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
Dividend Value Fund VALIC Co I 35,05010.5M $1.44 %0.00 %as of Feb 28, 2026 ↗
Franklin Managed Income Fund Franklin Investors Securities Trust 35,00011M $0.32 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 34,95610.3M $1.48 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 34,75910.4M $1.58 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II 34,62810.2M $0.64 %0.00 %as of Mar 31, 2026 ↗
Adaptive Alpha Opportunities ETF Starboard Investment Trust 34,58910.4M $3.04 %0.00 %as of Feb 28, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 34,48010.4M $1.28 %0.00 %as of Feb 28, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 34,40710.1M $1.39 %0.00 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 34,28910.3M $1.51 %0.00 %as of Feb 28, 2026 ↗
First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund 34,25010.1M $3.49 %0.00 %as of Mar 31, 2026 ↗
MML Fundamental Equity Fund MML SERIES INVESTMENT FUND 34,11910M $3.04 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 33,97510M $0.04 %0.00 %as of Mar 31, 2026 ↗
Fidelity Global Equity Income Fund Fidelity Investment Trust 33,82210.6M $2.27 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust 33,7129.9M $3.88 %0.00 %as of Mar 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 33,6969.9M $10.43 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,6089.9M $1.13 %0.00 %as of Mar 31, 2026 ↗
CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND 33,60010.5M $2.00 %0.00 %as of Apr 30, 2026 ↗
Boston Trust Walden Equity Fund Boston Trust Walden Funds 33,4159.8M $4.95 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 33,3259.8M $1.36 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 33,3009.8M $1.61 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund John Hancock Funds II 33,28810M $1.69 %0.00 %as of Feb 28, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 33,21910M $0.45 %0.00 %as of Feb 28, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 33,1309.7M $0.84 %0.00 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 33,11710.4M $1.96 %0.00 %as of Apr 30, 2026 ↗
Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust 33,1009.9M $2.06 %0.00 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 33,0179.7M $1.59 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 33,0149.9M $1.93 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 32,9759.7M $1.78 %0.00 %as of Mar 31, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 32,8619.9M $2.97 %0.00 %as of Feb 28, 2026 ↗
Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST 32,5099.6M $1.25 %0.00 %as of Mar 31, 2026 ↗
Columbia Flexible Capital Income Fund Columbia Funds Series Trust II 32,5009.8M $0.75 %0.00 %as of Feb 28, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 32,43589.3M SEK0.38 %0.00 %as of Mar 31, 2026 ↗
NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 32,38810.1M $2.26 %0.00 %as of Apr 30, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 32,00010M $1.41 %0.00 %as of Apr 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 31,95610M $0.93 %0.00 %as of Apr 30, 2026 ↗
Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust 31,7839.3M $3.69 %0.00 %as of Mar 31, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 31,6249.5M $3.07 %0.00 %as of Feb 28, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 31,4929.9M $1.63 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 31,3259.4M $1.44 %0.00 %as of Feb 28, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 31,3089.2M $0.27 %0.00 %as of Mar 31, 2026 ↗
Lärarfond Offensiv Lannebo Kapitalförvaltning AB 30,83086.4M SEK0.92 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 30,6769M $1.46 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 30,6709M $1.40 %0.00 %as of Mar 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 30,3148.9M $0.71 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 30,2008.9M $4.62 %0.00 %as of Mar 31, 2026 ↗
Victory RS Large Cap Alpha Fund Victory Portfolios 30,2008.9M $1.65 %0.00 %as of Mar 31, 2026 ↗
AAMA EQUITY FUND Asset Management Fund 30,1008.9M $2.37 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Hedge Industry VIP ETF Goldman Sachs ETF Trust 29,8289M $1.97 %0.00 %as of Feb 28, 2026 ↗
UBS US Dividend Ruler Fund UBS FUNDS 29,8238.8M $3.97 %0.00 %as of Mar 31, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 29,7008.7M $1.73 %0.00 %as of Mar 31, 2026 ↗
MFS Research Series MFS VARIABLE INSURANCE TRUST 29,5668.7M $2.47 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 29,4248.7M $1.02 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,2918.6M $3.48 %0.00 %as of Mar 31, 2026 ↗
NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 29,2539.2M $0.98 %0.00 %as of Apr 30, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 29,0559.1M $0.39 %0.00 %as of Apr 30, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 29,0008.5M $2.69 %0.00 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 28,8698.5M $0.43 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 28,6618.4M $2.47 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 28,6498.4M $1.00 %0.00 %as of Mar 31, 2026 ↗
Capital Advisors Growth Fund Advisors Series Trust 28,5758.4M $5.68 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 28,3938.4M $1.34 %0.00 %as of Mar 31, 2026 ↗
KPA Aktiefond Swedbank Robur Fonder AB 28,33979.4M SEK1.23 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND 28,2698.5M $0.28 %0.00 %as of Feb 28, 2026 ↗
WesMark Large Company Fund WesMark Funds 28,1308.3M $2.67 %0.00 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 28,0558.8M $1.12 %0.00 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 28,0008.2M $0.32 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 27,9498.2M $1.32 %0.00 %as of Mar 31, 2026 ↗
JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS 27,5458.1M $2.00 %0.00 %as of Mar 31, 2026 ↗
Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. 27,5008.1M $1.93 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 27,3468M $2.99 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 27,0368M $0.49 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 27,0027.9M $2.48 %0.00 %as of Mar 31, 2026 ↗
Cambiar Opportunity Fund ADVISORS' INNER CIRCLE FUND 27,0008.5M $2.57 %0.00 %as of Apr 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 26,9978.5M $3.15 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 26,9208.4M $1.04 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 26,7248.4M $0.61 %0.00 %as of Apr 30, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 26,7038.4M $0.92 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 26,5248M $1.15 %0.00 %as of Feb 28, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 26,2407.7M $1.40 %0.00 %as of Mar 31, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 26,2108.2M $0.49 %0.00 %as of Apr 30, 2026 ↗
Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust 25,9927.6M $0.95 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 25,9317.8M $0.38 %0.00 %as of Feb 28, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 25,9298.1M $3.58 %0.00 %as of Apr 30, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 25,9287.8M $0.71 %0.00 %as of Feb 28, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 25,8907.6M $1.71 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 25,8807.6M $0.21 %0.00 %as of Mar 31, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 25,8547.6M $0.57 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 25,8317.8M $1.84 %0.00 %as of Feb 28, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 25,7547.6M $1.01 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 25,72672.1M SEK1.71 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Sustainable U.S. Equity Portfolio, Inc. BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. 25,6377.5M $2.53 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 25,6027.7M $1.62 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 25,5447.5M $1.13 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 25,5058M $1.30 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 25,4997.5M $2.22 %0.00 %as of Mar 31, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 25,4228M $1.93 %0.00 %as of Apr 30, 2026 ↗
AB Select US Long/Short Portfolio AB CAP FUND, INC. 25,4077.5M $0.52 %0.00 %as of Mar 31, 2026 ↗
Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC 25,3947.5M $3.73 %0.00 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust 25,3697.9M $0.54 %0.00 %as of Apr 30, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 25,3007.9M $0.69 %0.00 %as of Apr 30, 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