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| 492 | Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 75,136 | 22.6M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| 493 | Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST | 75,000 | 23.5M $ | 3.73 % | as of Apr 30, 2026 · Original filing |
| 494 | State Street S&P 500 Index Fund SSGA FUNDS | 74,359 | 22.3M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 495 | DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 74,213 | 21.8M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 496 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 73,843 | 21.7M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 497 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 73,785 | 23.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 498 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 73,730 | 23.1M $ | 2.83 % | as of Apr 30, 2026 · Original filing |
| 499 | Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 73,700 | 21.7M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 500 | SFT Index 500 Fund Securian Funds Trust | 73,144 | 21.5M $ | 1.40 % | 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 |