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 | |
|---|---|---|---|---|---|
| 1,201 | BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 6,002 | 1.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 1,202 | First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 5,981 | 1.8M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| 1,203 | Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 5,913 | 1.7M $ | 3.51 % | as of Mar 31, 2026 · Original filing |
| 1,204 | DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 5,898 | 1.8M $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| 1,205 | AQR Global Equity Fund AQR Funds | 5,851 | 1.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 1,206 | Alger Balanced Portfolio ALGER PORTFOLIOS | 5,823 | 1.7M $ | 2.67 % | as of Mar 31, 2026 · Original filing |
| 1,207 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,787 | 1.7M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 1,208 | Alger Growth & Income Portfolio ALGER PORTFOLIOS | 5,769 | 1.7M $ | 3.72 % | as of Mar 31, 2026 · Original filing |
| 1,209 | Archer Balanced Fund ARCHER INVESTMENT SERIES TRUST | 5,700 | 1.7M $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| 1,210 | SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST | 5,680 | 1.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 1,211 | Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 5,658 | 1.7M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 1,212 | ULTRABULL PROFUND ProFunds | 5,649 | 1.8M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 1,213 | State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF SSGA Active Trust | 5,648 | 1.8M $ | 2.17 % | as of Apr 30, 2026 · Original filing |
| 1,214 | iShares Global Equity Factor ETF iShares Trust | 5,597 | 1.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 1,215 | NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust | 5,576 | 1.6M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 1,216 | First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 5,550 | 1.6M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| 1,217 | Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 5,516 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 1,218 | Hennessy Large Cap Financial Fund Hennessy Funds Trust | 5,500 | 1.7M $ | 6.03 % | as of Apr 30, 2026 · Original filing |
| 1,219 | Hartford Disciplined US Equity ETF Lattice Strategies Trust | 5,459 | 1.7M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 1,220 | SBH ALL CAP FUND Segall Bryant & Hamill Trust | 5,435 | 1.6M $ | 3.28 % | as of Mar 31, 2026 · Original filing |
| 1,221 | MFS Low Volatility Equity Fund MFS SERIES TRUST I | 5,427 | 1.6M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 1,222 | BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | 5,426 | 1.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 1,223 | EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 5,410 | 1.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 1,224 | Investerum Equity Value ISEC Services AB | 5,400 | 15M SEK | 4.96 % | as of Mar 31, 2026 · Original filing |
| 1,225 | Horizon Digital Frontier ETF Horizon Funds | 5,396 | 1.6M $ | 1.87 % | as of Feb 28, 2026 · Original filing |
| 1,226 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 5,367 | 1.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 1,227 | Invesco V.I. Global Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,359 | 1.6M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 1,228 | Horizon Active Asset Allocation Fund Horizon Funds | 5,338 | 1.6M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 1,229 | Genter Dividend Income Fund INVESTMENT MANAGERS SERIES TRUST | 5,275 | 1.7M $ | 3.53 % | as of Apr 30, 2026 · Original filing |
| 1,230 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 5,260 | 1.6M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 1,231 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 5,248 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 1,232 | SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 5,247 | 1.6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 1,233 | Convergence Long/Short Equity ETF Trust for Professional Managers | 5,159 | 1.5M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 1,234 | Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | 5,116 | 1.5M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 1,235 | Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB | 5,100 | 14.3M SEK | 0.19 % | as of Mar 31, 2026 · Original filing |
| 1,236 | Nuveen Equity Long/Short Fund Nuveen Investment Trust II | 5,100 | 1.5M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 1,237 | NAA WORLD EQUITY INCOME New Age Alpha Funds Trust | 5,040 | 1.5M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| 1,238 | Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 5,000 | 1.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 1,239 | The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 5,000 | 1.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 1,240 | Plumb Balanced Fund Wisconsin Capital Fund Inc | 5,000 | 1.5M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| 1,241 | AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 4,964 | 1.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 1,242 | SEB Världenfond SEB Funds AB | 4,962 | 13.9M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 1,243 | MFS Equity Income Fund MFS SERIES TRUST VII | 4,937 | 1.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 1,244 | E*TRADE No Fee Large Cap Index Fund E Trade Trust | 4,935 | 1.5M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 1,245 | Sit Large Cap Growth Fund SIT LARGE CAP GROWTH FUND INC | 4,900 | 1.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 1,246 | Nordea Stratega 15 Nordea Funds Ab | 4,897 | 13.5M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 1,247 | MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 4,870 | 1.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 1,248 | CONNORS HEDGED EQUITY FUND Connors Funds | 4,865 | 1.5M $ | 2.40 % | as of Feb 28, 2026 · Original filing |
| 1,249 | SEB Active 30 SEB Funds AB | 4,816 | 13.5M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1,250 | Wedbush LAFFER|TENGLER New Era Value ETF Wedbush Series Trust | 4,791 | 1.5M $ | 4.38 % | as of Apr 30, 2026 · Original filing |
