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 | |
|---|---|---|---|---|---|
| 1,101 | ClearBridge Sustainability Leaders Fund Legg Mason Partners Investment Trust | 8,830 | 2.8M $ | 2.87 % | as of Apr 30, 2026 · Original filing |
| 1,102 | BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 8,809 | 2.6M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 1,103 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 8,769 | 2.6M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| 1,104 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 8,747 | 2.6M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 1,105 | SEB Active 80 SEB Funds AB | 8,721 | 24.4M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 1,106 | WesMark Balanced Fund WesMark Funds | 8,709 | 2.6M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| 1,107 | Nuveen Flexible Income Fund Nuveen Investment Trust V | 8,700 | 2.6M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 1,108 | AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc | 8,555 | 2.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 1,109 | Wellington Shields All-Cap Fund CAPITAL MANAGEMENT INVESTMENT TRUST | 8,500 | 2.6M $ | 3.69 % | as of Feb 28, 2026 · Original filing |
| 1,110 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 8,410 | 2.5M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 1,111 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 8,374 | 2.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 1,112 | BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. | 8,347 | 2.5M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 1,113 | Nomura VIP Balanced Series Ivy Variable Insurance Portfolios | 8,338 | 2.5M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 1,114 | Matrix Advisors Dividend Fund Matrix Advisors Funds Trust | 8,300 | 2.4M $ | 4.12 % | as of Mar 31, 2026 · Original filing |
| 1,115 | JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 8,150 | 2.4M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 1,116 | BNY Mellon Large Cap Equity Fund BNY Mellon Investment Funds V, Inc. | 8,141 | 2.4M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 1,117 | Large Cap Value Fund Northern Funds | 8,127 | 2.4M $ | 3.56 % | as of Mar 31, 2026 · Original filing |
| 1,118 | Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 8,023 | 2.4M $ | 4.11 % | as of Mar 31, 2026 · Original filing |
| 1,119 | PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 | 8,002 | 2.5M $ | 3.10 % | as of Apr 30, 2026 · Original filing |
| 1,120 | GoodHaven Fund GoodHaven Funds Trust | 8,000 | 2.4M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 1,121 | AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 8,000 | 2.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 1,122 | BECK, MACK & OLIVER PARTNERS FUND FORUM FUNDS | 8,000 | 2.4M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| 1,123 | The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III | 8,000 | 2.4M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 1,124 | Disciplined Value Series Manning & Napier Fund, Inc. | 7,990 | 2.5M $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| 1,125 | iShares MSCI Kokusai ETF iShares Trust | 7,975 | 2.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 1,126 | MOA ALL AMERICA FUND MoA Funds Corp | 7,947 | 2.3M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 1,127 | BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 7,946 | 2.4M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 1,128 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 7,932 | 2.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 1,129 | Natixis Gateway Quality Income ETF Natixis ETF Trust | 7,915 | 2.3M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 1,130 | AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 7,890 | 2.4M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 1,131 | Praxis Impact Large Cap Value ETF Praxis Funds | 7,840 | 2.3M $ | 3.53 % | as of Mar 31, 2026 · Original filing |
| 1,132 | Rational Equity Armor Fund Mutual Fund & Variable Insurance Trust | 7,824 | 2.3M $ | 3.99 % | as of Mar 31, 2026 · Original filing |
| 1,133 | Villere Balanced Fund Professionally Managed Portfolios | 7,800 | 2.3M $ | 2.49 % | as of Feb 28, 2026 · Original filing |
| 1,134 | First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 7,746 | 2.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 1,135 | Hedgeye Quality Growth ETF ETF Opportunities Trust | 7,701 | 2.4M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| 1,136 | SEB Stiftelsefond Utland SEB Funds AB | 7,694 | 21.6M SEK | 0.83 % | as of Mar 31, 2026 · Original filing |
| 1,137 | GMO Implementation Fund GMO TRUST | 7,669 | 2.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 1,138 | Madison Dividend Income Fund MADISON FUNDS | 7,650 | 2.4M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 1,139 | Nova Fund Rydex Series Funds | 7,635 | 2.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 1,140 | 1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust | 7,628 | 2.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 1,141 | Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 7,611 | 2.3M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| 1,142 | Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds | 7,609 | 2.2M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| 1,143 | AQR Multi-Asset Fund AQR Funds | 7,532 | 2.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1,144 | Amplify AI Powered Equity ETF Amplify ETF Trust | 7,470 | 2.2M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 1,145 | Steward Covered Call Income Fund Steward Funds Inc | 7,400 | 2.3M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| 1,146 | Nuveen Life Core Equity Fund TIAA-CREF Life Funds | 7,393 | 2.2M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 1,147 | Northern Trust US Equity ETF Northern Funds | 7,382 | 2.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 1,148 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 7,370 | 2.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 1,149 | Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds | 7,321 | 2.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 1,150 | S&P 500 2x Strategy Fund Rydex Dynamic Funds | 7,306 | 2.1M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 1,151 | First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI | 7,289 | 2.1M $ | 3.36 % | as of Mar 31, 2026 · Original filing |
