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 | |
|---|---|---|---|---|---|
| 1,001 | T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 12,012 | 3.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 1,002 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 12,007 | 3.5M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 1,003 | Integrity Growth & Income Fund INTEGRITY FUNDS | 12,000 | 3.8M $ | 2.79 % | as of Apr 30, 2026 · Original filing |
| 1,004 | VALUE LINE CAPITAL APPRECIATION FUND INC VALUE LINE CAPITAL APPRECIATION FUND INC | 12,000 | 3.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 1,005 | Monetta Fund MONETTA TRUST | 12,000 | 3.5M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| 1,006 | DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 11,979 | 3.6M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| 1,007 | BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II | 11,978 | 3.6M $ | 2.75 % | as of Feb 27, 2026 · Original filing |
| 1,008 | Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 11,940 | 33.5M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 1,009 | Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 11,935 | 3.7M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 1,010 | Strategic Equity Portfolio GLENMEDE FUND INC | 11,902 | 3.7M $ | 3.42 % | as of Apr 30, 2026 · Original filing |
| 1,011 | WP Large Cap Income Plus Fund WP Trust | 11,900 | 3.6M $ | 13.44 % | as of Feb 28, 2026 · Original filing |
| 1,012 | Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds | 11,897 | 3.5M $ | 3.83 % | as of Mar 31, 2026 · Original filing |
| 1,013 | Horizon Equity Premium Income Fund Horizon Funds | 11,811 | 3.5M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| 1,014 | BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust | 11,773 | 3.5M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| 1,015 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 11,684 | 3.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 1,016 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 11,606 | 3.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 1,017 | Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 11,542 | 3.4M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 1,018 | Capital Appreciation Value Trust John Hancock Variable Insurance Trust | 11,514 | 3.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 1,019 | ProShares Large Cap Core Plus ProShares Trust | 11,511 | 3.5M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| 1,020 | SWP Growth & Income ETF Manager Directed Portfolios | 11,462 | 3.4M $ | 2.37 % | as of Feb 28, 2026 · Original filing |
| 1,021 | NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | 11,460 | 3.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 1,022 | Nordea Generationsfond 50-tal Nordea Funds Ab | 11,405 | 31.4M SEK | 0.21 % | as of Mar 31, 2026 · Original filing |
| 1,023 | ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 11,337 | 3.4M $ | 1.68 % | as of Feb 28, 2026 · Original filing |
| 1,024 | NAA LARGE CORE FUND New Age Alpha Funds Trust | 11,298 | 3.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 1,025 | Franklin ClearBridge Enhanced Income ETF Legg Mason ETF Investment Trust | 11,292 | 3.3M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| 1,026 | RMB Fund RMB Investors Trust | 11,200 | 3.3M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| 1,027 | AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 11,170 | 3.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 1,028 | Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 11,159 | 31.3M SEK | 1.11 % | as of Mar 31, 2026 · Original filing |
| 1,029 | GMO U.S. Equity Fund GMO TRUST | 11,123 | 3.3M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| 1,030 | DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 11,118 | 3.3M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 1,031 | State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | 11,107 | 3.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 1,032 | PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 11,090 | 3.3M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| 1,033 | SPP Generation 50-tal Storebrand Asset Management AS | 11,059 | 31M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 1,034 | DWS CROCI(R) U.S. VIP DEUTSCHE DWS VARIABLE SERIES II | 11,052 | 3.3M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| 1,035 | Fidelity Advisor Global Capital Appreciation Fund Fidelity Advisor Series VIII | 11,000 | 3.4M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| 1,036 | Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 10,893 | 3.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 1,037 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,838 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 1,038 | The Beehive ETF Tidal Trust III | 10,823 | 3.2M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 1,039 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 10,811 | 3.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 1,040 | DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I | 10,768 | 3.2M $ | 3.02 % | as of Mar 31, 2026 · Original filing |
| 1,041 | WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust | 10,758 | 3.4M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| 1,042 | BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. | 10,713 | 3.2M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 1,043 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 10,592 | 3.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 1,044 | Guardian Growth & Income VIP Fund Guardian Variable Products Trust | 10,579 | 3.1M $ | 3.44 % | as of Mar 31, 2026 · Original filing |
| 1,045 | Nuveen Global Equity Income Fund Nuveen Investment Trust | 10,556 | 3.1M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| 1,046 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 10,544 | 3.3M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| 1,047 | Fidelity Women's Leadership Fund Fidelity Summer Street Trust | 10,500 | 3.3M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 1,048 | American Customer Satisfaction ETF Tidal Trust I | 10,472 | 3.1M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| 1,049 | Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust | 10,453 | 3.1M $ | 1.65 % | as of Feb 28, 2026 · Original filing |
