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 | |
|---|---|---|---|---|---|
| 701 | Dividend Value Fund VALIC Co I | 35,050 | 10.5M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| 702 | Franklin Managed Income Fund Franklin Investors Securities Trust | 35,000 | 11M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 703 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 34,956 | 10.3M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 704 | AB US Equity ETF AB Active ETFs, Inc. | 34,759 | 10.4M $ | 1.58 % | as of Feb 28, 2026 · Original filing |
| 705 | Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II | 34,628 | 10.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 706 | Adaptive Alpha Opportunities ETF Starboard Investment Trust | 34,589 | 10.4M $ | 3.04 % | as of Feb 28, 2026 · Original filing |
| 707 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 34,480 | 10.4M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 708 | GuideMark Large Cap Core Fund GPS Funds I | 34,407 | 10.1M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 709 | Systematic Core Fund VALIC Co I | 34,289 | 10.3M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| 710 | First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund | 34,250 | 10.1M $ | 3.49 % | as of Mar 31, 2026 · Original filing |
| 711 | MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 34,119 | 10M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 712 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 33,975 | 10M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 713 | Fidelity Global Equity Income Fund Fidelity Investment Trust | 33,822 | 10.6M $ | 2.27 % | as of Apr 30, 2026 · Original filing |
| 714 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 33,712 | 9.9M $ | 3.88 % | as of Mar 31, 2026 · Original filing |
| 715 | 1919 Financial Services Fund Advisor Managed Portfolios | 33,696 | 9.9M $ | 10.43 % | as of Mar 31, 2026 · Original filing |
| 716 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,608 | 9.9M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 717 | CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND | 33,600 | 10.5M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| 718 | Boston Trust Walden Equity Fund Boston Trust Walden Funds | 33,415 | 9.8M $ | 4.95 % | as of Mar 31, 2026 · Original filing |
| 719 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 33,325 | 9.8M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 720 | T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 33,300 | 9.8M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 721 | Equity Income Fund John Hancock Funds II | 33,288 | 10M $ | 1.69 % | as of Feb 28, 2026 · Original filing |
| 722 | Fidelity Puritan K6 Fund Fidelity Puritan Trust | 33,219 | 10M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 723 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 33,130 | 9.7M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 724 | FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 33,117 | 10.4M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 725 | Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust | 33,100 | 9.9M $ | 2.06 % | as of Feb 28, 2026 · Original filing |
| 726 | iShares ESG Select Screened S&P 500 ETF iShares Trust | 33,017 | 9.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 727 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 33,014 | 9.9M $ | 1.93 % | as of Feb 28, 2026 · Original filing |
| 728 | BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. | 32,975 | 9.7M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| 729 | American Century Focused Large Cap Value ETF American Century ETF Trust | 32,861 | 9.9M $ | 2.97 % | as of Feb 28, 2026 · Original filing |
| 730 | Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST | 32,509 | 9.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 731 | Columbia Flexible Capital Income Fund Columbia Funds Series Trust II | 32,500 | 9.8M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| 732 | Nordea Stratega 50 Nordea Funds Ab | 32,435 | 89.3M SEK | 0.38 % | as of Mar 31, 2026 · Original filing |
| 733 | NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 32,388 | 10.1M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| 734 | Integrity Dividend Harvest Fund INTEGRITY FUNDS | 32,000 | 10M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 735 | iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 31,956 | 10M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| 736 | Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | 31,783 | 9.3M $ | 3.69 % | as of Mar 31, 2026 · Original filing |
| 737 | Zacks Earnings Consistent Portfolio ETF Zacks Trust | 31,624 | 9.5M $ | 3.07 % | as of Feb 28, 2026 · Original filing |
| 738 | LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 31,492 | 9.9M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 739 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 31,325 | 9.4M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| 740 | Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 31,308 | 9.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 741 | Lärarfond Offensiv Lannebo Kapitalförvaltning AB | 30,830 | 86.4M SEK | 0.92 % | as of Mar 31, 2026 · Original filing |
| 742 | Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 30,676 | 9M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 743 | MML Equity Index Fund MML SERIES INVESTMENT FUND | 30,670 | 9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 744 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 30,314 | 8.9M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 745 | M Large Cap Value Fund M FUND INC | 30,200 | 8.9M $ | 4.62 % | as of Mar 31, 2026 · Original filing |
| 746 | Victory RS Large Cap Alpha Fund Victory Portfolios | 30,200 | 8.9M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 747 | AAMA EQUITY FUND Asset Management Fund | 30,100 | 8.9M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| 748 | Goldman Sachs Hedge Industry VIP ETF Goldman Sachs ETF Trust | 29,828 | 9M $ | 1.97 % | as of Feb 28, 2026 · Original filing |
| 749 | UBS US Dividend Ruler Fund UBS FUNDS | 29,823 | 8.8M $ | 3.97 % | as of Mar 31, 2026 · Original filing |
