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 | |
|---|---|---|---|---|---|
| 1,301 | Handelsbanken Fokus 25 Handelsbanken Fonder AB | 3,581 | 10M SEK | 0.61 % | as of Mar 31, 2026 · Original filing |
| 1,302 | Equity Series Manning & Napier Fund, Inc. | 3,579 | 1.1M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 1,303 | TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 3,570 | 1.1M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 1,304 | State Street(R) US Equity Premium Income ETF SSGA Active Trust | 3,518 | 1M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 1,305 | PeakShares RMR Prime Equity ETF NORTHERN LIGHTS FUND TRUST II | 3,481 | 1M $ | 1.92 % | as of Feb 28, 2026 · Original filing |
| 1,306 | Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 3,455 | 1.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 1,307 | SBH GLOBAL ALL CAP FUND Segall Bryant & Hamill Trust | 3,424 | 1M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 1,308 | ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 3,397 | 999.3K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 1,309 | Themes Global Systemically Important Banks ETF Themes ETF Trust | 3,341 | 982.8K $ | 3.59 % | as of Mar 31, 2026 · Original filing |
| 1,310 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 3,304 | 1M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 1,311 | Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust | 3,297 | 990.1K $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 1,312 | First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI | 3,203 | 942.2K $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 1,313 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 3,160 | 929.5K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 1,314 | Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST | 3,150 | 945.9K $ | 3.07 % | as of Feb 28, 2026 · Original filing |
| 1,315 | Horizon Core Equity ETF Horizon Funds | 3,144 | 944.1K $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 1,316 | GodFond Sverige & Världen Storebrand Asset Management AS | 3,138 | 8.8M SEK | 0.39 % | as of Mar 31, 2026 · Original filing |
| 1,317 | Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust | 3,118 | 917.2K $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| 1,318 | BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 3,099 | 911.6K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 1,319 | Liberty One Spectrum ETF Two Roads Shared Trust | 3,075 | 963.2K $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| 1,320 | Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 3,050 | 955.4K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 1,321 | Driehaus Global Fund Driehaus Mutual Funds | 3,034 | 892.5K $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 1,322 | Hartford US Quality Growth ETF Lattice Strategies Trust | 3,025 | 947.5K $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 1,323 | Monetta Young Investor Growth Fund MONETTA TRUST | 3,000 | 882.5K $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| 1,324 | AMF LARGE CAP EQUITY FUND Asset Management Fund | 3,000 | 882.5K $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 1,325 | Absolute Capital Asset Allocator Fund NORTHERN LIGHTS FUND TRUST III | 3,000 | 882.5K $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 1,326 | Cullen Value Fund Cullen Funds Trust | 2,995 | 881K $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 1,327 | Core Alternative ETF Listed Funds Trust | 2,973 | 931.2K $ | 3.37 % | as of Apr 30, 2026 · Original filing |
| 1,328 | Calamos Select Fund CALAMOS INVESTMENT TRUST/IL | 2,970 | 930.3K $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| 1,329 | Sit Balanced Fund SIT MUTUAL FUNDS INC | 2,925 | 860.4K $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 1,330 | T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 2,924 | 860.1K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 1,331 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 2,907 | 855.1K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 1,332 | BlackRock Managed Income Fund BlackRock Funds II | 2,868 | 843.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1,333 | KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 2,814 | 827.8K $ | 2.38 % | as of Mar 31, 2026 · Original filing |
| 1,334 | Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 2,812 | 880.8K $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 1,335 | SEB Global Exposure SEB Funds AB | 2,810 | 7.9M SEK | 1.21 % | as of Mar 31, 2026 · Original filing |
| 1,336 | CCT Thematic Equity Fund ADVISORS' INNER CIRCLE III | 2,806 | 878.9K $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| 1,337 | HVIA EQUITY FUND Ultimus Managers Trust | 2,806 | 842.6K $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| 1,338 | Hedged Equity Income Fund Cavanal Hill Funds | 2,800 | 840.8K $ | 2.61 % | as of Feb 28, 2026 · Original filing |
| 1,339 | PGIM Income Builder Fund Prudential Investment Portfolios 16 | 2,754 | 862.6K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 1,340 | The Catholic SRI Growth Portfolio HC Capital Trust | 2,738 | 805.4K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 1,341 | Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 2,732 | 820.4K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 1,342 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 2,731 | 855.4K $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 1,343 | Victory Target Managed Allocation Fund Victory Portfolios III | 2,716 | 815.6K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 1,344 | Cicero-Optimum US Sector Fund Cicero Fonder AB | 2,714 | 7.6M SEK | 2.38 % | as of Mar 31, 2026 · Original filing |
| 1,345 | Voya Global Income & Growth Fund Voya Equity Trust | 2,680 | 804.8K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 1,346 | Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 2,659 | 832.9K $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 1,347 | TETON Westwood Equity Fund Teton Westwood Funds | 2,656 | 781.3K $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| 1,348 | Plumb Equity Fund Wisconsin Capital Fund Inc | 2,600 | 764.8K $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| 1,349 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,597 | 813.5K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 1,350 | Applied Finance Dividend Fund World Funds Trust | 2,593 | 812.2K $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| 1,351 | Capital Appreciation Portfolio PACIFIC SELECT FUND | 2,563 | 753.9K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 1,352 | Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II | 2,562 | 802.5K $ | 3.07 % | as of Apr 30, 2026 · Original filing |
