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
Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 50,16714.8M $3.00 %0.00 %as of Mar 31, 2026 ↗
LKCM Equity Fund LKCM Funds 50,00014.7M $3.04 %0.00 %as of Mar 31, 2026 ↗
CANTOR FITZGERALD LARGE CAP FOCUSED FUND Cantor Select Portfolios Trust 49,93014.7M $2.40 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 49,89515.6M $0.52 %0.00 %as of Apr 30, 2026 ↗
Value Portfolio PACIFIC SELECT FUND 49,73514.6M $1.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 49,44115.5M $0.35 %0.00 %as of Apr 30, 2026 ↗
SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST 49,19815.4M $2.64 %0.00 %as of Apr 30, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 49,05714.4M $0.59 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 48,83814.4M $1.39 %0.00 %as of Mar 31, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 48,79315.3M $1.00 %0.00 %as of Apr 30, 2026 ↗
AMF Aktiefond Nordamerika AMF Fonder AB 48,685136.4M SEK1.92 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 48,48814.6M $1.19 %0.00 %as of Feb 28, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 48,37014.2M $0.50 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 48,26414.5M $0.33 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 48,20714.2M $1.72 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Dow30 ProShares Trust 47,93414.4M $2.83 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 47,41313.9M $2.64 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 47,083131.9M SEK0.88 %0.00 %as of Mar 31, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 47,08314.1M $1.96 %0.00 %as of Feb 28, 2026 ↗
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 46,93114.7M $3.24 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 46,89913.8M $0.58 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB 46,833131.2M SEK2.91 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 46,33713.9M $0.46 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 46,24013.9M $1.41 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 46,23814.5M $0.27 %0.00 %as of Apr 30, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 46,10913.8M $1.57 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 46,09613.6M $0.33 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 46,03314.4M $2.48 %0.00 %as of Apr 30, 2026 ↗
Matthew 25 Fund MATTHEW 25 FUND 46,00013.5M $4.48 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 45,506125.2M SEK0.53 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 44,95813.2M $1.75 %0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 44,89014.1M $2.99 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 44,80814M $1.35 %0.00 %as of Apr 30, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 44,66713.1M $2.96 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 44,48713.4M $0.56 %0.00 %as of Feb 28, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 44,45113.9M $2.03 %0.00 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 44,45113.1M $0.26 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 44,42513.9M $1.68 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 44,32913M $1.02 %0.00 %as of Mar 31, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,32513M $1.10 %0.00 %as of Mar 31, 2026 ↗
SEGALL BRYANT & HAMILL SELECT EQUITY ETF Segall Bryant & Hamill Trust 44,28613M $4.32 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 44,12813M $0.89 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 43,95612.9M $0.91 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 43,62512.8M $4.39 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 43,26612.7M $1.18 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 43,23513.5M $0.91 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 43,20613M $1.26 %0.00 %as of Feb 28, 2026 ↗
Domestic Equity Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 43,14812.7M $1.09 %0.00 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 42,98812.9M $0.18 %0.00 %as of Feb 28, 2026 ↗
Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios 42,97412.6M $1.96 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust 42,82312.6M $3.71 %0.00 %as of Mar 31, 2026 ↗
Rockefeller Global Equity ETF Tidal Trust III 42,78213.4M $1.69 %0.00 %as of Apr 30, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 42,73013.4M $1.59 %0.00 %as of Apr 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 42,44712.5M $1.42 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Core Equity Fund AIM Funds Group (Invesco Funds Group) 42,38112.5M $2.13 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Select Fund World Funds Trust 42,24313.2M $2.00 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 41,92512.3M $0.91 %0.00 %as of Mar 31, 2026 ↗
Aristotle Core Equity Fund Aristotle Fund Series Trust 41,85712.3M $2.37 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 41,43313M $1.72 %0.00 %as of Apr 30, 2026 ↗
PAYSON TOTAL RETURN FUND FORUM FUNDS 41,23312.1M $4.27 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 41,19212.9M $2.66 %0.00 %as of Apr 30, 2026 ↗
Columbia U.S. Equity Income ETF Columbia ETF Trust I 41,09612.9M $4.66 %0.00 %as of Apr 30, 2026 ↗
Boston Trust Equity Fund Boston Trust Walden Funds 41,00012.1M $5.15 %0.00 %as of Mar 31, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 40,94912M $1.89 %0.00 %as of Mar 31, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 40,61812.2M $0.92 %0.00 %as of Feb 28, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,53211.9M $0.59 %0.00 %as of Mar 31, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 40,42012.1M $4.28 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Sustainable U.S. Equity Fund, Inc. BNY Mellon Sustainable U.S. Equity Fund, Inc. 40,24412.1M $2.45 %0.00 %as of Feb 28, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 40,17011.8M $0.75 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 40,00011.8M $1.16 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 39,83011.7M $2.71 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 39,10311.5M $1.39 %0.00 %as of Mar 31, 2026 ↗
Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. 39,04012.2M $2.61 %0.00 %as of Apr 30, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 39,02712.2M $1.45 %0.00 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 39,00112.2M $1.67 %0.00 %as of Apr 30, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 38,87512.2M $1.11 %0.00 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 38,87411.7M $0.20 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 38,71311.6M $0.55 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 38,57611.6M $1.25 %0.00 %as of Feb 28, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 38,370107.5M SEK1.00 %0.00 %as of Mar 31, 2026 ↗
ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust 38,24211.2M $4.24 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 38,23311.5M $1.60 %0.00 %as of Feb 28, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 37,99811.2M $3.84 %0.00 %as of Mar 31, 2026 ↗
CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND 37,97011.9M $3.40 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 37,93111.2M $1.26 %0.00 %as of Mar 31, 2026 ↗
Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III 37,91111.2M $1.88 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 37,897104.3M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. 37,83611.1M $2.22 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Fokus 50 Handelsbanken Fonder AB 37,541105.2M SEK1.28 %0.00 %as of Mar 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 37,32011.7M $0.87 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 37,24811M $1.40 %0.00 %as of Mar 31, 2026 ↗
Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 36,94210.9M $1.32 %0.00 %as of Mar 31, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 36,59910.8M $1.89 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 35,99011.3M $1.63 %0.00 %as of Apr 30, 2026 ↗
Torray Equity Income Fund RBB Fund Trust 35,86510.8M $3.14 %0.00 %as of Feb 28, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 35,55410.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
SpareBank 1 Global ODIN Forvaltning AS 35,253101M SEK1.40 %0.00 %as of Mar 31, 2026 ↗
ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust 35,16410.3M $2.32 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 35,16110.3M $1.41 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 35,14510.6M $2.54 %0.00 %as of Feb 28, 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