| 1,251 | Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 4,754 | 1.4M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| 1,252 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 4,731 | 1.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 1,253 | MP 63 Fund MP63 FUND INC | 4,615 | 1.4M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| 1,254 | abrdn Dynamic Dividend Fund abrdn Funds | 4,600 | 1.4M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 1,255 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND Cantor Select Portfolios Trust | 4,600 | 1.4M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 1,256 | BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 4,533 | 1.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 1,257 | LKCM Balanced Fund LKCM Funds | 4,500 | 1.3M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 1,258 | AB US High Dividend ETF AB Active ETFs, Inc. | 4,495 | 1.3M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| 1,259 | GMO U.S. Value ETF GMO ETF Trust | 4,404 | 1.3M $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| 1,260 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 4,386 | 1.3M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| 1,261 | Morningstar Global Income Fund Morningstar Funds Trust | 4,362 | 1.4M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 1,262 | 1290 SmartBeta Equity Fund 1290 Funds | 4,341 | 1.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 1,263 | WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 4,324 | 1.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 1,264 | Boyar Value Fund BOYAR VALUE FUND INC | 4,310 | 1.3M $ | 6.42 % | as of Mar 31, 2026 · Original filing |
| 1,265 | T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 4,271 | 1.3M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 1,266 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 4,269 | 1.3M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| 1,267 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,230 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 1,268 | Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust | 4,212 | 1.3M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 1,269 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,177 | 1.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 1,270 | Pathfinder Disciplined US Equity ETF RBB Fund Trust | 4,167 | 1.3M $ | 1.22 % | as of Feb 28, 2026 · Original filing |
| 1,271 | SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST | 4,132 | 1.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 1,272 | MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 4,128 | 1.2M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 1,273 | DANA EPIPHANY EQUITY FUND Valued Advisers Trust | 4,100 | 1.3M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 1,274 | Concorde Wealth Management Fund Concorde Funds Inc | 4,100 | 1.2M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 1,275 | Madison Dividend Value ETF Madison ETFs Trust | 4,077 | 1.2M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| 1,276 | Putnam VT George Putnam Balanced Fund Putnam Variable Trust | 4,023 | 1.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 1,277 | NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust | 4,004 | 1.2M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 1,278 | Neiman Large Cap Value Fund NEIMAN FUNDS | 4,000 | 1.2M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| 1,279 | BARRETT GROWTH FUND Segall Bryant & Hamill Trust | 4,000 | 1.2M $ | 5.37 % | as of Mar 31, 2026 · Original filing |
| 1,280 | Sparrow Growth Fund SPARROW FUNDS | 3,970 | 1.2M $ | 1.73 % | as of Feb 28, 2026 · Original filing |
| 1,281 | ULTRA DOW 30 PROFUND ProFunds | 3,957 | 1.2M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| 1,282 | DANA LARGE CAP EQUITY FUND Valued Advisers Trust | 3,900 | 1.2M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| 1,283 | Hilton Tactical Income Fund Direxion Funds | 3,890 | 1.2M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 1,284 | Dow 2x Strategy Fund Rydex Dynamic Funds | 3,880 | 1.1M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| 1,285 | The ESG Growth Portfolio HC Capital Trust | 3,823 | 1.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 1,286 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 3,800 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 1,287 | Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust | 3,759 | 1.1M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 1,288 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 3,758 | 1.1M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 1,289 | Fundstrat Granny Shots Us Large Cap & Income ETF Tidal Trust III | 3,742 | 1.2M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| 1,290 | Nelson Select ETF Collaborative Investment Series Trust | 3,718 | 1.1M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 1,291 | SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 3,677 | 1.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 1,292 | Transamerica Madison Diversified Income VP TRANSAMERICA SERIES TRUST | 3,675 | 1.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 1,293 | One Global ETF NORTHERN LIGHTS FUND TRUST II | 3,674 | 1.1M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| 1,294 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 3,672 | 1.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 1,295 | SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 3,663 | 1.1M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 1,296 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 3,631 | 1.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 1,297 | ProShares S&P 500 Ex-Energy ETF ProShares Trust | 3,608 | 1.1M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| 1,298 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 3,603 | 1.1M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 1,299 | S&P 500 2x Strategy Fund Rydex Variable Trust | 3,588 | 1.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 1,300 | GMO Benchmark-Free Fund GMO TRUST | 3,587 | 1.1M $ | 0.08 % | as of Feb 28, 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 |