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 | |
|---|---|---|---|---|---|
| 301 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 198,214 | 59.5M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 302 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 196,407 | 57.8M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 303 | Storebrand Global Plus Storebrand Asset Management AS | 193,279 | 541.6M SEK | 1.20 % | as of Mar 31, 2026 · Original filing |
| 304 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 192,535 | 57.8M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| 305 | Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 190,856 | 56.1M $ | 3.74 % | as of Mar 31, 2026 · Original filing |
| 306 | Voya VACS Index Series S Portfolio Voya Investors Trust | 189,973 | 55.9M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 307 | BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. | 187,760 | 55.2M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| 308 | VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 187,361 | 56.3M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 309 | FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 186,201 | 58.3M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| 310 | Victory Growth & Income Fund Victory Portfolios III | 184,530 | 57.8M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| 311 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 182,400 | 57.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 312 | First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 179,957 | 56.4M $ | 2.46 % | as of Apr 30, 2026 · Original filing |
| 313 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 178,502 | 53.6M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| 314 | Storebrand Global All Countries Storebrand Asset Management AS | 176,852 | 495.6M SEK | 1.07 % | as of Mar 31, 2026 · Original filing |
| 315 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 176,675 | 55.3M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 316 | Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL | 175,135 | 54.9M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 317 | THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 175,049 | 51.5M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 318 | First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 174,478 | 51.3M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| 319 | Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 173,450 | 51M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| 320 | Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 173,440 | 52.1M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| 321 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 171,687 | 50.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 322 | State Farm Growth Fund Advisers Investment Trust | 170,900 | 50.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 323 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 170,500 | 53.4M $ | 4.33 % | as of Apr 30, 2026 · Original filing |
| 324 | AMF Aktiefond Global AMF Fonder AB | 167,036 | 468.1M SEK | 1.19 % | as of Mar 31, 2026 · Original filing |
| 325 | ProShares Ultra Financials ProShares Trust | 166,399 | 50M $ | 7.11 % | as of Feb 28, 2026 · Original filing |
| 326 | Value Fund HOMESTEAD FUNDS INC | 163,991 | 48.2M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| 327 | Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 163,864 | 51.3M $ | 3.00 % | as of Apr 30, 2026 · Original filing |
| 328 | JNL/Mellon Dow Index Fund JNL Series Trust | 161,550 | 47.5M $ | 3.88 % | as of Mar 31, 2026 · Original filing |
| 329 | Value Fund American Century Capital Portfolios, Inc. | 159,976 | 47.1M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 330 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 159,853 | 47M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 331 | Capital Group Global Equity ETF Capital Group Global Equity ETF | 158,940 | 47.7M $ | 2.18 % | as of Feb 28, 2026 · Original filing |
| 332 | Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 158,661 | 49.7M $ | 3.36 % | as of Apr 30, 2026 · Original filing |
| 333 | Loomis Sayles Global Allocation Fund LOOMIS SAYLES FUNDS II | 157,183 | 46.2M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 334 | Columbia Cornerstone Equity Fund COLUMBIA FUNDS SERIES TRUST | 157,154 | 47.2M $ | 3.01 % | as of Feb 28, 2026 · Original filing |
| 335 | iShares U.S. Equity Factor ETF iShares Trust | 156,553 | 49M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| 336 | Lannebo Global Lannebo Kapitalförvaltning AB | 156,347 | 438.1M SEK | 2.16 % | as of Mar 31, 2026 · Original filing |
| 337 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 155,954 | 46.8M $ | 2.17 % | as of Feb 28, 2026 · Original filing |
| 338 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 155,687 | 45.8M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 339 | SEB USA Exposure SEB Funds AB | 155,343 | 435.3M SEK | 1.63 % | as of Mar 31, 2026 · Original filing |
| 340 | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 153,300 | 45.1M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 341 | MML Equity Fund MML Series Investment Fund II | 151,000 | 44.4M $ | 4.93 % | as of Mar 31, 2026 · Original filing |
| 342 | Large Cap Equity Fund American Century Mutual Funds, Inc. | 150,375 | 47.1M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| 343 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 148,654 | 416.6M SEK | 1.37 % | as of Mar 31, 2026 · Original filing |
| 344 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 148,352 | 43.6M $ | 2.93 % | as of Mar 31, 2026 · Original filing |
| 345 | iShares Core Dividend ETF iShares Trust | 147,122 | 46.1M $ | 3.41 % | as of Apr 30, 2026 · Original filing |
| 346 | Swedbank Robur USA Swedbank Robur Fonder AB | 146,500 | 410.5M SEK | 2.43 % | as of Mar 31, 2026 · Original filing |
