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
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 25,25670.8M SEK1.05 %0.00 %as of Mar 31, 2026 ↗
Fidelity Magellan K6 Fund Fidelity Magellan Fund 25,1907.4M $2.50 %0.00 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 24,9527.5M $1.24 %0.00 %as of Feb 28, 2026 ↗
STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF Sterling Capital Funds 24,9027.3M $3.41 %0.00 %as of Mar 31, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 24,9007.5M $0.70 %0.00 %as of Feb 28, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 24,6327.4M $1.01 %0.00 %as of Feb 27, 2026 ↗
LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,5067.2M $1.83 %0.00 %as of Mar 31, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 24,4727.2M $0.26 %0.00 %as of Mar 31, 2026 ↗
BBH Select Large Cap ETF BBH Trust 24,1947.6M $1.48 %0.00 %as of Apr 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 24,1797.1M $1.39 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 24,1537.3M $2.60 %0.00 %as of Feb 28, 2026 ↗
SA Columbia Focused Value Portfolio SEASONS SERIES TRUST 24,0507.1M $2.30 %0.00 %as of Mar 31, 2026 ↗
Bretton Fund PFS FUNDS 24,0007.1M $6.30 %0.00 %as of Mar 31, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 23,9647.5M $3.54 %0.00 %as of Apr 30, 2026 ↗
Naventi Balanserad Flex Ruth Asset Management AB 23,91566.6M SEK1.72 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Large Cap Fund Federated Hermes Equity Funds 23,8027.5M $0.69 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 23,6937M $0.48 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 23,6707M $0.18 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust 23,6667.1M $1.06 %0.00 %as of Feb 28, 2026 ↗
POLARIS GLOBAL VALUE FUND FORUM FUNDS 23,5496.9M $1.35 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 23,5237.1M $0.40 %0.00 %as of Feb 27, 2026 ↗
NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS 23,1927.3M $0.64 %0.00 %as of Apr 30, 2026 ↗
ClearBridge Tactical Dividend Income Fund Legg Mason Partners Investment Trust 23,1257.2M $1.99 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 23,0926.8M $3.27 %0.00 %as of Mar 31, 2026 ↗
AMF Balansfond AMF Fonder AB 23,01964.5M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 22,7047.1M $1.19 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 22,5146.6M $1.28 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 22,4577M $2.13 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 22,45662.9M SEK0.45 %0.00 %as of Mar 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 22,44162.9M SEK0.39 %0.00 %as of Mar 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 22,4306.6M $3.26 %0.00 %as of Mar 31, 2026 ↗
BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 22,3976.6M $0.18 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 22,0866.5M $0.91 %0.00 %as of Mar 31, 2026 ↗
MFS Total Return Portfolio Brighthouse Funds Trust II 22,0536.5M $1.14 %0.00 %as of Mar 31, 2026 ↗
CUTLER EQUITY FUND The Cutler Trust 22,0446.5M $3.04 %0.00 %as of Mar 31, 2026 ↗
Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS 22,0006.6M $2.63 %0.00 %as of Feb 28, 2026 ↗
Bright Rock Quality Large Cap Fund Trust for Professional Managers 22,0006.6M $1.46 %0.00 %as of May 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 21,9456.5M $2.00 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 21,91361.4M SEK1.06 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 21,7816.8M $0.67 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 21,6846.4M $0.40 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 21,5366.3M $1.72 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 21,3336.3M $0.20 %0.00 %as of Mar 31, 2026 ↗
MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST 21,2446.2M $2.71 %0.00 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Select ETF Principal Exchange-Traded Funds 21,2386.2M $2.70 %0.00 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,1906.2M $0.75 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 21,1456.6M $0.94 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 21,1446.2M $2.11 %0.00 %as of Mar 31, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 21,1136.6M $3.91 %0.00 %as of Apr 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 21,0836.3M $0.71 %0.00 %as of Feb 28, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 21,0666.2M $1.10 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles Global Allocation Portfolio Brighthouse Funds Trust I 21,0306.2M $1.79 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 21,0026.3M $1.48 %0.00 %as of Feb 28, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 20,9146.2M $0.38 %0.00 %as of Mar 31, 2026 ↗
