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 | |
|---|---|---|---|---|---|
| 201 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 419,716 | 131.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 202 | JNL/Newton Equity Income Fund JNL Series Trust | 412,489 | 121.3M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 203 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 410,901 | 120.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 204 | Franklin Income Fund Franklin Custodian Funds | 400,000 | 117.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 205 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 398,905 | 117.3M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 206 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 397,676 | 119.4M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| 207 | Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | 388,287 | 114.2M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 208 | Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 386,261 | 113.6M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 209 | Smead Value Fund Smead Funds Trust | 383,816 | 115.3M $ | 2.62 % | as of Feb 27, 2026 · Original filing |
| 210 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 381,437 | 114.5M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 211 | MFS Value Portfolio Brighthouse Funds Trust II | 378,788 | 111.4M $ | 4.42 % | as of Mar 31, 2026 · Original filing |
| 212 | Principal Capital Appreciation Fund Principal Funds, Inc | 373,203 | 116.9M $ | 2.28 % | as of Apr 30, 2026 · Original filing |
| 213 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 372,522 | 111.9M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| 214 | Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB | 361,483 | 1B SEK | 0.95 % | as of Mar 31, 2026 · Original filing |
| 215 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 357,953 | 112.1M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 216 | Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 357,365 | 105.1M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| 217 | ELFUN TRUSTS ELFUN TRUSTS | 354,038 | 104.1M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 218 | T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 352,746 | 103.8M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 219 | BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 347,910 | 109M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 220 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 341,476 | 100.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 221 | JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 341,153 | 100.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 222 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 340,424 | 106.6M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 223 | Victory Income Stock Fund Victory Portfolios III | 335,502 | 105.1M $ | 3.92 % | as of Apr 30, 2026 · Original filing |
| 224 | Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 332,100 | 99.7M $ | 3.45 % | as of Feb 28, 2026 · Original filing |
| 225 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 326,780 | 96.1M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 226 | ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 322,755 | 101.1M $ | 4.26 % | as of Apr 30, 2026 · Original filing |
| 227 | Fundstrat Granny Shots US Large Cap ETF Tidal Trust III | 322,617 | 101.1M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| 228 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 321,392 | 94.5M $ | 4.41 % | as of Mar 31, 2026 · Original filing |
| 229 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 321,025 | 94.4M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 230 | Putnam Core Equity Fund Putnam Funds Trust | 313,814 | 98.3M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| 231 | Stock Index Fund VALIC Co I | 306,306 | 92M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| 232 | PSF PGIM Jennison Value Portfolio Prudential Series Fund | 305,988 | 90M $ | 4.44 % | as of Mar 31, 2026 · Original filing |
| 233 | Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 304,091 | 95.3M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 234 | Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 303,052 | 89.1M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 235 | Columbia Variable Portfolio - Select Large Cap Equity Fund Columbia Funds Variable Series Trust II | 302,414 | 89M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| 236 | Equity Index Portfolio PACIFIC SELECT FUND | 300,608 | 88.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 237 | MFS Value Series MFS VARIABLE INSURANCE TRUST | 296,159 | 87.1M $ | 4.43 % | as of Mar 31, 2026 · Original filing |
| 238 | Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 295,492 | 86.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 239 | Storebrand USA Storebrand Asset Management AS | 294,265 | 824.6M SEK | 1.73 % | as of Mar 31, 2026 · Original filing |
| 240 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 292,453 | 86M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 241 | Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 290,933 | 85.6M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| 242 | Handelsbanken Global Tema Handelsbanken Fonder AB | 290,396 | 813.8M SEK | 2.08 % | as of Mar 31, 2026 · Original filing |
| 243 | Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 290,234 | 90.9M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 244 | Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 289,524 | 90.7M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| 245 | MFS Total Return Fund MFS Series Trust V | 287,234 | 84.5M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 246 | Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 285,517 | 84M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 247 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 284,644 | 83.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 248 | Transamerica Large Cap Value TRANSAMERICA FUNDS | 283,365 | 88.8M $ | 3.64 % | as of Apr 30, 2026 · Original filing |