| 347 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 146,435 | 43.1M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 348 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 145,325 | 45.5M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 349 | AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 143,096 | 42.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 350 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 141,125 | 44.2M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 351 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 140,823 | 41.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 352 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 140,160 | 43.9M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 353 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 139,657 | 41.1M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 354 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 139,656 | 41.9M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| 355 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 138,534 | 40.8M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| 356 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 138,054 | 43.2M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| 357 | Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 137,976 | 43.2M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| 358 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 137,709 | 41.4M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| 359 | Nordea Generationsfond 60-tal Nordea Funds Ab | 137,449 | 378.3M SEK | 0.77 % | as of Mar 31, 2026 · Original filing |
| 360 | Fidelity Disciplined Equity Fund Fidelity Capital Trust | 136,981 | 42.9M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| 361 | BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 134,719 | 42.2M $ | 3.05 % | as of Apr 30, 2026 · Original filing |
| 362 | Skandia Global Exponering Skandia Fonder AB | 134,000 | 375.5M SEK | 1.18 % | as of Mar 31, 2026 · Original filing |
| 363 | BlackRock Tactical Opportunities Fund BlackRock Funds | 130,925 | 41M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 364 | Tax-Managed Value Portfolio Tax-Managed Value Portfolio | 130,108 | 40.8M $ | 3.47 % | as of Apr 30, 2026 · Original filing |
| 365 | Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 127,207 | 38.2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 366 | Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 126,712 | 38.1M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 367 | T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 126,270 | 37.1M $ | 3.05 % | as of Mar 31, 2026 · Original filing |
| 368 | ProShares UltraPro S&P500 ProShares Trust | 126,258 | 37.9M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 369 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 126,222 | 39.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 370 | Motley Fool 100 Index ETF RBB Fund, Inc. | 126,035 | 37.8M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| 371 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 125,689 | 37M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 372 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 124,437 | 36.6M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 373 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 123,601 | 36.4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 374 | Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 123,321 | 345.6M SEK | 0.78 % | as of Mar 31, 2026 · Original filing |
| 375 | Aptus Collared Investment Opportunity ETF ETF Series Solutions | 123,142 | 38.6M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| 376 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 121,645 | 38.1M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| 377 | iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 121,306 | 36.4M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| 378 | Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 120,511 | 37.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 379 | AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 120,366 | 35.4M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| 380 | Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 119,972 | 36M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| 381 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 118,560 | 37.1M $ | 4.46 % | as of Apr 30, 2026 · Original filing |
| 382 | PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 118,194 | 34.8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 383 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 116,949 | 34.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 384 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 116,762 | 36.6M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 385 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 116,478 | 34.3M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 386 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 116,214 | 34.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 387 | iShares Dow Jones U.S. ETF iShares Trust | 115,852 | 36.3M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 388 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 114,870 | 33.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 389 | Columbia Global Value Fund Columbia Funds Series Trust II | 113,443 | 34.1M $ | 3.84 % | as of Feb 28, 2026 · Original filing |
| 390 | Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | 112,300 | 33M $ | 3.82 % | as of Mar 31, 2026 · Original filing |
| 391 | Swedbank Robur Global High Dividend Swedbank Robur Fonder AB | 112,000 | 313.9M SEK | 2.21 % | as of Mar 31, 2026 · Original filing |
| 392 | Victory Value Fund Victory Portfolios III | 111,999 | 35.1M $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| 393 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 111,664 | 32.8M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 394 | Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 111,506 | 33.5M $ | 2.22 % | as of Feb 28, 2026 · Original filing |
| 395 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 111,452 | 32.8M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 396 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 111,044 | 32.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 397 | Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 110,923 | 33.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 398 | AMF Aktiefond Världen AMF Fonder AB | 110,555 | 309.8M SEK | 0.57 % | as of Mar 31, 2026 · Original filing |
| 399 | iShares Russell Top 200 ETF iShares Trust | 110,297 | 32.4M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| 400 | Penn Series Flexibly Managed Fund Penn Series Funds Inc | 110,000 | 32.4M $ | 0.70 % | 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 |