| 750 | Victory Multi-Cap Fund Victory Portfolios | 29,700 | 8.7M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| 751 | MFS Research Series MFS VARIABLE INSURANCE TRUST | 29,566 | 8.7M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| 752 | iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 29,424 | 8.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 753 | LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,291 | 8.6M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| 754 | NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 29,253 | 9.2M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 755 | George Putnam Balanced Fund George Putnam Balanced Fund | 29,055 | 9.1M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 756 | Advisors Capital Total Return - Equity Fund NEIMAN FUNDS | 29,000 | 8.5M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 757 | Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 28,869 | 8.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 758 | Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 28,661 | 8.4M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| 759 | JNL/Mellon World Index Fund JNL Series Trust | 28,649 | 8.4M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 760 | Capital Advisors Growth Fund Advisors Series Trust | 28,575 | 8.4M $ | 5.68 % | as of Mar 31, 2026 · Original filing |
| 761 | Gotham Enhanced 500 ETF Tidal Trust I | 28,393 | 8.4M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 762 | KPA Aktiefond Swedbank Robur Fonder AB | 28,339 | 79.4M SEK | 1.23 % | as of Mar 31, 2026 · Original filing |
| 763 | VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 28,269 | 8.5M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 764 | WesMark Large Company Fund WesMark Funds | 28,130 | 8.3M $ | 2.67 % | as of Mar 31, 2026 · Original filing |
| 765 | Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 28,055 | 8.8M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 766 | State Farm Balanced Fund Advisers Investment Trust | 28,000 | 8.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 767 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 27,949 | 8.2M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 768 | JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | 27,545 | 8.1M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 769 | Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 27,500 | 8.1M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 770 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 27,346 | 8M $ | 2.99 % | as of Mar 31, 2026 · Original filing |
| 771 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 27,036 | 8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 772 | NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 27,002 | 7.9M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| 773 | Cambiar Opportunity Fund ADVISORS' INNER CIRCLE FUND | 27,000 | 8.5M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| 774 | Financial Industries Fund John Hancock Investment Trust II | 26,997 | 8.5M $ | 3.15 % | as of Apr 30, 2026 · Original filing |
| 775 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 26,920 | 8.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 776 | SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 26,724 | 8.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 777 | Balanced Fund American Century Mutual Funds, Inc. | 26,703 | 8.4M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 778 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 26,524 | 8M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| 779 | JNL S&P 500 Index Fund JNL Series Trust | 26,240 | 7.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 780 | iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 26,210 | 8.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 781 | Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 25,992 | 7.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 782 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 25,931 | 7.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 783 | Transamerica Large Value Opportunities TRANSAMERICA FUNDS | 25,929 | 8.1M $ | 3.58 % | as of Apr 30, 2026 · Original filing |
| 784 | Capital Appreciation Value Fund John Hancock Funds II | 25,928 | 7.8M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 785 | MML Equity Income Fund MML SERIES INVESTMENT FUND | 25,890 | 7.6M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 786 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 25,880 | 7.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 787 | Global Shareholder Yield Fund John Hancock Funds III | 25,854 | 7.6M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 788 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 25,831 | 7.8M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| 789 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 25,754 | 7.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 790 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 25,726 | 72.1M SEK | 1.71 % | as of Mar 31, 2026 · Original filing |
| 791 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. | 25,637 | 7.5M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| 792 | Horizon Defensive Core Fund Horizon Funds | 25,602 | 7.7M $ | 1.62 % | as of Feb 28, 2026 · Original filing |
| 793 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 25,544 | 7.5M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 794 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 25,505 | 8M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| 795 | NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 25,499 | 7.5M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| 796 | Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 25,422 | 8M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| 797 | AB Select US Long/Short Portfolio AB CAP FUND, INC. | 25,407 | 7.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 798 | Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 25,394 | 7.5M $ | 3.73 % | as of Mar 31, 2026 · Original filing |
| 799 | Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 25,369 | 7.9M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 800 | LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 25,300 | 7.9M $ | 0.69 % | 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 |