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 | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 80,758,854 | 23.8B $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 64,607,606 | 19B $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Core S&P 500 ETF iShares Trust | 34,676,166 | 10.2B $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 34,644,192 | 10.4B $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 23,269,643 | 6.8B $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| 6 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 18,265,999 | 5.4B $ | 11.24 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 14,334,973 | 4.2B $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 14,280,070 | 4.5B $ | 3.59 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 10,101,743 | 3.2B $ | 3.34 % | as of Apr 30, 2026 · Original filing |
| 10 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 9,876,276 | 3.1B $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 11 | MFS Value Fund MFS SERIES TRUST I | 7,926,039 | 2.4B $ | 4.25 % | as of Feb 28, 2026 · Original filing |
| 12 | American Mutual Fund American Mutual Fund | 7,199,002 | 2.3B $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 13 | iShares Russell 1000 Value ETF iShares Trust | 6,238,632 | 1.8B $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| 14 | Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 6,005,250 | 1.8B $ | 3.78 % | as of Feb 28, 2026 · Original filing |
| 15 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 5,981,258 | 1.9B $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 16 | Investment Co of America Investment Co of America | 5,979,153 | 1.8B $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 5,668,420 | 1.7B $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,089,886 | 1.5B $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 19 | Capital Income Builder Capital Income Builder | 4,686,030 | 1.5B $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Contrafund Fidelity Contrafund | 4,654,556 | 1.4B $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 21 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 4,308,963 | 1.3B $ | 9.30 % | as of Feb 28, 2026 · Original filing |
| 22 | AP7 Aktiefond Sjunde AP-fonden | 4,237,496 | 11.9B SEK | 0.88 % | as of Mar 31, 2026 · Original filing |
| 23 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 4,197,381 | 1.3B $ | 4.47 % | as of Apr 30, 2026 · Original filing |
| 24 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 4,165,566 | 1.2B $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,030,727 | 1.2B $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 26 | iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 3,870,178 | 1.2B $ | 3.57 % | as of Apr 30, 2026 · Original filing |
| 27 | iShares Core Dividend Growth ETF iShares Trust | 3,852,941 | 1.2B $ | 3.04 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares S&P 500 Growth ETF iShares Trust | 3,852,865 | 1.1B $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 29 | Income Fund of America Income Fund of America | 3,669,626 | 1.1B $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 30 | T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 3,523,359 | 1B $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| 31 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 3,387,468 | 996.5M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 32 | Franklin Rising Dividends Fund Franklin Managed Trust | 3,255,000 | 957.5M $ | 3.71 % | as of Mar 31, 2026 · Original filing |
| 33 | American Balanced Fund American Balanced Fund | 3,193,866 | 939.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,956,696 | 869.7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Magellan Fund Fidelity Magellan Fund | 2,816,800 | 828.6M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| 36 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 2,804,983 | 842.3M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| 37 | American Funds Fundamental Investors American Funds Fundamental Investors | 2,770,991 | 815.1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 38 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 2,633,374 | 774.6M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 39 | S&P 500 Index Master Portfolio Master Investment Portfolio | 2,457,156 | 722.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 40 | Disciplined Value Fund John Hancock Funds III | 2,372,092 | 697.8M $ | 4.10 % | as of Mar 31, 2026 · Original filing |
| 41 | T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 2,357,320 | 693.4M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 2,310,300 | 679.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 43 | Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 2,301,428 | 691.1M $ | 5.14 % | as of Feb 28, 2026 · Original filing |
| 44 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,281,208 | 685M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 45 | Nuveen Equity Index Fund TIAA-CREF Funds | 2,278,048 | 713.6M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 46 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 2,275,933 | 669.5M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares MSCI USA Momentum Factor ETF iShares Trust | 2,214,366 | 693.6M $ | 2.87 % | as of Apr 30, 2026 · Original filing |
| 48 | Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 2,152,521 | 633.2M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 49 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,045,524 | 614.3M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 50 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 2,042,346 | 639.7M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 51 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,017,907 | 632.1M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| 52 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,972,702 | 617.9M $ | 4.28 % | as of Apr 30, 2026 · Original filing |
| 53 | Capital Group Dividend Value ETF Capital Group Dividend Value ETF | 1,972,542 | 592.4M $ | 1.95 % | as of Feb 28, 2026 · Original filing |
