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 | |
|---|---|---|---|---|---|
| 501 | Nomura Balanced Fund IVY FUNDS | 73,102 | 21.5M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 502 | BlackRock Exchange Portfolio BlackRock Funds | 72,443 | 21.3M $ | 8.25 % | as of Mar 31, 2026 · Original filing |
| 503 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 72,226 | 22.6M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 504 | Domini Impact Equity Fund Domini Investment Trust | 72,180 | 22.6M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| 505 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 72,100 | 21.2M $ | 4.86 % | as of Mar 31, 2026 · Original filing |
| 506 | PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 71,665 | 21.1M $ | 3.89 % | as of Mar 31, 2026 · Original filing |
| 507 | VIP Balanced Portfolio Variable Insurance Products Fund III | 71,485 | 21M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 508 | Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | 71,285 | 21M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 509 | VALUE EQUITY FUND GuideStone Funds | 71,067 | 20.9M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| 510 | TCW Relative Value Large Cap Fund TCW FUNDS INC | 70,911 | 22.2M $ | 4.01 % | as of Apr 30, 2026 · Original filing |
| 511 | CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 70,200 | 20.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 512 | SPP Generation 60-tal Storebrand Asset Management AS | 70,061 | 196.3M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 513 | Boston Trust Asset Management Fund Boston Trust Walden Funds | 70,000 | 20.6M $ | 4.13 % | as of Mar 31, 2026 · Original filing |
| 514 | Global Equity Fund RUSSELL INVESTMENT CO | 69,553 | 21.8M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 515 | Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 69,522 | 20.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 516 | Vaughan Nelson Select Fund Natixis Funds Trust II | 68,940 | 20.7M $ | 3.86 % | as of Feb 28, 2026 · Original filing |
| 517 | John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust | 68,929 | 20.3M $ | 4.15 % | as of Mar 31, 2026 · Original filing |
| 518 | iShares Top 20 U.S. Stocks ETF iShares Trust | 68,900 | 20.3M $ | 4.11 % | as of Mar 31, 2026 · Original filing |
| 519 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 68,238 | 20.5M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| 520 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 67,516 | 21.1M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 521 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 67,482 | 19.9M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 522 | Carillon Eagle Growth & Income Fund Carillon Series Trust | 67,083 | 19.7M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| 523 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 66,715 | 19.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 524 | Evercore Equity Fund Wall Street EWM Funds Trust | 66,440 | 19.5M $ | 4.15 % | as of Mar 31, 2026 · Original filing |
| 525 | Diversified Equity Master Portfolio Master Investment Portfolio | 66,339 | 19.5M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 526 | Marsico Focus Fund MARSICO INVESTMENT FUND | 66,196 | 19.5M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| 527 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 66,145 | 19.5M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 528 | Janus Henderson Adaptive Risk Managed U.S. Equity Fund JANUS INVESTMENT FUND | 66,088 | 19.4M $ | 3.35 % | as of Mar 31, 2026 · Original filing |
| 529 | Putnam VT Sustainable Leaders Fund Putnam Variable Trust | 66,080 | 19.4M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| 530 | BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 66,000 | 19.8M $ | 2.63 % | as of Feb 27, 2026 · Original filing |
| 531 | Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 64,746 | 19M $ | 5.25 % | as of Mar 31, 2026 · Original filing |
| 532 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 64,703 | 19M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 533 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 64,507 | 20.2M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 534 | Allspring Index Fund ALLSPRING FUNDS TRUST | 64,422 | 19M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 535 | Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 64,154 | 18.9M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 536 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 64,124 | 20.1M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 537 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 64,045 | 18.8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 538 | LargeCap Value Fund III Principal Funds, Inc | 63,639 | 19.9M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 539 | Davis Select Financial ETF Davis Fundamental ETF Trust | 63,162 | 19.8M $ | 4.22 % | as of Apr 30, 2026 · Original filing |
| 540 | NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 62,605 | 18.4M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| 541 | Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 62,535 | 19.6M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 542 | Cullen High Dividend Equity Fund Cullen Funds Trust | 62,524 | 18.4M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| 543 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 62,418 | 18.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 544 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 62,281 | 19.5M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 545 | Systematic Value Fund VALIC Co I | 61,903 | 18.6M $ | 3.37 % | as of Feb 28, 2026 · Original filing |