| 1,152 | Edgar Lomax Value Fund Advisors Series Trust | 7,250 | 2.3M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 1,153 | FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust | 7,239 | 2.3M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 1,154 | Horizon Active Risk Assist Fund Horizon Funds | 7,211 | 2.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 1,155 | EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 7,187 | 2.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 1,156 | CYBER HORNET S&P 500 Index Funds | 7,184 | 2.1M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 1,157 | Horizon Expedition Plus ETF Horizon Funds | 7,181 | 2.2M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| 1,158 | Sit Global Dividend Growth Fund SIT MUTUAL FUNDS INC | 7,180 | 2.1M $ | 3.55 % | as of Mar 31, 2026 · Original filing |
| 1,159 | RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust | 7,110 | 2.1M $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| 1,160 | 1789 GROWTH AND INCOME FUND Pinnacle Capital Management Funds Trust | 7,087 | 2.2M $ | 6.67 % | as of Apr 30, 2026 · Original filing |
| 1,161 | Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 7,031 | 19.7M SEK | 1.44 % | as of Mar 31, 2026 · Original filing |
| 1,162 | AQR Large Cap Defensive Style Fund AQR Funds | 7,028 | 2.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 1,163 | Steward Large Cap Value Fund Steward Funds Inc | 7,000 | 2.2M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| 1,164 | JAMESTOWN EQUITY FUND Williamsburg Investment Trust | 7,000 | 2.1M $ | 3.28 % | as of Mar 31, 2026 · Original filing |
| 1,165 | Al Frank Fund NORTHERN LIGHTS FUND TRUST II | 7,000 | 2.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 1,166 | JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 6,907 | 2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 1,167 | AST Quantitative Modeling Portfolio Advanced Series Trust | 6,865 | 2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 1,168 | ICON EQUITY FUND SCM Trust | 6,850 | 2M $ | 4.27 % | as of Mar 31, 2026 · Original filing |
| 1,169 | SGI Enhanced Global Income ETF RBB Fund, Inc. | 6,833 | 2.1M $ | 2.20 % | as of Feb 28, 2026 · Original filing |
| 1,170 | Nordea Avtalspensionsfond Midi Nordea Funds Ab | 6,829 | 18.8M SEK | 1.03 % | as of Mar 31, 2026 · Original filing |
| 1,171 | Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 6,818 | 2M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 1,172 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 6,817 | 2.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 1,173 | MIDAS SPECIAL OPPORTUNITIES Midas Series Trust | 6,800 | 2M $ | 8.67 % | as of Mar 31, 2026 · Original filing |
| 1,174 | State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 6,744 | 2M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 1,175 | Destinations Shelter Fund Brinker Capital Destinations Trust | 6,735 | 2M $ | 2.20 % | as of Feb 28, 2026 · Original filing |
| 1,176 | NAA ALLOCATION FUND New Age Alpha Funds Trust | 6,711 | 2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| 1,177 | Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC | 6,652 | 2.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 1,178 | Impact Shares Women's Empowerment ETF Tidal Trust III | 6,630 | 2M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
| 1,179 | DEAN EQUITY INCOME FUND Unified Series Trust | 6,591 | 1.9M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| 1,180 | MML Sustainable Equity Fund MML SERIES INVESTMENT FUND | 6,573 | 1.9M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 1,181 | Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 6,568 | 18.4M SEK | 0.18 % | as of Mar 31, 2026 · Original filing |
| 1,182 | Capital Group U.S. Large Value ETF Capital Group Equity ETF Trust I | 6,523 | 2M $ | 2.17 % | as of Feb 28, 2026 · Original filing |
| 1,183 | OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust | 6,500 | 2M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| 1,184 | Hodges Blue Chip Equity Income Fund NORTHERN LIGHTS FUND TRUST II | 6,500 | 1.9M $ | 3.22 % | as of Mar 31, 2026 · Original filing |
| 1,185 | Handelsbanken Global Index Core Handelsbanken Fonder AB | 6,489 | 18.2M SEK | 1.05 % | as of Mar 31, 2026 · Original filing |
| 1,186 | PGIM Jennison Focused Value ETF PGIM ETF Trust | 6,459 | 1.9M $ | 4.26 % | as of Feb 27, 2026 · Original filing |
| 1,187 | Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 6,392 | 1.9M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| 1,188 | Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 6,389 | 2M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 1,189 | Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 6,388 | 1.9M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 1,190 | MML Income & Growth Fund MML SERIES INVESTMENT FUND | 6,334 | 1.9M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 1,191 | Goldman Sachs Growth Opportunities ETF Goldman Sachs ETF Trust | 6,291 | 1.9M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 1,192 | Leuthold Select Industries ETF Managed Portfolio Series | 6,287 | 1.8M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 1,193 | Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust | 6,281 | 2M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| 1,194 | Large Company Value Portfolio Wilshire Mutual Funds Inc | 6,207 | 1.8M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 1,195 | Franklin Income Equity Focus ETF Franklin Templeton ETF Trust | 6,183 | 1.8M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 1,196 | Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 6,137 | 1.9M $ | 5.70 % | as of Apr 30, 2026 · Original filing |
| 1,197 | Goldman Sachs Value Opportunities ETF Goldman Sachs ETF Trust | 6,111 | 1.8M $ | 4.23 % | as of Feb 28, 2026 · Original filing |
| 1,198 | Handelsbanken Global Dynamisk Strategi Handelsbanken Fonder AB | 6,080 | 17M SEK | 0.82 % | as of Mar 31, 2026 · Original filing |
| 1,199 | Shelton Equity Premium Income ETF SCM Trust | 6,066 | 1.8M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 1,200 | S&P 500 Fund Rydex Series Funds | 6,020 | 1.8M $ | 1.27 % | 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 |