| 1,050 | Columbia Disciplined Value Fund Columbia Funds Series Trust II | 10,410 | 3.3M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| 1,051 | Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust | 10,256 | 3M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| 1,052 | Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 10,253 | 3M $ | 4.39 % | as of Mar 31, 2026 · Original filing |
| 1,053 | SEB Active 55 SEB Funds AB | 10,228 | 28.7M SEK | 0.18 % | as of Mar 31, 2026 · Original filing |
| 1,054 | SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 10,158 | 3.2M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 1,055 | MOA BALANCED FUND MoA Funds Corp | 10,149 | 3M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 1,056 | Transamerica Great Lakes Advisors Large Cap Value VP TRANSAMERICA SERIES TRUST | 10,134 | 3M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| 1,057 | Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 10,130 | 28.4M SEK | 0.49 % | as of Mar 31, 2026 · Original filing |
| 1,058 | Lärarfond Balanserad Lannebo Kapitalförvaltning AB | 10,126 | 28.4M SEK | 0.72 % | as of Mar 31, 2026 · Original filing |
| 1,059 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 10,037 | 3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 1,060 | BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust | 10,000 | 3M $ | 4.75 % | as of Feb 28, 2026 · Original filing |
| 1,061 | PROFUND VP FINANCIALS ProFunds | 9,892 | 2.9M $ | 11.15 % | as of Mar 31, 2026 · Original filing |
| 1,062 | Calamos Global Opportunities Fund CALAMOS INVESTMENT TRUST/IL | 9,805 | 3.1M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 1,063 | AST Preservation Asset Allocation Portfolio Advanced Series Trust | 9,800 | 2.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1,064 | Ancora Dividend Value Equity Fund ANCORA TRUST | 9,691 | 2.9M $ | 6.62 % | as of Mar 31, 2026 · Original filing |
| 1,065 | American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES | 9,678 | 2.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 1,066 | Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 9,642 | 3M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 1,067 | BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust | 9,611 | 2.9M $ | 2.83 % | as of Feb 28, 2026 · Original filing |
| 1,068 | Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 9,591 | 2.8M $ | 4.15 % | as of Mar 31, 2026 · Original filing |
| 1,069 | AB US Low Volatility Equity ETF AB Active ETFs, Inc. | 9,589 | 2.9M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| 1,070 | Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 9,582 | 3M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 1,071 | Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 9,574 | 2.9M $ | 2.03 % | as of Feb 28, 2026 · Original filing |
| 1,072 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 9,498 | 2.9M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 1,073 | Horizon Managed Risk ETF Horizon Funds | 9,487 | 2.8M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 1,074 | Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 9,434 | 2.8M $ | 5.26 % | as of Mar 31, 2026 · Original filing |
| 1,075 | Boston Partners Global Equity Fund RBB Fund, Inc. | 9,424 | 2.8M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 1,076 | SFT Wellington Core Equity Fund Securian Funds Trust | 9,351 | 2.8M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 1,077 | BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 9,333 | 2.8M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 1,078 | SGI U.S. Large Cap Core ETF RBB Fund, Inc. | 9,307 | 2.8M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| 1,079 | SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,297 | 2.8M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 1,080 | Putnam VT Core Equity Fund Putnam Variable Trust | 9,280 | 2.7M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 1,081 | SEB Global Sustainable Companies Fund SEB Funds AB | 9,177 | 25.7M SEK | 1.90 % | as of Mar 31, 2026 · Original filing |
| 1,082 | Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 9,150 | 2.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 1,083 | Avanza USA Avanza Fonder AB | 9,143 | 25.6M SEK | 0.96 % | as of Mar 31, 2026 · Original filing |
| 1,084 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 9,081 | 2.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 1,085 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 9,058 | 2.7M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 1,086 | Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 9,048 | 2.8M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 1,087 | Income Equity Fund Northern Funds | 9,047 | 2.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 1,088 | PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 9,038 | 2.8M $ | 2.15 % | as of Apr 30, 2026 · Original filing |
| 1,089 | Equity Income Fund RUSSELL INVESTMENT CO | 9,024 | 2.8M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| 1,090 | FPA Queens Road Value Fund Investment Managers Series Trust III | 9,000 | 2.7M $ | 5.03 % | as of Feb 28, 2026 · Original filing |
| 1,091 | State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 8,999 | 2.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 1,092 | Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II | 8,999 | 2.6M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 1,093 | Columbia Global Opportunities Fund Columbia Funds Series Trust II | 8,987 | 2.8M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 1,094 | Brandes U.S. Value ETF 2023 ETF Series Trust | 8,982 | 2.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 1,095 | Thompson LargeCap Fund Thompson IM Funds, Inc. | 8,970 | 2.7M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 1,096 | Cromwell Long Short Fund Total Fund Solution | 8,964 | 2.6M $ | 3.11 % | as of Mar 31, 2026 · Original filing |
| 1,097 | BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 8,922 | 2.6M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| 1,098 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 8,914 | 2.8M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 1,099 | SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 8,893 | 2.6M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 1,100 | Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND | 8,882 | 2.6M $ | 4.37 % | 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 |