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 | |
|---|---|---|---|---|---|
| 601 | Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 50,167 | 14.8M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| 602 | LKCM Equity Fund LKCM Funds | 50,000 | 14.7M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 603 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND Cantor Select Portfolios Trust | 49,930 | 14.7M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| 604 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 49,895 | 15.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 605 | Value Portfolio PACIFIC SELECT FUND | 49,735 | 14.6M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 606 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 49,441 | 15.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 607 | SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST | 49,198 | 15.4M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| 608 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 49,057 | 14.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 609 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 48,838 | 14.4M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 610 | Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 48,793 | 15.3M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 611 | AMF Aktiefond Nordamerika AMF Fonder AB | 48,685 | 136.4M SEK | 1.92 % | as of Mar 31, 2026 · Original filing |
| 612 | ProShares S&P 500 High Income ETF ProShares Trust | 48,488 | 14.6M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| 613 | The Institutional U.S. Equity Portfolio HC Capital Trust | 48,370 | 14.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 614 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 48,264 | 14.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 615 | T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 48,207 | 14.2M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 616 | ProShares Ultra Dow30 ProShares Trust | 47,934 | 14.4M $ | 2.83 % | as of Feb 28, 2026 · Original filing |
| 617 | Value Equity Index Fund GuideStone Funds | 47,413 | 13.9M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| 618 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 47,083 | 131.9M SEK | 0.88 % | as of Mar 31, 2026 · Original filing |
| 619 | Vident U.S. Equity Strategy ETF ETF Series Solutions | 47,083 | 14.1M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| 620 | Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 46,931 | 14.7M $ | 3.24 % | as of Apr 30, 2026 · Original filing |
| 621 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 46,899 | 13.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 622 | Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB | 46,833 | 131.2M SEK | 2.91 % | as of Mar 31, 2026 · Original filing |
| 623 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 46,337 | 13.9M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 624 | Horizon Defined Risk Fund Horizon Funds | 46,240 | 13.9M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| 625 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 46,238 | 14.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 626 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 46,109 | 13.8M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| 627 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 46,096 | 13.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 628 | SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 46,033 | 14.4M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| 629 | Matthew 25 Fund MATTHEW 25 FUND | 46,000 | 13.5M $ | 4.48 % | as of Mar 31, 2026 · Original filing |
| 630 | Nordea Stratega 70 Nordea Funds Ab | 45,506 | 125.2M SEK | 0.53 % | as of Mar 31, 2026 · Original filing |
| 631 | Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 44,958 | 13.2M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 632 | Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 44,890 | 14.1M $ | 2.99 % | as of Apr 30, 2026 · Original filing |
| 633 | TCW Transform 500 ETF TCW ETF Trust | 44,808 | 14M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 634 | 1290 VT Equity Income Portfolio EQ Advisors Trust | 44,667 | 13.1M $ | 2.96 % | as of Mar 31, 2026 · Original filing |
| 635 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 44,487 | 13.4M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 636 | Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust | 44,451 | 13.9M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| 637 | AST Multi-Asset Diversified Portfolio Advanced Series Trust | 44,451 | 13.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 638 | Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 44,425 | 13.9M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| 639 | State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 44,329 | 13M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 640 | LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,325 | 13M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 641 | SEGALL BRYANT & HAMILL SELECT EQUITY ETF Segall Bryant & Hamill Trust | 44,286 | 13M $ | 4.32 % | as of Mar 31, 2026 · Original filing |
| 642 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 44,128 | 13M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 643 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 43,956 | 12.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 644 | PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 43,625 | 12.8M $ | 4.39 % | as of Mar 31, 2026 · Original filing |
| 645 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 43,266 | 12.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 646 | Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 43,235 | 13.5M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 647 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 43,206 | 13M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 648 | Domestic Equity Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 43,148 | 12.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 649 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 42,988 | 12.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 650 | Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios | 42,974 | 12.6M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 651 | EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 42,823 | 12.6M $ | 3.71 % | as of Mar 31, 2026 · Original filing |
