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
Nomura Balanced Fund IVY FUNDS 73,10221.5M $1.17 %0.00 %as of Mar 31, 2026 ↗
BlackRock Exchange Portfolio BlackRock Funds 72,44321.3M $8.25 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 72,22622.6M $1.11 %0.00 %as of Apr 30, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 72,18022.6M $1.94 %0.00 %as of Apr 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 72,10021.2M $4.86 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 71,66521.1M $3.89 %0.00 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 71,48521M $0.26 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson Global Research Portfolio JANUS ASPEN SERIES 71,28521M $2.16 %0.00 %as of Mar 31, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 71,06720.9M $2.60 %0.00 %as of Mar 31, 2026 ↗
TCW Relative Value Large Cap Fund TCW FUNDS INC 70,91122.2M $4.01 %0.00 %as of Apr 30, 2026 ↗
CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 70,20020.7M $0.90 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 70,061196.3M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 70,00020.6M $4.13 %0.00 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 69,55321.8M $0.57 %0.00 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 69,52220.5M $0.99 %0.00 %as of Mar 31, 2026 ↗
Vaughan Nelson Select Fund Natixis Funds Trust II 68,94020.7M $3.86 %0.00 %as of Feb 28, 2026 ↗
John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust 68,92920.3M $4.15 %0.00 %as of Mar 31, 2026 ↗
iShares Top 20 U.S. Stocks ETF iShares Trust 68,90020.3M $4.11 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 68,23820.5M $1.06 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 67,51621.1M $0.38 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 67,48219.9M $1.20 %0.00 %as of Mar 31, 2026 ↗
Carillon Eagle Growth & Income Fund Carillon Series Trust 67,08319.7M $4.17 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 66,71519.6M $1.25 %0.00 %as of Mar 31, 2026 ↗
Evercore Equity Fund Wall Street EWM Funds Trust 66,44019.5M $4.15 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 66,33919.5M $0.65 %0.00 %as of Mar 31, 2026 ↗
Marsico Focus Fund MARSICO INVESTMENT FUND 66,19619.5M $1.99 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 66,14519.5M $1.41 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson Adaptive Risk Managed U.S. Equity Fund JANUS INVESTMENT FUND 66,08819.4M $3.35 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Sustainable Leaders Fund Putnam Variable Trust 66,08019.4M $2.34 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 66,00019.8M $2.63 %0.00 %as of Feb 27, 2026 ↗
Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 64,74619M $5.25 %0.00 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 64,70319M $1.14 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 64,50720.2M $1.27 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 64,42219M $1.40 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 64,15418.9M $2.68 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 64,12420.1M $1.28 %0.00 %as of Apr 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 64,04518.8M $0.69 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 63,63919.9M $0.88 %0.00 %as of Apr 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 63,16219.8M $4.22 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 62,60518.4M $2.05 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 62,53519.6M $1.22 %0.00 %as of Apr 30, 2026 ↗
Cullen High Dividend Equity Fund Cullen Funds Trust 62,52418.4M $2.84 %0.00 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 62,41818.4M $0.41 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 62,28119.5M $0.80 %0.00 %as of Apr 30, 2026 ↗
Systematic Value Fund VALIC Co I 61,90318.6M $3.37 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 61,62219.3M $1.35 %0.00 %as of Apr 30, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 61,53818.1M $2.03 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 61,51919.3M $1.23 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 61,22819.2M $0.55 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 60,80219M $1.57 %0.00 %as of Apr 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,38017.8M $2.35 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 60,13418.1M $1.29 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 59,91118.8M $0.54 %0.00 %as of Apr 30, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 59,82217.6M $2.20 %0.00 %as of Mar 31, 2026 ↗
Naventi Offensiv Flex Ruth Asset Management AB 59,617166M SEK3.41 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro Dow30 ProShares Trust 59,48017.9M $2.37 %0.00 %as of Feb 28, 2026 ↗
Growth and Income Portfolio LORD ABBETT SERIES FUND INC 59,35817.5M $3.66 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Talenten Aktiefond MEGA Swedbank Robur Fonder AB 59,319166.2M SEK0.95 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 59,13718.5M $1.35 %0.00 %as of Apr 30, 2026 ↗
Virtus Income & Growth Fund Virtus Investment Trust 59,06517.4M $0.39 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 58,07317.4M $3.99 %0.00 %as of Feb 28, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 57,86218.1M $3.99 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 57,81617.4M $12.04 %0.00 %as of Feb 27, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 57,56017.3M $1.08 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 57,40118M $1.25 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 56,80017.8M $0.38 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 56,23816.9M $2.38 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Large Cap Value Fund Goldman Sachs Trust 56,07016.8M $3.76 %0.00 %as of Feb 28, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 55,79916.8M $1.53 %0.00 %as of Feb 27, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 55,78416.4M $2.31 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 55,63916.4M $1.05 %0.00 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 55,45116.3M $0.34 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 55,43616.3M $1.27 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 55,26117.3M $0.93 %0.00 %as of Apr 30, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 55,01816.2M $2.42 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 55,00116.2M $1.31 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 54,96216.2M $3.69 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 54,86616.1M $2.63 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 54,73116.1M $1.16 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 54,50416M $0.86 %0.00 %as of Mar 31, 2026 ↗
DWS CROCI(R) U.S. Fund DEUTSCHE DWS INVESTMENT TRUST 54,30416M $2.33 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 53,65815.8M $0.77 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 53,61415.8M $1.68 %0.00 %as of Mar 31, 2026 ↗
JNL/WMC Balanced Fund JNL Series Trust 53,51715.7M $0.18 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 53,38716.7M $1.43 %0.00 %as of Apr 30, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 53,34016.7M $1.86 %0.00 %as of Apr 30, 2026 ↗
RBC Global Opportunities Fund RBC Funds Trust 53,34015.7M $3.66 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Disciplined Value Fund Victory Portfolios IV 53,32416M $3.78 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 52,87415.9M $1.01 %0.00 %as of Feb 28, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 52,65515.5M $1.40 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 52,40816.4M $1.34 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 52,31615.7M $1.34 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 52,11215.3M $1.27 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 52,01615.3M $1.31 %0.00 %as of Mar 31, 2026 ↗
Haverford Quality Growth Stock Fund ADVISORS' INNER CIRCLE FUND 51,97416.3M $5.12 %0.00 %as of Apr 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,79215.2M $0.79 %0.00 %as of Mar 31, 2026 ↗
Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST 51,57116.2M $2.03 %0.00 %as of Apr 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 51,380144M SEK1.57 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 51,36215.1M $1.67 %0.00 %as of Mar 31, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 50,73514.9M $1.74 %0.00 %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