| 249 | EQUITY INDEX FUND GuideStone Funds | 283,296 | 83.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 250 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 279,981 | 82.4M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 251 | MOA EQUITY INDEX FUND MoA Funds Corp | 278,306 | 81.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 252 | Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 274,491 | 769.2M SEK | 1.75 % | as of Mar 31, 2026 · Original filing |
| 253 | Davis Financial Fund DAVIS SERIES INC | 270,900 | 79.7M $ | 7.24 % | as of Mar 31, 2026 · Original filing |
| 254 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 267,142 | 78.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 255 | Swedbank Robur Global Trends Swedbank Robur Fonder AB | 265,522 | 744.1M SEK | 1.94 % | as of Mar 31, 2026 · Original filing |
| 256 | SEB Aktiesparfond SEB Funds AB | 265,000 | 742.6M SEK | 4.57 % | as of Mar 31, 2026 · Original filing |
| 257 | VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 264,697 | 82.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 258 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 262,120 | 77.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 259 | AST Large-Cap Value Portfolio Advanced Series Trust | 258,926 | 76.2M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| 260 | Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 257,978 | 80.8M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| 261 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 254,300 | 74.8M $ | 4.28 % | as of Mar 31, 2026 · Original filing |
| 262 | BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 253,886 | 76.2M $ | 2.15 % | as of Feb 27, 2026 · Original filing |
| 263 | VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 250,518 | 73.7M $ | 3.05 % | as of Mar 31, 2026 · Original filing |
| 264 | Optimum Large Cap Value Fund Optimum Fund Trust | 248,367 | 73.1M $ | 4.16 % | as of Mar 31, 2026 · Original filing |
| 265 | State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 242,624 | 71.4M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| 266 | Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 238,400 | 71.6M $ | 3.04 % | as of Feb 28, 2026 · Original filing |
| 267 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 237,664 | 69.9M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| 268 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 233,187 | 653.4M SEK | 1.67 % | as of Mar 31, 2026 · Original filing |
| 269 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 230,684 | 72.3M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 270 | THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 228,298 | 67.2M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| 271 | Nomura Core Equity Fund IVY FUNDS | 227,707 | 67M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| 272 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 226,896 | 66.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 273 | Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 224,580 | 67.4M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| 274 | iShares MSCI World ETF iShares, Inc. | 222,370 | 66.8M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| 275 | THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 221,472 | 69.4M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 276 | Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 221,267 | 65.1M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| 277 | THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds | 220,760 | 69.1M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| 278 | U.S. Sector Rotation Fund John Hancock Funds II | 218,358 | 65.6M $ | 1.30 % | as of Feb 28, 2026 · Original filing |
| 279 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 218,009 | 64.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 280 | ProShares Ultra S&P500 ProShares Trust | 216,905 | 65.1M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 281 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 214,299 | 63M $ | 3.46 % | as of Mar 31, 2026 · Original filing |
| 282 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 213,651 | 62.8M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 283 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 211,828 | 62.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 284 | Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 210,533 | 63.2M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| 285 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 210,015 | 588.5M SEK | 1.02 % | as of Mar 31, 2026 · Original filing |
| 286 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 209,304 | 62.9M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 287 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 208,714 | 65.4M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 288 | Nicholas Fund, Inc. Nicholas Fund, Inc. | 208,430 | 65.3M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| 289 | Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 208,400 | 62.6M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| 290 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 205,877 | 61.8M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| 291 | Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 205,514 | 575.9M SEK | 1.24 % | as of Mar 31, 2026 · Original filing |
| 292 | AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 205,497 | 64.4M $ | 3.46 % | as of Apr 30, 2026 · Original filing |
| 293 | HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 203,797 | 59.9M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 294 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 202,998 | 59.7M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 295 | BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 200,507 | 60.2M $ | 2.89 % | as of Feb 28, 2026 · Original filing |
| 296 | Old Westbury All Cap Core Fund Old Westbury Funds Inc | 200,239 | 62.7M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| 297 | Nordea Generationsfond 70-tal Nordea Funds Ab | 199,927 | 550.3M SEK | 1.18 % | as of Mar 31, 2026 · Original filing |
| 298 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 199,373 | 59.9M $ | 2.15 % | as of Feb 27, 2026 · Original filing |
| 299 | Bahl & Gaynor Income Growth ETF ETF Series Solutions | 198,822 | 58.5M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| 300 | Franklin Mutual Shares VIP Fund Franklin Templeton Variable Insurance Products Trust | 198,572 | 58.4M $ | 3.19 % | 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 |