Union Street Partners Value Fund World Funds Trust 20,8856.1M $7.53 %0.00 %as of Mar 31, 2026 ↗
AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust 20,8006.1M $0.70 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 20,79358.3M SEK0.49 %0.00 %as of Mar 31, 2026 ↗
Harbor Long-Term Growers ETF Harbor ETF Trust 20,5766.4M $0.59 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 20,4996M $0.60 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Fokus 100 Handelsbanken Fonder AB 20,48557.4M SEK2.64 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 20,4046M $2.69 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST 20,3396.1M $1.39 %0.00 %as of Feb 28, 2026 ↗
State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS 20,2185.9M $1.86 %0.00 %as of Mar 31, 2026 ↗
Wasatch Global Value Fund WASATCH FUNDS TRUST 20,0005.9M $3.67 %0.00 %as of Mar 31, 2026 ↗
Hennessy Cornerstone Value Fund Hennessy Funds Trust 19,8006.2M $1.88 %0.00 %as of Apr 30, 2026 ↗
Large Cap Core Fund Northern Funds 19,7015.8M $1.79 %0.00 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 19,6365.9M $1.14 %0.00 %as of Feb 28, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 19,5715.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 19,4725.8M $0.26 %0.00 %as of Feb 28, 2026 ↗
Skandia Balanserad Skandia Fonder AB 19,44454.5M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 19,4305.8M $0.56 %0.00 %as of Feb 28, 2026 ↗
Dividend Growth Portfolio LORD ABBETT SERIES FUND INC 19,4225.7M $3.02 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II 19,4055.8M $0.13 %0.00 %as of Feb 28, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 19,2575.7M $0.55 %0.00 %as of Mar 31, 2026 ↗
Fidelity Magellan ETF Fidelity Covington Trust 19,2276M $2.38 %0.00 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 19,1725.6M $2.41 %0.00 %as of Mar 31, 2026 ↗
Myriad Dynamic Asset Allocation ETF Series Portfolios Trust 19,1235.6M $1.48 %0.00 %as of Mar 31, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 18,9835.6M $2.08 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Value Active ETF 2023 ETF Series Trust 18,9425.6M $3.87 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 18,9175.7M $2.05 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 18,82652.8M SEK0.33 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Global Real Return Fund BNY Mellon Advantage Funds, Inc. 18,6435.8M $0.68 %0.00 %as of Apr 30, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 18,5335.5M $0.69 %0.00 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST 18,3525.5M $0.70 %0.00 %as of Feb 28, 2026 ↗
Penn Series Large Cap Value Fund Penn Series Funds Inc 18,3435.4M $3.40 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 18,3365.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 18,3215.4M $1.12 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust 18,2875.4M $1.33 %0.00 %as of Mar 31, 2026 ↗
Bridges Investment Fund Professionally Managed Portfolios 18,2505.4M $2.69 %0.00 %as of Mar 31, 2026 ↗
Franklin Mutual Global Discovery VIP Fund Franklin Templeton Variable Insurance Products Trust 18,2415.4M $1.29 %0.00 %as of Mar 31, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 18,2335.7M $1.15 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 18,1905.4M $0.52 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 18,1755.5M $1.62 %0.00 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 18,1065.3M $0.38 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 18,0935.4M $0.11 %0.00 %as of Feb 28, 2026 ↗
PSF Global Portfolio Prudential Series Fund 18,0575.3M $0.51 %0.00 %as of Mar 31, 2026 ↗
Lord Abbett Focused Large Cap Value Fund LORD ABBETT SECURITIES TRUST 18,0325.6M $3.81 %0.00 %as of Apr 30, 2026 ↗
SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST 18,0105.6M $1.20 %0.00 %as of Apr 30, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,9965.3M $3.10 %0.00 %as of Mar 31, 2026 ↗
Victory Diversified Stock Fund Victory Portfolios 17,9345.3M $1.47 %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