| 652 | Rockefeller Global Equity ETF Tidal Trust III | 42,782 | 13.4M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| 653 | Fidelity Momentum Factor ETF Fidelity Covington Trust | 42,730 | 13.4M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| 654 | Penn Series Index 500 Fund Penn Series Funds Inc | 42,447 | 12.5M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 655 | Invesco Global Core Equity Fund AIM Funds Group (Invesco Funds Group) | 42,381 | 12.5M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 656 | Applied Finance Select Fund World Funds Trust | 42,243 | 13.2M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| 657 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 41,925 | 12.3M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 658 | Aristotle Core Equity Fund Aristotle Fund Series Trust | 41,857 | 12.3M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| 659 | SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 41,433 | 13M $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| 660 | PAYSON TOTAL RETURN FUND FORUM FUNDS | 41,233 | 12.1M $ | 4.27 % | as of Mar 31, 2026 · Original filing |
| 661 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 41,192 | 12.9M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| 662 | Columbia U.S. Equity Income ETF Columbia ETF Trust I | 41,096 | 12.9M $ | 4.66 % | as of Apr 30, 2026 · Original filing |
| 663 | Boston Trust Equity Fund Boston Trust Walden Funds | 41,000 | 12.1M $ | 5.15 % | as of Mar 31, 2026 · Original filing |
| 664 | Mairs & Power Balanced Fund Trust for Professional Managers | 40,949 | 12M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| 665 | VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 40,618 | 12.2M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 666 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,532 | 11.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 667 | MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 40,420 | 12.1M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| 668 | BNY Mellon Sustainable U.S. Equity Fund, Inc. BNY Mellon Sustainable U.S. Equity Fund, Inc. | 40,244 | 12.1M $ | 2.45 % | as of Feb 28, 2026 · Original filing |
| 669 | The Gabelli Asset Fund Gabelli Asset Fund | 40,170 | 11.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 670 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 40,000 | 11.8M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 671 | NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 39,830 | 11.7M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| 672 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 39,103 | 11.5M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 673 | Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. | 39,040 | 12.2M $ | 2.61 % | as of Apr 30, 2026 · Original filing |
| 674 | Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 39,027 | 12.2M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 675 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 39,001 | 12.2M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| 676 | Victory Capital Growth Fund Victory Portfolios III | 38,875 | 12.2M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 677 | Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 38,874 | 11.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 678 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 38,713 | 11.6M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| 679 | Avantis U.S. Equity Fund American Century ETF Trust | 38,576 | 11.6M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| 680 | Swedbank Robur Transfer 90 Swedbank Robur Fonder AB | 38,370 | 107.5M SEK | 1.00 % | as of Mar 31, 2026 · Original filing |
| 681 | ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust | 38,242 | 11.2M $ | 4.24 % | as of Mar 31, 2026 · Original filing |
| 682 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 38,233 | 11.5M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| 683 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 37,998 | 11.2M $ | 3.84 % | as of Mar 31, 2026 · Original filing |
| 684 | CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND | 37,970 | 11.9M $ | 3.40 % | as of Apr 30, 2026 · Original filing |
| 685 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 37,931 | 11.2M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 686 | Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III | 37,911 | 11.2M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| 687 | Nordea Stratega 35 Nordea Funds Ab | 37,897 | 104.3M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 688 | T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 37,836 | 11.1M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| 689 | Handelsbanken Fokus 50 Handelsbanken Fonder AB | 37,541 | 105.2M SEK | 1.28 % | as of Mar 31, 2026 · Original filing |
| 690 | Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust | 37,320 | 11.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 691 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 37,248 | 11M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 692 | Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 36,942 | 10.9M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 693 | AQR Large Cap Momentum Style Fund AQR Funds | 36,599 | 10.8M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| 694 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 35,990 | 11.3M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 695 | Torray Equity Income Fund RBB Fund Trust | 35,865 | 10.8M $ | 3.14 % | as of Feb 28, 2026 · Original filing |
| 696 | AST Large-Cap Equity Portfolio Advanced Series Trust | 35,554 | 10.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 697 | SpareBank 1 Global ODIN Forvaltning AS | 35,253 | 101M SEK | 1.40 % | as of Mar 31, 2026 · Original filing |
| 698 | ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust | 35,164 | 10.3M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| 699 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 35,161 | 10.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 700 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 35,145 | 10.6M $ | 2.54 % | 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 |