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 | |
|---|---|---|---|---|---|
| 801 | Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 25,256 | 70.8M SEK | 1.05 % | as of Mar 31, 2026 · Original filing |
| 802 | Fidelity Magellan K6 Fund Fidelity Magellan Fund | 25,190 | 7.4M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 803 | Boston Partners Long/Short Research Fund RBB Fund, Inc. | 24,952 | 7.5M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| 804 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF Sterling Capital Funds | 24,902 | 7.3M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| 805 | Shelton Equity Income Fund SHELTON FUNDS | 24,900 | 7.5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 806 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 24,632 | 7.4M $ | 1.01 % | as of Feb 27, 2026 · Original filing |
| 807 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,506 | 7.2M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 808 | Franklin Global Allocation Fund Franklin Fund Allocator Series | 24,472 | 7.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 809 | BBH Select Large Cap ETF BBH Trust | 24,194 | 7.6M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 810 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 24,179 | 7.1M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 811 | iShares ESG Aware MSCI USA Value ETF iShares Trust | 24,153 | 7.3M $ | 2.60 % | as of Feb 28, 2026 · Original filing |
| 812 | SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 24,050 | 7.1M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| 813 | Bretton Fund PFS FUNDS | 24,000 | 7.1M $ | 6.30 % | as of Mar 31, 2026 · Original filing |
| 814 | Dunham Large Cap Value Fund Dunham Funds | 23,964 | 7.5M $ | 3.54 % | as of Apr 30, 2026 · Original filing |
| 815 | Naventi Balanserad Flex Ruth Asset Management AB | 23,915 | 66.6M SEK | 1.72 % | as of Mar 31, 2026 · Original filing |
| 816 | Federated Hermes Kaufmann Large Cap Fund Federated Hermes Equity Funds | 23,802 | 7.5M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 817 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 23,693 | 7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 818 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 23,670 | 7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 819 | Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 23,666 | 7.1M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| 820 | POLARIS GLOBAL VALUE FUND FORUM FUNDS | 23,549 | 6.9M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 821 | BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 23,523 | 7.1M $ | 0.40 % | as of Feb 27, 2026 · Original filing |
| 822 | NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 23,192 | 7.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 823 | ClearBridge Tactical Dividend Income Fund Legg Mason Partners Investment Trust | 23,125 | 7.2M $ | 1.99 % | as of Apr 30, 2026 · Original filing |
| 824 | SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | 23,092 | 6.8M $ | 3.27 % | as of Mar 31, 2026 · Original filing |
| 825 | AMF Balansfond AMF Fonder AB | 23,019 | 64.5M SEK | 0.25 % | as of Mar 31, 2026 · Original filing |
| 826 | WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 22,704 | 7.1M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| 827 | New Covenant Growth Fund NEW COVENANT FUNDS | 22,514 | 6.6M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 828 | Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 22,457 | 7M $ | 2.13 % | as of Apr 30, 2026 · Original filing |
| 829 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 22,456 | 62.9M SEK | 0.45 % | as of Mar 31, 2026 · Original filing |
| 830 | KPA Blandfond Swedbank Robur Fonder AB | 22,441 | 62.9M SEK | 0.39 % | as of Mar 31, 2026 · Original filing |
| 831 | SFT T. Rowe Price Value Fund Securian Funds Trust | 22,430 | 6.6M $ | 3.26 % | as of Mar 31, 2026 · Original filing |
| 832 | BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,397 | 6.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 833 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 22,086 | 6.5M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 834 | MFS Total Return Portfolio Brighthouse Funds Trust II | 22,053 | 6.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 835 | CUTLER EQUITY FUND The Cutler Trust | 22,044 | 6.5M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 836 | Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 22,000 | 6.6M $ | 2.63 % | as of Feb 28, 2026 · Original filing |
| 837 | Bright Rock Quality Large Cap Fund Trust for Professional Managers | 22,000 | 6.6M $ | 1.46 % | as of May 31, 2026 · Original filing |
| 838 | U.S. Quality ESG Fund Northern Funds | 21,945 | 6.5M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 839 | Lysa Global Equity Focus Lysa Fonder AB | 21,913 | 61.4M SEK | 1.06 % | as of Mar 31, 2026 · Original filing |
| 840 | PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 21,781 | 6.8M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 841 | MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 21,684 | 6.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 842 | T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 21,536 | 6.3M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 843 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 21,333 | 6.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 844 | MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST | 21,244 | 6.2M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| 845 | Principal Capital Appreciation Select ETF Principal Exchange-Traded Funds | 21,238 | 6.2M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 846 | VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 21,190 | 6.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 847 | SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 21,145 | 6.6M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 848 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 21,144 | 6.2M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 849 | Global X Dow 30 Covered Call ETF GLOBAL X FUNDS | 21,113 | 6.6M $ | 3.91 % | as of Apr 30, 2026 · Original filing |