| 54 | iShares Russell 1000 ETF iShares Trust | 1,939,186 | 570.4M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 55 | New Perspective Fund New Perspective Fund | 1,932,354 | 568.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 56 | Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,812,308 | 544.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 57 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,784,778 | 559M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 58 | Putnam Large Cap Value Fund Putnam Large Cap Value Fund | 1,732,628 | 542.7M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 59 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 1,684,237 | 495.4M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 60 | Large Cap Index Master Portfolio Master Investment Portfolio | 1,623,352 | 477.5M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 61 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,591,606 | 498.5M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 62 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,583,127 | 475.4M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 63 | iShares Core S&P U.S. Growth ETF iShares Trust | 1,554,330 | 457.2M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 64 | T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 1,540,200 | 453.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 65 | VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 1,528,183 | 458.9M $ | 3.83 % | as of Feb 28, 2026 · Original filing |
| 66 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,491,075 | 447.8M $ | 2.40 % | as of Feb 28, 2026 · Original filing |
| 67 | iShares S&P 500 Value ETF iShares Trust | 1,488,681 | 437.9M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 68 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 1,435,212 | 431M $ | 2.76 % | as of Feb 28, 2026 · Original filing |
| 69 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,431,811 | 421.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 70 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,418,891 | 444.4M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 71 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,398,841 | 438.2M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 72 | Folksam LO Världen Swedbank Robur Fonder AB | 1,387,165 | 3.9B SEK | 2.77 % | as of Mar 31, 2026 · Original filing |
| 73 | American Funds Global Insight Fund American Funds Global Insight Fund | 1,370,385 | 429.2M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| 74 | Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 1,368,481 | 411M $ | 7.36 % | as of Feb 28, 2026 · Original filing |
| 75 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 1,343,645 | 420.9M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| 76 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 1,332,721 | 400.2M $ | 1.61 % | as of Feb 28, 2026 · Original filing |
| 77 | First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,314,092 | 386.6M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 78 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 1,310,512 | 385.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 79 | Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 1,292,539 | 404.9M $ | 3.82 % | as of Apr 30, 2026 · Original filing |
| 80 | Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,284,095 | 377.7M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 81 | Growth Fund of America Growth Fund of America | 1,254,069 | 376.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 82 | VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 1,251,062 | 375.7M $ | 1.72 % | as of Feb 28, 2026 · Original filing |
| 83 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 1,229,200 | 361.6M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 84 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,224,709 | 360.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 85 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,194,192 | 351.3M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity Equity-Income Fund Fidelity Devonshire Trust | 1,193,378 | 373.8M $ | 3.25 % | as of Apr 30, 2026 · Original filing |
| 87 | iShares S&P 100 ETF iShares Trust | 1,191,556 | 350.5M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 88 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 1,183,294 | 355.3M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 89 | iShares U.S. Financials ETF iShares Trust | 1,171,786 | 367M $ | 10.78 % | as of Apr 30, 2026 · Original filing |
| 90 | BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,148,809 | 345M $ | 3.05 % | as of Feb 28, 2026 · Original filing |
| 91 | Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 1,125,000 | 330.9M $ | 5.01 % | as of Mar 31, 2026 · Original filing |
| 92 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 1,118,470 | 329M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| 93 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,104,954 | 346.1M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 94 | T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 1,079,616 | 317.6M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| 95 | Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,076,795 | 337.3M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| 96 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 1,047,710 | 328.2M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 97 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,015,878 | 298.8M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 98 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 995,283 | 292.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 99 | VIP Contrafund Portfolio Variable Insurance Products Fund II | 979,816 | 288.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 100 | Fidelity Contrafund K6 Fidelity Contrafund | 971,132 | 285.7M $ | 0.85 % | 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 |