| 546 | Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 61,622 | 19.3M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 547 | NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 61,538 | 18.1M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| 548 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 61,519 | 19.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 549 | Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 61,228 | 19.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 550 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 60,802 | 19M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| 551 | LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,380 | 17.8M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| 552 | SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 60,134 | 18.1M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 553 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 59,911 | 18.8M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 554 | VictoryShares WestEnd US Sector ETF Victory Portfolios II | 59,822 | 17.6M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| 555 | Naventi Offensiv Flex Ruth Asset Management AB | 59,617 | 166M SEK | 3.41 % | as of Mar 31, 2026 · Original filing |
| 556 | ProShares UltraPro Dow30 ProShares Trust | 59,480 | 17.9M $ | 2.37 % | as of Feb 28, 2026 · Original filing |
| 557 | Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 59,358 | 17.5M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| 558 | Swedbank Robur Talenten Aktiefond MEGA Swedbank Robur Fonder AB | 59,319 | 166.2M SEK | 0.95 % | as of Mar 31, 2026 · Original filing |
| 559 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 59,137 | 18.5M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 560 | Virtus Income & Growth Fund Virtus Investment Trust | 59,065 | 17.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 561 | Goldman Sachs Equity Income Fund Goldman Sachs Trust | 58,073 | 17.4M $ | 3.99 % | as of Feb 28, 2026 · Original filing |
| 562 | Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust | 57,862 | 18.1M $ | 3.99 % | as of Apr 30, 2026 · Original filing |
| 563 | PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 57,816 | 17.4M $ | 12.04 % | as of Feb 27, 2026 · Original filing |
| 564 | Victory Sustainable World Fund Victory Portfolios III | 57,560 | 17.3M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| 565 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 57,401 | 18M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 566 | Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 56,800 | 17.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 567 | Avantis Total Equity Markets ETF American Century ETF Trust | 56,238 | 16.9M $ | 2.38 % | as of Feb 28, 2026 · Original filing |
| 568 | Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 56,070 | 16.8M $ | 3.76 % | as of Feb 28, 2026 · Original filing |
| 569 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 55,799 | 16.8M $ | 1.53 % | as of Feb 27, 2026 · Original filing |
| 570 | Bahl & Gaynor Dividend ETF ETF Series Solutions | 55,784 | 16.4M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| 571 | Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 55,639 | 16.4M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 572 | JNL/Goldman Sachs 4 Fund JNL Series Trust | 55,451 | 16.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 573 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 55,436 | 16.3M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 574 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 55,261 | 17.3M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| 575 | EQ/Capital Group Research Portfolio EQ Advisors Trust | 55,018 | 16.2M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| 576 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 55,001 | 16.2M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 577 | Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 54,962 | 16.2M $ | 3.69 % | as of Mar 31, 2026 · Original filing |
| 578 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 54,866 | 16.1M $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| 579 | Clearwater Core Equity Fund Clearwater Investment Trust | 54,731 | 16.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 580 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 54,504 | 16M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 581 | DWS CROCI(R) U.S. Fund DEUTSCHE DWS INVESTMENT TRUST | 54,304 | 16M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| 582 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 53,658 | 15.8M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 583 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 53,614 | 15.8M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 584 | JNL/WMC Balanced Fund JNL Series Trust | 53,517 | 15.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 585 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 53,387 | 16.7M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| 586 | FlexShares US Quality Large Cap Index Fund FlexShares Trust | 53,340 | 16.7M $ | 1.86 % | as of Apr 30, 2026 · Original filing |
| 587 | RBC Global Opportunities Fund RBC Funds Trust | 53,340 | 15.7M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| 588 | Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 53,324 | 16M $ | 3.78 % | as of Feb 28, 2026 · Original filing |
| 589 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 52,874 | 15.9M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| 590 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 52,655 | 15.5M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 591 | iShares Morningstar U.S. Equity ETF iShares Trust | 52,408 | 16.4M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 592 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 52,316 | 15.7M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| 593 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 52,112 | 15.3M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 594 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 52,016 | 15.3M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 595 | Haverford Quality Growth Stock Fund ADVISORS' INNER CIRCLE FUND | 51,974 | 16.3M $ | 5.12 % | as of Apr 30, 2026 · Original filing |
| 596 | LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 51,792 | 15.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 597 | Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST | 51,571 | 16.2M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| 598 | Skandia Nordamerika Exponering Skandia Fonder AB | 51,380 | 144M SEK | 1.57 % | as of Mar 31, 2026 · Original filing |
| 599 | JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust | 51,362 | 15.1M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 600 | Equity Income Trust John Hancock Variable Insurance Trust | 50,735 | 14.9M $ | 1.74 % | 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 |