| 850 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 21,083 | 6.3M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 851 | NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 21,066 | 6.2M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 852 | Loomis Sayles Global Allocation Portfolio Brighthouse Funds Trust I | 21,030 | 6.2M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 853 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 21,002 | 6.3M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| 854 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 20,914 | 6.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 855 | Union Street Partners Value Fund World Funds Trust | 20,885 | 6.1M $ | 7.53 % | as of Mar 31, 2026 · Original filing |
| 856 | AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust | 20,800 | 6.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 857 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 20,793 | 58.3M SEK | 0.49 % | as of Mar 31, 2026 · Original filing |
| 858 | Harbor Long-Term Growers ETF Harbor ETF Trust | 20,576 | 6.4M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 859 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 20,499 | 6M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 860 | Handelsbanken Fokus 100 Handelsbanken Fonder AB | 20,485 | 57.4M SEK | 2.64 % | as of Mar 31, 2026 · Original filing |
| 861 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 20,404 | 6M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 862 | Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 20,339 | 6.1M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 863 | State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS | 20,218 | 5.9M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 864 | Wasatch Global Value Fund WASATCH FUNDS TRUST | 20,000 | 5.9M $ | 3.67 % | as of Mar 31, 2026 · Original filing |
| 865 | Hennessy Cornerstone Value Fund Hennessy Funds Trust | 19,800 | 6.2M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| 866 | Large Cap Core Fund Northern Funds | 19,701 | 5.8M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 867 | Destinations Equity Income Fund Brinker Capital Destinations Trust | 19,636 | 5.9M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 868 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 19,571 | 5.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 869 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 19,472 | 5.8M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 870 | Skandia Balanserad Skandia Fonder AB | 19,444 | 54.5M SEK | 0.25 % | as of Mar 31, 2026 · Original filing |
| 871 | BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds | 19,430 | 5.8M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 872 | Dividend Growth Portfolio LORD ABBETT SERIES FUND INC | 19,422 | 5.7M $ | 3.02 % | as of Mar 31, 2026 · Original filing |
| 873 | Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II | 19,405 | 5.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 874 | Venerable World Equity Fund Venerable Variable Insurance Trust | 19,257 | 5.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 875 | Fidelity Magellan ETF Fidelity Covington Trust | 19,227 | 6M $ | 2.38 % | as of Apr 30, 2026 · Original filing |
| 876 | Principal Capital Appreciation Account Principal Variable Contract Funds, Inc | 19,172 | 5.6M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| 877 | Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 19,123 | 5.6M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 878 | MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 18,983 | 5.6M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 879 | Transamerica Large Value Active ETF 2023 ETF Series Trust | 18,942 | 5.6M $ | 3.87 % | as of Mar 31, 2026 · Original filing |
| 880 | ProShares S&P 500 Ex-Technology ETF ProShares Trust | 18,917 | 5.7M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| 881 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 18,826 | 52.8M SEK | 0.33 % | as of Mar 31, 2026 · Original filing |
| 882 | BNY Mellon Global Real Return Fund BNY Mellon Advantage Funds, Inc. | 18,643 | 5.8M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 883 | Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 18,533 | 5.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 884 | ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 18,352 | 5.5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 885 | Penn Series Large Cap Value Fund Penn Series Funds Inc | 18,343 | 5.4M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| 886 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 18,336 | 5.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 887 | Virtus NFJ Dividend Value Fund Virtus Investment Trust | 18,321 | 5.4M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| 888 | Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust | 18,287 | 5.4M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 889 | Bridges Investment Fund Professionally Managed Portfolios | 18,250 | 5.4M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 890 | Franklin Mutual Global Discovery VIP Fund Franklin Templeton Variable Insurance Products Trust | 18,241 | 5.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 891 | Huber Select Large Cap Value Fund Advisors Series Trust | 18,233 | 5.7M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 892 | EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 18,190 | 5.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 893 | Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 18,175 | 5.5M $ | 1.62 % | as of Feb 28, 2026 · Original filing |
| 894 | TIFF MULTI-ASSET FUND TIFF Investment Program | 18,106 | 5.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 895 | Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 18,093 | 5.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 896 | PSF Global Portfolio Prudential Series Fund | 18,057 | 5.3M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 897 | Lord Abbett Focused Large Cap Value Fund LORD ABBETT SECURITIES TRUST | 18,032 | 5.6M $ | 3.81 % | as of Apr 30, 2026 · Original filing |
| 898 | SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST | 18,010 | 5.6M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 899 | Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,996 | 5.3M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 900 | Victory Diversified Stock Fund Victory Portfolios | 17,934 | 5.3M $ | 1.47 % | 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 |