| 1,353 | Putnam VT Research Fund Putnam Variable Trust | 2,561 | 753.3K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 1,354 | Parnassus Value Select ETF Parnassus Funds II | 2,513 | 739.2K $ | 4.12 % | as of Mar 31, 2026 · Original filing |
| 1,355 | Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 2,480 | 776.8K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 1,356 | Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust | 2,459 | 770.2K $ | 2.35 % | as of Apr 30, 2026 · Original filing |
| 1,357 | AB All Market Total Return Portfolio AB PORTFOLIOS | 2,459 | 738.4K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 1,358 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO Voya Partners Inc | 2,458 | 723K $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 1,359 | LoCorr Strategic Allocation Fund LoCorr Investment Trust | 2,408 | 708.3K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 1,360 | LoCorr Dynamic Opportunity Fund LoCorr Investment Trust | 2,401 | 706.3K $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| 1,361 | ALPS Active Equity Opportunity ETF ALPS ETF TRUST | 2,395 | 719.2K $ | 2.55 % | as of Feb 28, 2026 · Original filing |
| 1,362 | Brendan Wood TopGun ETF ETF Opportunities Trust | 2,391 | 718K $ | 3.62 % | as of Feb 28, 2026 · Original filing |
| 1,363 | Naventi Defensiv Flex Ruth Asset Management AB | 2,373 | 6.6M SEK | 0.90 % | as of Mar 31, 2026 · Original filing |
| 1,364 | Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 2,363 | 695.1K $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 1,365 | MFS Global Alternative Strategy Fund MFS Series Trust XV | 2,361 | 739.5K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 1,366 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 2,360 | 739.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 1,367 | Villere Equity Fund Professionally Managed Portfolios | 2,360 | 708.7K $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| 1,368 | Dow Jones Industrial Average Fund Rydex Series Funds | 2,345 | 689.8K $ | 3.57 % | as of Mar 31, 2026 · Original filing |
| 1,369 | Victory Global Equity Income Fund Victory Portfolios III | 2,333 | 700.6K $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| 1,370 | AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II | 2,318 | 681.9K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 1,371 | UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 2,307 | 692.8K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 1,372 | Archer Stock Fund ARCHER INVESTMENT SERIES TRUST | 2,300 | 690.7K $ | 2.77 % | as of Feb 28, 2026 · Original filing |
| 1,373 | Nuveen Global Dividend Growth Fund Nuveen Investment Trust II | 2,229 | 698.2K $ | 4.20 % | as of Apr 30, 2026 · Original filing |
| 1,374 | First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 2,216 | 651.9K $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 1,375 | Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust | 2,207 | 662.8K $ | 2.06 % | as of Feb 28, 2026 · Original filing |
| 1,376 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 2,190 | 686K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 1,377 | Victory Cornerstone Moderately Conservative Fund Victory Portfolios III | 2,188 | 657.1K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 1,378 | Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 2,172 | 680.3K $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| 1,379 | Zacks All-Cap Core Fund Zacks Trust | 2,160 | 648.6K $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| 1,380 | Buffalo Blue Chip Growth Fund Buffalo Funds | 2,150 | 632.4K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 1,381 | Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag | 2,118 | 5.9M SEK | 1.20 % | as of Mar 31, 2026 · Original filing |
| 1,382 | T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,109 | 620.4K $ | 4.94 % | as of Mar 31, 2026 · Original filing |
| 1,383 | COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust | 2,100 | 657.8K $ | 3.79 % | as of Apr 30, 2026 · Original filing |
| 1,384 | SEB Active 20 SEB Funds AB | 2,094 | 5.9M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 1,385 | Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 2,078 | 650.9K $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 1,386 | Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III | 2,064 | 607.1K $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 1,387 | Global X Guru Index ETF GLOBAL X FUNDS | 2,061 | 645.6K $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 1,388 | AdvisorShares Gerber Kawasaki ETF AdvisorShares Trust | 2,036 | 598.9K $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| 1,389 | NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,030 | 597.1K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 1,390 | iShares MSCI USA Size Factor ETF iShares Trust | 2,020 | 632.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 1,391 | Guardian Diversified Research VIP Fund Guardian Variable Products Trust | 2,012 | 591.8K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 1,392 | Green Century Balanced Fund GREEN CENTURY FUNDS | 2,009 | 629.3K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 1,393 | Steward Large Cap Core Fund Steward Funds Inc | 2,000 | 626.5K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 1,394 | CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust | 2,000 | 588.3K $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 1,395 | Meridian Hedged Equity Fund Meridian Fund Inc | 2,000 | 588.3K $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 1,396 | JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | 2,000 | 588.3K $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| 1,397 | Global X Conscious Companies ETF GLOBAL X FUNDS | 1,999 | 600.3K $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 1,398 | Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust | 1,998 | 587.7K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 1,399 | NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust | 1,996 | 587.1K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 1,400 | Optimized Equity Income ETF Listed Funds Trust | 1,968 | 616.4K $ | 1.47 % | as of Apr 30, 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 |